Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 67,777 $5.79M 0.65% -179 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 67,370 $5.76M 0.47% +808 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 67,270 $5.75M 0.08% +19,362 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 66,946 $5.72M <0.01% +7,139 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 66,344 $5.67M 1.44% -2,192 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 66,243 $5.66M 0.2% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 65,787 $5.62M 0.36% -6,082 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 65,608 $5.61M 0.64% -1,204 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 65,411 $5.59M 0.66% +30 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 65,166 $5.57M 0.57% +5,444 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 65,060 $5.56M 2.08% +13,757 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 65,358 $5.52M 1.78% +2,622 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 64,216 $5.49M 1.36% -2,350 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 64,166 $5.49M 0.6% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 63,821 $5.46M 3.45% +96 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 63,203 $5.4M 0.46% +3,593 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 63,043 $5.39M 0.06% -1,329 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 62,649 $5.36M 0.93% +5,561 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 62,286 $5.32M 1.39% +1,702 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 62,218 $5.32M 9.52% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 61,762 $5.28M 0.06% -7,243 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 61,014 $5.22M 1.74% -832 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 60,985 $5.21M 0.35% -910 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 60,940 $5.21M 2.16% -2,382 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 60,716 $5.19M 0.22% -2,031 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 60,574 $5.18M 0.02% +23,778 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 60,500 $5.17M 1.1% +10,835 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 60,482 $5.17M 0.97% +214 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 60,420 $5.17M 0.21% +763 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 59,570 $5.09M 0.53% +71 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 59,431 $5.08M 0.87% +419 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 58,847 $5.03M 0.14% -187,739 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 58,797 $5.03M 0.61% +4,613 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 60,233 $5.02M 1.32% +2,891 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 58,483 $5M 0.39% -2,118 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 58,241 $4.98M 0.01% new 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 57,874 $4.95M 3.18% +936 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 57,817 $4.94M 0.1% -3,124 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 57,441 $4.91M 2.75% +4,886 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 57,183 $4.89M 1.55% +25,297 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 56,214 $4.81M 1.11% +323 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 55,785 $4.77M 0.08% -362 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 55,340 $4.73M 0.65% -1,441 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 55,277 $4.73M 0.07% -42,265 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 54,796 $4.68M 0.16% -11,140 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 54,417 $4.65M 0.37% +8,665 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 53,920 $4.61M 0.8% -926 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 53,774 $4.6M 0.06% +8,876 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 53,220 $4.55M 0.44% -627 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 52,891 $4.52M 0.04% -4,074 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 52,583 $4.5M 0.81% +20,408 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 109,854 $4.48M 0.69% +11,723 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 52,269 $4.47M +30,289 Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 52,136 $4.46M +6,060 Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 51,771 $4.43M 0.26% -7,030 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 51,253 $4.38M 1.12% -625 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 50,868 $4.35M 0.76% +1,230 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 50,700 $4.33M 1.18% -324 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 50,666 $4.33M 0.21% +1,000 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 50,464 $4.31M 2.97% +2,863 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 50,413 $4.31M 0.64% +250 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 50,516 $4.31M 0.21% -2,525 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50,105 $4.28M 0.98% -246 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 49,833 $4.26M 2.78% +453 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 49,830 $4.26M 0.44% +912 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 49,689 $4.25M 0.08% +10,633 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 49,507 $4.23M 0.87% +367 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 49,029 $4.19M 0.22% +1,626 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 54,325 $4.19M 0.17% +41,126 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 48,614 $4.16M 1.85% +42,086 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 48,610 $4.16M 3.12% -31,056 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48,200 $4.12M 0.09% -6,373 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 47,931 $4.1M +1,147 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 47,915 $4.1M 0.02% -8,782 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 47,829 $4.09M 0.1% +3,115 13F-HR Timeline Alliance Wealth Strategies, LLC d/b/a B… More: the full row for Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 47,754 $4.08M 3.21% +1,737 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 47,099 $4.03M 0.2% +2,452 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 46,917 $4.02M 0.13% +2,335 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 46,733 $4M 0.52% +1,577 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 46,363 $3.96M 1.36% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 46,159 $3.95M 0.32% +3,719 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 46,038 $3.94M 0.22% +1,425 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 46,027 $3.93M 0.06% +8,424 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 45,650 $3.9M 1.04% +4,916 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 45,186 $3.86M 0.27% -3,402 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 45,137 $3.86M 8.7% +15,140 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 45,087 $3.85M 0.95% -4,798 13F-HR Timeline Friday Financial More: the full row for Friday Financial 45,529 $3.85M 1.03% +672 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 44,773 $3.83M 0.44% +942 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 44,719 $3.82M 0.19% -6,127 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 44,672 $3.82M 0.02% +14,453 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 44,625 $3.81M 0.78% +299 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 44,567 $3.81M 0.06% -51 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 44,057 $3.77M 3.68% -333 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 44,043 $3.77M 0.05% +21,706 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 43,979 $3.76M 0.01% -14,526 13F-HR Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 43,448 $3.71M 1.8% +340 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 43,390 $3.71M 0.52% +2,009 13F-HR Timeline BEACON ADVISORS HOLDINGS, LLC More: the full row for BEACON ADVISORS HOLDINGS, LLC 43,347 $3.71M 1.81% +146 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 43,253 $3.7M 0.43% +72 