EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 13,233 $1.43M 0.02% +1,459 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 12,982 $1.42M 0.49% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,921 $1.42M 0.09% -268 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,852 $1.41M 0.1% +629 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,852 $1.41M 0.03% -1,347 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,796 $1.4M 0.7% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 12,714 $1.39M 0.05% +309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,664 $1.39M 0.05% -162 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 12,651 $1.39M 0.67% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,565 $1.38M <0.01% +390 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 12,489 $1.37M 0.4% +7,830 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 12,432 $1.36M 0.26% -182 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,373 $1.36M 0.02% -128 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 12,373 $1.36M 1.08% -327 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 12,346 $1.35M 0.9% +471 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 $1.34M 0.19% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,087 $1.33M 0.04% +536 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 12,021 $1.32M 0.52% -124 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 11,969 $1.31M 0.2% -445 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,928 $1.31M 0.22% -4,572 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 11,917 $1.31M 0.13% -200 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,881 $1.3M 0.05% +9,548 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,852 $1.3M 0.05% -71 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,843 $1.3M 0.31% +26 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 11,715 $1.29M 0.3% +26 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,682 $1.28M 0.02% +2,952 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 11,681 $1.28M 0.04% +600 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,432 $1.26M 0.01% -258 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,468 $1.26M 0.04% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,366 $1.25M 0.01% -535 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 11,349 $1.25M 0.02% -394 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,239 $1.23M 0.05% -1,000 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 11,219 $1.23M 0.57% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,053 $1.21M 0.22% -82 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,817 $1.19M 0.07% +3,906 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 10,816 $1.19M 0.37% -825 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 10,777 $1.18M 0.09% +3 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10,691 $1.17M 1% +347 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 10,679 $1.17M 0.2% -30 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 10,608 $1.16M 0.35% +8 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 10,580 $1.16M 0.02% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 10,544 $1.16M 0.04% +5 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,525 $1.15M 0.02% +149 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 10,502 $1.15M 0.36% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,470 $1.15M 0.22% -180 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 10,063 $1.14M 0.22% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,299 $1.13M 0.01% -4,282 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,284 $1.13M 0.02% +127 13F-HR/A Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 10,241 $1.12M 0.7% +54 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,236 $1.12M 0.78% +1,123 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 10,211 $1.12M 0.01% -1,140 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 10,208 $1.12M 0.01% -10,987 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,150 $1.11M 0.17% -10,150 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 10,123 $1.11M 0.14% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,118 $1.11M 0.05% -1,191 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 10,066 $1.1M 0.37% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,064 $1.1M 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,048 $1.1M 0.06% -500 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 9,588 $1.1M 0.09% +72 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 10,008 $1.1M 0.07% +72 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 9,975 $1.09M 0.22% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,908 $1.09M 0.01% -5,127 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,907 $1.09M 0.56% -352 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9,849 $1.08M 0.02% +530 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,796 $1.07M -4,031 Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 9,789 $1.07M 2.44% +7,789 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 9,766 $1.07M 1.06% +720 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,690 $1.06M 0.15% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,391 $1.06M 0.03% +116 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 9,655 $1.06M 0.03% -516 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,643 $1.06M 0.01% -4,480 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 9,610 $1.05M 0.11% +48 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 9,517 $1.05M 0.35% +43 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 9,561 $1.05M 0.08% +2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 9,509 $1.05M 0.02% +20 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 9,550 $1.05M 0.13% -407 13F-HR/A Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 9,487 $1.04M 0.01% new 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 9,477 $1.04M 0.1% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 9,455 $1.04M 0.06% -1,466 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,432 $1.03M 0.04% -59 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,405 $1.03M 0.05% -92 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 9,375 $1.03M 0.38% -136 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,335 $1.02M 0.01% +313 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,316 $1.02M 0.02% +429 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 9,310 $1.02M 0.14% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,307 $1.02M 0.03% -524 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,277 $1.02M 0.02% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,269 $1.02M 0.19% -1,419 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,209 $1.01M 0.03% -18 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 9,148 $1M 0.59% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 9,084 $997K 0.03% +18 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 9,046 $992K 0.15% -454 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,000 $987K 0.24% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8,991 $986K 0.32% +277 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 8,925 $979K 0.36% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 8,900 $976K 