UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,473 $765K 0.01% -239 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,446 $761K 0.53% +257 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 5,443 $761K <0.01% -140,509 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 5,439 $761K 0.38% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,439 $760K 0.13% +1,586 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,420 $758K 0.01% -18,957 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,362 $750K <0.01% +259 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,315 $743K 0.25% 0 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 5,312 $743K -20 Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,301 $741K 0.12% -162 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,275 $738K 0.06% +36 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 5,261 $736K 0.02% +3,729 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,133 $718K 0.64% -982 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,105 $714K 0.01% +1,893 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 5,088 $711K 0.39% +565 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,072 $709K 0.37% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,056 $707K 0.04% -1,943 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 5,030 $703K 0.19% +1,130 13F-HR Timeline Wisconsin Wealth Advisors, LLC More: the full row for Wisconsin Wealth Advisors, LLC 5,017 $702K 1.03% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,006 $700K 0.05% -1,000 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,994 $698K 0.2% +152 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 4,982 $697K 0.31% +15 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,963 $694K -90 Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4,963 $694K 0.11% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,955 $693K 0.01% new 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 4,954 $693K 0.18% +242 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,913 $687K 0.04% -22 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,908 $686K 0.01% +345 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 4,901 $685K 0.14% 0 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 4,876 $682K -3,035 Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,840 $677K 0.03% -158 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,180 $676K 0.04% +662 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,787 $669K <0.01% -38,949 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,783 $669K 0.04% 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,781 $668K <0.01% -154,565 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,774 $668K 0.06% +533 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 4,700 $657K 0.14% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,677 $654K 0.02% +369 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,672 $653K 0.11% +2,232 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,662 $652K 0.02% +616 13F-HR Timeline Group Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,622 $646K 0.36% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,621 $646K 0.02% +725 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,620 $646K 0.02% -167 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 4,595 $642K 0.18% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,580 $640K 0.01% +730 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,572 $639K 0.01% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,543 $635K 0.29% +730 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,548 $635K 0.06% +226 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,692 $634K 0.01% +1,209 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,534 $634K 0.02% +1,054 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,514 $631K 0.04% -112 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 4,500 $629K 0.03% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,438 $621K <0.01% 0 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,419 $618K 0.04% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,416 $617K 0.01% +401 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,413 $617K 0.07% -694 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,469 $614K 0.06% +61 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,392 $614K 0.03% +657 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Claris Financial LLC More: the full row for Claris Financial LLC 4,382 $613K 0.4% 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,306 $602K 0.08% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,300 $601K 0.06% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,259 $596K 0.02% +1,326 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,254 $595K 0.02% -426 13F-HR/A Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 4,233 $592K 0.32% -1,218 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,181 $585K 0.02% -21 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,138 $579K 0.21% +3,049 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 4,269 $572K 0.57% 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,050 $566K 0.02% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,040 $565K 0.05% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $564K 0.18% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,013 $561K <0.01% +1,096 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 3,991 $558K 0.03% -24 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,944 $551K 0.02% -19,638 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 3,938 $551K 0.25% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,911 $547K 0.05% -608 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,900 $545K 0.02% -5,100 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 3,899 $545K 0.1% +3,171 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,847 $538K 0.16% -6 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,840 $537K 0.05% -19 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,825 $535K 0.04% +779 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,796 $531K 0.01% +229 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,782 $529K 0.17% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,775 $528K 0.18% new 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 3,772 $527K 0.4% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,572 $524K 0.01% +33 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,743 $523K 0.14% -40 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,735 $522K 0.05% -3,683 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 3,725 $521K 0.31% -55 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,690 $516K 0.01% -3 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,681 $513K 0.01% 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,646 $510K 0.04% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 3,600 $503K 0.48% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,598 $503K 0.04% -3,260 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,595 $503K 0.04% new 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 3,577 $500K 0.01% -241 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,569 $499K 0.14% -195 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,565 $498K 0.05% -79 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 3,525 $493K 0.15% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,500 $489K 0.01% +330 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 