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 43,172 $3.69M 0.29% +4,692 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 43,139 $3.69M 0.18% -479 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 43,095 $3.68M 0.53% +6,856 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 42,712 $3.65M 0.83% +8,066 13F-HR Timeline Penney Financial, LLC More: the full row for Penney Financial, LLC 42,475 $3.63M 1.27% +1,135 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 42,483 $3.63M 0.02% +4,218 13F-HR Timeline Group CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 42,392 $3.62M 0.18% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 42,307 $3.62M 0.16% -1,421 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 42,279 $3.61M 1.03% +27,130 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 42,152 $3.6M 0.78% -3,388 13F-HR Timeline Fort Henry Capital, LLC More: the full row for Fort Henry Capital, LLC 41,987 $3.59M 1.98% +1,491 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 41,498 $3.55M 0.36% -20,515 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 41,422 $3.54M 0.21% +646 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 41,274 $3.53M 0.71% +70 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 40,832 $3.49M 1.52% -524 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 40,805 $3.49M 0.58% -177 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 40,719 $3.48M 1.87% +361 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 40,613 $3.47M 0.03% +8,784 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 40,512 $3.46M 0.16% +8,411 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 40,247 $3.44M 0.41% +1,824 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 40,000 $3.42M 0.14% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 39,689 $3.39M 0.29% -578 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 39,640 $3.39M 2.19% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 39,619 $3.39M 0.52% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 39,567 $3.38M 0.78% +29 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 39,561 $3.38M 2.56% -132 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 39,326 $3.36M 0.82% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 38,932 $3.33M 1.6% +36 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 38,607 $3.3M 1.83% +2,690 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 38,604 $3.3M 0.76% +439 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 38,568 $3.3M 0.11% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 38,389 $3.28M 0.1% +10,443 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,267 $3.27M 0.11% -2,867 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 38,233 $3.27M 0.19% -1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 38,098 $3.26M 0.88% -4,053 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 37,459 $3.2M 0.19% +3,245 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 37,437 $3.2M 1.15% +3,926 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 37,362 $3.19M 2.1% +10 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 37,346 $3.19M 0.99% -11,773 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 37,275 $3.19M 0.06% -1,863 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 37,183 $3.18M 1.2% -957 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 37,060 $3.17M 0.13% -19,965 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 37,010 $3.16M 0.37% -535 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 36,995 $3.16M 0.21% +10,250 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 37,431 $3.14M 0.08% +9,094 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 36,552 $3.12M 0.42% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 36,356 $3.11M 0.2% -6,470 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 36,219 $3.1M 1.35% +6,802 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 36,048 $3.08M 0.09% +1,773 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 35,996 $3.08M 0.23% -107 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 35,972 $3.08M 1.01% -4,630 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 35,731 $3.05M <0.01% +5,635 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 35,636 $3.05M 1.4% +2,441 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 35,849 $3.04M 0.08% +12,492 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 35,467 $3.03M 0.18% +8,035 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 35,191 $3.01M 0.34% +14,988 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 35,179 $3.01M 0.02% +4,885 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 35,040 $3M 0.01% +3,557 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 34,981 $2.99M 0.1% +3,634 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 34,747 $2.97M 0.04% +3,404 13F-HR/A Timeline CHOREO, LLC More: the full row for CHOREO, LLC 34,718 $2.97M 0.03% +2,277 13F-HR Timeline Kastel Capital Advisors, LLC More: the full row for Kastel Capital Advisors, LLC 38,400 $2.96M 1.87% -610 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 34,614 $2.96M 1.71% +6,787 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 34,587 $2.96M 1.09% +1,986 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,933,385 $2.93M 0.19% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 34,162 $2.92M 0.06% -653 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 34,153 $2.92M 0.06% +4,685 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 34,055 $2.91M 0.11% -26,725 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 33,861 $2.89M 2.02% +1,048 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 33,856 $2.89M 1.63% +13,671 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 33,656 $2.88M 0.91% +1,154 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 33,558 $2.87M 0.04% -3,250 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 33,219 $2.84M 0.15% -2,654 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 33,416 $2.83M 1.22% new 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 33,116 $2.83M 2.51% +883 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 33,083 $2.83M 0.01% +2,163 13F-HR Timeline Group Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 33,402 $2.82M 3.26% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 32,987 $2.82M 0.43% -242 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,673 $2.79M 0.04% +61 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 32,540 $2.78M 0.57% +241 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 32,455 $2.77M 0.31% -1,891 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 32,390 $2.77M 0.46% -163 13F-HR Timeline Pacific Park Financial, Inc. More: the full row for Pacific Park Financial, Inc. 32,055 $2.74M 1.59% -7,149 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 32,037 $2.74M 1.96% +288 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 31,954 $2.73M 0.54% -810 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 31,725 $2.71M 0.11% -508 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31,517 $2.69M 0.81% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 31,489 $2.69M <0.01% +532 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 31,396 $2.68M 0.11% +409 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 31,368 $2.68M 0.26% +6,455 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 31,262 $2.67M 0.35% +517 13F-HR/A Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 31,121 $2.66M <0.01% +822 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 31,097 $2.66M 0.26% +3,005 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 31,007 $2.65M 0.16% +229 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,996 $2.65M 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 30,898 $2.64M 1.14% +9,450 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 30,891 $2.64M 0.44% +3,488 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 30,873 $2.64M 0.46% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 30,729 $2.63M 1.66% +10,090 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 30,569 $2.61M 0.69% +60 13F-HR Timeline