Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 965 $347K <0.01% +8 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 951 $342K 0.02% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 950 $341K 0.01% +40 13F-HR/A Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 949 $341K 0.04% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 947 $340K 0.02% +96 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 941 $338K 0.05% -553 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 941 $338K <0.01% +95 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 934 $335K 0.22% +7 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 928 $333K 0.01% +1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 925 $332K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 966 $332K 0.02% -46 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 921 $331K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 921 $331K 0.05% -32 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 920 $330K 0.02% 0 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 919 $330K 0.08% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 917 $329K <0.01% -66 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 915 $329K 0.01% +82 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 910 $327K 0.02% +11 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 905 $325K 0.1% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 901 $324K 0.02% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 900 $323K 0.04% -500 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 900 $323K 0.23% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 900 $323K 0.11% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 898 $323K 0.04% -1,534 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 913 $322K 0.01% +310 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 892 $320K 0.02% +3 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 892 $320K 0.06% -47 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 888 $319K 0.03% +5 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 881 $316K 0.02% -38,101 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 880 $316K 0.02% -190 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 879 $316K 0.04% -504 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 870 $312K 0.07% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 864 $310K 0.04% -14 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 863 $310K 0.13% +39 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 860 $309K 0.19% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 859 $309K 0.04% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 858 $308K 0.01% +25 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 853 $306K <0.01% -537 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 852 $306K 0.03% +18 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 850 $305K 0.02% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 850 $305K 0.03% +8 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 835 $300K 0.23% 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 833 $299K 0.24% +1 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 829 $298K 0.04% -307 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 828 $297K <0.01% new 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 824 $296K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 822 $295K 0.01% +3 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 821 $295K 0.05% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 815 $293K <0.01% +2 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 811 $291K 0.03% -232 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 810 $291K 0.06% +31 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 800 $287K 0.03% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 796 $286K 0.03% 0 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 790 $284K 0.03% +41 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 790 $284K <0.01% -358 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 787 $283K <0.01% -35 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 786 $282K <0.01% new 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 783 $281K 0.15% 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 780 $280K 0.03% +89 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 779 $280K 0.02% +38 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 768 $276K 0.17% -3 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 768 $276K 0.04% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 766 $275K 0.16% new 13F-HR Timeline Dynamic Financial Group More: the full row for Dynamic Financial Group 762 $274K 0.28% 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 761 $273K 0.04% -127 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 759 $273K 0.08% -21 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 757 $272K 0.06% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 753 $270K 0.13% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 745 $268K 0.02% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 741 $266K 0.08% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 741 $266K 0.05% +74 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 762 $266K 0.06% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 737 $265K 0.04% +89 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 737 $265K 0.12% +6 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 734 $264K 0.09% +150 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 731 $263K 0.06% +91 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 730 $262K <0.01% -17 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 727 $261K 0.01% 0 13F-HR/A Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 727 $261K 0.03% +1 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 723 $260K 0.21% -54 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 720 $259K 0.02% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 714 $256K 0.04% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clifford Group, LLC More: the full row for Clifford Group, LLC 710 $255K 0.19% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 710 $255K 0.16% +110 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 682 $251K 0.06% +39 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 697 $251K <0.01% +50 13F-HR Timeline Group WMS Partners, LLC More: the full row for WMS Partners, LLC 697 $250K 0.01% -24 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 696 $250K 0.08% -78 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 695 $250K <0.01% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 691 $248K 0.03% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 690 $248K 0.14% 0 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 689 $247K 0.23% 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 689 $247K 0.16% -297 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 639 $247K 0.03% +43 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 685 $246K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 682 $245K 0.01% +14 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 678 $243K 0.01% -57 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 677 $243K 0.03% +1 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 676 $243K 0.08% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 675 $242K 0.14% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 655 $242K 0.06% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 673 $242K 0.01% +33 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 671 $241K 0.02% -221 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 664 $238K 0.01% +5 13F-HR Timeline Group Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 664 $238K 0.02% +17 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 663 $238K <0.01% -136 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 661 $237K 0.06% -115 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 660 $237K 0.18% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $237K 0.18% 0 13F-HR Timeline Essex LLC More: the full row for Essex LLC 658 $236K 0.05% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 656 $236K 0.03% +71 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 655 $235K 0.01% +44 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 655 $235K 0.05% -156 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 654 $235K 0.07% 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 653 $235K 0.03% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 653 $235K 0.06% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 653 $235K 0.03% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 651 $234K 0.18% 0 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 649 $233K 0.1% -605 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 648 $233K 0.05% -10 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 645 $232K <0.01% new 13F-HR Timeline American Trust More: the full row for American Trust 642 $231K 0.02% -274 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 642 $231K 0.19% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 638 $229K 0.01% -234 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 633 $228K 0.06% +21 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 629 $226K 0.02% 0 13F-HR/A Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 628 $226K 0.01% -96 13F-HR Timeline Group Kidder Stephen W More: the full row for Kidder Stephen W 625 $224K 0.07% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 624 $224K 0.02% +24 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 624 $224K 0.59% 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 619 $222K 0.01% -15 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 618 $222K 0.05% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 618 $221K 0.02% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 610 $219K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 609 $219K 0.01% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 608 $218K 0.06% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 608 $218K 0.01% +21 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 608 $218K +22 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 605 $217K 0.02% -15 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 605 $217K 0.01% +6 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 603 $217K 0.01% -157 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 603 $217K 0.08% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 602 $216K 0.08% -55 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 597 $215K <0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 597 $215K 0.11% -16 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 597 $214K 0.15% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 595 $214K 0.01% +59 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 595 $214K 0.13% -108 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 590 $212K <0.01% -296 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 588 $211K 0.12% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 588 $211K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 587 $211K <0.01% +463 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 587 $211K 0.02% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 585 $210K 0.11% -1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 581 $209K 0.01% -173 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 580 $208K 0.02% -114 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 579 $208K 0.02% 0 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 578 $208K 0.09% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 576 $207K 0.01% -448 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 576 $207K 0.11% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 574 $206K 0.2% new 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 555 $206K 0.1% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 573 $206K 0.03% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 567 $204K 0.02% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 558 $200K 0.06% +128 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 557 $200K 0.11% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 559 $200K 0.06% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 540 $194K 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 529 $190K 0.01% -168 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 514 $185K 0.02% +62 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 513 $184K 0.05% +6 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 503 $181K 0.01% +126 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 500 $180K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 498 $177K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 492 $177K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 479 $172K 0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 472 $169K 0.02% +10 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 431 $155K 0.03% +102 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 430 $154K 0.01% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 425 $153K <0.01% +14 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 423 $152K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 419 $150K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 416 $149K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 403 $145K 0.02% +30 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 402 $144K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 378 $136K 0.01% new 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 363 $130K <0.01% +135 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 362 $130K 0.13% 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 351 $126K 0.02% +4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 336 $121K 0.04% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 303 $109K <0.01% -103 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 300 $108K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 299 $107K 0.01% -1,703 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 290 $104K 0.05% -25 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 283 $102K 0.04% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 281 $101K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 275 $98.8K 0.02% +88 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 270 $97K <0.01% -168 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 268 $96.3K 0.01% 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 266 $96K 0.02% +225 13F-HR Timeline