Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,205 $411K 0.01% -389 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,313 $410K 0.01% -99 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 3,183 $409K 0.02% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,168 $407K 0.02% +494 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,140 $403K 0.17% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,072 $394K 0.21% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,059 $393K 0.01% +449 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,058 $392K 0.01% +185 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,050 $391K 0.26% -130 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,049 $391K 0.01% +22 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,015 $387K 0.02% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $385K 0.1% 0 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,989 $384K 0.03% -17,634 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,961 $380K <0.01% +1,000 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,927 $376K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,921 $375K 0.01% +70 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,906 $373K 0.05% +55 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,895 $372K 0.01% -798 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,884 $370K -353 Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,892 $370K <0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,882 $370K 0.01% -7 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,881 $370K 0.19% -12 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,870 $368K 0.02% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,867 $368K 0.19% +291 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,832 $364K 0.06% -566 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,830 $363K 0.02% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,819 $362K 0.05% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,807 $360K 0.03% +60 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,805 $360K 0.19% +404 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 2,800 $359K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,792 $358K 0.02% +207 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,752 $353K 0.01% -129 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,750 $353K 0.03% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,746 $352K 0.09% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,746 $352K 0.01% +746 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,736 $351K 0.02% +269 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,736 $351K <0.01% +243 13F-HR Timeline Group Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,730 $350K 0.15% -1,134 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,733 $350K 0.09% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,724 $350K 0.01% -114 13F-HR/A Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,724 $350K <0.01% -200 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,721 $349K 0.05% -35 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,704 $347K <0.01% -1,588 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,700 $347K 0.21% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,690 $345K 0.01% +151 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,669 $343K 0.03% +670 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,660 $341K 0.06% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,460 $341K 0.03% +220 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 2,655 $341K 0.02% 0 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,633 $338K 0.01% +139 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,622 $337K 0.01% +32 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 2,620 $336K 0.03% -90 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,277 $336K 0.23% +58 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,585 $332K 0.02% +28 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,575 $331K 0.12% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,573 $330K 0.08% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,564 $329K 0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,562 $329K 0.01% +762 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,532 $325K 0.01% +187 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,724 $325K 0.04% -165 13F-HR/A Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,522 $324K 0.05% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,522 $324K 0.01% +23 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,506 $322K 0.01% +602 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,479 $318K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,478 $318K <0.01% +1,085 13F-HR Timeline Group Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,902 $317K 0.01% -9,497 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,457 $315K 0.01% -65 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,453 $315K <0.01% +6 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,440 $313K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,438 $313K 0.02% +63 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,429 $312K <0.01% +25 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,428 $312K 0.01% +168 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 2,427 $312K 0.01% -158 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,391 $307K 0.01% -231 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,364 $304K 0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,365 $304K 0.02% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,329 $299K 0.1% -113 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,295 $295K 0.01% +39 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,280 $293K 0.16% +56 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,274 $292K <0.01% +46 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,064 $291K 0.03% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,255 $290K 0.01% +9 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 2,257 $290K 0.11% +69 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,255 $289K 0.03% +56 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,253 $289K 0.01% -62 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,253 $289K 0.07% -5 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,231 $286K 0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,066 $286K 0.1% +519 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,204 $283K 0.01% +390 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 2,177 $279K 0.04% -294 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,172 $279K 0.05% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,170 $279K 0.02% -76 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,144 $276K 0.01% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,146 $275K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,137 $274K 0.02% -258 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,132 $274K 0.01% +535 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,128 $273K <0.01% -10,153 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,098 $269K 0.07% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,094 $269K 0.03% -23 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) 2,093 $269K 0.01% -4,571 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,831 $268K 0.02% +13 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,082 $267K 0.01% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,079 $267K 0.03% -1,037 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,071 $266K 0.05% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,040 $262K 0.03% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,031 $261K 0.01% -300 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,030 $261K <0.01% +60 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,016 $259K 0.04% -259 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,993 $257K 0.01% +199 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,987 $255K 0.04% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,984 $255K 0.1% +82 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,968 $253K 0.08% +191 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,963 $252K 0.02% +52 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,956 $251K 0.01% -61 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,952 $251K 0.09% -3,326 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,946 $250K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,945 $250K 0.01% -34 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,944 $250K 0.01% -1,063 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,936 $248K 0.01% -645 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,936 $248K 0.01% 0 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,934 $248K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,934 $248K 0.05% +4 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,928 $247K 0.04% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,927 $247K 0.01% -30 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,925 $247K 0.11% -300 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,925 $247K 0.03% -27 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,922 $247K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,901 $245K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,902 $244K <0.01% +193 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,896 $243K 0.16% +45 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,895 $243K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,959 $243K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,880 $241K <0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,850 $237K 0.01% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,837 $236K 0.05% -125 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,834 $235K 0.01% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,824 $234K 0.12% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,820 $234K 0.02% +101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,815 $233K 0.06% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,806 $232K 0.03% 0 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,797 $231K 0.02% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,778 $228K 0.03% +17 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,777 $228K 0.01% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,776 $228K 0.03% +9 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,775 $228K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,770 $227K 0.01% -7 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,765 $227K 0.02% -283 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,763 $226K <0.01% -73 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,763 $226K <0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,750 $225K <0.01% 0 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,740 $223K 0.14% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,737 $223K 0.05% 0 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,734 $223K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,729 $222K 0.01% -28 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,720 $221K 0.01% -22 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,515 $221K 0.05% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,715 $220K <0.01% -236 13F-HR Timeline Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 1,505 $220K 0.21% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,707 $219K 0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,698 $218K <0.01% +47 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,680 $216K 0.04% -56 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,677 $215K 0.05% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,674 $215K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,666 $214K 0.03% -243 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,666 $214K 0.01% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,665 $214K 0.03% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,664 $214K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,661 $213K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,658 $213K <0.01% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,650 $212K 0.1% new 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 1,648 $211K 0.08% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,647 $211K <0.01% -325 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,645 $211K 0.07% -172 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,625 $209K 0.03% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,616 $207K 0.03% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,611 $207K 0.03% +187 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,610 $207K 0.04% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,602 $206K <0.01% -60 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,601 $205K 0.01% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,600 $205K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,592 $204K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,578 $203K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,488 $191K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 1,439 $185K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,434 $184K <0.01% -901 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,433 $184K <0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,411 $181K <0.01% +95 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,404 $180K <0.01% -291 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,378 $177K <0.01% +854 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,320 $170K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,314 $169K 0.01% +14 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,284 $165K 0.08% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,207 $155K 0.01% +244 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,169 $150K 0.01% -56 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,144 $147K 0.01% +55 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,138 $146K 0.01% +899 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,114 $143K 0.05% +922 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,100 $141K 0.05% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,099 $141K <0.01% -118 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,072 $138K 0.13% 0 13F-HR Timeline