Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,064 $1.09M 0.48% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,064 $1.09M 0.15% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,059 $1.09M 0.28% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,055 $1.08M 0.1% new 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,129 $1.08M 0.19% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,052 $1.08M 0.24% new 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 1,049 $1.08M 0.96% new 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,049 $1.08M 0.9% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 1,055 $1.07M 0.58% new 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,047 $1.07M 0.08% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,044 $1.07M 0.09% new 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 1,040 $1.07M 0.48% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,039 $1.07M 0.05% -22 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,036 $1.06M 0.02% new 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,035 $1.06M 0.12% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,033 $1.06M 0.06% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,032 $1.06M 0.06% new 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 1,029 $1.05M 0.76% new 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,025 $1.05M 0.55% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,024 $1.05M 0.28% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,023 $1.05M 0.02% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,017 $1.04M 0.02% +140 13F-HR Timeline MOTCO More: the full row for MOTCO 1,014 $1.04M 0.11% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,013 $1.04M 0.5% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,012 $1.04M 0.46% +63 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,005 $1.03M 0.05% -100 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,004 $1.03M 0.62% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,004 $1.03M 0.21% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,003 $1.03M 0.33% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 999 $1.02M 0.47% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 994 $1.02M 0.02% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 991 $1.02M 0.76% 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 989 $1.01M 0.35% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 986 $1.01M 0.38% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,053 $1.01M 0.19% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 974 $999K 1% 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 961 $985K 0.54% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 953 $977K 0.1% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 953 $977K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 952 $976K 0.1% new 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 951 $975K 0.19% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 950 $974K 0.07% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 948 $972K 0.38% new 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 946 $970K 0.1% new 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 946 $970K 0.8% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 945 $969K 0.06% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 940 $964K 0.21% 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 940 $964K 0.49% new 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 940 $963K 0.25% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 939 $963K 0.28% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 934 $957K 0.02% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 929 $952K 0.47% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 919 $942K 0.37% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 915 $938K 0.77% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 911 $934K 0.18% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 907 $929K 0.03% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 904 $927K 0.11% new 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 901 $924K 0.35% new 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 900 $923K 1.17% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 895 $918K 0.03% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 893 $915K 0.05% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 892 $914K 0.07% new 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 892 $914K 0.49% new 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 891 $914K 0.15% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 888 $910K 0.14% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 887 $909K 0.06% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 886 $908K 0.02% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 884 $906K 0.06% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 882 $904K 0.25% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 876 $898K 0.62% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 877 $895K 0.38% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 873 $895K 0.1% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 870 $892K 0.19% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 869 $890K 0.34% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 866 $888K 0.06% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 861 $883K 0.03% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 857 $879K 0.16% new 13F-HR/A Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 856 $877K 0.33% new 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 856 $877K <0.01% new 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 851 $872K 0.24% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 848 $869K 0.27% new 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 845 $866K 0.17% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 844 $865K 0.31% +2 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 840 $861K 0.11% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 838 $859K 0.23% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 838 $859K 0.12% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 833 $854K 0.16% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 832 $853K 0.01% -68 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 831 $852K 0.89% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 830 $851K 0.47% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 830 $851K 0.08% new 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 829 $850K 0.56% 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 823 $844K 0.06% new 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 823 $844K 0.13% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 822 $843K 0.14% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 821 $842K 0.06% new 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 819 $840K 0.01% new 13F-HR/A Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 816 $837K 0.01% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 813 $833K 0.08% new 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 812 $832K 0.67% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 810 $830K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 807 $828K 0.08% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 805 $827K 0.07% -30 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 806 $826K 0.05% -21 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 804 $824K 0.64% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 803 $823K 0.07% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 861 $823K new Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 803 $823K 0.07% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 801 $822K 0.43% 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 800 $820K 0.88% 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 798 $818K 0.12% new 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 796 $816K 0.4% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 795 $815K 0.04% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 786 $806K 0.02% new 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 786 $806K 0.31% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 783 $802K 0.16% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 782 $802K 0.05% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 781 $801K 0.13% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 780 $800K 0.31% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 779 $799K 0.07% -12 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 776 $795K 0.03% +34 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 775 $794K 0.26% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 774 $793K 0.05% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 773 $793K 0.13% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 771 $787K 0.04% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 766 $784K 0.76% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 760 $779K 0.07% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 758 $777K 0.23% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 758 $777K 0.05% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 756 $775K 0.15% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 719 $773K 0.04% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 754 $773K 0.06% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 752 $770K 0.11% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 751 $770K 0.02% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 750 $769K <0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 750 $769K 0.61% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 747 $766K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 746 $765K 0.04% +257 13F-HR Timeline Group Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 746 $765K 0.42% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 742 $761K 0.04% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 742 $760K 0.06% new 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 741 $760K 0.51% 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 739 $757K 0.02% new 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 737 $756K 0.15% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 790 $755K 0.75% new 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 736 $754K 0.23% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 729 $747K 0.1% new 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 727 $745K 0.69% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 725 $743K 0.09% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 724 $742K 0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 723 $742K 0.02% new 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 721 $739K 0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 719 $737K 0.17% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 716 $734K 0.49% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 716 $734K 0.32% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 713 $731K 0.2% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 708 $726K 0.34% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 706 $723K 0.12% +48 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 705 $723K 0.06% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 704 $722K 0.25% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 702 $720K 0.07% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 701 $718K 0.05% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 699 $717K 0.36% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 696 $713K 0.17% new 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 695 $712K 0.21% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 694 $712K 0.03% new 13F-HR/A Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 692 $710K 0.27% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 689 $706K 0.05% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 687 $704K 0.22% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 684 $701K 0.28% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 682 $699K 0.22% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 681 $698K 0.03% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 714 $695K 0.35% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 674 $694K 0.01% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 675 $692K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 675 $692K 0.04% new 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 670 $687K 0.6% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 670 $687K 0.07% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 669 $686K 0.08% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 666 $683K 0.08% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 707 $681K 0.1% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 662 $678K 0.11% new 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 658 $675K 0.09% new 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 656 $672K 0.42% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 655 $671K 0.61% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 655 $671K 0.09% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 652 $669K 0.08% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 651 $667K 0.06% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 651 $667K 0.22% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 648 $664K 0.03% new 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 647 $663K 0.63% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 646 $662K 0.13% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 646 $662K 0.02% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 640 $656K 1.28% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 637 $655K 0.56% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 636 $652K 0.06% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 636 $652K 0.05% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 635 $651K 0.07% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 634 $650K 0.04% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 633 $649K 0.35% -200 13F-HR Timeline