KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 35,044 $2.11M 0.01% +1,972 13F-HR Timeline Group Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 35,000 $2.1M 4.06% 0 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 34,884 $2.1M 0.28% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 34,870 $2.1M 0.4% +150 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 34,400 $2.09M 0.34% 0 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 34,815 $2.09M 0.2% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 34,806 $2.09M 0.04% -366 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 34,751 $2.09M 0.04% new 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 34,234 $2.06M 1.68% 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 33,871 $2.04M 0.31% +175 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 33,750 $2.03M 0.77% -500 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 33,687 $2.02M 0.53% -328 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 33,634 $2.02M 0.03% -2,270 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33,438 $2.01M 0.06% +2,876 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 33,432 $2.01M 0.12% +1,613 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 33,301 $2M 0.23% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 33,207 $2M 0.08% -25,768 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 33,192 $2M 0.2% -3,274 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 32,433 $1.95M 0.12% -541 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 32,282 $1.94M 0.03% +2,491 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 32,246 $1.94M 0.3% -360 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 32,014 $1.92M 0.48% -10,510 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 32,435 $1.92M 0.15% 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 31,838 $1.91M 0.11% +462 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 31,667 $1.9M 1.14% +3,079 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 31,947 $1.88M 0.59% +4,449 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 31,108 $1.87M 0.36% -3,403 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 31,022 $1.86M 0.17% +10,504 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 30,450 $1.83M 1.09% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 29,879 $1.8M 0.03% +1,077 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 29,833 $1.79M 0.08% +3,300 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 29,259 $1.76M 0.05% -195 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 29,227 $1.76M 0.02% -196,891 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 29,183 $1.75M 0.31% +386 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 29,015 $1.74M 0.42% -75 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 28,998 $1.74M 0.14% -580 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,660 $1.72M 0.08% -4,023 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,599 $1.72M 0.02% +2,344 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 28,542 $1.72M 0.21% +2,953 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 28,537 $1.72M 0.08% -48,220 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 28,460 $1.71M 0.12% -3,700 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 28,370 $1.71M 0.17% +1,853 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 28,067 $1.69M 0.23% +6,400 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 27,972 $1.68M 0.02% -3,558 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 27,917 $1.68M 0.41% -3,756 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 27,893 $1.68M 0.01% +2,203 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 27,855 $1.67M 0.71% +383 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 27,832 $1.67M 0.01% new 13F-HR Timeline Group Ninepoint Partners LP More: the full row for Ninepoint Partners LP 27,815 $1.67M 0.2% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,787 $1.67M 0.08% -85 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 27,591 $1.66M 0.03% -752 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 27,515 $1.65M 0.48% -463 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 27,454 $1.65M 0.84% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 27,441 $1.65M 0.08% -964 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 27,149 $1.63M 0.03% -3,267 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 27,038 $1.63M 0.13% +9,264 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 26,835 $1.61M 0.01% -99,544 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,807 $1.61M 0.02% -2,450 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 26,797 $1.61M 0.01% +4,838 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 26,690 $1.6M 0.22% +4,648 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 26,634 $1.6M 0.01% +3,160 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 26,511 $1.59M 0.39% +3,889 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,508 $1.59M 0.1% +263 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26,317 $1.58M 0.06% +890 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 24,957 $1.58M 1.27% -698 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 26,025 $1.56M 0.03% -100 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 26,023 $1.56M 0.75% -800 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 25,783 $1.55M 0.05% -309 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 25,725 $1.55M 0.68% +138 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 25,600 $1.54M 0.91% -5,450 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 25,550 $1.54M 0.36% -1,500 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 25,542 $1.54M 0.34% +8,000 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 25,541 $1.54M 0.08% +645 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 25,417 $1.53M 0.02% -934 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 25,374 $1.53M 0.04% +17,236 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 25,136 $1.51M 0.28% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 25,000 $1.51M 0.05% +196 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 25,072 $1.51M 0.54% -384 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $1.5M 0.07% 0 13F-HR/A Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 24,729 $1.49M 0.6% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 24,641 $1.48M 1.08% -3,094 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 24,611 $1.48M 0.01% +158 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 24,557 $1.48M 0.06% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 24,239 $1.46M 0.02% +188 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 24,109 $1.45M 0.26% +354 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 24,092 $1.45M 0.04% -80,265 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 23,863 $1.43M 0.05% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 25,350 $1.43M 0.01% +8,500 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 23,475 $1.41M 0.37% -500 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 23,327 $1.4M 0.1% +19,198 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 23,225 $1.4M 0.15% +17 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 22,952 $1.38M 0.46% 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 22,951 $1.38M 0.27% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 22,690 $1.36M 0.01% +899 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 22,615 $1.36M 0.41% +261 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 22,519 $1.35M 0.14% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 22,501 $1.35M 0.6% -9,697 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 22,328 $1.34M 0.01% -658 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 22,212 $1.34M 0.01% +1,313 