Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,997 $774K 0.06% +1,386 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 23,841 $769K 0.13% +392 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 23,729 $766K 0.03% -4,660 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 23,705 $765K 0.38% -200 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 23,703 $765K 0.07% -252 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 23,690 $764K 0.02% -203 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 23,545 $760K 0.01% -2,661 13F-HR Timeline Group ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 23,510 $759K 0.4% -1,175 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 23,456 $757K 0.23% +19,581 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 23,450 $757K 0.05% -4,685 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 23,385 $755K 0.19% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 23,352 $754K 0.06% +872 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,278 $751K 0.56% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 23,275 $751K 0.35% +82 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 23,125 $746K 0.1% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,038 $743K 0.07% -2,179 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 23,024 $743K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 23,012 $743K 0.11% +6,787 13F-HR/A Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 22,950 $741K 0.55% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 22,929 $740K 0.07% -826 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 22,890 $739K 0.09% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 22,856 $738K 0.02% -3,043 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,794 $736K 0.1% -500 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 22,661 $731K 0.05% -1,283 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 22,595 $729K 0.23% new 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 22,500 $726K 0.11% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 22,511 $726K 0.1% +1,100 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,817 $725K 0.14% +1,249 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,397 $723K 0.47% +370 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 22,354 $721K 0.04% -30 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 22,340 $721K 0.37% 0 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 22,299 $720K 0.38% -3,808 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,214 $717K 0.04% -1,150 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 22,200 $716K 0.41% -400 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 22,089 $713K 0.28% +1,413 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 22,070 $712K 0.2% -1,420 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 22,061 $712K 0.05% -994 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 22,024 $710K 0.22% +25 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 21,970 $709K 0.1% -277 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 21,774 $703K 0.35% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 21,725 $701K 0.1% +5,692 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,723 $701K 0.34% +10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 21,640 $698K 0.11% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 21,961 $698K 0.17% -800 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 21,600 $697K 0.46% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 21,586 $697K 0.35% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,517 $695K 0.05% +3,339 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,503 $694K 0.04% -6,207 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 21,494 $694K 0.16% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,372 $690K 0.07% +5,196 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 21,269 $686K 0.01% -380,370 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 21,257 $686K 0.02% +1,417 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 21,200 $684K 0.05% -950 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 20,996 $678K 0.27% +5,775 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 20,935 $676K 0.06% +391 13F-HR Timeline Group BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 20,928 $675K 0.21% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,902 $675K 0.12% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 20,843 $673K 0.18% +3,868 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,793 $671K 0.08% +15 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 20,637 $666K 0.07% 0 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 20,413 $659K 0.03% -161 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 20,413 $659K 0.03% +4 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 20,405 $658K 0.03% -1,400 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 20,379 $658K 0.14% +68 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,288 $655K 0.01% +3,142 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,228 $653K 0.33% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 19,712 $652K 0.18% -117 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,482 $650K 0.07% +2,763 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,096 $648K 0.01% +1,080 13F-HR/A Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,952 $644K 0.01% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 19,944 $644K 0.09% +700 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 19,926 $643K 0.01% -26,153 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 19,896 $642K 0.11% -186 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 19,854 $641K 0.08% 0 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 19,803 $639K 0.38% -370 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 19,403 $639K 0.49% 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,759 $638K 0.2% +233 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,645 $634K 0.02% +151 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 19,630 $633K 0.03% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 19,609 $633K 0.17% -59 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 19,549 $631K 0.18% -48 13F-HR Timeline 111 Capital More: the full row for 111 Capital 19,537 $630K 0.13% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 19,521 $630K 0.04% -616 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,475 $628K 0.05% -636 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,375 $625K 0.11% -100 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 18,778 $619K 0.33% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,138 $618K 0.02% -379 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 19,082 $616K 0.01% -441 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,061 $615K 0.04% +46 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,051 $615K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,985 $613K 0.02% +4,644 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,983 $613K 0.08% +10,800 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,967 $612K 0.04% -893 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 18,905 $610K 0.36% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,744 $605K 0.04% -4 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 18,747 $605K 0.03% +7,036 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 18,725 $604K 0.1% +2,526 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 18,710 $604K 0.03% -248 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 18,689 $603K 0.01% -14,519 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 