ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,095 $145K 0.01% 0 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,773 $137K <0.01% -10,392 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,464 $130K <0.01% +68 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,031 $121K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,093 $121K 0.01% +440 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,688 $111K 0.03% new 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,630 $110K 0.03% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,558 $108K <0.01% +458 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,291 $102K <0.01% +258 13F-HR Timeline Group Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 3,515 $83.3K <0.01% -30,479 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,519 $83K <0.01% +1,797 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,233 $76.7K <0.01% +2,223 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,187 $75.6K <0.01% +1,379 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,160 $75K 0.01% +162 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,123 $74K <0.01% +1,285 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,415 $57.3K 0.01% +1,179 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,220 $52.6K <0.01% +537 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,893 $44.9K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,603 $38K <0.01% +728 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,544 $36.6K 0.01% +878 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,536 $36K <0.01% +149 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,447 $34.3K 0.02% +1,262 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,424 $33.7K <0.01% +467 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,352 $32K <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,212 $28.7K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,140 $27K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,114 $26.7K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 945 $22.4K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 864 $20.5K 0.01% +20 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 846 $20.1K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 771 $18.3K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 728 $17.4K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 709 $16.8K <0.01% +382 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 680 $16.1K <0.01% +243 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 692 $16K <0.01% +459 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 617 $14.6K <0.01% -1,245 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 605 $14.3K 0.01% +3 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 560 $13.3K <0.01% +302 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 547 $13K <0.01% +271 13F-HR Timeline Group MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 534 $12.7K <0.01% -1,002 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 491 $11.6K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 482 $11.4K <0.01% +472 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 453 $10.7K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 443 $10.5K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 426 $10.1K <0.01% +425 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 410 $10K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 402 $9.53K <0.01% +212 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 389 $9.22K <0.01% +314 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 370 $8.77K <0.01% +207 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 336 $7.97K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 333 $7.89K <0.01% new 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 278 $7K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 278 $6.59K <0.01% +28 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 204 $4.84K <0.01% +114 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 168 $3.98K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 151 $3.58K <0.01% +26 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 126 $2.99K <0.01% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 116 $2.75K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 104 $2.47K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 81 $1.92K <0.01% +74 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 78 $1.85K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 77 $1.83K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 66 $1.56K <0.01% +10 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 66 $1.56K <0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 63 $1.52K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 57 $1.35K <0.01% +26 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 26 $1K <0.01% -416 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 30 $711 <0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 17 $404 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15 $356 <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $308 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $308 <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8 $190 <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $24 <0.01% -6 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 21 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 5 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.