Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,946 $849K 0.02% +456 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,931 $848K 0.01% -3,701 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,927 $844K 0.08% -2,566 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,921 $842K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,911 $839K 0.03% -140 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,892 $834K 0.03% -281 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,882 $831K 0.09% -100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,870 $827K 0.03% -769 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,869 $827K 0.19% +293 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,864 $826K 0.19% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,854 $823K 0.06% -497 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,852 $822K 0.01% -4 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,843 $819K 0.36% +1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,841 $819K 0.03% -196 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,144 $813K -50 Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,816 $812K 0.04% -2 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $807K 0.11% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,792 $805K 0.02% -1,024 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,788 $804K 0.02% -367 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,776 $800K 0.14% -18 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,748 $792K 0.13% -25 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,727 $786K 0.08% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,724 $785K -300 Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,719 $784K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,712 $782K 0.11% +41 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,671 $770K 0.17% +287 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,664 $768K 0.04% -112 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,659 $766K 0.03% -151 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,642 $762K 0.11% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,627 $757K 0.04% -1,092 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,636 $752K 0.22% +1,135 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,590 $747K 0.11% -37 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,589 $746K 0.49% +176 13F-HR/A Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,578 $743K 0.01% -487 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,574 $742K 0.02% +616 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,557 $737K 0.41% +182 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,546 $734K 0.47% +616 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,532 $730K 0.06% +248 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,526 $728K <0.01% new 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,517 $726K 0.57% +392 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,515 $725K 0.08% +283 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,508 $723K 0.3% -69 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,508 $723K 0.04% -692 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,504 $722K 0.08% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,497 $720K 0.04% -292 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,496 $720K 0.1% -543 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,472 $713K 0.01% -201 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,469 $712K 0.32% -2 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,461 $709K 0.08% -131 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,454 $707K 0.02% -6,059 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,453 $707K 0.01% -66,920 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,451 $707K 0.01% -111 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,447 $705K 0.17% +1,001 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,444 $704K 0.01% -1,181 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,441 $704K 0.09% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,420 $698K 0.25% +100 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,420 $698K 0.01% -129 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,406 $694K 0.04% +612 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,386 $688K 0.12% -37 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,383 $687K 0.08% -190 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 2,380 $686K -690 Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,374 $684K 0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,368 $683K 0.22% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,346 $676K 0.32% -436 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,329 $671K 0.09% -34 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,326 $670K 0.1% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,311 $666K 0.06% +2,303 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,304 $664K 0.01% +218 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,303 $663K 0.09% -148 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,299 $663K 0.03% -75 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,299 $663K 0.14% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,298 $662K 0.12% +1,257 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,292 $661K 0.06% +274 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,286 $659K 0.04% -4,854 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,260 $651K <0.01% -354 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,210 $637K 0.04% -458 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,204 $635K 0.09% -50 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,203 $635K 0.01% 0 13F-HR Timeline Group Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,191 $632K 0.35% +211 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,184 $630K 0.03% +12 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,178 $628K 0.03% +722 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,172 $626K 0.15% +135 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,170 $625K 0.03% +28 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,146 $619K 0.02% +3 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,142 $617K 0.12% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,132 $614K 0.03% -125 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,122 $612K 0.02% +20 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,121 $611K 0.01% -3 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,115 $610K 0.04% +90 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,341 $608K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,099 $605K 0.05% +47 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,096 $605K 0.01% new 13F-HR/A Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,093 $603K 0.06% +54 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,090 $602K 0.49% -535 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,087 $602K 0.01% +83 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,079 $599K 0.11% 0 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 2,075 $598K 0.58% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,804 $596K 0.23% +245 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,065 $595K 0.02% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,063 $595K 0.03% -10,057 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,062 $594K 0.05% +8 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,060 $594K 0.01% +234 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,059 $594K 0.18% -61 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,059 $594K 0.01% +301 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,048 $590K 0.02% -1,937 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,046 $590K 0.01% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 1,939 $588K 0.01% +1,924 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $586K 0.14% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 2,032 $586K 0.11% -47 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,030 $585K 0.1% +374 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,016 $581K 0.01% -22 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,001 $577K 0.02% -75 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,999 $576K 0.01% +455 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,994 $575K 0.08% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,991 $574K 0.01% +114 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,966 $567K 0.03% -72 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,958 $564K 0.09% -1,442 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,949 $562K 0.41% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,033 $562K 0.11% new 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,931 $557K 0.07% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,924 $555K 0.08% +1 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,914 $552K 0.1% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,911 $551K 0.04% -217 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,908 $550K 0.03% -10 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,898 $547K 0.04% +474 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,897 $547K 0.1% +316 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,893 $546K 0.02% -50 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,879 $542K 0.11% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,879 $542K 0.15% -24 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,878 $541K 0.03% -22 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,873 $540K 0.12% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,862 $537K 0.29% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,853 $534K 0.24% -178 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,850 $533K 0.01% +305 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,846 $532K 0.07% -18 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,843 $531K 0.13% +36 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,836 $529K 0.04% -679 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,832 $528K 0.16% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,828 $527K 0.14% -1,877 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,927 $524K 0.17% +43 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,808 $521K 0.02% -98 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,803 $520K 0.34% -614 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,801 $519K <0.01% +42 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,800 $519K 0.02% 0 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 1,800 $519K 0.32% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $518K 0.12% 0 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,785 $515K 0.11% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,785 $515K 0.02% +40 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,783 $514K 0.06% -47 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,772 $511K 0.07% +37 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,764 $508K 0.01% -18 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,760 $507K 0.06% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $506K 0.02% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,755 $506K 0.27% -87 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,746 $503K 0.14% +13 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,729 $498K 0.06% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,649 $498K 0.07% +147 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,713 $494K 0.11% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $492K 0.05% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,700 $490K 0.03% +125 13F-HR Timeline Group Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,676 $483K 0.23% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,674 $483K 0.03% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,669 $481K 0.13% -110 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,668 $481K 0.23% +422 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,666 $480K 0.11% -24 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 1,663 $479K 0.23% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,657 $478K <0.01% -228 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,566 $478K <0.01% -155 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,655 $477K 0.11% +352 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,637 $472K 0.16% -51 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,632 $470K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,629 $469K 0.01% -320 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,627 $469K 0.01% -13 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,623 $468K 0.03% +70 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,622 $467K 0.02% -45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,619 $467K 0.01% -495 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,606 $463K 0.05% -81 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,596 $460K 0.04% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,592 $459K 0.03% +32 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,583 $456K 0.03% +1,530 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,583 $456K 0.03% +50 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,583 $456K 0.14% +2 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $456K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,562 $450K 0.01% -205 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,559 $449K 0.06% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,558 $449K 0.01% -143 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,555 $448K <0.01% +626 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,554 $448K 0.07% 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $446K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,548 $446K 0.01% -197 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,542 $444K 0.06% +8 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,540 $444K 0.14% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,537 $443K <0.01% -2,878 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,532 $442K 0.01% -189 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $440K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,525 $439K 0.07% +51 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $439K 0.05% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,523 $439K 0.02% +213 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,514 $436K 0.02% -19 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,511 $436K 0.02% 0 13F-HR Timeline