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 22,174 $1.33M 0.07% 0 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 22,091 $1.33M -5,003 Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 22,056 $1.33M 0.42% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,999 $1.32M 0.1% -87 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 21,652 $1.3M 0.08% +37 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 21,631 $1.3M 0.01% +1,043 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,616 $1.3M 0.04% -485 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,609 $1.3M 0.09% -429 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21,555 $1.3M 0.02% -1,416 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 21,454 $1.29M 0.29% +766 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,392 $1.29M 0.03% -2,097 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 21,333 $1.28M 0.03% +1,680 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 21,185 $1.27M 0.45% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 21,030 $1.26M 0.32% +12,836 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,002 $1.26M 0.01% -80 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 19,756 $1.25M 0.57% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 20,854 $1.25M 0.1% -60 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 22,610 $1.25M 0.02% +10,610 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 20,792 $1.25M 0.32% +1,272 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,750 $1.25M 0.31% +202 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,721 $1.25M 0.06% +1,465 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 20,718 $1.25M 0.08% +64 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 20,711 $1.24M 0.32% -3,820 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,679 $1.24M 0.04% -817 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 20,619 $1.24M 0.02% -973 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 20,489 $1.23M 0.24% -307 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 20,488 $1.23M 1.13% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,465 $1.23M 0.03% +66 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 20,279 $1.22M 0.24% -4,350 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 20,186 $1.21M 0.05% +724 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 20,127 $1.21M 0.4% +370 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 20,048 $1.21M 0.09% +2,115 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,916 $1.2M 0.08% -454 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 19,912 $1.2M 0.07% +8,903 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 19,763 $1.19M 0.02% +761 13F-HR/A Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 19,760 $1.19M 0.46% +3,715 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 19,646 $1.18M 0.16% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 19,606 $1.18M 0.22% -21,607 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 19,500 $1.17M 0.1% +884 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 19,188 $1.15M 0.12% -90 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 19,139 $1.15M 0.13% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 19,130 $1.15M 0.79% -150 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 19,034 $1.14M 0.11% +426 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,031 $1.14M 0.03% -306 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 19,006 $1.14M 0.15% +193 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 18,990 $1.14M +312 Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 18,851 $1.13M 0.83% 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 18,854 $1.13M <0.01% -199,964 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 18,814 $1.13M 0.06% -499 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 18,746 $1.13M 0.97% +628 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 18,639 $1.12M 0.31% +2,467 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 18,585 $1.12M 0.02% +1,120 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,451 $1.11M 0.04% +128 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 18,400 $1.11M 0.78% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 18,357 $1.1M 0.01% 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 18,331 $1.1M 0.02% -68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,270 $1.1M 0.03% -471 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 18,236 $1.1M 0.27% +561 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 17,931 $1.08M 0.32% -374 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17,807 $1.07M 0.76% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,707 $1.06M 0.04% -73 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 17,512 $1.06M 0.26% +1,736 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 17,511 $1.05M 0.06% -12,539 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 17,393 $1.05M 0.55% +331 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 17,355 $1.04M 0.52% +2,109 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 17,050 $1.02M 0.81% -660 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 17,045 $1.02M 0.04% -895 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 16,962 $1.02M 0.01% -83 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 16,868 $1.01M 0.02% -2,831 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 16,842 $1.01M 0.42% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 16,743 $1.01M 0.03% -1,519 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 16,742 $1.01M 0.07% -1,048 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 16,691 $1M 0.05% -573 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,641 $1M 0.01% +1,776 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 16,600 $998K 0.16% +700 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 16,594 $997K 0.1% +12,957 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 16,577 $996K 0.37% +2,226 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,500 $992K +769 Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 16,420 $987K 0.04% -40 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 16,370 $984K 0.63% +6,539 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 16,330 $982K 0.06% +3 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,222 $975K 0.05% +1,209 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 16,152 $971K 0.64% +2,158 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,085 $967K <0.01% 0 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 16,073 $966K 0.02% -516 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,044 $964K 0.04% -520 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 15,969 $960K 0.22% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,931 $958K 0.66% -199 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,883 $955K 0.12% -33 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 15,835 $952K 0.06% +113 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 15,791 $949K 0.58% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 15,749 $947K 0.2% +1,735 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,676 $942K 0.03% +577 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 15,581 $937K 0.01% +715 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 15,562 $935K 0.13% -330 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 15,416 $927K 0.42% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,397 $926K 0.03% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,309 $920K 0.01% +148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 15,256 $917K 0.09% +970 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 15,236 $916K 0.07% +2,091 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 15,209 $914K 0.09% -10,328 13F-HR Timeline