Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 24,848 $731K 0.05% +262 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 24,800 $730K 0.06% +1,762 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 24,800 $730K 0.5% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,755 $729K 0.09% -779 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 24,747 $728K 0.28% -699 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 24,943 $726K 0.03% -10,052 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 24,653 $726K 0.02% -10,515 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 24,558 $723K 0.19% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 24,451 $720K 0.08% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 24,442 $719K 0.03% -6,063 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 24,384 $718K 0.09% -4,720 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 24,301 $715K 0.09% -811 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 24,105 $709K 0.8% -199 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 24,049 $708K 0.4% -3,300 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 24,029 $707K -1,515 Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 23,934 $704K 0.01% -9,235 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 23,921 $704K 0.09% +1,031 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 23,897 $703K 0.17% +3,054 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 24,966 $699K 0.13% +2,149 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 23,742 $699K 0.36% +37 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 23,729 $698K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 23,654 $696K 0.01% -3,906 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 23,633 $696K 0.12% -208 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 23,630 $695K 0.38% +120 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 23,534 $693K 0.02% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 23,433 $690K 0.06% +81 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 23,389 $688K 0.21% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 23,385 $688K 0.18% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 23,309 $686K 0.09% +1,339 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,278 $685K 0.49% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 23,125 $681K 0.09% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 23,091 $680K 0.15% -2,525 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 23,090 $680K 0.01% +66 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 23,073 $679K 0.27% +984 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22,977 $676K 0.01% -1,385 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22,807 $671K 0.02% -883 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,794 $671K 0.1% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,840 $671K 0.08% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,751 $670K 0.05% -1,598 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 22,750 $670K 0.53% -200 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 22,500 $665K 0.1% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 22,564 $664K 0.03% -9,165 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,533 $663K 0.05% +1,016 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 22,422 $660K 0.33% -853 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 22,387 $659K 0.06% -542 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 22,369 $658K 0.1% -643 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 22,360 $658K 0.19% -2,740 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,351 $658K 0.06% -1,352 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 22,211 $654K 0.09% -300 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 22,044 $649K +278 Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 22,024 $648K 0.15% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 21,961 $646K 0.08% +5,912 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 21,852 $643K 0.04% -47,801 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 21,762 $640K 0.28% -635 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,713 $639K 0.33% -10 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 21,640 $637K 0.1% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 21,600 $636K 0.42% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 21,494 $633K 0.12% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 21,451 $631K 0.11% +1,072 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 21,437 $631K <0.01% -6,702 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 21,176 $623K 0.02% -5,180 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,028 $619K 0.1% +126 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 21,020 $619K 0.18% -1,050 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 20,935 $616K 0.06% -437 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 20,928 $616K 0.19% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 21,967 $613K 0.14% +6 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,764 $611K 0.05% +1,797 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,610 $607K 0.01% -2,935 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 20,608 $606K 0.06% -327 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 20,596 $606K 0.26% -400 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,548 $605K 0.07% -245 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 20,400 $600K 0.35% -1,800 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 20,396 $600K 0.11% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 20,333 $598K 0.01% -924 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,321 $598K 0.04% +1,260 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 21,681 $595K 0.32% +95 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 20,228 $595K 0.29% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,204 $595K 0.01% +108 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 21,269 $589K 0.03% -10,380 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 19,988 $588K 0.13% -15,046 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,987 $588K 0.06% -650 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 19,952 $587K 0.01% 0 13F-HR Timeline Group ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 19,947 $587K 0.08% +3 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 19,917 $586K 0.03% -496 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,898 $586K 0.04% +10,233 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 19,641 $578K 0.02% -5,610 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 19,593 $577K 0.16% -16 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,533 $575K 0.02% +482 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,526 $575K 0.18% -233 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,475 $573K 0.04% 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. 