Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,429 $670K <0.01% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,423 $669K 0.13% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,411 $667K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,399 $666K 0.01% +195 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 4,399 $665K <0.01% -29,763 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,322 $654K 0.09% +494 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,320 $654K 0.15% 0 13F-HR/A Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,314 $653K 0.01% -1,523 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,295 $650K 0.04% +93 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,290 $649K 0.29% -360 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,275 $647K 0.05% -12 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,242 $642K 0.02% -4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,230 $640K 0.04% -100 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,251 $640K 0.02% +274 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,206 $636K 0.51% +121 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,198 $635K 0.1% -252 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,191 $634K 0.15% +16 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,176 $632K 0.1% -19 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,863 $629K 0.45% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,143 $627K 0.24% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,143 $627K 0.1% +898 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,115 $623K 0.02% +350 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,110 $622K 0.08% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,106 $621K 0.02% -332 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,104 $621K 0.07% +19 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,079 $617K 0.01% +713 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,077 $617K 0.02% +60 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,050 $613K 0.01% -1,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,026 $609K 0.06% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,013 $607K 0.06% +133 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,012 $607K 0.03% +481 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,009 $607K 0.13% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,002 $605K 0.01% +1,178 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,000 $605K 0.15% 0 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $605K 0.34% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $605K 0.18% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,989 $603K 0.28% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,988 $603K 0.03% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,978 $602K 0.04% -185 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 3,977 $602K 0.35% +504 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,976 $601K 0.03% +1,011 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,975 $601K 0.24% -181 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,952 $598K 0.03% +40 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,918 $593K 0.41% +2 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,903 $590K 0.13% +12 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,900 $590K 0.15% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,896 $589K 0.02% -30 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,893 $589K 0.01% +536 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,877 $587K 0.16% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,864 $585K 0.02% -1,191 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,861 $584K 0.04% 0 13F-HR Timeline United Bank More: the full row for United Bank 3,859 $584K 0.2% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,838 $581K 0.14% -1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,828 $580K 0.01% -1,057 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,830 $579K 0.02% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,785 $573K 0.02% -16 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,780 $572K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,779 $572K 0.02% +92 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,759 $569K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,755 $568K 0.01% +43 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,736 $564K 0.04% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,727 $564K 0.07% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,702 $560K 0.02% 0 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,700 $560K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,699 $560K 0.02% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,698 $559K 0.16% -118 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,695 $559K <0.01% 0 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,683 $557K 0.01% +25 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,671 $555K 0.04% -68 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,647 $552K 0.03% +78 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,642 $551K 0.01% +13 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,636 $550K 0.08% -288 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,633 $550K 0.01% +447 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,607 $546K 0.1% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,600 $545K 0.12% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,593 $544K 0.03% -1,308 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,589 $543K 0.01% +73 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,586 $542K 0.04% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,554 $541K 0.01% +202 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,564 $539K 0.26% -10,021 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,560 $538K 0.51% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,530 $537K 0.02% +84 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,531 $534K 0.03% +211 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,474 $526K 0.03% +315 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,472 $525K 0.01% -729 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,466 $524K 0.32% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,429 $519K 0.08% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,427 $518K 0.02% -1,514 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,407 $515K <0.01% +832 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,402 $515K 0.01% +495 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,386 $512K 0.15% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,372 $510K <0.01% -155 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,318 $508K 0.01% +134 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,354 $507K 0.01% +1,756 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,351 $507K 0.04% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,340 $505K 0.06% +1,510 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,328 $503K 0.04% +43 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,315 $501K 0.01% +124 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,310 $501K 0.12% +22 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,300 $499K 0.15% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,292 $498K 0.1% +63 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,291 $498K 0.06% +1,627 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,290 $498K 0.01% +24 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,287 $497K 0.1% +64 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,273 $495K 0.02% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,259 $493K 0.01% +308 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,248 $491K 0.06% +255 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,245 $491K 0.03% -33 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,239 $490K 0.03% +49 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,228 $488K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,208 $485K 0.05% -68 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,142 $485K 0.08% +194 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,201 $484K 0.19% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,200 $484K 0.01% +3 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,194 $483K 0.09% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,184 $482K 0.01% -392 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,167 $479K 0.01% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,098 $469K 0.03% -121 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 3,084 $467K 0.04% +1,542 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,077 $465K 0.08% +206 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,077 $465K 0.01% +1 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,070 $464K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,049 $461K 0.01% -118 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,027 $458K 0.1% -57 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,985 $452K 0.17% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,960 $451K <0.01% +2,960 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,958 $448K -131 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,940 $445K 0.01% +54 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,918 $441K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,918 $441K 0.03% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,915 $441K 0.01% +133 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,915 $441K 0.05% +2 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,911 $440K 0.18% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,902 $439K 0.01% -40,845 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,893 $438K 0.01% new 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,880 $436K 0.05% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 2,875 $435K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,871 $434K 0.03% -47 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,860 $433K 0.07% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,855 $432K 0.02% -180 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,843 $430K 0.06% +1 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,842 $430K <0.01% -197 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,637 $430K 0.01% -7 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,836 $429K 0.03% 0 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,813 $426K 0.1% new 13F-HR/A Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,798 $423K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,790 $422K 0.01% +172 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 2,777 $420K 0.22% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,762 $418K 0.05% +27 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,736 $417K 0.02% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,750 $416K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,737 $414K 0.08% -126 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,736 $414K 0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,702 $411K 0.02% +522 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,708 $410K 0.01% -1 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $409K 0.17% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,701 $408K 0.06% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,695 $408K 0.01% -16 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,688 $407K 0.01% -274 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,688 $407K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,684 $406K 0.02% -49 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,676 $405K 0.01% -376 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,673 $404K 0.46% -1,001 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,665 $403K 0.08% -6,658 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,664 $403K 0.01% +474 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,660 $403K 0.02% +2 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,638 $399K 0.02% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,636 $399K 0.17% +6 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,632 $398K 0.38% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,627 $397K 0.25% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,623 $397K 0.03% -32 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,613 $395K 0.03% -1,085 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,611 $395K 0.03% -8 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,595 $393K <0.01% -7,329 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 2,592 $392K 0.01% +360 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,577 $390K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,570 $389K 0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,566 $388K 0.01% +450 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,562 $388K 0.09% +43 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,548 $385K 0.11% +136 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,531 $383K 0.01% -93 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,529 $383K 0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,526 $382K 0.04% +22 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,525 $382K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,525 $382K 0.02% +68 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,522 $382K 0.21% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,518 $381K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,509 $380K 0.08% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,499 $378K <0.01% -3,187 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,494 $377K 0.04% -17 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,483 $376K 0.13% +23 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,480 $375K 0.18% -36 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,473 $374K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,472 $374K 0.01% -9 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,470 $374K <0.01% +239 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,461 $372K 0.09% +993 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,457 $372K 0.04% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,448 $370K 0.04% 0 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,445 $370K 0.03% -116 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,445 $370K 0.2% 0 13F-HR Timeline