Berman McAleer LLC More: the full row for Berman McAleer LLC 14,137 $1.56M 0.21% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,123 $1.56M 0.02% +3,075 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,111 $1.56M 0.07% -25 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 14,100 $1.55M 0.42% 0 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,095 $1.55M 0.08% -430 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,053 $1.55M +76 Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 13,939 $1.54M 0.1% +857 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 13,827 $1.52M +1,879 Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 13,685 $1.51M 0.63% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,652 $1.51M 0.04% +347 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 13,559 $1.5M 0.08% +363 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 13,529 $1.49M 0.14% -2,575 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 13,506 $1.49M 1.19% -2,688 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 13,338 $1.47M 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 13,268 $1.47M 0.02% +499 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,189 $1.45M 0.09% +292 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 13,132 $1.45M 0.03% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 13,068 $1.44M 0.19% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,982 $1.43M 0.49% -490 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,905 $1.42M 0.12% -25 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,826 $1.41M 0.05% -10,419 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,796 $1.41M 0.75% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,762 $1.41M 0.02% +3,411 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 12,700 $1.4M 1.12% +223 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,614 $1.39M 0.25% -83 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,571 $1.39M <0.01% -69,049 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,580 $1.38M 0.06% +5,218 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,501 $1.38M 0.02% +1,392 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 12,414 $1.37M 0.18% -3,002 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 12,405 $1.37M 0.05% +2,029 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 12,381 $1.37M 0.06% +731 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 12,244 $1.35M 0.19% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 12,240 $1.35M 0.43% +335 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,239 $1.35M 0.05% +2,560 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,223 $1.35M 0.1% -1,672 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,175 $1.34M <0.01% +5,262 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 12,145 $1.34M 0.5% -7 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 12,117 $1.34M 0.14% -1,085 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,059 $1.33M 0.02% -2,739 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,985 $1.32M 0.03% +825 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,924 $1.31M 0.01% +7,271 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,923 $1.31M 0.05% +96 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,901 $1.31M 0.01% 0 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 11,875 $1.31M 0.9% -820 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,690 $1.31M 0.01% -496 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,868 $1.31M 0.06% -2,350 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 11,774 $1.3M 0.02% +631 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,817 $1.3M 0.3% +20 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 11,801 $1.3M 0.34% new 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,743 $1.29M 0.02% +504 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,721 $1.29M 0.03% -44,402 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,689 $1.29M 0.3% +20 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,641 $1.28M 0.38% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,551 $1.27M 0.04% +2,648 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,468 $1.26M 0.04% +128 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,351 $1.25M 0.01% +542 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,309 $1.25M 0.06% +1,012 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,199 $1.23M 0.04% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,135 $1.23M 0.22% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,081 $1.22M 0.04% +16 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,021 $1.22M 0.03% -28 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,921 $1.2M 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 10,790 $1.19M 0.02% +275 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,774 $1.19M 0.09% -898 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,719 $1.18M 0.02% 0 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 10,709 $1.18M 0.22% +371 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,688 $1.18M 0.21% +1,126 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,650 $1.17M 0.22% -200 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 10,602 $1.17M 0.34% +648 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,600 $1.17M 0.36% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,548 $1.16M 0.07% +305 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,539 $1.16M 0.04% -12 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,502 $1.16M 0.37% 0 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 10,500 $1.16M <0.01% -9,553 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,459 $1.15M 0.01% +791 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,433 $1.15M 0.02% +8,164 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,376 $1.14M 0.02% -1,360 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,344 $1.14M 1.01% +82 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 10,259 $1.13M 0.59% -494 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,198 $1.12M 0.83% -581 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,187 $1.12M 0.68% -365 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,171 $1.12M 0.04% -66 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,157 $1.12M 0.02% +187 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,127 $1.12M 0.01% +621 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 10,064 $1.11M 0.03% 0 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 10,066 $1.11M 0.36% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,093 $1.11M 0.08% +3,775 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 9,975 $1.1M 0.21% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,957 $1.1M 0.12% -1,002 13F-HR/A Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 9,936 $1.1M 0.08% +1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,831 $1.09M 0.03% +96 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 9,551 $1.08M 0.27% 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,063 $1.08M 0.21% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,760 $1.08M 0.06% -791 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,690 $1.07M 0.15% +44 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,474 $1.06M 0.36% +54 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,489 $1.06M 0.02% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,613 $1.06M 0.02% +326 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,562 $1.05M 0.1% +141 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,559 $1.05M 0.09% -110 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,516 $1.05M 0.09% +244 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,511 $1.05M 0.39% -472 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,500 $1.05M 0.17% +454 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,497 $1.05M 0.05% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,491 $1.05M 0.04% -2,370 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,403 $1.04M 0.06% +1,850 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,319 $1.03M 0.02% -2,295 13F-HR Timeline Group HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,310 $1.03M 0.14% +100 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,277 $1.02M 0.02% new 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,276 $1.02M 0.53% -500 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 9,272 $1.02M 0.22% -202 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,275 $1.02M 0.04% -134 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,227 $1.02M 0.03% -826 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,183 $1.01M <0.01% -1,110 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 9,182 $1.01M 0.16% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,113 $1M 0.68% +1,340 13F-HR/A Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,090 $1M 0.03% -509 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 9,066 $1000K 0.03% +31 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,050 $998K 0.01% +256 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 9,046 $998K 1.07% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,036 $996K 0.02% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,022 $995K 0.01% -166 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,000 $992K 0.24% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,900 $981K 0.23% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,899 $981K 0.32% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,891 $980K 0.35% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,887 $980K 0.02% +192 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 8,878 $979K 0.22% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,848 $976K 0.03% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,845 $975K 0.19% -40 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 8,786 $969K 0.33% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,730 $963K 0.02% +6,673 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,729 $963K 0.02% -136 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,714 $961K 0.34% +20 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,667 $956K 0.68% -67 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 8,625 $951K 0.17% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 8,624 $951K 0.16% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 8,580 $946K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,505 $938K 0.05% -253 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,495 $937K 0.01% -407 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,490 $936K 0.08% -312 13F-HR Timeline Group Financial Harvest, LLC More: the full row for Financial Harvest, LLC 8,406 $927K 0.57% -838 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,402 $927K 0.19% +46 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,345 $920K 0.2% new 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 8,250 $910K 0.51% +43 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,237 $908K 0.02% +348 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 8,203 $904K 0.13% +4,116 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,702 $902K 0.02% +95 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,160 $900K 0.05% -67 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 8,149 $899K 0.92% +4,478 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,126 $896K 0.02% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 8,104 $894K 0.05% -320 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,097 $893K 0.63% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8,052 $888K 0.04% -293 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 8,034 $886K 0.88% -38 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,000 $882K 0.11% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,000 $882K 0.08% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,992 $881K 0.79% +6 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,991 $881K 0.06% +2 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,949 $877K 0.35% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 7,902 $871K 0.1% -808 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,900 $871K 0.08% -2,500 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,857 $866K 0.02% -50 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,791 $859K 0.01% +148 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,786 $859K 0.13% +206 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,762 $856K 0.05% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,731 $852K 0.3% +5,511 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,697 $849K 0.23% -697 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,675 $846K 0.55% -225 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,647 $843K 0.29% +24 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,640 $842K 0.31% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,632 $842K 0.48% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 7,622 $840K 0.04% +20 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,599 $838K 0.63% +100 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,569 $835K <0.01% -296 13F-HR Timeline Group STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 7,554 $833K 0.15% -77 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,550 $833K 0.02% +370 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,535 $831K 0.06% -20 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 7,500 $827K 0.65% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,475 $824K 0.33% -326 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,474 $824K 0.07% -190 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,434 $820K 0.03% +81 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,415 $818K 0.01% new 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,308 $806K 0.19% -52 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,203 $794K 0.01% +53 13F-HR Timeline Group ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 7,183 $792K 0.23% -103 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,170 $791K 0.01% -910 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,114 $784K 0.06% -735 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,098 $783K 0.01% -585 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,053 $782K 0.05% +3,710 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,068 $779K 0.01% +2,690 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,050 $777K 0.18% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,032 $775K 0.15% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 7,029 $775K 0.45% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,970 $769K 0.03% -128 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,951 $766K 0.03% +4,479 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,942 $766K 0.05% +29 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,920 $763K 0.15% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 6,911 $762K 0.05% +81 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,889 $760K 0.05% +3,051 13F-HR/A Timeline