Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,111 $1.72M 0.1% +1,902 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,075 $1.71M 0.79% +1,793 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,010 $1.7M 0.05% -105 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 6,000 $1.69M 0.21% new 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 6,000 $1.69M 0.06% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,963 $1.68M 0.02% +178 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,893 $1.66M 0.08% +774 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,883 $1.66M 0.04% +1,498 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,857 $1.65M 0.35% -238 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,823 $1.65M 0.11% +4,380 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,811 $1.64M 0.11% +875 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,799 $1.64M 0.12% +506 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 5,777 $1.63M 0.7% -1 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,760 $1.63M 0.03% +270 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,724 $1.62M 0.06% -36 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 5,717 $1.61M 0.03% -350 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,665 $1.6M 0.09% -13 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,663 $1.6M 0.07% +511 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 5,652 $1.6M 1.12% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,623 $1.59M 0.08% +102 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,590 $1.58M 0.1% +54 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,577 $1.57M 0.12% -270 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 5,565 $1.57M 0.78% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,551 $1.57M 0.14% -321 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,544 $1.56M 0.06% +703 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,525 $1.56M 0.19% -1 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,524 $1.56M 0.04% +781 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 5,510 $1.56M 0.46% +77 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 5,493 $1.55M 0.57% +111 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 5,488 $1.55M 1.43% -45 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,352 $1.55M 0.06% -885 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,460 $1.54M 0.1% +535 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 5,451 $1.54M 0.11% +1,613 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 5,427 $1.53M 0.45% +48 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,426 $1.53M 0.05% -163 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,424 $1.53M 0.4% -240 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 5,418 $1.53M 0.24% +173 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 5,416 $1.53M 0.3% +445 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,411 $1.53M 0.23% +81 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,405 $1.53M 0.22% +3,845 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,404 $1.53M 0.59% +185 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 5,402 $1.52M 0.53% -507 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,398 $1.52M 0.46% -466 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 5,370 $1.52M 0.47% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5,364 $1.51M 0.24% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,351 $1.51M 0.36% -1,258 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 5,326 $1.5M 0.49% +1,320 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 5,296 $1.49M 0.71% -30 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,276 $1.49M 0.09% +551 13F-HR/A Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 5,256 $1.48M 1.64% +661 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,252 $1.46M 0.48% -75 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,114 $1.44M 0.19% -67 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,096 $1.44M 0.09% -443 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,079 $1.43M 0.05% +1,314 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 5,050 $1.43M 0.55% -394 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,032 $1.42M 0.12% +427 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,023 $1.42M 0.01% -342 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,014 $1.42M 0.12% -1 13F-HR Timeline Group SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,080 $1.4M 0.55% +212 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,942 $1.39M 0.89% +118 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,918 $1.39M 0.12% -72 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,898 $1.38M 0.04% +728 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,893 $1.38M 0.4% -3,602 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,884 $1.38M 0.01% +789 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,841 $1.37M 0.23% -164 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,832 $1.36M 0.13% -217 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 4,821 $1.36M 4.44% -8,838 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,814 $1.36M 0.1% +1,786 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,789 $1.35M 1.22% -96 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 4,785 $1.35M 0.61% +1,402 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,771 $1.35M 0.17% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,820 $1.34M 0.37% +438 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,700 $1.34M 0.18% -132 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,746 $1.34M 0.21% +3 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,739 $1.34M 0.55% new 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,737 $1.34M 0.33% +3 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,717 $1.33M 0.06% +58 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,698 $1.33M 0.01% +1,327 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,688 $1.32M 0.15% +3,815 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,678 $1.32M <0.01% -487 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,637 $1.31M 0.03% -998 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,636 $1.31M 0.25% +3,281 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 4,625 $1.31M 0.94% +169 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,624 $1.31M 0.03% +653 13F-HR/A Timeline Advisory Resource Group More: the full row for Advisory Resource Group 4,623 $1.3M 0.23% +764 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,621 $1.3M 0.04% -1,035 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,609 $1.3M 0.19% +74 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,602 $1.3M 0.07% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,590 $1.3M 0.02% +2,430 13F-HR Timeline Group DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 4,576 $1.29M 1.2% +7 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,551 $1.28M 0.03% -2,116 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,543 $1.28M 1.16% +65 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,543 $1.28M 0.09% +121 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,532 $1.28M 0.44% -371 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 4,521 $1.28M 0.38% +293 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,515 $1.27M 0.07% +614 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 4,514 $1.27M 0.25% 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,500 $1.27M 0.37% +1,000 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,503 $1.27M 0.06% -252 