EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,636 $403K 0.01% +824 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 4,639 $402K 0.1% +1,398 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,629 $401K 0.01% -1,015 13F-HR Timeline OAKLAND FINANCIAL CORP More: the full row for OAKLAND FINANCIAL CORP 4,614 $400K 8.86% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,595 $398K 0.04% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,545 $394K 0.01% -111,497 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,540 $393K 0.04% 0 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 4,525 $392K 0.29% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,453 $386K 0.02% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,446 $385K 0.01% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 4,403 $381K 0.16% -12,582 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,343 $376K 0.01% +7 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,326 $375K 0.03% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,109 $372K 0.02% +12 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,279 $371K 0.01% +137 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,252 $368K 0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 4,237 $367K 0.11% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,224 $366K 0.02% +331 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 4,185 $363K 0.04% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,182 $362K 0.06% +147 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,161 $362K 0.01% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,157 $360K 0.14% +17 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,144 $359K <0.01% -43 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 4,100 $355K 0.05% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,097 $355K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,086 $354K 0.09% +91 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 4,081 $354K 0.11% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,035 $350K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,012 $348K 0.03% +528 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,000 $347K 0.08% 0 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 4,000 $347K 0.07% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,977 $345K 0.01% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 3,975 $344K 0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,945 $342K 0.01% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,919 $340K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,918 $339K <0.01% +546 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,890 $337K 0.15% -255 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 3,870 $335K <0.01% +510 13F-HR Timeline Group Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 3,853 $334K 0.1% +70 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,835 $332K 0.02% +68 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,805 $330K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,794 $329K 0.01% +432 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,793 $329K 0.02% +729 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,752 $325K 0.04% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,748 $325K 0.02% -145 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,736 $324K <0.01% -100 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,728 $323K <0.01% -7,333 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 3,710 $322K 0.01% +865 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,703 $321K <0.01% -139 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,692 $320K 0.02% +192 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 3,592 $319K 0.22% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,677 $319K <0.01% -273 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 3,676 $319K 0.07% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,634 $316K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,618 $314K 0.01% 0 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 3,605 $312K 0.1% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 3,547 $307K 0.22% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,545 $307K 0.03% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,537 $306K 0.02% -80 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 3,529 $306K 0.18% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,524 $305K 0.01% -1,334 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 3,516 $305K <0.01% +134 13F-HR/A Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,511 $304K 0.01% +130 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,503 $304K 0.06% -2,339 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,500 $303K 0.02% -1,700 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,465 $301K 0.09% 0 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 3,395 $294K 0.05% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,394 $294K 0.06% -11,048 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 3,383 $293K 0.06% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 3,361 $291K 0.05% -3 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,308 $287K 0.01% -130 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,295 $286K 0.02% -200 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,272 $284K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,271 $283K <0.01% +31 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,254 $282K 0.01% -10,628 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,251 $282K <0.01% +36 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,241 $281K 0.04% -2,212 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,218 $279K 0.13% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,158 $274K 0.01% -6 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,152 $273K 0.02% -25 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,144 $272K 0.03% 0 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,135 $272K 0.01% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,120 $271K <0.01% -38 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,124 $271K <0.01% +180 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 3,089 $268K 0.05% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,080 $267K 0.03% -87 13F-HR Timeline MONTRUSCO BOLTON INVESTMENTS INC. More: the full row for MONTRUSCO BOLTON INVESTMENTS INC. 3,046 $264K <0.01% +43 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,044 $264K 0.02% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,037 $263K 0.01% -1,076 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 3,005 $260K 0.14% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,002 $260K 0.08% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 2,999 $260K 0.03% -37 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,939 $255K <0.01% -96 13F-HR Timeline American Trust More: the full row for American Trust 2,917 $253K 0.02% -160 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,905 $252K <0.01% +305 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,898 $251K 0.01% -232 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 2,892 $251K 0.05% -97 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,891 $251K 0.09% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,884 $250K 0.06% 0 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 2,884 $250K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,880 $250K 0.08% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,875 $249K 0.01% -6 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,867 $248K <0.01% new 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,855 $247K 0.01% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,135 $247K 0.02% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,847 $247K <0.01% +68 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,839 $246K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,825 $245K 0.01% +136 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 2,798 $243K 0.13% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,780 $241K <0.01% +225 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,778 $241K 0.01% 0 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 2,750 $238K 0.09% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,735 $237K <0.01% +176 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 2,728 $236K 0.01% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,725 $236K 0.01% new 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 2,723 $236K 0.14% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,720 $236K <0.01% -21 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,688 $233K 0.09% -352 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,685 $233K 0.01% +100 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,674 $232K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,661 $231K 0.01% -429 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,634 $228K 0.01% new 13F-HR Timeline Group Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 2,610 $226K 0.03% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,599 $225K 0.04% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,586 $224K 0.04% -26 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 2,546 $221K 0.02% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 2,526 $219K 0.1% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,511 $218K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,510 $217K 0.01% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,507 $217K 0.02% -2,120 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,507 $217K 0.01% -388 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,500 $217K 0.02% -2,010 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,493 $216K <0.01% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,737 $215K 0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,479 $215K <0.01% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,466 $214K <0.01% new 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,450 $212K 0.04% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,440 $211K 0.02% new 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 2,415 $209K 0.13% new 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,398 $208K 0.01% new 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,391 $207K <0.01% new 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 2,378 $206K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,375 $206K 0.01% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,361 $205K 0.06% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,355 $204K <0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,341 $203K <0.01% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,336 $202K <0.01% -46 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,317 $201K 0.01% -367 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,237 $194K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,193 $190K 0.01% +106 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,067 $179K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,058 $178K 0.02% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 2,017 $175K 0.13% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 2,002 $174K 0.05% +187 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,000 $173K <0.01% +531 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,000 $173K 0.13% -100 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 2,000 $173K 0.1% -3,000 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 1,998 $173K <0.01% -18,120 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,974 $171K <0.01% +51 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,972 $171K 0.01% +851 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,924 $167K 0.02% -381 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,833 $159K <0.01% -81 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 1,697 $147K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 1,673 $145K 0.01% new 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,496 $130K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,450 $126K <0.01% -678 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,443 $125K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,402 $121K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,401 $121K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,380 $120K 0.07% +18 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,340 $116K 0.09% +874 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,251 $114K 0.04% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,315 $114K 0.01% -20,704 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,296 $112K 0.04% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,289 $112K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $108K 0.03% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,250 $108K 0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 1,250 $108K 0.09% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,230 $107K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,202 $104K 0.04% +77 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,187 $103K 0.02% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,174 $102K <0.01% new 13F-HR/A Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,150 $99.6K 0.06% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,137 $98.8K <0.01% +91 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,139 $98.7K <0.01% -978 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 1,239 $97.7K 0.11% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,125 $97.5K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 1,121 $97.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,103 $95.6K <0.01% +28 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,100 $95.3K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,095 $94.9K <0.01% +558 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,072 $92.7K <0.01% +19 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,019 $88.3K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,010 $88K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,010 $87.5K <0.01% -120 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 1,000 $86.7K 0.05% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,000 $86.7K 0.03% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $86K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 990 $85.5K 0.02% +250 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 975 $84.5K 0.01% 0 13F-HR Timeline