CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 42,261 $1.86M 0.11% -22,982 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 42,241 $1.86M 0.01% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 42,036 $1.85M 0.29% -1,754 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 42,049 $1.85M 0.05% -1,534 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 41,707 $1.84M 0.38% +383 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 41,396 $1.83M 0.01% +23,077 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 41,585 $1.83M 1.21% +4,983 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 41,217 $1.82M 0.03% -4,401 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 41,112 $1.81M 0.94% -976 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 40,988 $1.81M 1.35% -959 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 42,085 $1.8M 1.48% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 40,723 $1.79M <0.01% +25,371 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 40,578 $1.79M 1.07% +1,444 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 40,510 $1.78M 1.59% -2,604 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 40,507 $1.78M 1.43% 13F-HR Timeline Ascent Capital Management, LLC More: the full row for Ascent Capital Management, LLC 40,375 $1.78M 1.82% 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 40,301 $1.77M 2.08% -5,546 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 40,184 $1.77M 0.1% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 40,095 $1.77M 0.1% +16,934 13F-HR/A Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 39,999 $1.76M -10,326 Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 39,892 $1.76M 0.2% -3,723 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 39,872 $1.76M 0.04% +6,390 13F-HR Timeline City State Bank More: the full row for City State Bank 39,847 $1.75M 0.62% -722 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 39,726 $1.75M 1.34% 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 39,695 $1.75M 1.05% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 39,684 $1.75M 0.58% -41,011 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 39,523 $1.74M 0.48% -656 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 39,424 $1.74M 0.02% +9,485 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 39,240 $1.73M 0.01% -4,750 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 39,233 $1.73M 0.07% +668 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 39,228 $1.73M 1.01% +11,512 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 39,096 $1.72M 1.05% +1,380 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,025 $1.72M 0.02% +3,212 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 38,994 $1.72M 0.3% -13,640 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 38,541 $1.7M 0.12% +10,906 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 38,475 $1.69M 0.49% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 38,426 $1.69M 0.03% +195 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 38,345 $1.69M 0.36% -3,704 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,229 $1.68M 0.28% +4 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 38,203 $1.68M 0.22% -5,916 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 38,069 $1.68M 0.35% -2,964 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 39,432 $1.68M 0.26% -6,000 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 37,972 $1.67M 0.99% +26 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 37,959 $1.67M 1.43% 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 37,934 $1.67M 1.54% 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 37,911 $1.67M 0.12% -236 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 37,807 $1.67M 1.18% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 37,791 $1.66M 1.3% -56 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 37,784 $1.66M 0.68% +46 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 37,670 $1.66M 0.32% +1,411 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 37,171 $1.64M 0.91% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 37,155 $1.64M 1.22% 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 37,126 $1.64M 0.4% -375 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 37,020 $1.63M 0.07% +935 13F-HR/A Timeline General Partner, Inc. More: the full row for General Partner, Inc. 36,998 $1.63M 0.98% 0 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 36,800 $1.62M 1.58% 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 36,764 $1.62M 0.64% -1,297 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 36,668 $1.61M 0.09% +6,555 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 36,582 $1.61M 1.22% -585 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 36,542 $1.61M 0.16% -1,532 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 36,509 $1.61M 0.02% +1,596 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 36,418 $1.6M 0.8% -1,007 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 36,388 $1.6M 0.2% -2,545 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,727 $1.6M 0.05% +668 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 36,292 $1.6M 0.24% -287 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 36,287 $1.6M 0.91% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 36,195 $1.59M 0.63% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 36,344 $1.59M 0.62% +3,908 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 36,123 $1.59M 0.13% +35 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 36,108 $1.59M 0.71% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 36,079 $1.59M 0.47% -71 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,018 $1.59M <0.01% +36,017 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 35,813 $1.58M 0.5% +2,886 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 35,596 $1.57M 0.07% -885 13F-HR Timeline Stark Wealth Management LLC More: the full row for Stark Wealth Management LLC 35,468 $1.56M 1.15% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 35,376 $1.56M 1.44% -3,600 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 35,237 $1.55M 1.22% -17,872 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 35,209 $1.55M 1.05% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,156 $1.55M 0.05% +965 13F-HR/A Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 35,026 $1.54M 1.09% +1,900 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 34,993 $1.54M 0.58% -270 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 31,961 $1.53M 0.14% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 34,650 $1.53M 0.11% -1,233 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 34,615 $1.52M 0.5% +3,239 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 34,490 $1.52M 1.4% 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 34,489 $1.52M 1.09% -2,324 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 34,454 $1.52M 0.04% 0 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 34,297 $1.51M 0.92% +28,083 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 34,233 $1.51M 1.14% -22 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 34,091 $1.5M 0.05% -1,343 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 34,036 $1.5M 0.15% -534,839 13F-HR/A Timeline Group NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 33,987 $1.5M 0.19% -6,667 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 33,903 $1.49M 0.33% +801 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 33,886 $1.49M 0.12% +9,571 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 33,853 $1.49M 1.23% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 33,720 $1.49M 0.04% +2,269 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 33,718 $1.48M 0.94% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 33,544 $1.48M <0.01% +1,620 13F-HR Timeline Group FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 33,510 $1.48M 1.49% 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 