GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,113 $537K <0.01% -4,099 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,112 $537K 0.15% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,098 $535K 0.03% -634 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,076 $532K 0.01% -373 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,060 $530K 0.01% -167 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 4,017 $524K 0.26% -1,620 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,015 $524K 0.22% +151 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,006 $523K 0.1% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,003 $522K 0.12% +740 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. 3,947 $515K 0.01% -556 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 3,942 $514K 0.28% 0 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,900 $509K 0.27% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 3,894 $508K 0.1% 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,884 $507K 0.02% -2,732 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,876 $506K 0.05% +164 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,837 $501K 0.01% -1,399 13F-HR/A Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,825 $499K 0.44% 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,802 $496K 0.15% +30 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,776 $493K 0.18% +136 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,774 $493K 0.03% +35 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,750 $489K 0.14% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,736 $488K 0.02% +73 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,695 $482K 0.04% -188 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,679 $480K 0.04% -8 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,623 $473K 0.17% -214 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,601 $470K 0.22% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,571 $466K 0.01% -484 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 3,550 $463K 0.12% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,547 $463K 0.03% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,539 $462K +1,312 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,531 $461K 0.02% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,525 $460K 0.2% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,511 $460K 0.02% +1,973 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,463 $452K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,436 $448K 0.05% +237 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,434 $448K 0.32% -161 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,422 $447K 0.07% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,409 $445K 0.02% -168 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,849 $444K 0.03% +13 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,368 $440K 0.04% +42 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,314 $432K 0.03% 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,230 $422K 0.04% +779 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,209 $419K 0.02% -66 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,196 $417K 0.04% -768 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 3,191 $416K 0.15% +1,851 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,183 $415K 0.12% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,152 $413K <0.01% -1,168 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,165 $413K <0.01% -237 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,160 $412K 0.06% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,148 $411K 0.21% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,184 $407K 0.05% +331 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,095 $404K <0.01% +114 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,078 $402K 0.17% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,078 $402K <0.01% -992 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,064 $400K <0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,027 $395K 0.04% -1,075 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,001 $392K 0.02% +478 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,002 $392K 0.16% -254 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,986 $390K 0.05% -401 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,964 $387K 0.01% +200 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,961 $386K 0.02% +103 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,956 $386K 0.01% +63 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,930 $382K 0.11% -147 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 2,925 $382K 0.22% -300 13F-HR Timeline TOBAM More: the full row for TOBAM 2,922 $381K 0.09% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,880 $376K 0.02% +4 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,879 $376K 0.03% +484 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,875 $375K 0.17% -806 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,874 $375K 0.09% -11 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,831 $369K <0.01% -526 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,824 $369K 0.08% +79 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,824 $368K 0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,814 $367K 0.02% +727 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,802 $366K <0.01% +174 13F-HR Timeline Group PDT Partners, LLC More: the full row for PDT Partners, LLC 2,800 $365K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,780 $363K 0.02% -220 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,764 $361K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,722 $355K 0.01% -444 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,693 $351K 0.07% +2,163 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,690 $351K <0.01% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,686 $351K 0.01% -101 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,669 $348K 0.01% -84 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,668 $348K 0.02% +6 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,633 $344K 0.02% -695 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,604 $340K 0.01% -359 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,593 $338K 0.05% -80 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,586 $337K <0.01% -26,825 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,582 $337K 0.02% +1,045 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2,580 $337K <0.01% +772 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,576 $336K 0.06% -21 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,537 $331K 0.04% 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,515 $328K 0.03% +271 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $326K 0.04% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,499 $326K 0.26% 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,495 $326K 0.02% -194 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,495 $326K 0.27% -2,451 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,487 $325K 0.14% -70 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,477 $323K 0.01% -23 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,470 $322K 0.22% +377 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,467 $322K 0.11% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,436 $318K <0.01% 13F-HR/A Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,411 $315K 0.22% -33 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,407 $314K <0.01% +988 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,401 $313K 0.02% -40 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,398 $313K 0.01% -9 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,398 $313K 0.02% 0 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,395 $313K 0.02% -1,839 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,368 $309K 0.01% -284 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,367 $309K 0.05% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,367 $309K 0.01% 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,365 $309K 0.1% -114 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,198 $306K 0.04% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,340 $305K <0.01% +14 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $303K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,290 $299K <0.01% +35 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,283 $298K 0.03% +14 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,280 $298K 0.01% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,272 $296K 0.03% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $296K 0.04% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,254 $296K <0.01% +104 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,250 $294K 0.06% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,248 $293K <0.01% +624 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,224 $290K <0.01% -144 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,220 $290K 0.05% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,269 $289K 0.03% +77 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,190 $286K 0.01% -3,833 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,178 $284K 0.04% -4,193 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,171 $283K 0.09% +4 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,150 $281K 0.15% +430 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,147 $280K 0.01% -78 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,137 $279K 0.01% -154 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,129 $278K 0.06% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,126 $278K 0.03% +38 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,148 $277K 0.05% -358 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,100 $274K 0.1% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,084 $272K <0.01% -809 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,079 $271K 0.01% -42 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 2,045 $267K 0.16% 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,021 $264K 0.13% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,018 $263K 0.01% +543 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,000 $261K 0.06% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $261K 0.03% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,000 $261K 0.07% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,980 $258K 0.01% +436 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,968 $257K 0.01% +94 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 1,960 $256K 0.14% -800 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,949 $256K 0.01% -118 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,957 $255K 0.01% -1,877 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,955 $255K <0.01% +36 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,935 $253K 0.07% -405 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,933 $252K 0.04% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,920 $251K 0.04% 0 13F-HR Timeline Group Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $250K 0.13% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,909 $249K 0.03% -53 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,905 $249K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,892 $247K 0.04% +113 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,891 $247K 0.01% -1,695 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 1,887 $246K <0.01% -2,582 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,887 $246K <0.01% +157 13F-HR/A Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,886 $246K 0.01% -4,667 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,878 $245K <0.01% +1,153 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,875 $245K 0.04% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,875 $245K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,872 $244K 0.06% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 1,869 $244K 0.22% +304 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 1,864 $243K 0.16% +253 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,850 $241K 0.02% -400 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,840 $240K 0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,833 $239K 0.05% +2 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,830 $239K 0.05% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,826 $238K 0.05% 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,820 $238K 0.01% -100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,803 $236K 0.02% +16 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,795 $234K 0.02% -2,200 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,791 $234K 0.04% new 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,784 $233K 0.12% +24 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,784 $233K 0.01% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,742 $227K 0.03% new 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,738 $227K 0.03% -10,714 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,738 $226K 0.03% new 13F-HR/A Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,733 $226K 0.1% +259 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,725 $225K 0.01% -283 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,719 $224K 0.15% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,717 $224K 0.01% -317 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,713 $224K 0.03% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,703 $222K 0.01% +71 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,700 $222K 0.06% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,698 $222K 0.03% +169 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,694 $221K 0.01% +73 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,689 $220K 0.02% new 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,686 $220K 0.01% +42 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,644 $219K 0.01% -151 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,675 $219K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,671 $218K <0.01% -454 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,671 $218K <0.01% -52 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,668 $218K 0.03% +23 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 1,666 $217K 0.36% -469 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,648 $215K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,636 $213K 0.01% +322 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,635 $213K 0.14% -25 13F-HR Timeline