18,672 $603K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,629 $601K 0.01% +1,135 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 18,600 $600K 0.12% 0 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 18,517 $598K 0.02% 0 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $596K 0.27% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 18,410 $594K new Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,352 $592K 0.06% +21 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 18,294 $590K 0.2% -7,598 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 18,257 $589K 0.05% +3,159 13F-HR/A Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18,240 $589K 0.37% 0 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,218 $588K 0.03% +11,268 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 18,178 $587K 0.06% +2 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 18,147 $586K 0.41% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,136 $585K 0.03% +1,873 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 18,173 $584K 0.23% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,730 $583K 0.08% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 18,012 $581K 0.1% -2,706 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 18,000 $581K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,981 $580K 0.04% +88 13F-HR Timeline InvesTrust More: the full row for InvesTrust 18,003 $579K 0.16% 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,882 $577K 0.03% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 17,871 $577K 0.08% +385 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 17,795 $574K 0.27% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 17,682 $571K 0.1% +8 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 17,714 $570K <0.01% -180,079 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,600 $568K 0.04% -6,000 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,580 $567K 0.08% +58 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 17,561 $567K 0.11% -2,736 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,485 $564K 0.26% -1,040 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17,406 $562K 0.27% +3 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 17,400 $561K 0.16% -304 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 17,412 $560K 0.01% 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 17,236 $556K 0.03% +429 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 17,108 $555K 0.22% +1,963 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 17,200 $555K 0.02% -426 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 17,195 $555K 0.08% +357 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 17,184 $555K 0.03% -62 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 17,168 $554K <0.01% -8,055 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,100 $552K 0.03% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,982 $548K 0.01% +836 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 16,925 $546K 0.17% +8,039 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 16,548 $546K 0.07% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,885 $543K 0.19% +765 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,785 $542K 0.03% +181 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 16,685 $538K 0.27% +750 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,623 $536K 0.05% +57 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 16,551 $534K 0.01% -16,446 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,516 $533K 0.16% +1,395 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 16,497 $532K 0.05% +1,316 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,404 $529K 0.18% +471 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 16,394 $529K 0.1% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 16,341 $527K 0.14% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 16,331 $527K 0.03% -181 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16,304 $526K 0.1% -1,462 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 16,284 $526K 0.01% -1,999 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 16,254 $525K 0.02% +849 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,171 $522K 0.02% -2,285 13F-HR/A Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 16,162 $522K 0.02% -598 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 16,142 $521K 0.05% -15,412 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,086 $519K 0.08% +199 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 16,049 $518K 0.07% +1,096 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,000 $516K 0.01% +229 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,954 $515K 0.02% +6,270 13F-HR/A Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 15,895 $513K 0.14% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,862 $512K 0.01% +91 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,840 $511K 0.05% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 15,827 $511K 0.07% -140 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,816 $510K 0.1% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 15,767 $509K 0.07% +184 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 15,738 $508K 0.06% -132 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 15,718 $507K 0.01% -133,836 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,687 $506K 0.07% +47 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 15,671 $506K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,516 $501K 0.02% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 15,498 $500K 0.19% -977 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 15,474 $499K 0.05% -2,200 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,389 $497K 0.08% +4,637 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,344 $495K 0.03% +7,898 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 15,303 $494K 0.04% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,509 $493K 0.03% -1,251 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 15,250 $492K 0.2% -772 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,233 $492K 0.01% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,162 $489K 0.07% -32 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 15,152 $489K 0.29% +1,463 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 15,152 $489K 0.24% +405 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,108 $488K 0.05% 0 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 15,100 $487K 0.5% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 15,006 $484K 0.05% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,004 $484K 0.03% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,000 $484K 0.04% -2,128 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 14,996 $484K <0.01% -952,213 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,978 $483K 0.02% +2,233 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 14,895 $481K 0.38% 0 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 14,895 $481K 0.29% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 14,858 $479K 0.28% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,853 $479K 0.01% +226 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 14,846 $479K 0.14% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,748 $476K 0.01% -764 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 14,729 $475K 0.07% -1,385 13F-HR/A Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 14,701 $474K 0.06% +37 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,679 $474K 0.03% +479 13F-HR Timeline