PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,178 $785K 0.01% -172 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 6,172 $785K 0.03% +109 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,136 $780K 0.03% -353 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 32,012 $777K 0.02% -646 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 6,065 $771K 0.69% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,059 $770K 0.07% +41 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,040 $768K 0.06% +277 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,021 $765K 0.01% -92 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,000 $763K 0.16% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,000 $763K 0.3% -50 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 5,944 $756K -1,910 Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 5,871 $746K 0.1% +21 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 5,850 $745K <0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,866 $745K 0.05% -225 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,763 $733K 0.09% -175 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,756 $732K 0.03% -3,970 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,740 $730K 0.11% +2,223 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 5,739 $730K 0.02% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,708 $726K 0.05% new 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 5,700 $725K 0.26% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 5,669 $721K 0.11% -113 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,650 $718K <0.01% +1,079 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,649 $718K 0.07% -282 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,634 $716K 0.05% +2,043 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 5,604 $712K 0.53% -1,557 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,594 $711K 0.04% +1,378 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 5,580 $709K 0.13% -187 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,494 $699K 0.34% -34 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,492 $698K 0.08% +372 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,500 $697K 0.03% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 5,471 $696K 0.35% -100 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,458 $694K 0.17% +1,642 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,413 $688K 0.02% +192 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,407 $687K 0.02% +1,069 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,770 $682K 0.05% +1,400 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,361 $682K 0.03% +351 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,336 $678K 0.02% -395 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,330 $678K 0.01% +37 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,251 $668K 0.05% -1,347 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 5,247 $667K 0.23% -136 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,226 $664K 0.02% -2,920 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,221 $664K 0.45% -117 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,174 $658K 0.12% -619 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 5,165 $657K 0.16% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,152 $655K 0.02% -1,845 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,066 $644K 0.04% -1,701 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,050 $642K 0.04% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,030 $639K 0.05% +1,504 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 5,030 $639K 0.25% -38 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,989 $634K 0.03% -651 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,967 $632K 0.02% +16 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,965 $631K 0.07% -975 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,946 $629K 0.29% +761 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,850 $617K 0.06% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,750 $604K -2,679 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,738 $602K 0.01% +63 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 4,720 $600K <0.01% -44 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,655 $592K 0.51% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,637 $590K 0.1% -168 13F-HR/A Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,636 $589K 0.11% -4 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,628 $588K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 4,610 $586K 0.23% +615 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,589 $583K 0.07% -49 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 4,577 $582K 0.03% -515 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,485 $570K 0.06% -578 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,484 $570K <0.01% -1,428 13F-HR/A Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,479 $569K 0.02% 0 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 4,351 $553K 0.01% new 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,340 $552K 0.04% -2,160 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,330 $551K 0.02% -3,616 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,324 $550K 0.02% +394 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,307 $548K 0.3% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,276 $544K 0.11% +2,833 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,271 $543K <0.01% +288 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,269 $543K 0.03% +119 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,255 $541K 0.01% -173 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,248 $540K <0.01% +8 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,243 $539K 0.08% +3,523 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,223 $537K 0.03% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,137 $525K 0.15% +294 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,117 $523K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,098 $521K 0.01% +29 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,075 $518K 0.03% 13F-HR/A Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,041 $514K 0.05% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 4,035 $513K 0.01% -213 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 4,032 $513K 0.02% -567 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,028 $512K 0.05% +1,182 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,003 $509K 0.01% -854 13F-HR/A Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 3,989 $507K 0.43% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,977 $506K 0.08% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,968 $504K 0.03% +734 13F-HR Timeline Group One Wealth Map LLC More: the full row for One Wealth Map LLC 4,540 $502K 0.3% -455 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,923 $499K 0.1% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,900 $496K 0.2% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,891 $495K 0.02% +1,029 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,868 $492K 0.01% +250 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 3,862 $491K 0.23% +166 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,863 $489K 0.04% +908 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 4,361 $486K 0.18% -1,159 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,823 $486K 0.01% +162 