BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 1,816 $332K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,816 $332K 0.01% -4 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,800 $329K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,798 $328K 0.25% 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,783 $326K 0.03% new 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,782 $326K 0.11% -158 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,781 $325K 0.13% 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,780 $325K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,780 $325K 0.01% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,780 $324K 0.23% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,773 $324K -146 Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,772 $324K 0.1% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 1,767 $323K 0.24% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,762 $322K 0.01% -190 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,670 $321K 0.05% 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,750 $320K 0.06% +537 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,748 $319K 0.01% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,741 $318K 0.2% +52 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,740 $318K 0.01% +467 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,739 $318K 0.01% -541 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,728 $316K 0.02% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,728 $316K 0.06% 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 1,723 $315K 0.05% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 1,722 $315K 0.21% +3 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,720 $314K 0.12% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,708 $312K 0.01% +370 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,703 $311K 0.16% +55 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,698 $310K 0.08% -118 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,698 $310K 0.53% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,692 $309K <0.01% -24 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,689 $309K 0.04% +117 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,670 $305K 0.17% +32 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,669 $305K 0.04% -8 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,666 $304K 0.04% +355 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,658 $303K 0.01% -6 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,440 $296K 0.03% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,621 $296K 0.02% -148 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,615 $295K 0.02% new 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,612 $294K 0.03% +261 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,600 $292K 0.02% 0 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,600 $292K 0.3% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,599 $292K 0.1% 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,591 $291K 0.21% -601 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,588 $290K 0.06% +1,191 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,583 $289K 0.14% +401 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,400 $288K 0.02% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,576 $288K 0.02% -2 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,564 $286K 0.19% -161 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,560 $285K 0.29% +28 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 1,560 $285K 0.06% 0 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,556 $284K 0.22% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,554 $284K 0.08% new 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,550 $283K 0.01% +1 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,545 $282K 0.01% -395 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,536 $281K 0.04% -77 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,537 $281K 0.01% -1,232 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,516 $277K 0.03% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,508 $276K 0.04% +8 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 1,507 $275K 0.07% 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,504 $275K 0.02% -148 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,504 $275K 0.02% +22 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,500 $274K 0.01% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,492 $273K 0.02% -860 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,486 $271K 0.01% -994 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,468 $268K 0.05% +434 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,610 $268K <0.01% 13F-HR/A Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 1,467 $268K 0.02% -4,631 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,464 $267K <0.01% -16 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,460 $267K 0.17% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,444 $264K 0.05% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,443 $264K 0.11% +305 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,440 $263K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,440 $263K 0.01% +228 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,439 $263K 0.02% +160 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,171 $261K 0.03% +52 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,429 $261K 0.01% +9 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,414 $258K 0.09% new 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,408 $257K 0.07% +46 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,406 $257K 0.05% -38 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,406 $257K 0.01% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,399 $256K 0.04% +85 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,386 $253K 0.09% new 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 1,386 $253K 0.12% +1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,306 $252K 0.01% -195 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,368 $250K 0.37% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,365 $249K 0.04% +17 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,365 $249K 0.03% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,360 $248K 0.03% -29 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,360 $248K 0.02% 0 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,356 $248K 0.07% +20 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,350 $247K 0.24% 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 1,320 $241K 0.07% 0 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,312 $240K 0.12% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,310 $239K 0.01% -10 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,310 $239K 0.05% -66 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,308 $239K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,301 $238K 0.02% -65 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,297 $237K 0.11% -211 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,296 $237K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,290 $236K 0.15% +537 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,280 $234K 0.04% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,278 $233K <0.01% +197 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 1,276 $233K 0.06% +12 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,273 $233K 0.11% +30 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,272 $232K 0.08% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,272 $232K 0.04% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,268 $232K 0.02% -3,152 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,268 $232K 0.01% +108 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,263 $231K 0.01% -395 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. 1,264 $231K 0.01% +179 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,261 $230K 0.04% -134 13F-HR/A Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,253 $229K 0.04% +207 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,251 $229K 0.16% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,242 $227K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,240 $227K <0.01% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,240 $227K 0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,239 $226K 0.03% +104 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,227 $224K 0.03% +161 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,221 $223K 0.01% +43 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,213 $222K 0.01% +63 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,212 $221K 0.05% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,212 $221K 0.07% +65 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,209 $221K 0.02% +1 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,208 $221K <0.01% -1,216 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,201 $219K 0.01% +125 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1,200 $219K 0.01% 0 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 1,200 $219K 0.2% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,200 $219K 0.05% 0 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 1,200 $219K 0.08% -1,200 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,194 $218K 0.01% +38 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,192 $218K 0.03% +200 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,192 $218K 0.01% -40 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,183 $216K 0.01% +135 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,179 $215K 0.01% +2 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,179 $215K 0.02% -33 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,175 $215K 0.02% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,167 $213K 0.05% +67 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,165 $213K 0.04% +80 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,152 $210K 0.01% 0 13F-HR Timeline Group Brookmont Capital Management More: the full row for Brookmont Capital Management 1,148 $210K 0.11% +2 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,139 $208K 0.02% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,138 $208K <0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,135 $207K 0.06% -4 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,128 $206K 0.01% +408 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,120 $205K 0.12% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,108 $202K 0.13% +308 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,104 $202K 0.02% -23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,099 $201K 0.02% -14 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,095 $200K 0.09% +7 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,091 $199K 0.08% +417 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,022 $187K 0.02% -103 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,017 $186K 0.04% +361 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,016 $186K 0.08% -100 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,000 $183K <0.01% -273 13F-HR/A Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 986 $180K 0.18% -26 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 956 $175K 0.17% 13F-HR/A Timeline TOBAM More: the full row for TOBAM 954 $174K 0.05% -178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 940 $172K 0.2% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 922 $168K <0.01% +37 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 920 $168K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 920 $168K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 905 $164K <0.01% +869 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 895 $163K 0.06% +90 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 880 $161K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 872 $159K 0.01% +500 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 860 $157K 0.04% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 830 $152K 0.07% -1 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 728 $146K 0.01% +52 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 788 $144K 0.08% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 779 $142K <0.01% +15 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 750 $137K 0.01% +5 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 720 $132K 0.04% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 680 $124K 0.06% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 675 $123K <0.01% +363 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 660 $121K 0.15% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 632 $115K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 631 $115K 0.04% new 13F-HR/A Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 612 $112K 0.03% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 588 $107K 0.06% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 575 $105K 0.04% +238 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 571 $104K <0.01% +27 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 563 $103K 0.02% -26 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 525 $96K 0.03% -135 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 520 $95K <0.01% -11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 510 $93.2K 0.01% +442 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 496 $90.6K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 492 $89.9K <0.01% +72 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 483 $88.2K 0.03% -145 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 450 $82.2K 0.03% +10 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 448 $81.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 445 $81.3K 0.02% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 424 $77.5K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 416 $75K <0.01% 0 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 408 $74.5K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 403 $73.6K 0.14% -603 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 400 $73.1K 0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 400 $73.1K 0.01% 0 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 396 $72.3K 0.02% 0 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 390 $71.3K 0.01% -162 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 383 $70K <0.01% +311 13F-HR Timeline Group