Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 8,106 $593K 0.45% +89 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,084 $592K 0.01% -10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 8,074 $591K 0.02% -1,801 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 8,016 $587K 0.07% -1,246 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,013 $586K 0.03% +163 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,961 $583K 0.04% +345 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,916 $579K 0.09% -89 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,902 $578K 0.1% -445 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,891 $578K 0.03% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,862 $575K 0.2% +17 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,834 $573K 0.01% -226 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,820 $572K 0.03% -5,744 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7,773 $569K 0.17% +1,511 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,772 $569K 0.03% -1,937 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,737 $566K 0.04% +34 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,682 $562K 0.03% -250 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,661 $561K 0.06% -1,743 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,611 $557K 0.33% -36 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 7,607 $557K 0.03% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 7,587 $555K 0.01% -366 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 7,569 $554K 0.02% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 7,566 $554K 0.45% +809 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 7,538 $552K 0.03% -20 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,914 $550K 0.02% +859 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,498 $549K 0.01% +2,098 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,460 $546K 0.46% -96 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,445 $545K 0.07% -675 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,401 $542K 0.02% -4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,354 $538K 0.01% -745 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 7,347 $538K 0.07% -775 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,295 $534K 0.07% +1,632 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,286 $533K 0.06% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 7,281 $532K 0.14% 0 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 7,236 $530K 0.02% +528 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,212 $528K 0.01% +593 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,204 $527K 0.02% -90 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,186 $526K 0.02% +100 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,676 $524K 0.05% +1,393 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,158 $524K 0.06% +4 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,142 $522K 0.01% -192 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 7,130 $522K 0.04% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,125 $521K 0.03% -511 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,904 $505K 0.09% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 6,901 $505K 0.11% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,062 $503K 0.03% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 6,825 $500K 0.09% -6 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,812 $499K 0.29% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,811 $499K 0.03% -334 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,800 $498K 0.03% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,801 $498K 0.27% +129 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 6,799 $498K 0.01% -883 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 6,790 $497K 0.13% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,743 $494K 0.06% +2,466 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,722 $492K 0.02% -6,514 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6,691 $490K 0.01% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 6,664 $488K 0.27% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,660 $487K 0.01% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,655 $487K 0.18% -60 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,650 $487K 0.09% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 6,637 $486K 0.02% +37 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,618 $484K 0.01% -1,586 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,604 $483K 0.01% +74 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 6,583 $482K 0.28% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,578 $481K 0.01% -132 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,578 $481K 0.02% +800 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,570 $481K 0.03% +1,597 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,570 $481K 0.04% -771 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 6,560 $480K 0.04% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,555 $480K 0.02% +285 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,548 $479K 0.02% -53 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 6,548 $479K 0.19% -400 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,547 $479K 0.01% +403 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,539 $479K 0.09% +1,411 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,538 $478K 0.02% +1,568 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,533 $478K 0.01% -82 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,530 $478K <0.01% +4,314 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,525 $478K 0.09% +179 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,523 $477K 0.02% -49 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 6,500 $476K 0.02% 0 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 6,448 $472K 0.33% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,442 $471K 0.08% +2,176 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 6,439 $471K <0.01% -18,720 13F-HR/A Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,393 $468K 0.12% -1,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 6,387 $467K 0.04% +1 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 6,371 $466K 0.02% +389 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 6,349 $465K 0.37% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 6,308 $462K 0.05% -590 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 6,304 $461K 0.22% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,286 $460K 0.03% -50 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 6,280 $460K 0.02% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 6,268 $459K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,268 $459K 0.15% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,265 $459K 0.31% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 6,258 $458K 0.03% -138 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 6,256 $458K 0.04% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 6,246 $457K 0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,240 $457K 0.01% +2,638 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 6,206 $454K 0.02% -100 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,197 $454K 0.03% +3,409 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,186 $453K 0.01% -4,739 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,183 $453K 0.24% -2,600 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,155 $450K 0.03% -350 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,143 $450K 0.02% -55 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,122 $448K 0.02% +1,022 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,109 $447K 0.11% -100 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,094 $447K 0.12% +83 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 6,099 $446K 0.23% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,093 $446K 0.34% +135 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 6,053 $443K 0.04% -30 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,030 $441K 0.06% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,022 $441K 0.09% -924 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,013 $440K 0.18% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,006 $440K 0.03% +781 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 6,000 $439K 0.01% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 6,000 $439K 0.06% 0 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 6,000 $439K 0.11% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,994 $439K 0.08% +748 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,982 $438K 0.21% -73 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,953 $436K 0.05% -41 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,945 $435K 0.01% -8,664 13F-HR/A Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,938 $435K 0.1% +25 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,929 $434K 0.02% 0 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,913 $433K 0.05% +2,297 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,911 $433K 0.03% -1,216 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 5,900 $432K 0.19% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,885 $431K 0.03% -117 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,856 $429K 0.03% +4 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,856 $429K 0.03% +94 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,854 $428K 0.1% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,853 $428K 0.01% +594 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 5,846 $428K 0.18% -250 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,840 $427K 0.04% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,807 $425K 0.01% +900 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,770 $422K 0.02% -100 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 5,736 $420K 0.05% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 5,735 $420K 0.31% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,731 $419K 0.01% -94 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,725 $419K 0.11% +75 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,707 $418K 0.01% 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,660 $414K 0.21% -199 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,640 $413K 0.05% -1,869 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 5,640 $413K 0.02% -164 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 5,634 $412K 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 5,610 $411K 0.08% +1 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 5,606 $410K 0.08% +597 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,590 $409K 0.2% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5,579 $408K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,564 $407K 0.01% -131 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 5,560 $407K 0.05% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,548 $406K 0.27% -271 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 5,540 $405K 0.14% +3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,534 $405K 0.03% +108 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,500 $403K 0.08% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,457 $399K 0.06% 0 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,450 $399K 0.1% -8,459 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,411 $396K 0.02% -750 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,411 $396K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,391 $395K 0.01% -57 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,152 $392K 0.18% -2,398 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 5,347 $391K <0.01% -3,153 13F-HR Timeline Group Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,339 $391K 0.11% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 5,727 $391K 0.24% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,333 $390K 0.02% -8 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,329 $390K <0.01% -449 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,316 $389K 0.09% +78 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,311 $389K 0.01% -210 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,303 $388K 0.02% -2,529 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,281 $386K 0.02% +420 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,240 $386K 0.01% +1,684 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,268 $386K <0.01% +592 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,255 $385K 0.01% +1,072 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 5,257 $385K <0.01% -1,664 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,247 $384K 0.03% -17 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,337 $383K 0.03% -20 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 5,205 $381K 0.01% -185 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 5,186 $380K 0.04% -189 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,181 $379K 0.02% +252 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,180 $379K 0.03% -103 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 5,167 $378K 0.3% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,160 $378K 0.09% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,118 $375K 0.1% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 5,098 $373K 0.09% +173 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 5,086 $372K 0.12% new 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,070 $371K 0.15% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 5,061 $370K 0.16% -25 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 5,050 $370K 0.06% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,041 $369K 0.01% +248 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,036 $369K 0.16% 0 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 5,027 $368K 0.12% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 5,005 $366K 0.01% -1,821 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 5,000 $366K 0.07% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,000 $366K <0.01% 0 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,999 $366K 0.02% +3 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,996 $366K 0.01% -85 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,992 $365K 0.01% -71 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 4,989 $365K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,988 $365K 0.01% -45 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 4,976 $364K 0.17% +10 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,975 $364K 0.03% +425 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,973 $364K 0.02% +725 13F-HR Timeline