CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 186,026 $12.5M 1.44% -5,376 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 181,715 $12.2M 0.03% new 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 181,485 $12.2M 0.14% -314 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 181,281 $12.2M 0.32% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 180,553 $12.1M 0.43% +136 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 179,810 $12.1M 0.23% +43,007 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 178,892 $12M 0.06% +9,911 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 175,172 $11.8M 0.35% +7,878 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 172,854 $11.6M 3.17% -2,332 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 171,157 $11.5M 0.05% +26,075 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 170,926 $11.5M 0.54% +8,337 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 169,530 $11.4M 4.81% +60,886 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 169,155 $11.4M 0.24% -35,769 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 167,849 $11.3M 6.22% -47,825 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 167,698 $11.3M 2.65% +277 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 167,551 $11.3M 0.01% -218,168 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 165,155 $11.1M 0.45% +6,605 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 163,591 $11M 7.39% +9,861 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 160,895 $10.8M 0.34% -4,688 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 155,019 $10.4M 3.44% -460 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 154,016 $10.4M 0.61% -5,815 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 153,121 $10.3M 1.13% +32,485 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 151,396 $10.2M 0.56% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 149,814 $10.1M 0.09% +4,097 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 148,771 $10M 0.1% -13,121 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 147,294 $9.9M 3.12% +4,746 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 147,265 $9.9M 0.22% -9,675 13F-HR Timeline AXIS CAPITAL HOLDINGS LTD More: the full row for AXIS CAPITAL HOLDINGS LTD 146,362 $9.84M 4.02% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 144,958 $9.74M 0.21% -1,597 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 144,925 $9.74M 3.26% +567 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 143,996 $9.68M 0.4% +113,005 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 142,942 $9.61M 0.06% -3,057 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 142,249 $9.56M 2.22% -4,703 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 138,458 $9.31M 0.72% -2,479 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 137,795 $9.26M 1.41% -770 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 136,154 $9.15M 7.77% -17,314 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 135,384 $9.1M 4.04% -248 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 135,158 $9.09M 0.16% +55,442 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 134,168 $9.02M 1.01% +3,552 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 134,559 $8.96M 3.89% -1,560 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 132,907 $8.93M 0.32% +9,171 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 132,336 $8.9M 0.05% -33,522 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 131,157 $8.82M 0.02% +126,510 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 130,442 $8.77M 6.36% -37,057 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 129,805 $8.73M 0.04% +18,221 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 127,852 $8.59M 0.05% +20,180 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 127,773 $8.59M 2.18% +5,154 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 127,701 $8.58M 0.07% +25,892 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 126,524 $8.51M 1.8% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 126,344 $8.49M 0.62% -1,539 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 124,720 $8.38M 0.34% +339 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 122,139 $8.21M 3.77% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 120,931 $8.13M 0.68% +3,826 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 120,847 $8.12M 5.43% -800 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 120,364 $8.09M 0.19% +3,572 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 119,563 $8.04M 0.11% -270 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 118,291 $7.95M 5.33% +734 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 117,175 $7.93M 2.18% +1,423 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 117,683 $7.91M 2.83% +5,342 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 116,539 $7.83M 0.19% +89,393 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 114,003 $7.66M 0.01% -242,496 13F-HR Timeline Group Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 113,999 $7.66M 6.68% -13,093 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 113,912 $7.66M 0.65% +7,636 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 113,432 $7.62M 0.88% -311 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 112,816 $7.58M 2.07% -6,680 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 112,794 $7.58M 1.19% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 112,615 $7.57M 0.71% +33,152 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 112,027 $7.53M 0.29% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 110,382 $7.42M 0.09% +17,135 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 107,862 $7.25M 0.54% -3,640 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 107,752 $7.24M 1.38% +4,853 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 107,752 $7.24M 1.33% +4,853 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 106,604 $7.16M 4.63% -19,231 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 105,783 $7.11M -1,163 Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 105,404 $7.09M 0.99% -4,323 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 104,017 $6.99M 0.11% +19,597 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 102,709 $6.9M 0.23% -485 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 102,647 $6.9M 0.05% -1,480 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 102,022 $6.89M 0.91% +53,020 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 101,537 $6.88M 1.18% -6,179 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 101,844 $6.85M 4.24% +1,003 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 101,004 $6.79M 2.79% +1,413 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100,321 $6.74M 0.32% +2,548 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 99,748 $6.73M 0.15% -119,588 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 99,808 $6.72M 1.83% -39,172 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 99,904 $6.72M 0.17% +4,279 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 98,329 $6.61M 0.08% +593 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 97,739 $6.57M 0.01% -2,497 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 97,087 $6.5M 0.38% +62,658 13F-HR/A Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 96,647 $6.5M 5.41% +13,474 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 96,482 $6.49M 2.51% -342 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 95,873 $6.45M 4.33% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 95,787 $6.44M 0.03% -15,568 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 95,600 $6.43M 0.02% +23,703 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 94,582 $6.36M 0.17% +60,367 13F-HR Timeline Grange Capital, LLC More: the full row for Grange Capital, LLC 93,327 $6.27M 6.56% +88,697 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 93,320 $6.27M 0.58% +28,700 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 92,306 $6.2M 0.18% -5,592 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 91,928 $6.18M 0.16% -10,223 