33,385 $1.47M 0.48% -45 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 33,374 $1.47M 0.1% -3,261 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,373 $1.47M 0.55% +2,142 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 33,324 $1.47M 0.31% +25,345 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 33,122 $1.47M 0.57% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 33,265 $1.46M 0.3% +385 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 33,063 $1.46M 0.35% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 32,847 $1.45M 0.02% -1,245 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 32,781 $1.44M -3,405 Timeline RENASANT BANK More: the full row for RENASANT BANK 32,778 $1.44M 0.94% +21,688 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 32,761 $1.44M 0.73% +733 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 32,709 $1.44M 0.04% +9,352 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 32,660 $1.44M 0.11% +7,139 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 32,602 $1.44M 1.53% 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 32,574 $1.43M 0.07% -235 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 32,552 $1.43M 0.2% +2,067 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 32,546 $1.43M 0.36% -61,915 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 32,484 $1.43M 0.37% +152 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 32,479 $1.43M 0.85% -712 13F-HR Timeline Bakala Capital LLC More: the full row for Bakala Capital LLC 32,474 $1.43M 8.6% +756 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 32,371 $1.43M 0.29% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 32,358 $1.43M 0.09% +1,850 13F-HR Timeline Group Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 32,289 $1.42M 1.49% -5,249 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 32,953 $1.42M 0.2% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 31,926 $1.41M 0.11% -3,491 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 31,781 $1.4M 0.42% -492 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 31,729 $1.4M 0.17% +59 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 31,708 $1.4M 0.6% +5,513 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 31,538 $1.39M 0.18% -317 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 31,385 $1.38M 0.56% +2,720 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 31,378 $1.38M 0.48% +2,136 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 31,261 $1.38M 0.13% +2,606 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 31,299 $1.37M 0.3% -392 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 31,050 $1.37M 0.04% +1,837 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 31,000 $1.37M 0.1% 0 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 30,997 $1.37M 0.26% +1,176 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 30,951 $1.36M 0.64% +286 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 30,849 $1.36M 0.09% +1,296 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 30,846 $1.35M 0.11% -1,139,241 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 30,738 $1.35M 0.13% -3,804 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 30,701 $1.35M 1.47% 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 30,700 $1.35M 0.02% -23,370 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 30,688 $1.35M 0.48% -4,986 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 30,584 $1.35M 0.39% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 29,906 $1.34M 1.24% +17,782 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 30,432 $1.34M 1.29% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 30,390 $1.34M 0.04% -523 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 30,026 $1.32M 0.82% +2,911 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 29,986 $1.32M 0.18% +28,117 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 29,919 $1.32M 0.41% +749 13F-HR Timeline SWP FINANCIAL LLC More: the full row for SWP FINANCIAL LLC 29,861 $1.32M 0.79% +25,243 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 29,802 $1.31M 0.07% +5,173 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 29,732 $1.31M 0.08% +447 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 29,722 $1.31M 0.24% +2,235 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 29,486 $1.3M 0.3% +2,571 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 29,336 $1.29M 0.06% -1,200 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 29,224 $1.29M 0.1% -853 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 29,138 $1.28M 0.45% -713 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 28,936 $1.27M 0.82% +794 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 28,755 $1.27M 0.57% +6,321 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 28,746 $1.27M 0.13% +92 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 28,722 $1.26M 0.32% +1,939 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 28,640 $1.26M 0.77% +304 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 28,612 $1.26M 0.01% +11,613 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 28,588 $1.26M 0.2% +824 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 28,533 $1.26M 0.11% -2,208 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 28,516 $1.26M 0.22% -43 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,510 $1.26M 0.14% -575 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 28,487 $1.25M 0.1% -5,891 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 28,485 $1.25M 0.47% +244 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 28,421 $1.25M 0.01% +1,185 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 28,389 $1.25M 0.12% -552 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 28,367 $1.25M 0.14% -786 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 28,333 $1.25M 0.05% +6,720 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 26,073 $1.25M 0.41% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 28,327 $1.25M 0.15% +139 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 28,310 $1.25M 0.45% -26 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 28,252 $1.24M 0.73% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 28,243 $1.24M 0.38% -2,980 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 28,139 $1.24M 0.01% +23,196 13F-HR Timeline Group OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 28,132 $1.24M 1.31% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 28,121 $1.24M 0.26% 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.24M 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,078 $1.24M 0.04% -1,553 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,055 $1.24M 0.04% +2,434 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 27,975 $1.23M 0.14% -3,775 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 27,945 $1.23M 0.21% +51 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 25,707 $1.23M 0.23% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 27,932 $1.23M 0.77% +695 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 27,892 $1.23M 0.71% +2,121 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 27,883 $1.23M 0.31% new 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 27,879 $1.23M 0.82% +621 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 27,876 $1.23M 0.37% +649 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 27,777 $1.22M 0.15% -427 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 27,534 $1.21M 0.45% -3,002 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 27,471 $1.21M 0.12% -2,483 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 27,377 $1.21M 0.18% 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 27,366 $1.21M 0.03% -11,793 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 27,148 $1.2M 0.49% 0 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,139 $1.2M 0.57% -2,297 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 27,060 $1.19M 0.04% -8,245 13F-HR Timeline