NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 8,994 $877K 0.02% +5,320 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 8,994 $877K 0.26% +5,320 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,821 $860K <0.01% -15,671 13F-HR/A Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,728 $851K 0.06% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,717 $850K <0.01% -80 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 8,548 $832K 0.14% +249 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,530 $831K <0.01% -1,442 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,493 $828K 0.6% -6,471 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,478 $826K <0.01% -3,810 13F-HR/A Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,208 $800K 0.21% -408 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 8,206 $798K 0.04% -902 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,055 $785K 0.01% 0 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,961 $776K 0.38% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,950 $775K 0.1% -400 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,860 $766K 0.09% +235 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,678 $749K 0.01% +708 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,674 $748K 0.03% -345 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,658 $746K 0.2% -172 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,657 $746K 0.01% -1,655 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,643 $745K 0.05% -240 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 7,553 $735K 0.37% +3,253 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,368 $718K 0.02% +154 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,294 $711K 0.21% +197 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 7,253 $707K 0.03% -762 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,233 $705K 0.21% +245 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,197 $701K 0.19% -199 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,155 $696K <0.01% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,049 $687K 0.11% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 7,002 $682K 0.07% -9,330 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,952 $678K <0.01% -623 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,734 $663K 0.1% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,769 $659K 0.09% +80 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,643 $647K 0.03% -306 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,507 $634K <0.01% -281 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,492 $633K 0.01% +46 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,491 $633K 0.01% +216 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 6,423 $626K 0.01% -16 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $614K 0.07% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,381 $614K 0.19% +2,064 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 6,270 $611K 0.06% -13,001 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $599K 0.12% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,137 $598K 0.03% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,113 $596K 0.02% -49 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,976 $582K 0.12% -55 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,966 $581K <0.01% -222 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,951 $580K 0.01% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,933 $578K 0.35% +335 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,865 $572K 0.01% +1,982 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,854 $571K <0.01% +543 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,796 $565K 0.01% -196,958 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 5,740 $559K 0.44% -630 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 5,701 $556K 0.01% -810 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,556 $541K 0.01% -1,083 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,441 $537K 0.01% +4,123 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 5,409 $527K 0.01% +112 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,402 $526K 0.02% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,382 $525K <0.01% +86 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,335 $520K 0.14% -495 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $512K 0.04% -600 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,237 $510K <0.01% -33 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,180 $507K 0.01% -2,967 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 5,134 $500K 0.02% -358 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,117 $499K 0.42% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,111 $498K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,092 $496K 0.01% +448 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,009 $488K 0.49% -124 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,980 $485K 0.01% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,919 $479K <0.01% +141 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,909 $478K 0.04% -1,550 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,892 $477K 0.01% -720 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,870 $475K 0.1% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,869 $475K 0.01% +2,022 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,867 $474K 0.03% -558 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $470K 0.12% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,767 $464K <0.01% 0 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,695 $458K 0.18% +560 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,678 $456K 0.01% -37 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,664 $455K 0.05% -792 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,648 $453K 0.13% +11 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,602 $449K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,580 $446K <0.01% -434 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $445K 0.01% +825 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,548 $443K <0.01% -1,539 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,542 $443K 0.04% +1,216 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,519 $440K 0.04% +212 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,515 $440K 0.02% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 4,816 $439K 0.01% -6,087 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,494 $438K 0.01% +323 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,491 $438K <0.01% -1,906 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,477 $436K 0.01% -413 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,428 $432K 0.02% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,408 $430K 0.01% +12 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 4,408 $430K 0.22% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,388 $428K 0.02% -241 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,351 $424K <0.01% +142 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,336 $423K 0.03% +73 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,326 $422K 0.03% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,292 $418K 0.03% -459 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,289 $418K 0.04% +1,997 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,281 $417K 0.02% -22,278 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $416K 0.22% 0 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,210 $410K 0.04% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 4,209 $410K 0.15% -24 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,217 $410K 0.04% -14,990 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 4,200 $409K 0.05% -600 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,026 $392K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,017 $392K 0.04% +1,945 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,014 $391K 0.05% +1,395 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,010 $391K 0.01% new 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,000 $390K 0.26% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,990 $389K 0.01% -47 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,978 $388K 0.02% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,924 $382K 0.34% +80 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,896 $380K 0.02% -50 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,882 $378K 0.01% +1,068 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,784 $369K <0.01% -2,955 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,766 $367K <0.01% -167 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,743 $365K 0.38% -23 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,682 $359K 0.05% +413 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,681 $359K <0.01% new 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 3,672 $357K <0.01% -4,281 13F-HR/A Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,628 $354K 0.1% +71 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $351K 0.04% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 3,552 $346K <0.01% 0 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $345K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,490 $340K <0.01% +2,304 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,467 $338K 0.01% -6,211 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,381 $335K 0.01% 0 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,437 $335K 0.03% -773 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,435 $335K 0.28% +6 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,432 $334K 0.19% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,425 $334K 0.11% -322 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 3,349 $326K 0.11% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,297 $321K <0.01% +49 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,286 $320K 0.02% -17 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,285 $320K <0.01% -189 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,283 $320K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,282 $320K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,272 $319K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,239 $316K 0.01% -63 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,217 $315K 0.09% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,213 $313K 0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,209 $313K 0.15% +1,286 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,204 $312K 0.12% -25 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,203 $312K 0.14% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,198 $312K 0.03% -200 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,194 $311K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,192 $311K 0.01% +472 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,165 $308K 0.03% -748 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,138 $306K <0.01% -12 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,114 $303K 0.01% +15 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,065 $299K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,046 $297K <0.01% -78 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,045 $297K <0.01% -349 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $294K 0.17% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,971 $290K 0.01% +11 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,970 $289K 0.02% -155 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,950 $288K 0.1% -11,312 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,938 $286K 0.23% +20 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,900 $283K 0.12% -384 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,900 $283K 0.22% -55 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,884 $281K 0.01% -1,200 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,873 $280K 0.01% -191 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,900 $280K 0.02% +471 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,850 $278K 0.09% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,848 $277K 0.01% 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,800 $273K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,794 $272K <0.01% -333 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $268K 0.22% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,749 $268K 0.02% -517 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,740 $267K 0.05% -10 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $263K 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,670 $260K 0.01% +12 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $257K 0.01% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,600 $253K 0.13% -350 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $253K 0.08% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,590 $252K 0.02% -9,354 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,561 $250K 0.01% +139 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,525 $246K <0.01% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,415 $245K 0.08% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,512 $245K 0.02% -226 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,480 $242K <0.01% -1,515 13F-HR Timeline TOBAM More: the full row for TOBAM 1,704 $239K 0.1% -813 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,451 $239K 0.01% -162 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,422 $236K 0.04% +12 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,417 $236K <0.01% -1,565 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,405 $234K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,400 $234K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,378 $232K <0.01% +173 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,375 $231K <0.01% -399 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,358 $230K 0.01% -1,618 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,356 $230K <0.01% new 13F-HR Timeline Tudor Financial Inc. 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