0.25% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,899 $976K 0.32% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,875 $974K 0.08% +385 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,853 $971K 0.06% -550 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,848 $971K 0.03% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 8,801 $966K 0.52% -475 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 8,786 $964K 0.31% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,723 $957K 0.01% -313 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 8,697 $954K 0.76% -4,809 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,689 $953K 0.06% -1,071 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,672 $951K 0.12% new 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 8,625 $946K 0.17% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 8,624 $946K 0.15% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,571 $940K 0.05% +66 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,511 $934K 0.03% -218 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 8,500 $933K <0.01% -2,000 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,408 $922K 0.04% +786 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 8,403 $922K 0.18% -442 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,400 $922K 0.1% +498 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,375 $919K 0.02% +138 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 8,354 $917K 0.18% +9 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 8,333 $914K 0.17% -69 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 8,295 $910K 0.5% +45 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,282 $909K 0.03% +2,379 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 8,261 $906K 0.64% -406 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,254 $906K 0.04% +94 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 8,165 $896K 0.06% -11,558 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 8,129 $892K 0.02% +3 13F-HR Timeline Financial Harvest, LLC More: the full row for Financial Harvest, LLC 8,106 $889K 0.52% -300 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 8,097 $888K 0.6% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,090 $888K 0.02% -1,000 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,819 $884K 0.02% +117 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,604 $883K 0.02% -4,264 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,035 $882K 0.36% 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,005 $878K 0.14% +219 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 8,000 $878K 0.12% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 8,000 $878K 0.08% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 7,991 $877K 0.83% -43 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,977 $875K 0.04% -75 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,963 $874K 0.79% -29 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 7,949 $872K 0.35% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,871 $863K 0.06% -120 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,857 $862K 0.02% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,793 $855K 0.02% +4,006 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,791 $855K 0.01% +376 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 7,779 $853K 0.03% +345 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 7,743 $849K 0.15% -8,852 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 7,719 $847K 0.15% +165 13F-HR/A Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,692 $844K 0.34% +217 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 7,680 $843K 0.31% +33 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,649 $839K 0.6% +50 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 7,635 $838K 0.09% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,599 $834K 0.04% -163 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 7,592 $833K 0.49% -40 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,588 $832K 0.06% +723 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,570 $831K 0.06% +35 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 7,177 $829K 0.08% +25 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,549 $828K 0.02% -1 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,546 $828K 0.05% +4,275 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 7,500 $823K 0.64% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,450 $817K 0.56% -225 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,437 $816K 0.01% -354 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,400 $812K 0.09% -500 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,349 $806K 0.01% -2,778 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,308 $802K 0.01% +2,576 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 7,190 $789K 0.01% -13 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,160 $786K 0.18% -148 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,077 $776K 0.06% -37 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,053 $774K 0.05% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,057 $774K 0.05% -1,047 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,050 $773K 0.18% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,035 $772K 0.05% +146 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,032 $771K 0.16% 0 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 7,029 $771K 0.44% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,023 $770K 0.02% +475 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 7,020 $770K 0.01% -150 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 6,983 $766K 0.22% -200 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,957 $763K 0.2% -740 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,940 $761K 0.07% -534 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 6,907 $758K 0.04% +20 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,845 $751K 0.03% -125 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 6,832 $750K 0.03% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 6,820 $748K 0.15% -100 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 6,439 $744K 0.56% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,777 $743K 0.01% -321 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,775 $743K 0.02% +30 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,752 $741K 0.02% +335 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,745 $740K 0.04% +40 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,731 $739K 0.01% -2,882 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,713 $736K 0.28% -927 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,683 $733K 0.02% -26 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,616 $726K 0.12% +3,862 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,586 $723K 0.2% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,586 $723K 0.11% +4,753 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 6,535 $717K 0.36% 0 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 6,524 $716K 0.62% +6 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,513 $715K 0.08% -133 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. 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