Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1 $681K 0.05% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1 $681K 0.06% 0 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1 $681K 0.34% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 1 $681K 0.15% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1 $681K 0.1% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1 $681K 0.21% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1 $681K 0.04% 0 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 1 $681K 0.32% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1 $681K 0.43% 0 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1 $681K 0.41% 0 13F-HR Timeline Rappaport Reiches Capital Management, L… More: the full row for Rappaport Reiches Capital Management, LLC 1 $681K 0.18% 0 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1 $681K 0.38% 0 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 1 $681K 0.14% 0 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 1 $681K 0.54% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 1 $681K 0.45% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1 $681K 0.74% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1 $681K 0.03% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1 $681K 0.41% 0 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 1 $681K 0.46% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 1 $681K 0.46% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1 $681K 0.09% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1 $681K 0.29% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1 $681K 0.21% 0 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 1 $681K 0.64% 0 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1 $681K 0.16% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1 $681K 0.43% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1 $681K 0.38% 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 1 $681K 0.61% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 1 $681K 0.2% 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1 $681K 0.16% 0 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 1 $681K 0.68% 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 1 $681K 0.66% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1 $681K 0.24% 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 1 $681K 0.61% 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1 $681K 0.28% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1 $681K 0.31% 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 1 $681K 0.73% 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1 $681K 0.82% 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1 $681K 0.29% 0 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1 $681K 0 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1 $681K <0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1 $680K 0.04% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1 $680K <0.01% 0 13F-HR Timeline Group Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1 $680K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1 $680K 0.42% 0 13F-HR Timeline FAIRFAX FINANCIAL HOLDINGS LTD/ CAN in group FAIRFAX FINANCIAL HOLDINGS LT… More: the full row for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 1 $680K 0.04% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $680K 0.01% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1 $678K <0.01% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1 $678K 0.19% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $678K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1 $676K 0.06% -691,179 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1 $663K 0.01% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1 $663K 0.13% 0 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 1 $407K 0.24% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5 $405K 0.01% -1 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1 $6.81K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 296,141 $163M +296,099 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,880 $8.1M +17,879 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10,152 $11.4M +10,142 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 6,628 $3M -78 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. 360 Financial, Inc. More: the full row for 360 Financial, Inc. 3,814 $1.73M +3,813 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 1,017 $461K 0 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Sara-Bay Financial More: the full row for Sara-Bay Financial 779 $352K +100 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.