NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,888 $955K 0.1% -311 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,039 $953K 0.16% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,871 $949K 0.26% -82 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,864 $947K 0.23% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,856 $944K 0.02% +78 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,848 $941K 0.07% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,842 $939K 0.45% +101 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,701 $936K 0.09% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,818 $932K 0.04% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,810 $929K 0.03% -125 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $926K 0.13% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,794 $924K 0.17% -130 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,789 $922K 0.05% +150 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,782 $920K 0.46% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,776 $918K 0.05% -435 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,775 $917K 0.05% +48 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,773 $917K 0.18% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,760 $912K 0.06% -269 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,741 $906K <0.01% +303 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,734 $904K 0.15% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,727 $901K 0.1% -500 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,719 $899K 0.01% +12 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,194 $896K +164 Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,724 $895K 0.06% +1,519 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,700 $893K 0.09% 0 13F-HR Timeline ARGA Investment Management, LP More: the full row for ARGA Investment Management, LP 2,699 $892K 0.02% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,687 $889K 0.07% -157 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,680 $886K 0.24% -406 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,673 $884K 0.02% -179,574 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,671 $883K 0.14% +16 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,668 $882K 0.06% -228 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,642 $873K 0.12% -50 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,627 $869K 0.15% -91 13F-HR Timeline Group OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,625 $868K 0.74% -1,450 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 2,620 $866K 0.33% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,614 $864K <0.01% -882 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,602 $860K 0.1% +465 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,601 $860K 0.08% -34,659 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,592 $857K 0.11% +67 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,577 $852K 0.39% -80 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,576 $852K 0.21% -3,097 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 2,575 $851K 0.18% -155 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,573 $851K 0.1% -200 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,562 $847K 0.01% -2,694 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,549 $843K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,515 $831K 0.06% +1,222 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,504 $828K 0.1% -2 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,503 $827K 0.26% -45 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,492 $824K 0.46% -214 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,490 $823K 0.02% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,489 $823K 0.22% new 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,489 $823K 0.24% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,474 $818K 0.01% -315 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,471 $817K 0.4% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,024 $816K 0.07% -56 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,469 $816K 0.4% +78 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,451 $810K 0.11% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,441 $807K 0.01% +949 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,441 $807K 0.1% -1,611 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,423 $801K 0.16% +442 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 2,417 $799K 0.56% +442 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,413 $798K 0.61% -75 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,393 $791K 0.21% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,390 $790K 0.03% +74 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,389 $790K 0.05% +71 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,384 $788K 0.15% +229 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,375 $785K 0.5% +434 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,374 $785K 0.03% +2,365 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,374 $784K 0.02% -82 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,363 $781K 0.11% -63 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,348 $776K 0.01% +178 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,326 $769K 0.13% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,321 $767K 0.01% +399 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,320 $767K 0.29% -52 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 2,300 $760K 0.03% -400 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,299 $759K 0.17% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,284 $755K 0.07% +77 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,231 $746K 0.25% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,257 $746K 0.04% -132 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,254 $745K 0.12% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 2,142 $708K 0.04% +18 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,128 $703K 0.05% +107 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,125 $702K 0.5% +101 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,124 $702K 0.02% +23 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,120 $701K 0.23% -43 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,117 $700K 0.08% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,114 $699K 0.02% -1,724 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,102 $695K 0.02% -50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,086 $690K 0.01% -159 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,082 $688K 0.04% +93 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,079 $687K 0.14% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,079 $687K 0.13% -115 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,078 $687K 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,076 $686K 0.02% -11,302 13F-HR Timeline Group Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 2,075 $686K 0.66% +216 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,089 $685K 0.02% -3,087 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 2,070 $684K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,065 $683K 0.03% -125 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,060 $681K 0.06% +1,414 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,054 $679K 0.06% +95 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,052 $678K 0.04% -477 13F-HR/A Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,046 $676K 0.01% -339 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,039 $674K 0.08% -66 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,038 $674K 0.01% +344 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,038 $674K 0.07% -31 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,037 $673K 0.17% 0 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $672K 0.17% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,031 $671K 0.36% -120 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,025 $670K 0.06% -62 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,018 $667K 0.06% -190 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,010 $664K 0.05% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,004 $662K 0.01% +142 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 2,000 $661K 0.05% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,994 $659K 0.1% 0 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,982 $655K 0.02% -430 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 1,980 $655K 0.44% +29 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,969 $651K 0.13% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,958 $647K 0.02% -200 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,949 $644K 0.51% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,949 $644K 0.02% +1,211 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,943 $642K 0.02% +197 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,937 $640K 0.05% -526 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,930 $638K 0.1% -36 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,930 $638K 0.51% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,923 $636K 0.1% +2 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,919 $634K 0.04% +1,219 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,918 $634K 0.04% -39 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,914 $633K 0.12% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,908 $631K 0.02% -43 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 1,906 $630K 0.02% -1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,905 $630K 0.04% +602 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,903 $629K 0.19% +23 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,900 $628K 0.04% +159 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,885 $623K <0.01% +217 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,884 $623K 0.19% +8 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,877 $620K 0.01% +293 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,873 $619K 0.15% 0 13F-HR Timeline Abacus Planning Group, Inc. 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More: the full row for SS&H Financial Advisors, Inc. 1,832 $606K 0.2% +372 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,830 $605K 0.08% +27 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,826 $604K 0.01% +84 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,823 $603K 0.03% -730 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,807 $597K 0.15% -366 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,800 $595K 0.03% -800 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 1,800 $595K 0.39% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $594K 0.15% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,794 $593K 0.03% -164 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,786 $590K 0.14% -338 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,785 $590K 0.13% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,784 $590K 0.01% +1,074 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,782 $589K 0.02% -53 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,779 $588K 0.17% -185 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,767 $584K 0.01% +646 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,760 $582K 0.08% -169 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,759 $581K <0.01% -28 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,758 $581K 0.01% 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $581K 0.02% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,745 $577K 0.02% -187 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,745 $577K 0.02% +576 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,743 $576K 0.01% +221 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,736 $574K 0.08% -225 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,735 $574K 0.08% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,733 $573K 0.19% +96 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,729 $572K 0.08% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,721 $569K 0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,721 $569K 0.02% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,719 $568K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,713 $566K 0.14% -400 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $565K 0.06% -158 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,707 $564K 0.07% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,701 $562K 0.01% +93 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,690 $559K 0.13% +17 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,688 $558K 0.21% -104 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,687 $558K 0.06% -56 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $554K 0.27% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,674 $553K 0.03% +19 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,667 $551K 0.03% -11,812 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,656 $547K 0.11% +650 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,642 $543K 0.01% +121 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,640 $542K 0.01% -6 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,637 $541K <0.01% -403 13F-HR/A Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,632 $540K 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,620 $535K 0.01% +475 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,612 $533K 0.01% -190 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,610 $532K 0.45% -54 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,608 $532K 0.55% +100 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,581 $529K 0.11% +70 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,815 $527K -106 Timeline