REIK & CO., LLC More: the full row for REIK & CO., LLC 3,820 $855K 0.22% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,812 $854K 0.04% +103 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,802 $851K 0.03% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,780 $847K 0.01% -309 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,773 $845K 0.03% -36,981 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,764 $843K 0.03% -788 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,760 $842K 0.02% +524 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,742 $838K 0.12% -1,211 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,742 $838K 0.01% +126 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,738 $837K 0.04% +44 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,734 $837K 0.11% -135 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,727 $835K 0.02% +1,333 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,698 $834K 0.08% +2,384 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,726 $834K 0.17% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 3,690 $833K 0.62% +101 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,717 $832K 0.08% +31 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,426 $829K 0.49% -4 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,698 $828K 0.08% +303 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,677 $823K 0.18% -19 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,670 $822K 0.08% +75 13F-HR Timeline Group SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,665 $821K 0.24% 0 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,658 $819K 0.16% +12 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,653 $818K 0.05% +86 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,637 $815K 0.01% -5,507 13F-HR Timeline Group PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,635 $814K 0.45% +61 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 3,630 $813K <0.01% new 13F-HR Timeline Group Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,604 $807K 0.21% +224 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,600 $806K 0.18% -2,402 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,590 $804K 0.31% -191 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,589 $804K 0.64% -1,260 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,588 $803K 0.08% -3 13F-HR/A Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,581 $802K <0.01% +793 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,575 $801K 0.64% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 3,565 $798K 0.28% -75 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,550 $795K 0.02% -26,061 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3,543 $793K 0.04% +21 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,539 $793K 0.04% +64 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,520 $788K 0.23% -21 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 3,495 $783K 0.34% -1,242 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,491 $782K 0.1% -424 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,451 $779K 0.02% +3 13F-HR Timeline Cambridge Advisors Inc. 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More: the full row for Tradewinds, LLC. 2,500 $765K 0.18% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,400 $761K 0.03% -7,410 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,400 $761K 0.31% 0 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,397 $761K 0.07% -32 13F-HR Timeline Group Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 3,146 $759K 0.1% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,384 $758K 0.08% +159 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,361 $753K 0.06% +430 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,874 $750K 0.04% +154 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 3,345 $749K 0.08% -161 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,507 $746K 0.12% -34 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,329 $745K 0.07% +880 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,291 $742K 0.03% +1,094 13F-HR Timeline Group CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,308 $741K 0.45% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3,307 $741K 0.07% +3,190 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 3,301 $739K 0.06% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,300 $739K 0.07% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,293 $737K 0.02% -657 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,288 $736K 0.01% +215 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 3,240 $731K 0.13% +129 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 3,259 $730K 0.13% -1,803 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,253 $729K 0.02% -32 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,252 $728K 0.22% -1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,232 $724K 0.02% +1,905 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 3,230 $723K 0.17% +19 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,224 $722K 0.07% +946 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,216 $720K 0.08% -90 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,213 $720K 0.18% -80 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,204 $718K 0.08% +2,104 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,199 $716K 0.2% +632 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,198 $716K 0.06% +107 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,195 $716K 0.05% -702 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,188 $714K 0.05% -218 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,181 $712K 0.23% -195 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,177 $712K 0.02% +1,496 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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More: the full row for Cambria Investment Management, L.P. 3,139 $703K 0.03% +1,565 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 3,133 $702K 0.04% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 3,132 $701K 0.2% -22 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,125 $700K 0.02% +246 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,122 $699K 0.02% +2,433 13F-HR Timeline TOBAM More: the full row for TOBAM 3,121 $699K 0.17% -1,762 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trust Co of the South More: the full row for Trust Co of the South 3,116 $698K 0.1% 0 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 3,109 $696K 0.44% +11 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 3,108 $696K 0.15% -1,260 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,105 $695K <0.01% -300 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,100 $694K 0.29% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,095 $693K 0.02% +111 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,087 $691K 0.18% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,080 $690K 0.04% +325 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,078 $689K 0.16% -604 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 3,076 $689K 0.5% +100 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,074 $688K 0.08% +165 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,073 $688K 0.04% +2,531 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,066 $687K 0.08% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,061 $686K 0.07% -47,723 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,054 $684K 0.13% +19 13F-HR/A Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,498 $684K 0.24% -62 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,051 $683K 0.2% +1,714 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,027 $678K 0.38% +491 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 3,009 $674K 0.18% -304 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,009 $674K 0.01% +816 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,858 $674K 0.44% +425 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,000 $672K 0.16% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,989 $669K 0.38% +511 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,981 $668K 0.48% -44 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,980 $667K 0.03% -527 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,964 $664K 0.3% -2,249 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,963 $664K 0.08% +1 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,947 $660K 0.01% +111 13F-HR Timeline Argent Advisors, Inc. 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