BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,365 $694K 0.01% +40 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,318 $689K 0.03% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,295 $686K 0.07% +1,363 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,324 $686K 0.01% -3,654 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,294 $686K 0.09% +802 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 6,251 $681K 0.07% +856 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,250 $681K 0.34% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,141 $669K 0.01% +120 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 6,131 $668K 0.02% +250 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,107 $666K 0.36% +5 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,125 $664K 0.04% +1 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,088 $663K 0.03% new 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 6,072 $662K 0.1% +179 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,047 $659K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,955 $649K 0.12% -491 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,932 $646K 0.03% +289 13F-HR Timeline City State Bank More: the full row for City State Bank 5,896 $643K 0.21% -100 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 5,825 $638K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,848 $637K 0.07% -104 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,833 $636K <0.01% +2,742 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,783 $630K 0.01% -74 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,782 $630K 0.01% -34 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,779 $630K 0.02% -215 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,770 $629K 0.12% -1,151 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 5,749 $627K 0.35% -67 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,709 $622K 0.16% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,702 $621K 0.01% -26 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,710 $621K 0.22% -4 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,693 $620K <0.01% +140 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,661 $617K 0.02% +1,015 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,648 $616K 0.11% +89 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,638 $614K 0.02% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,637 $614K 0.04% +293 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,623 $613K 0.07% +952 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,620 $612K 0.05% +61 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,618 $612K 0.03% +115 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,604 $611K 0.02% +682 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,570 $607K 0.02% +127 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,540 $604K 0.04% +75 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,483 $598K 0.02% +28 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 5,473 $596K -78 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,433 $592K 0.01% +8 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,427 $591K 0.25% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,409 $589K 0.08% -460 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 5,339 $582K 0.3% +100 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,332 $581K 0.02% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,620 $580K 0.54% +3,025 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,300 $578K 0.06% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,286 $576K 0.11% -122 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,289 $576K 0.08% -100 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,281 $575K 0.03% +304 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,250 $572K 0.02% -70 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,251 $572K 0.05% -5,409 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,245 $572K 0.02% -279 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 5,213 $568K <0.01% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,213 $568K 0.04% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,200 $567K 0.02% +2,556 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,184 $565K 0.07% +125 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 5,175 $563K <0.01% +51 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,155 $562K 0.01% +324 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 5,112 $557K 0.12% +40 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,058 $551K 0.04% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 5,033 $548K 0.08% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 5,026 $548K 0.28% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,014 $546K 0.41% +588 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 5,008 $546K 0.2% +1,011 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,008 $546K 0.01% -202 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,967 $541K 0.03% +6 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 4,964 $541K 0.18% -380 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 4,940 $538K 0.19% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,913 $536K 0.09% +3 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 4,900 $534K 0.45% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,886 $532K 0.01% +176 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,852 $529K 0.01% +177 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,827 $526K 0.02% +438 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,824 $526K 0.04% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,807 $524K 0.09% -165 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,804 $524K 0.01% -3,576 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,794 $522K 0.09% +136 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,790 $522K 0.02% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,783 $521K 0.01% +41 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,739 $516K 0.05% -10 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,700 $512K 0.13% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,696 $512K 0.01% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,613 $503K 0.02% -989 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,613 $502K 0.28% +15 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,552 $496K 0.08% +196 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,533 $494K 0.04% +680 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,531 $494K 0.03% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,523 $493K 0.08% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,493 $490K 0.11% -434 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 4,482 $488K 0.08% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,475 $488K 0.32% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 4,390 $478K 0.04% +922 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,361 $475K 0.08% -54 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,353 $474K 0.01% +357 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 4,336 $473K 0.29% -47 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,320 $471K 0.06% -294 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,313 $470K -81 Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 4,293 $468K 0.26% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,292 $468K 0.11% -126 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,266 $465K 0.08% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,264 $465K 0.07% +29 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,216 $459K 0.17% +63 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,195 $457K 0.24% -9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,198 $457K 0.03% -63 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,189 $457K 0.01% -539 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,181 $456K 0.03% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,174 $455K 0.02% +111 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,171 $455K 0.11% -444 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,152 $452K 0.02% +70 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,127 $450K <0.01% +440 13F-HR Timeline Group Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,104 $447K 0.04% +1,603 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 4,100 $447K 0.88% +1,892 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,093 $446K 0.01% -34 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,091 $446K 0.01% +739 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,078 $444K 0.01% +72 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 4,069 $443K 0.13% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,063 $443K 0.03% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,060 $442K 0.05% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,050 $441K 0.03% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,128 $440K 0.08% +2,427 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,012 $437K 0.01% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,006 $437K 0.03% +119 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,000 $436K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,993 $435K 0.01% +964 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,990 $435K 0.08% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 3,982 $434K 0.05% -3,750 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,580 $431K 0.14% -8 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,950 $430K 0.02% +23 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,024 $430K 0.45% -40 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,941 $429K 0.22% +1,412 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,941 $429K 0.03% -156 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,931 $428K 0.03% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3,920 $427K 0.29% -307 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,919 $427K 0.06% +6 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,907 $426K 0.03% +227 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 3,856 $422K 0.02% -42 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,862 $421K 0.02% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,856 $420K 0.03% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,848 $419K 0.06% -1,880 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,845 $419K 0.03% +100 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,832 $418K 0.04% -3 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,065 $416K 0.22% +2,265 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,816 $416K 0.03% -207 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 3,816 $416K 0.08% -2,436 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,813 $416K 0.2% -54 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,805 $415K 0.08% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,788 $413K <0.01% -196,212 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,775 $411K 0.02% 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,744 $408K 0.02% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 3,733 $407K 0.34% +51 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,727 $406K 0.01% new 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,727 $406K 0.05% +32 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,721 $406K 0.01% +1,080 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,702 $403K 0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,676 $401K 0.03% +35 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,675 $400K 0.01% +47 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,666 $400K 0.12% -150 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,659 $399K 0.06% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,649 $398K 0.02% +332 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,633 $396K 0.23% -38 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 3,619 $394K 0.24% -461 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,618 $394K 0.2% -467 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,544 $386K 0.03% -100 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,534 $385K <0.01% +775 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,517 $383K 0.01% -2 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,473 $379K 0.18% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,452 $376K 0.07% -438 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,446 $376K 0.03% -193 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 3,443 $375K 0.01% +2,328 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 3,443 $375K 0.4% -5 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,439 $375K <0.01% -48,283 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,423 $373K 0.03% +6 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,419 $373K 0.08% -327 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,412 $372K 0.03% -515 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,407 $371K 0.07% -778 13F-HR Timeline Bruce & Co., Inc. More: the full row for Bruce & Co., Inc. 3,945 $371K 0.12% 0 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,400 $371K <0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,397 $370K 0.04% -158 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,359 $366K <0.01% -341 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,348 $365K 0.02% -709 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 3,337 $364K 0.11% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,335 $363K 0.06% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,335 $363K 0.06% +98 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,330 $363K 0.07% -8 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,304 $360K 0.11% +11 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,299 $360K 0.01% -242 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,289 $358K 0.11% -2,140 13F-HR Timeline Covalis Capital LLP in group Covalis Capital LLP More: the full row for Covalis Capital LLP 3,282 $358K 0.08% new 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,277 $357K 0.09% +716 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,274 $357K 0.34% +457 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 3,262 $355K 0.2% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,254 $355K 0.03% +72 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,252 $354K 0.02% +23 13F-HR Timeline Group Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,243 $354K 0.2% +170 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,245 $354K 0.04% +23 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,244 $354K 0.08% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,206 $349K 0.02% -82 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,190 $348K 0.05% +84 13F-HR Timeline