Qtron Investments LLC More: the full row for Qtron Investments LLC 5,349 $666K 0.09% -365 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,334 $664K 0.15% -2,647 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,322 $662K 0.06% -369 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 5,273 $656K 0.25% +17 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,269 $656K 0.05% +2,209 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,266 $655K 0.02% -1,939 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,253 $654K 0.11% -3,066 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,253 $654K 0.02% -578 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. 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Empirical Wealth Management 4,795 $597K 0.01% +730 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,782 $595K 0.02% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,758 $592K 0.02% -627 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,752 $591K 0.2% +2,159 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 4,749 $591K 0.09% -2,188 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 4,748 $591K 0.04% -1,165 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,740 $590K 0.01% -272 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 4,726 $588K 0.01% new 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,708 $586K 0.34% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 4,694 $584K 0.05% -15,422 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,670 $581K 0.03% -113 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,635 $577K 0.12% new 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,634 $577K 0.22% +1,182 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,624 $575K 0.17% -31 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,616 $574K 0.14% -5,050 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. 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Mason LLC More: the full row for S.A. Mason LLC 4,295 $534K 0.16% -225 13F-HR Timeline United Asset Strategies, Inc. 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More: the full row for TRUST POINT INC. 4,112 $512K 0.04% -313 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,110 $511K 0.08% +708 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,091 $509K 0.03% -183 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 4,075 $507K 0.02% -4,538 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,059 $505K 0.02% -489 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,058 $505K 0.11% +829 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for Graham Capital Management, L.P. 3,998 $498K 0.01% +1,990 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,994 $497K 0.04% -2,044 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,992 $497K 0.15% +2,266 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,989 $496K 0.08% +2,365 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 3,960 $493K 0.04% -193 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,938 $490K 0.13% -261 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,918 $488K 0.03% -79 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,913 $487K 0.07% +199 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,907 $486K 0.06% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,896 $485K 0.04% +7 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,896 $485K 0.14% new 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 3,885 $483K 0.08% -110 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,868 $481K 0.03% -129 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,848 $479K 0.08% -646 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,836 $477K 0.01% -197 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,703 $475K 0.07% +64 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,812 $474K 0.01% -3,009 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,778 $470K 0.32% new 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,757 $468K 0.01% -106 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,750 $467K 0.21% -1,040 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,733 $465K 0.07% -195 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,725 $464K 0.09% 0 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 3,725 $464K 0.01% +136 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,725 $464K 0.1% -382 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,722 $463K 0.13% +314 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,721 $463K 0.02% -708 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,700 $460K 0.03% -9 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 3,687 $459K -4,026 Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,659 $455K 0.26% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,652 $454K 0.11% +1,402 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,644 $453K 0.01% +1,112 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,643 $453K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,640 $453K 0.02% +1,201 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,624 $451K 0.01% -90,038 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 3,623 $451K 0.12% +1,203 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,606 $449K 0.22% +1,620 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,596 $447K 0.16% +1,614 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,582 $446K 0.07% +933 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,570 $444K 0.1% +688 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,554 $442K 0.12% -2,862 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,547 $441K 0.03% +1,298 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 3,535 $439K 0.06% 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,522 $438K 0.01% +157 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 3,522 $438K 0.2% +298 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 3,518 $438K 0.02% -130,142 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,486 $434K 0.08% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,161 $433K 0.14% +310 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,474 $432K 0.05% -428 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,458 $430K 0.08% -9 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 3,449 $429K 0.29% -64 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,419 $425K 0.06% -1,609 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,386 $421K 0.27% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,384 $421K 0.13% +174 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,383 $421K 0.1% -953 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,372 $420K 0.02% +212 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,371 $419K 0.02% new 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 3,365 $419K 0.02% +423 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,363 $418K 0.23% +1,939 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,349 $417K 0.02% -910 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 3,345 $416K 0.08% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,337 $415K 0.03% -75,955 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,327 $414K 0.01% -477 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,323 $414K 0.12% -30 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 3,307 $412K 0.09% +14 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,294 $410K 0.05% +1,456 13F-HR/A Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 3,294 $410K 0.27% -194 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,282 $408K 0.1% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,277 $408K 0.05% +208 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,317 $405K 0.03% +1,037 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,245 $404K 0.06% -218 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,242 $403K <0.01% +538 13F-HR Timeline