VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 3,019 $305K 0.24% -3 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 3,009 $304K 0.05% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,006 $303K 0.16% -25 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 3,204 $302K 0.08% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,998 $302K 0.01% +162 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,989 $302K 0.23% new 13F-HR Timeline Priebe Wealth Holdings LLC More: the full row for Priebe Wealth Holdings LLC 2,980 $301K 0.19% -275 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,974 $300K 0.01% +218 13F-HR/A Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,951 $298K 0.02% -150 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,927 $295K <0.01% +620 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,925 $295K 0.01% -300 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,921 $295K 0.01% +237 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,919 $294K 0.03% +299 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,911 $294K 0.3% +11 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,911 $294K 0.06% -40 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 2,905 $293K 0.2% -16 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,904 $293K 0.06% -443 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,900 $293K 0.14% new 13F-HR Timeline Group GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 2,886 $291K 0.2% -93 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 2,876 $290K 0.13% +56 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,869 $289K 0.04% -58 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,858 $288K 0.08% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,853 $288K 0.1% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,846 $287K 0.02% +51 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,846 $287K 0.05% new 13F-HR Timeline RWC Asset Management LLP in group RWC ASSET ADVISORS (US) LLC More: the full row for RWC Asset Management LLP 2,845 $287K 0.01% -371 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,842 $287K 0.01% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,840 $286K 0.02% -662 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 2,823 $285K 0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,816 $284K 0.02% -590 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,809 $283K 0.02% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,963 $283K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,803 $283K 0.04% -120 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,800 $282K 0.07% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,773 $280K 0.06% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,769 $279K 0.04% +301 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 2,735 $276K 0.11% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,727 $275K 0.05% +27 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,723 $275K 0.04% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,715 $274K <0.01% +156 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,712 $274K 0.15% -3 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,700 $272K <0.01% -250 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,687 $271K 0.04% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,668 $269K 0.04% +247 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,635 $266K 0.02% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,616 $264K <0.01% -65 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,613 $264K 0.04% -166 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,612 $264K 0.01% +130 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,606 $263K 0.08% new 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 2,596 $262K 0.1% +1,996 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,747 $261K 0.01% -322 13F-HR Timeline Summit Investment Advisory Services, LLC More: the full row for Summit Investment Advisory Services, LLC 2,588 $261K 0.13% +56 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,579 $260K 0.09% +136 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,574 $260K 0.03% -161 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,563 $259K 0.02% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,546 $257K 0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,543 $257K 0.01% -2 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,540 $256K 0.05% +50 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,536 $256K <0.01% +148 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 2,532 $255K 0.1% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,530 $255K 0.01% -316 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,529 $255K 0.02% -69 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,528 $255K 0.16% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,508 $253K 0.03% -61 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,500 $252K 0.04% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 2,497 $252K 0.03% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,497 $252K 0.04% new 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,490 $251K 0.07% -153 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 2,478 $250K 0.02% -132 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,473 $249K <0.01% new 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,439 $246K 0.04% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,437 $246K 0.03% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,400 $242K 0.14% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,395 $242K 0.06% +133 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,389 $241K 0.04% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,388 $241K 0.09% -2,692 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,381 $240K 0.02% +124 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,378 $240K 0.06% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,369 $239K 0.04% -6,020 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,366 $239K 0.47% -271 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,360 $238K 0.06% -500 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,363 $238K 0.01% -286 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,359 $238K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,358 $238K 0.03% new 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,350 $237K 0.24% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,338 $236K 0.01% -20,766 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,334 $235K 0.06% 0 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 2,320 $234K 0.07% 0 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 2,316 $234K 0.06% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,301 $232K 0.01% -5,305 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,301 $232K 0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,298 $232K 0.08% +5 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,297 $232K 0.06% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,291 $231K 0.05% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,281 $230K 0.01% -1,435 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,269 $229K 0.14% +27 13F-HR Timeline Group Running Oak Capital LLC More: the full row for Running Oak Capital LLC 2,254 $227K 0.03% -169,085 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,248 $227K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,242 $226K 0.03% -657 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,237 $226K 0.22% -991 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,234 $225K 0.03% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 2,234 $225K 0.14% -200 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,232 $225K 0.05% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,225 $224K 0.02% -651 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,212 $223K 0.04% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,212 $223K 0.05% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,210 $223K 0.02% -247 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,200 $222K 0.12% -315 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,197 $222K 0.08% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,187 $221K <0.01% -72 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,187 $221K 0.12% -103 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 2,186 $221K 0.06% -154 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,185 $220K 0.08% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,179 $220K 0.05% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,174 $219K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,169 $219K 0.04% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,154 $217K 0.01% new 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,151 $217K 0.21% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,141 $216K 0.06% -1,920 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,126 $214K 0.11% new 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,126 $214K 0.05% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,124 $214K 0.12% new 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 2,119 $214K 0.04% -195 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 2,119 $214K 0.71% -599 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,116 $213K 0.01% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,100 $212K 0.07% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 2,095 $212K 0.04% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,097 $212K 0.11% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,087 $211K 0.02% new 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,087 $211K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,086 $210K 0.11% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,081 $210K 0.02% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,266 $210K 0.02% -89 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 2,079 $210K 0.02% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,078 $210K 0.08% new 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 2,076 $209K 0.08% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,076 $209K 0.12% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,074 $209K 0.05% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,066 $208K 0.17% +103 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,064 $208K 0.06% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,061 $208K 0.01% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,056 $207K 0.04% new 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,054 $207K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 21,855 $207K 0.02% -223 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,050 $207K 0.02% new 13F-HR/A Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 2,050 $207K 0.08% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,045 $206K 0.03% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,045 $206K 0.03% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,043 $206K 0.03% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,042 $206K <0.01% +15 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,033 $205K 0.03% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,024 $204K 0.02% new 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 2,019 $204K 0.03% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,016 $203K 0.01% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,000 $202K 0.08% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 2,000 $202K 0.15% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,000 $202K 0.03% new 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,000 $202K <0.01% -1,330 13F-HR/A Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,000 $202K 0.04% new 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,000 $202K 0.14% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,000 $202K 0.11% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 2,000 $202K 0.13% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,997 $201K <0.01% -70 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,996 $201K <0.01% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 1,996 $201K 0.08% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,994 $201K 0.03% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,993 $201K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,968 $199K 0.03% -692 13F-HR Timeline 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 1,923 $194K 0.01% 0 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,873 $189K 0.08% +423 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,863 $188K 0.05% +43 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,823 $184K 0.17% -136 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,822 $184K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,732 $175K 0.04% +1,461 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,659 $167K 0.01% -142 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,588 $160K 0.09% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,580 $159K <0.01% +492 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,522 $154K 0.03% +942 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,490 $150K 0.05% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,490 $150K 0 Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,475 $149K 0.01% +282 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,410 $142K 0.02% +24 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,392 $140K 0.06% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,334 $135K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,255 $127K 0.04% +211 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,247 $126K 0.05% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,243 $125K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,233 $122K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,200 $121K 0.09% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,191 $120K 0.05% -2,974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,181 $119K 0.01% -147 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,176 $119K 0.05% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,144 $115K 0.06% +228 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,140 $115K 0.01% -15 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,128 $114K 0.04% +12 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,466 $113K 0.07% +636 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,095 $110K 0.01% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,034 $104K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,022 $103K <0.01% -316 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 998 $101K 0.05% +550 13F-HR Timeline Group