3,476 $486K 0.01% +1,549 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 3,465 $484K 0.04% +1,320 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,433 $480K 0.08% -428 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,427 $479K 0.04% -297 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,426 $479K 0.01% -3,344 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,390 $474K 0.39% -799 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,388 $474K 0.03% -455 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,387 $474K 0.05% +129 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,351 $469K 0.04% -9 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,329 $465K 0.14% -36 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,333 $465K 0.05% +425 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,281 $459K 0.01% -464 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,246 $454K 0.02% +158 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,233 $452K 0.25% -43 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,220 $450K 0.07% +20 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,212 $449K <0.01% -16,988 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,212 $449K 0.01% +1,686 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,206 $448K 0.03% +100 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 3,206 $448K 0.03% +1,067 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 3,145 $446K 0.24% -220 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,190 $446K 0.01% +98 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 3,159 $442K 0.05% -5,556 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,147 $440K 0.01% -4,381 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,143 $440K 0.03% -386 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,100 $433K <0.01% -28,700 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,094 $433K <0.01% -487 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,093 $432K 0.04% +12 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,051 $427K 0.08% 0 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,038 $425K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,036 $425K 0.02% +40 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,004 $420K 0.06% +266 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,001 $420K 0.08% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,980 $417K 0.07% -250 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,959 $414K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,946 $412K 0.04% -123 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,931 $410K 0.04% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,871 $401K 0.01% +7 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,867 $401K 0.27% -134 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,857 $399K 0.17% -1,756 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,843 $398K 0.02% -709 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,842 $397K 0.38% 13F-HR/A Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 2,822 $395K 0.15% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,815 $394K 0.01% -1,632 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,803 $392K 0.18% +363 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,793 $391K 0.02% -1,661 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,777 $388K 0.02% +204 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,768 $387K 0.01% -3,806 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,743 $384K 0.04% +271 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 2,710 $379K 0.15% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,708 $379K 0.02% -39 13F-HR/A Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,700 $378K <0.01% +700 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,700 $378K 0.03% -625 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,699 $377K 0.05% -136 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,690 $376K 0.13% -163 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,666 $373K 0.08% -431 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,650 $371K 0.15% 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,630 $368K 0.01% -58 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 2,621 $366K 0.07% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,595 $363K 0.02% +631 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,588 $362K 0.01% 13F-HR Timeline DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 2,498 $349K 0.3% 0 13F-HR Timeline Group SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 2,487 $348K 0.16% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,473 $346K 0.02% -1 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,468 $345K <0.01% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,468 $345K 0.02% +5 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,460 $344K 0.11% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,444 $342K 0.01% -25 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,428 $339K 0.05% -992 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,420 $338K 0.05% -230 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,418 $338K 0.01% -49 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,417 $338K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 2,414 $338K 0.14% -140 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,383 $333K 0.04% -79 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,370 $331K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,325 $325K 0.02% 0 13F-HR Timeline Group LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 2,320 $324K 0.35% 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,300 $322K 0.05% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 2,298 $321K 0.07% +3 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,288 $320K 0.01% +58 13F-HR/A Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 2,282 $319K 0.05% -21 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,268 $317K 0.09% -25 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,267 $317K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,267 $317K 0.01% -101 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,247 $314K 0.08% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,242 $314K 0.12% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,219 $310K 0.01% +704 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,213 $309K 0.12% +716 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,205 $308K 0.04% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,204 $308K <0.01% new 13F-HR Timeline Group Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,200 $308K 0.14% +200 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 2,197 $307K 0.21% -129 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 2,158 $302K 0.14% -40 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,158 $302K 0.02% -498 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,139 $299K 0.06% -3,391 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,127 $297K 0.02% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,100 $294K 0.08% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,096 $293K 0.02% +1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,093 $293K <0.01% -36 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,079 $291K 0.01% -89 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,079 $291K 0.03% 0 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,075 $290K 0.01% -175 13F-HR Timeline