Signature Wealth Management Group More: the full row for Signature Wealth Management Group 10,133 $1.48M 0.58% -173 13F-HR Timeline Capital International Investors group of 3 filers holding More: the full row for Capital International Investors 10,060 $1.47M -35,223 Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,058 $1.47M 0.86% +1,125 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 10,048 $1.47M 0.49% -2,335 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,044 $1.47M 0.26% -259 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 10,039 $1.47M 0.24% -9,655 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 9,837 $1.44M 0.41% +538 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 9,823 $1.44M 0.04% -7,643 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,819 $1.44M 0.11% +923 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,809 $1.44M 0.09% -391 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,723 $1.42M 0.03% -6,091 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,094 $1.42M 0.19% +65 13F-HR/A Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 9,610 $1.41M 0.52% 0 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 9,600 $1.4M 0.44% +450 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,584 $1.4M 0.04% -290 13F-HR/A Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 9,564 $1.4M 0.33% -116 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,546 $1.4M 0.02% +277 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 9,528 $1.39M 0.03% -5,913 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,500 $1.39M 0.12% 0 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,500 $1.39M 0.38% 0 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 9,485 $1.39M 0.15% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,482 $1.39M 0.01% +343 13F-HR/A Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,450 $1.38M 0.2% -2,700 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,366 $1.37M 0.12% +215 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 9,360 $1.37M 0.3% +1,403 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 9,332 $1.37M 0.05% -61 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,329 $1.36M 0.03% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,320 $1.36M 0.09% +324 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 9,297 $1.36M 0.52% +94 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,198 $1.35M 0.01% -856 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 9,182 $1.34M 0.08% -96,215 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 9,163 $1.34M 0.13% -98 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,132 $1.34M 0.34% -4,229 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,111 $1.33M 0.06% -174 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 9,108 $1.33M 0.04% -1,376 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 8,943 $1.31M 0.13% +902 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,931 $1.31M 0.25% +2,082 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 8,899 $1.3M 0.03% -2,071 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 8,887 $1.3M 0.2% +1,816 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,883 $1.3M 0.13% -218 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,841 $1.29M 0.04% -478 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,757 $1.28M 0.03% +2,110 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,261 $1.26M 0.13% +4,137 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 8,616 $1.26M 0.55% -775 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,571 $1.25M 0.16% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,557 $1.25M 0.63% +624 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 8,554 $1.25M 0.02% +7,244 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,551 $1.25M 0.02% +1,394 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 8,500 $1.24M 0.56% +1,950 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8,483 $1.24M 0.03% +7,164 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,483 $1.24M 0.22% +313 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,424 $1.23M 0.47% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,407 $1.23M 0.06% -196,678 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,406 $1.23M 0.03% -1,175 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 8,400 $1.23M 0.15% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,370 $1.22M 0.03% +1,993 13F-HR Timeline S&CO INC More: the full row for S&CO INC 8,316 $1.22M 0.07% -1,380 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,173 $1.2M <0.01% -18,236 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 8,154 $1.19M 0.08% -14,856 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,111 $1.19M 0.02% +1,996 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,100 $1.19M 0.68% -10 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,095 $1.18M 0.04% -1,448 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,954 $1.16M 0.43% -783 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,893 $1.15M 0.19% -1,290 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,874 $1.15M 0.22% +719 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 7,849 $1.15M 0.54% 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 7,835 $1.15M 0.11% -1,693 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,823 $1.14M 0.04% +61 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 7,810 $1.14M <0.01% +1,010 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,728 $1.13M 0.01% -655 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 7,712 $1.13M 0.46% +156 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,693 $1.13M 0.04% -167 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 7,669 $1.12M <0.01% -319 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 7,650 $1.12M 0.08% +1,634 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,610 $1.12M 0.37% +1,744 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,641 $1.12M 0.05% -2,302 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,634 $1.12M 0.11% -4,841 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 7,613 $1.11M 0.04% -1,554 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 7,573 $1.11M 0.44% -263 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,532 $1.1M 0.05% -84 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 7,481 $1.09M 0.01% 0 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 7,442 $1.09M 0.32% +341 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,441 $1.09M 0.06% +1,204 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,390 $1.08M 0.24% -616 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 7,391 $1.08M 0.54% -749 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,343 $1.07M 0.07% -431 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,316 $1.07M 0.05% -270 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 7,314 $1.07M 0.55% +69 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,308 $1.07M 0.03% +121 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 7,295 $1.07M 0.16% +420 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,291 $1.07M 0.09% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,282 $1.07M 0.02% -6,137 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,274 $1.06M 0.02% -1,002 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,236 $1.06M 0.04% +80 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 7,204 $1.05M 0.06% +2,250 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,204 $1.05M 0.13% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,173 $1.05M 0.09% -28 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,164 $1.05M 0.04% -435 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,123 $1.04M 0.01% +3,698 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 8,369 $1.04M 0.37% -50 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,060 $1.03M 0.04% -4,495 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,007 $1.03M 0.34% -228 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,034 $1.02M 0.03% +2,148 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,917 $1.01M 0.68% -41 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 6,905 $1.01M 0.09% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,893 $1.01M 0.04% -132 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,891 $1.01M 0.02% -36,470 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 6,850 $1M 0.01% -22,675 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,842 $1M 0.07% +243 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,830 $999K 0.07% -1,422 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,804 $996K 0.3% new 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 6,790 $994K 0.35% +2,253 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,783 $992K 0.08% +1,561 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 6,780 $992K 0.37% -50 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,772 $991K 0.01% -1,242 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 6,759 $989K 0.17% -346 13F-HR Timeline Group EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 6,750 $987K 0.13% -1,392 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,733 $985K 0.35% +553 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 6,718 $983K +953 Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,716 $983K 0.06% -197 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 6,700 $980K 0.02% +593 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,692 $979K 0.19% -19,322 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 6,674 $977K 0.09% -29,975 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,658 $974K 0.02% -2,355 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,621 $969K 0.07% -98 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,583 $963K 0.03% -534 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,571 $961K 0.11% +268 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,552 $959K 0.09% +711 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,531 $956K 0.26% +941 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,509 $952K 0.25% +3,533 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 6,492 $950K 0.3% -507 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,487 $949K 0.12% +17 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,465 $946K 0.32% -1,343 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 6,417 $939K 0.3% 0 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,374 $933K 0.24% -1,006 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 6,363 $931K 0.34% +302 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 6,334 $927K 0.16% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,302 $922K 0.08% -1,790 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 6,244 $914K 0.77% +25 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 6,241 $913K 0.57% +362 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,239 $913K 0.07% -27 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,210 $909K 0.09% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,176 $904K 0.13% -4,818 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,164 $902K 0.02% -458 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 6,140 $898K 0.11% -1,690 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 6,123 $896K 0.33% +499 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 6,088 $895K 0.72% -716 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,114 $895K 0.01% +1,768 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 6,068 $888K 0.22% +1,168 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 6,062 $887K 0.19% -1,557 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 6,028 $882K 0.61% -500 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,129 $877K 0.01% +1,045 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 5,988 $876K 0.62% -15,065 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 5,976 $874K 0.13% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 5,948 $870K 0.03% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,942 $870K 0.4% -58 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 5,934 $868K 0.47% +722 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,927 $867K 0.01% +730 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,556 $866K 0.7% -1,503 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 5,908 $864K 0.16% -137 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,881 $861K 0.01% +27 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 5,863 $858K 0.34% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 5,843 $855K 0.29% -1,593 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 5,816 $851K 0.01% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 5,808 $850K 0.06% -112 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 5,800 $850K 0.14% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,806 $850K 0.12% -2,886 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,754 $842K 0.38% -253 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,753 $842K 0.04% +1,658 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,735 $839K 0.04% +22 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,732 $839K 0.01% +103 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 5,727 $838K 0.19% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,708 $835K 0.35% +15 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 5,700 $834K 0.03% -300 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,665 $829K 0.07% new 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,770 $824K 0.17% -398 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 5,621 $822K 0.03% +56 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,582 $817K 0.32% -779 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,577 $816K 0.05% +6 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,546 $811K 0.24% +24 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,544 $811K <0.01% -1,028 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,514 $806K 0.02% +1,577 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 5,492 $804K 0.13% -86 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 5,489 $803K 0.21% -342 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,471 $800K 0.02% +119 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 5,458 $799K 0.03% -4,119 13F-HR/A Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,854 $791K 0.16% -21,988 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 5,368 $785K 0.24% -391 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,334 $781K 0.19% -30 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,330 $780K 0.08% -768 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,297 $775K 0.08% -697 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,280 $773K 0.08% -596 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,392 $771K 0.05% +1,781 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,257 $769K 0.04% -2,096 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 5,216 $763K 0.37% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,210 $762K 0.24% -550 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,192 $760K 0.05% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,186 $759K 0.11% -351 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,147 $753K 0.01% +367 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 5,141 $752K 0.18% -13,446 13F-HR Timeline