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 4,502 $1.27M 0.29% +3,685 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 4,440 $1.26M 0.33% +290 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,434 $1.25M 0.19% -394 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,422 $1.25M 0.09% -240 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,291 $1.24M 0.2% -22 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 4,399 $1.24M 0.96% -51 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,389 $1.24M 0.21% -111 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 4,373 $1.23M 0.53% +492 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,363 $1.23M 0.04% +141 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,355 $1.23M 0.04% +872 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,329 $1.22M 0.08% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,329 $1.22M 0.87% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,305 $1.22M 0.06% +299 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,312 $1.22M 0.07% -4 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 4,290 $1.21M 0.89% +550 13F-HR/A Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,269 $1.2M 0.34% -175 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,267 $1.2M 0.03% -4,460 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 4,245 $1.2M 0.02% -10 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,232 $1.19M 0.01% +3,360 13F-HR Timeline Group CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 4,213 $1.19M 3.51% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,204 $1.19M 0.49% +426 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 4,199 $1.19M 0.31% -309 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,191 $1.18M 0.12% -73 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 4,190 $1.18M 0.58% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,187 $1.18M 0.07% +14 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 4,186 $1.18M 0.21% -723 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,391 $1.18M 0.78% +61 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,162 $1.17M 0.06% +2,362 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 4,162 $1.17M 0.16% +3,035 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,123 $1.16M 0.08% -87 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,023 $1.14M 0.24% -6 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,024 $1.14M 0.09% -1,086 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,991 $1.13M 0.06% +4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,980 $1.13M 0.05% -221 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,979 $1.12M 0.02% -293 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,965 $1.12M 0.25% +3 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 3,964 $1.12M 0.33% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,951 $1.12M 0.05% +186 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,963 $1.12M 0.18% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,957 $1.12M 0.35% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,044 $1.11M 0.03% +364 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,935 $1.11M 0.1% -2,473 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,934 $1.11M 0.02% -372 13F-HR/A Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,914 $1.1M 0.31% +1,293 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,911 $1.1M 0.05% -296 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,900 $1.1M 0.01% -1,377 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 3,897 $1.1M 0.37% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,890 $1.1M <0.01% -210 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,875 $1.09M 0.12% +17 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,868 $1.09M 0.69% -120 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,786 $1.07M 0.66% -6 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,784 $1.07M 0.12% -364 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,737 $1.05M 0.11% +2 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,722 $1.05M 0.02% +362 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,734 $1.05M 0.03% -279 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 3,714 $1.05M 0.5% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,708 $1.05M 0.08% -58 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,707 $1.05M 0.3% +2,315 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,707 $1.05M 0.08% +16 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,701 $1.04M 0.26% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,698 $1.04M 0.06% +1,811 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,698 $1.04M 0.06% -94 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,673 $1.04M 0.09% -1,064 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,667 $1.03M 0.32% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,744 $1.03M 0.17% -183 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,654 $1.03M 0.06% -97 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,678 $1.03M 0.02% -13,726 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,639 $1.03M 0.15% -47 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,638 $1.03M 0.15% +1,200 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,634 $1.03M 0.05% +48 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 3,603 $1.02M 0.44% +5 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,595 $1.01M 0.02% -150 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,576 $1.01M 0.2% +55 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,573 $1.01M 0.02% +37 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,571 $1.01M 0.35% -64 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 3,566 $1.01M 0.2% -696 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,565 $1.01M 0.67% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,561 $1.01M 0.61% -19 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,527 $996K -1,223 Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 3,516 $992K <0.01% -362,195 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,516 $992K 0.06% +1,427 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,512 $991K 0.08% -1,618 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 3,421 $989K 0.2% -236 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 3,483 $983K 0.06% -4 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,465 $978K 0.14% +326 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,451 $974K 0.46% -687 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,448 $973K 0.04% -12 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,435 $970K 0.13% +597 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,425 $967K 0.18% -125 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,414 $964K 0.07% -321 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,404 $961K 0.14% -99 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 3,386 $956K 0.49% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 3,377 $953K 0.26% -3,467 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,375 $953K 0.37% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,337 $942K 0.1% +169 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,300 $931K 0.27% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,296 $930K 0.12% -46 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,292 $929K 0.21% -254 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,275 $927K 0.73% -60 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,281 $926K 0.13% -124 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,265 $923K 0.07% -382 13F-HR Timeline