RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,124 $270K 0.01% +129 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,123 $270K 0.06% -2,577 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,103 $267K 0.01% -5,364 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,100 $267K 0.08% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,098 $267K 0.01% +19 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,079 $264K 0.03% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,083 $264K 0.02% -13 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,052 $261K 0.12% new 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 2,044 $260K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,043 $260K 0.23% -25 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,030 $258K 0.01% +39 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 2,025 $257K 0.06% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,023 $257K 0.01% -7,082 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,023 $257K 0.03% +78 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,021 $257K 0.03% +398 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,020 $257K 0.07% +1,980 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,019 $257K 0.04% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,004 $255K 0.27% +268 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 2,000 $254K 0.12% new 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,000 $254K 0.14% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,995 $254K 0.01% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,988 $253K 0.04% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,984 $252K 0.07% +477 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,963 $250K 0.07% +280 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,956 $249K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,943 $248K 0.1% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 1,937 $246K 0.04% new 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,935 $246K 0.05% +231 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,930 $245K 0.02% +50 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,930 $245K 0.02% +104 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,926 $245K 0.04% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,908 $243K 0.01% +48 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,900 $242K 0.15% +600 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,892 $241K <0.01% -201 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,884 $240K 0.01% -25,975 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,859 $236K 0.11% -3,690 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,843 $234K 0.04% +242 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,825 $232K 0.01% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,819 $231K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,810 $230K 0.03% +33 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 1,800 $229K 0.06% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,793 $228K 0.02% -3 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,772 $225K 0.01% -113 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,764 $224K 0.03% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,760 $224K <0.01% new 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,754 $223K 0.1% +2 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,747 $222K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,747 $222K 0.03% -27,375 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,744 $222K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,724 $219K 0.02% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,717 $218K 0.05% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,686 $214K 0.05% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 1,691 $213K 0.04% +52 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,650 $210K 0.01% +185 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,669 $208K 0.01% +239 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,632 $207K <0.01% -56 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,618 $206K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,610 $205K 0.04% -529 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,607 $204K 0.01% +3 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,593 $203K 0.1% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,596 $202K 0.01% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,588 $202K 0.01% -2,312 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,576 $199K <0.01% +15 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,557 $198K 0.01% -352 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,544 $196K 0.02% -138 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,542 $196K 0.03% +127 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,514 $192K <0.01% -705 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,140 $182K <0.01% +986 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,398 $178K 0.17% +1 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,315 $167K <0.01% -33 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,289 $164K 0.01% -240 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,279 $163K <0.01% +162 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,199 $152K <0.01% +14 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 1,171 $149K 0.05% +2 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,127 $143K 0.04% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,125 $143K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,102 $140K <0.01% -2,911 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,085 $138K 0.09% +188 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,073 $136K 0.05% +46 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,071 $136K 0.01% -2,072 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1,039 $132K 0.05% +16 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 1,033 $131K 0.11% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,023 $130K 0.04% +400 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,021 $130K <0.01% -217 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $127K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 963 $122K 0.09% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 956 $122K 0.05% -195 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 904 $115K 0.07% +16 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 901 $115K 0.02% -1,304 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 900 $114K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 897 $114K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 925 $112K 0.08% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 875 $111K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 730 $92.9K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 722 $91.8K 0.01% +493 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 680 $86.4K 0.09% -58 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 680 $86K <0.01% -3,001 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 675 $85.8K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 666 $84.7K 0.02% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 651 $82.8K <0.01% -8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 644 $81.9K 0.01% +55 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 600 $76.3K 0.01% -43 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 177 $74.3K 0.04% +19 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 580 $73.7K <0.01% -70 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 543 $69K 0.03% +60 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 541 $68.8K 0.04% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 528 $67.1K 0.01% +4 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 522 $66.4K 0.01% +38 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 509 $64.7K 0.05% -22 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $63.6K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 499 $63K 0.01% -42 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 479 $60.9K 0.01% 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 468 $59.5K <0.01% -469 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 484 $59.2K 0.03% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 454 $57.7K -21 Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 450 $57.2K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 412 $52.4K <0.01% -14 13F-HR Timeline Collier Financial More: the full row for Collier Financial 400 $50.9K 0.04% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $50.9K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 392 $49.8K 0.01% +5 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 371 $47.2K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 360 $45.8K <0.01% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 348 $44K <0.01% -933 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 332 $42.2K <0.01% -5,243 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 331 $42K 0.01% +8 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 304 $38.7K 0.03% -4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 303 $38.5K 0.01% +30 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 303 $38.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $38.1K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 291 $37K <0.01% -1,080 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 290 $36.8K <0.01% -72 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. 282 $36K <0.01% -29 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 281 $35.7K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 280 $35.6K <0.01% +60 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 280 $35.6K 0.03% +265 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 278 $35.3K 0.01% -5 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 273 $34.7K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 271 $34.5K 0.03% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 265 $33.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 257 $32.9K 0.01% -121 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 251 $31.9K 0.01% +194 13F-HR/A Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 246 $31.2K 0.01% +1 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 33 $31.1K <0.01% -355 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 242 $30.8K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 238 $30.3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 237 $30K 0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 231 $29.4K 0.01% 0 13F-HR/A Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 211 $26.8K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 210 $26.7K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 208 $26.5K <0.01% -6 13F-HR/A Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 210 $26K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 201 $25.6K <0.01% -3 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 199 $25.3K 0.01% +6 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 197 $25K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 196 $24.9K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 192 $24.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 186 $23.6K 0.01% +14 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 182 $23.1K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 181 $23K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 180 $22.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 177 $22.5K 0.01% -96 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 173 $21.6K 0.01% +96 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 163 $20.7K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 159 $20.2K <0.01% -328 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 144 $20.1K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 156 $19.8K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 155 $19.7K <0.01% +142 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 154 $19.6K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 154 $19.6K 0.01% new 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 150 $19.1K <0.01% +73 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 140 $17.8K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 139 $17.7K <0.01% new 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 136 $17.3K 0.01% 0 13F-HR/A Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 135 $17.2K <0.01% +23 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 135 $17.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 135 $17K 0.01% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 130 $16.5K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 125 $16K <0.01% -42 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $15.3K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 117 $14.9K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 114 $14.5K 0.08% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 114 $14.4K <0.01% -1,238 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 112 $14.2K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 106 $13.5K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 106 $13.5K 0.01% -7 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 102 $13K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Promus Capital, LLC More: the full row for Promus Capital, LLC 98 $12.5K 0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 97 $12.3K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 90 $11.4K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 89 $11.3K 0.01% +82 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 88 $11.2K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 87 $11.1K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 84 $10.7K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 82 $10.4K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $10.4K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 78 $9.92K <0.01% +43 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 73 $9.28K <0.01% -738 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $9.15K <0.01% -5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 71 $9.05K <0.01% -5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $8.52K <0.01% 0 13F-HR Timeline