Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 139 $445K 0.14% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 139 $445K 0.2% +6 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 138 $442K 0.01% -2 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 137 $439K 0.02% +38 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 137 $439K 0.01% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 136 $435K 0.01% -21 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 136 $434K 0.01% -141 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 135 $432K 0.01% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 135 $432K 0.02% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 135 $432K 0.06% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 135 $432K 0.05% +13 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 135 $432K 0.26% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 135 $432K 0.12% +8 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 135 $432K 0.14% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 134 $429K 0.04% +2 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 133 $426K 0.02% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 133 $426K 0.11% +30 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 132 $423K 0.04% +3 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 132 $423K 0.01% +66 13F-HR/A Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 132 $423K 0.14% +1 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 132 $423K 0.16% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 132 $422K 0.04% +1 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 131 $419K 0.03% +44 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 131 $419K 0.04% +41 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 131 $419K 0.03% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 130 $416K 0.01% -4 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 129 $413K 0.01% +5 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 128 $410K 0.03% new 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 128 $410K 0.14% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 127 $407K 0.33% +35 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 125 $400K 0.02% -1,466 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 125 $400K 0.11% -3 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 124 $397K 0.01% +2 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 124 $397K <0.01% +19 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 123 $394K 0.03% -4 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 122 $391K 0.01% +77 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 120 $390K 0.09% -1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 121 $387K 0.01% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 121 $387K 0.12% 0 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 116 $387K 0.22% +42 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 120 $384K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 120 $384K 0.37% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 120 $382K 0.1% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 119 $381K 0.23% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 119 $381K 0.06% -488 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 118 $379K 0.01% +1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 118 $378K 0.03% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 118 $378K 0.02% -826 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 118 $378K 0.04% +5 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 118 $378K 0.08% -5 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 117 $375K <0.01% -18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 117 $375K 0.06% +3 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 115 $368K 0.02% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 115 $368K 0.27% 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 115 $368K 0.14% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 114 $365K 0.15% +32 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 108 $357K 0.01% +16 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 109 $356K 0.08% -16 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 111 $356K 0.01% +14 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 111 $355K 0.05% +3 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 111 $355K <0.01% -562 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 111 $355K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 110 $352K 0.01% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 110 $352K 0.26% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 110 $352K 0.11% -5 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 109 $349K <0.01% -146 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 108 $346K 0.09% -1 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 108 $345K 0.01% +3 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 107 $343K 0.25% +1 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 107 $343K 0.22% -6 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 106 $339K 0.03% +1 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 106 $339K 0.03% +1 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 106 $339K 0.34% +21 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 106 $339K 0.01% +11 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 105 $336K 0.09% +27 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 105 $336K 0.01% +3 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 102 $327K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 102 $327K 0.01% +2 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 101 $323K 0.01% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 101 $323K 0.08% -6 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 101 $323K 0.04% 0 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 101 $323K 0.29% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 97 $322K <0.01% +13 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 100 $320K 0.02% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 100 $320K 0.05% -28 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 100 $320K 0.19% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 100 $320K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $320K 0.01% +14 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 100 $320K 0.03% -50 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 100 $320K 0.18% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 100 $320K 0.01% +14 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 100 $320K 0.2% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 100 $320K 0.07% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 100 $320K 0.25% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 100 $320K 0.2% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 100 $320K 0.11% 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $320K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 100 $320K 0.01% -5 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 100 $318K 0.02% -4 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 100 $318K 0.11% -4 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 98 $314K 0.02% -1 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 98 $314K 0.02% +1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 98 $313K 0.01% -8 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 97 $311K 0.01% -33 13F-HR/A Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 97 $311K 0.25% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 96 $307K 0.27% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 95 $304K 0.08% +1 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 95 $304K 0.08% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 95 $304K 0.02% +4 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 95 $304K 0.05% -1 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 95 $304K 0.17% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 94 $301K 0.04% -3 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 93 $298K 0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 93 $298K 0.06% +4 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 93 $298K 0.01% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 93 $298K 0.05% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 92 $295K 0.12% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 92 $295K 0.01% +51 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 91 $291K 0.09% -3 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 91 $291K 0.07% +5 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 90 $288K 0.09% +8 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 90 $288K 0.09% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 89 $285K 0.07% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 89 $285K 0.19% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 89 $285K 0.02% +13 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 89 $284K 0.01% +2 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 90 $284K 0.2% -1 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 88 $282K 0.13% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 87 $279K 0.03% -5 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 87 $279K 0.14% +3 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 87 $279K 0.08% -6 13F-HR Timeline MOTCO More: the full row for MOTCO 86 $275K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 86 $275K 0.03% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 86 $275K <0.01% +2 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 86 $274K 0.18% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 85 $272K 0.04% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avondale Wealth Management More: the full row for Avondale Wealth Management 85 $272K 0.17% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 85 $271K 0.03% 0 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 82 $270K 0.11% 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 84 $269K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 84 $269K <0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 84 $269K 0.04% -14 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 83 $266K 0.01% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 83 $264K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 82 $263K 0.12% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 82 $263K 0.02% -2 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 82 $263K 0.17% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 82 $263K 0.06% 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 82 $262K 0.19% +1 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 81 $259K 0.03% -9 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 81 $258K 0.01% -1 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 80 $256K 0.04% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 80 $256K 0.06% 0 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 79 $254K 0.01% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 79 $253K 0.09% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 79 $253K 0.15% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 78 $250K 0.03% -9 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 78 $250K 0.07% new 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 77 $247K 0.03% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 77 $247K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 72 $243K <0.01% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75 $240K 0.02% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 75 $240K 0.02% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 75 $240K 0.03% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 75 $240K 0.03% -5 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75 $240K 0.12% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 74 $237K <0.01% -2 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 74 $237K 0.08% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 72 $232K 0.15% +18 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 72 $231K 0.02% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 72 $231K 0.07% +1 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 72 $231K 0.13% 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 72 $230K 0.03% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 71 $228K <0.01% -2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 70 $228K <0.01% new 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 70 $224K 0.03% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 70 $224K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SignalPoint Asset Management, LLC More: the full row for SignalPoint Asset Management, LLC 70 $224K 0.05% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 70 $224K 0.02% 0 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70 $224K 0.05% 0 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 70 $224K 0.13% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 70 $224K 0.18% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 70 $224K <0.01% +1 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 70 $223K 0.06% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 70 $223K 0.12% new 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 68 $222K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 69 $221K <0.01% +36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 69 $221K 0.02% -39 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 69 $221K <0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 69 $221K 0.01% -50 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 69 $221K 0.04% -1 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 69 $221K 0.06% new 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 69 $221K 0.01% +4 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 68 $218K 0.01% 0 13F-HR/A Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 68 $218K 0.1% -1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 68 $218K 0.05% +2 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 68 $218K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 68 $218K 0.01% -7 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 67 $215K 0.03% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 67 $215K 0.02% -54 13F-HR Timeline