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 91,446 $6.17M 0.26% +8,001 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 91,660 $6.16M 0.26% +245 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 91,842 $6.16M 0.66% -2,271 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 90,733 $6.1M 0.34% +8,642 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 86,809 $5.78M 0.09% +55,683 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 85,352 $5.74M 0.05% +357 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 84,992 $5.71M 0.44% -3,879 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 84,990 $5.71M 0.26% +1,120 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 84,229 $5.66M 0.2% +6,400 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 84,045 $5.65M 0.35% -866 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 83,469 $5.61M 1.49% -13,077 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 83,186 $5.59M 1.29% +7,262 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 82,628 $5.55M 4.96% -5,755 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 82,104 $5.52M 0.28% +33 13F-HR/A Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 81,671 $5.49M 0.98% +1,288 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 80,094 $5.38M <0.01% -10,600 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 79,947 $5.37M 0.36% +3,132 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 79,311 $5.33M 9.7% new 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 78,835 $5.3M 0.73% -2,022 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 77,938 $5.24M 0.57% +1,838 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 77,935 $5.24M 3.62% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 77,809 $5.23M 0.37% new 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 77,556 $5.21M 0.56% +23,653 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 76,886 $5.17M <0.01% -5,690 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 76,869 $5.17M 1.94% +3,623 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 76,572 $5.15M 1.53% +11,229 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 74,479 $5.08M 0.08% -52,389 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 75,614 $5.08M 2.84% -3,732 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 75,121 $5.05M 0.09% -1,078 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 74,331 $5M 0.45% -417 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 73,012 $4.91M 0.48% +11,940 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 71,911 $4.83M 3.74% 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 71,313 $4.79M 3.13% -751 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 71,039 $4.78M 0.28% +1,147 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 70,638 $4.75M 3.04% -11,817 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 69,576 $4.68M <0.01% +3,776 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 69,538 $4.67M 0.22% +4,952 13F-HR/A Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 69,175 $4.65M <0.01% +32,935 13F-HR Timeline Group Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 68,763 $4.62M 3.06% +483 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 68,480 $4.6M 3.59% +3,101 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 68,457 $4.6M 0.55% -1,403 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 68,328 $4.59M 1.63% -1,844 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 67,856 $4.56M 0.06% +5,822 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 68,464 $4.56M 0.1% +3,983 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 67,111 $4.51M 0.7% -5,083 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 67,109 $4.51M 1.08% +1,253 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 66,503 $4.47M 0.05% -60 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 65,946 $4.43M 0.5% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 65,862 $4.43M 0.54% +12,665 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 65,765 $4.42M 0.03% -12,793 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 64,401 $4.33M 0.78% +492 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 64,356 $4.33M 0.41% +152 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 64,290 $4.32M 0.51% +2,544 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 64,165 $4.31M 0.18% +2,013 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 63,777 $4.29M 2.3% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 63,092 $4.24M 0.18% +38,744 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 62,783 $4.22M 2.94% +3,700 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 62,322 $4.19M 3.2% +62,261 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 61,964 $4.17M 2.85% +10,134 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 61,667 $4.15M 1.79% -1,724 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 61,641 $4.14M 0.09% +362 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 61,274 $4.12M 0.05% -1,572 13F-HR/A Timeline Group Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 61,092 $4.11M 2.74% -326 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 60,848 $4.09M 0.01% -1,005 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 60,755 $4.08M 1.71% +23,479 13F-HR/A Timeline Group Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 60,683 $4.08M 1.05% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 60,089 $4.04M 0.08% +3,667 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 59,726 $4.01M 0.08% -5,628 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 59,010 $3.97M 0.18% 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 58,948 $3.96M 0.05% -533 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 58,742 $3.95M 0.24% -3,359 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 58,500 $3.93M 0.45% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 58,387 $3.92M 0.07% +390 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 57,450 $3.86M 3.4% +560 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 57,115 $3.84M 0.37% -300 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 56,952 $3.83M 0.2% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 56,702 $3.81M 0.58% -669 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 56,339 $3.79M 0.36% +702 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 55,858 $3.75M 0.4% -9,134 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 55,363 $3.72M 0.09% -1,156 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 55,242 $3.71M 0.24% -1,580 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 55,207 $3.71M 0.39% +5,000 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 53,072 $3.57M 1.97% +2,115 13F-HR/A Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 52,865 $3.55M 0.28% +10,862 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 52,586 $3.53M 2.18% -376 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 52,546 $3.53M 1.71% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 52,452 $3.53M 0.04% +930 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 52,422 $3.52M 0.13% +15,277 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 52,283 $3.52M 0.85% -4,033 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 52,246 $3.51M 0.04% -4,101 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 52,065 $3.5M 1.16% +150 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 51,971 $3.49M 3.43% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 51,853 $3.48M 2.17% -240 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 51,459 $3.46M 0.47% +199 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 51,256 $3.45M 0.61% -67 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 51,137 $3.44M 0.19% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 51,104 $3.44M 0.22% +1,517 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 50,974 $3.43M 1.63% +12,605 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 50,836 $3.42M 0.79% +1,305 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 50,000 $3.36M 3.63% +25,000 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 49,959 $3.36M 0.21% -155 13F-HR Timeline