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,820 $486K 0.13% -1,085 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,815 $485K 0.2% -130 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,814 $485K 0.01% 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 3,809 $484K 0.29% +120 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 3,810 $484K <0.01% -210 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,785 $481K 0.01% 0 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,777 $480K 0.3% +375 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,738 $475K 0.19% -93 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 3,738 $475K 0.38% 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,735 $475K <0.01% +103 13F-HR/A Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,729 $474K 0.03% -311 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,702 $471K 0.11% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,641 $463K 0.16% +476 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,635 $462K 0.08% -310 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,610 $459K 0.15% -165 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,610 $459K 0.07% -100 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 3,560 $453K 0.13% -358 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,545 $451K 0.01% +1,402 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,541 $450K 0.04% +6 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,509 $446K 0.02% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,507 $446K 0.18% +387 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,498 $445K 0.01% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,484 $443K 0.01% -295 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,434 $437K 0.04% +160 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 3,415 $434K 0.08% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,400 $432K 0.05% -98 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,390 $431K 0.11% -944 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,383 $430K 0.11% +86 13F-HR Timeline Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 3,356 $427K 0.17% -27,776 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,347 $426K 0.03% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,341 $425K 0.04% -102 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,901 $422K 0.02% +564 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,265 $415K 0.02% -6,853 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 3,257 $414K 0.35% 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,247 $413K 0.18% +295 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,244 $412K 0.04% -143 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,235 $411K 0.05% +378 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,224 $410K 0.03% -11,552 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,222 $410K 0.07% -226 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,219 $409K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,218 $409K 0.01% -551 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,208 $408K <0.01% -6,342 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,200 $407K 1.66% 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,162 $402K 0.61% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,160 $402K 0.01% -221 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,155 $401K 0.01% -391 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,154 $401K 0.02% +121 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,150 $400K 0.02% -500 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,140 $399K 0.29% +325 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,116 $396K 0.1% +463 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,101 $394K 0.15% +100 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,100 $394K 0.03% -1,200 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,084 $392K <0.01% -548 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,075 $391K 0.05% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,042 $387K <0.01% +1,016 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,042 $387K 0.01% -390 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,041 $387K <0.01% -294,633 13F-HR Timeline Group Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 3,054 $386K 0.3% -117 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,010 $383K 0.01% -486 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,005 $382K 0.2% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,999 $381K 0.09% -252 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,973 $378K 0.02% -1,137 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,938 $374K 0.06% +829 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,918 $371K 0.02% +32 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,913 $370K 0.01% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,862 $364K 0.01% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,862 $361K <0.01% +539 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,835 $360K 0.04% -555 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,815 $358K 0.39% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,809 $357K <0.01% +936 13F-HR Timeline Group Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,791 $355K 0.09% +424 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,790 $355K <0.01% -28,980 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,782 $354K <0.01% -101 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,800 $353K 0.11% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 2,776 $353K 0.02% -100 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,769 $352K 0.02% -1,025 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,736 $348K 0.11% +271 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,728 $347K 0.02% -422 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,723 $346K 0.11% +29 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,720 $346K 0.03% -170 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,709 $344K 0.02% 0 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,701 $343K 0.34% 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,700 $343K 0.11% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 2,699 $340K 0.12% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,641 $336K 0.01% +231 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,744 $331K <0.01% +885 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,602 $331K 0.01% +60 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,599 $330K <0.01% +2,452 13F-HR/A Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 2,592 $329K 0.02% -5,895 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 62,637 $327K <0.01% +10,400 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,558 $325K 0.03% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,556 $325K 0.03% -555 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,550 $324K 0.33% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,539 $323K 0.01% +10 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,536 $322K <0.01% +81 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,493 $317K 0.02% +2,279 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,475 $315K <0.01% +226 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,440 $310K 0.02% -11 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,432 $309K 0.05% -124 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,425 $308K 0.06% -40 13F-HR Timeline