19,430 $572K 0.01% -3,426 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 19,608 $571K 0.01% +2,196 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 19,360 $570K 0.03% +10,160 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,275 $567K 0.11% -100 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,205 $565K 0.11% +605 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 19,175 $565K 0.11% -721 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 19,089 $562K 0.05% -15,230 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 18,996 $559K 0.09% +271 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 18,981 $559K 0.01% -87,104 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 18,989 $559K 0.04% -532 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 18,934 $557K 0.18% -615 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 18,905 $556K 0.32% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 18,866 $555K 0.01% +177 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 18,863 $555K 0.42% -540 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 18,861 $555K 0.02% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 18,856 $555K 0.06% +3,850 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,828 $554K 0.36% -975 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 18,778 $553K 0.31% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 18,649 $549K 0.02% -1,764 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,633 $548K 0.07% -350 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 18,540 $546K 0.58% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,386 $545K 0.06% -96 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,484 $544K 0.04% -260 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $544K 0.22% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 18,417 $542K 0.02% -100 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,412 $542K 0.06% +60 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 18,410 $542K 0 Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 18,315 $539K <0.01% -357 13F-HR Timeline Group FWG Holdings, LLC More: the full row for FWG Holdings, LLC 19,164 $538K 0.26% +5,762 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 18,240 $537K 0.36% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 18,220 $536K 0.08% +349 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18,195 $535K 0.01% -887 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 18,172 $535K 0.01% +8,104 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 18,012 $530K 0.09% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 18,003 $530K 0.14% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 18,000 $530K 0.03% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,959 $529K 0.02% -1,179 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,904 $527K 0.05% -274 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,882 $526K 0.03% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,817 $524K 0.09% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,798 $524K 0.07% +218 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 17,705 $521K 0.03% -2,700 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 17,612 $521K 0.01% -16,068 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,600 $518K 0.04% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,580 $517K 0.02% +1,326 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,518 $516K 0.02% +1,564 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 17,511 $515K 0.01% +960 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 17,450 $514K 0.03% +3,485 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 17,432 $513K 0.06% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,430 $513K 0.03% -2,200 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 17,398 $512K 0.24% -87 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 17,343 $510K 0.2% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,324 $510K 0.05% +827 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,252 $508K 0.04% +2,637 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 17,177 $506K 0.03% -959 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 17,158 $505K 0.07% +1,331 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 17,110 $504K 0.27% +425 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 17,109 $504K 0.25% -297 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,100 $503K 0.03% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 17,027 $501K 0.04% -1,191 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 17,022 $501K 0.19% -86 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 17,000 $500K 0.28% new 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,730 $498K 0.07% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,893 $497K 0.03% -1,817 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 16,792 $494K 0.25% +2,377 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,785 $494K 0.03% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,764 $493K 0.05% +141 13F-HR/A Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 16,759 $493K 0.2% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 16,688 $491K 0.09% -873 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,619 $489K 0.02% +5,628 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,521 $486K 0.14% +5 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 16,514 $486K 0.03% +183 13F-HR Timeline Barnett & Company, Inc. More: the full row for Barnett & Company, Inc. 16,410 $483K 0.4% -44,700 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 16,404 $483K 0.17% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 16,341 $481K 0.01% -641 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,258 $478K 0.16% -42,301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 16,222 $477K 0.33% -1,925 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,219 $477K 0.01% -2,410 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 16,200 $477K 0.01% +7,007 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 16,190 $476K 0.1% -17,947 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 16,134 $475K 0.04% -2,123 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 16,042 $472K 0.07% +1,313 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 16,000 $471K 0.17% +2,100 13F-HR Timeline Waypoint Wealth Partners Inc. More: the full row for Waypoint Wealth Partners Inc. 15,895 $468K 0.13% 0 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 15,885 $467K 0.15% -1,040 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,869 $467K 0.01% +7 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,816 $465K 0.09% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 15,807 $465K 0.06% +69 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 15,795 $465K 0.02% -19,508 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 15,640 $460K 0.01% -360 13F-HR Timeline CX Institutional More: the full row for CX Institutional 15,618 $460K 0.02% -3,367 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 15,601 $459K 0.02% -561 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,560 $458K 0.06% -127 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,453 $455K 0.03% +774 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 16,220 $454K 0.02% +711 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,414 $454K 0.02% +971 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15,360 $452K 0.09% -1,034 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 15,344 $452K 0.03% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 15,304 $450K 0.04% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15,288 $450K 0.09% -1,016 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,233 $448K 0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 15,188 $447K 0.02% +7,661 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 15,173 $447K 0.04% -969 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,162 $446K 0.07% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 16,152 $446K 0.15% -733 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 15,131 $445K 0.01% -2,069 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 15,108 $445K 0.04% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 15,105 $445K 0.07% -284 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 15,100 $444K 0.46% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,088 $444K 0.03% +507 13F-HR Timeline