Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 14,166 $1.4M 0.09% -7,994 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 14,164 $1.4M 0.09% -40 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 14,141 $1.4M 0.08% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 14,282 $1.4M 0.22% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 14,088 $1.39M 0.47% -5,981 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 14,027 $1.38M 0.55% +2,128 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 14,007 $1.38M 1.5% -198 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 13,995 $1.38M 0.15% -21,760 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 13,958 $1.38M 0.48% +113 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,932 $1.38M 0.1% +1,580 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 13,919 $1.37M 0.11% -803 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 13,745 $1.36M 0.3% -80 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 13,700 $1.35M 0.68% -100 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,679 $1.35M 0.03% +629 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 13,445 $1.35M 0.31% -1,063 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 13,633 $1.35M 0.28% +494 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 13,633 $1.35M 0.11% -1,535 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 13,566 $1.34M 0.16% +5,132 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 13,556 $1.34M 0.99% -1,000 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,552 $1.34M 0.08% +2,780 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,507 $1.33M 0.57% +815 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 13,495 $1.33M 0.38% +288 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 13,484 $1.33M 0.4% +250 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 13,467 $1.33M 0.35% -2,477 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 13,465 $1.33M 0.15% -500 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,464 $1.33M 0.58% +10 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 13,431 $1.33M 0.74% -127 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 13,426 $1.33M 0.59% +43 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 13,403 $1.32M 0.12% -1,066 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 13,385 $1.32M 0.16% -125 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,383 $1.32M 0.4% -175 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 13,341 $1.32M 1.34% -467 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 13,340 $1.32M 0.18% -4,882 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13,319 $1.31M 0.14% +567 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,318 $1.31M 0.12% +1,295 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 14,140 $1.3M 0.19% -1,101 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 13,153 $1.3M 0.17% +7,739 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,144 $1.3M 0.05% -657 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 13,024 $1.29M 0.01% 0 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,053 $1.29M 0.68% +53 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,042 $1.29M 0.01% +2,048 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 13,010 $1.28M 0.3% +142 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 13,003 $1.28M 0.21% -33 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 12,996 $1.28M 0.02% +5,507 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 12,987 $1.28M 0.23% -65 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,982 $1.28M 0.12% -2,075 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 12,944 $1.28M 0.27% +355 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,522 $1.28M 0.02% -1,366 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,912 $1.27M 0.02% +905 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,903 $1.27M 0.09% +1,525 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 12,879 $1.27M 0.93% +217 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,876 $1.27M 0.36% +1,134 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 12,854 $1.27M 0.19% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 12,824 $1.27M 0.48% -189 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 12,807 $1.26M 0.15% -918 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 12,775 $1.26M 0.35% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 12,772 $1.26M 0.1% +1 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 12,713 $1.25M 0.42% +2,403 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,689 $1.25M 0.11% +8,082 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 12,674 $1.25M 0.87% -778 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 12,660 $1.25M 0.91% +1,623 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12,652 $1.25M 0.58% +164 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 12,645 $1.25M 0.83% +2,273 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,638 $1.25M 0.22% +11,422 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 12,490 $1.23M 0.29% +272 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 12,429 $1.23M 0.19% -8,825 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 12,395 $1.22M 0.51% +1,020 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 12,394 $1.22M 0.62% -1,291 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 12,375 $1.22M 0.18% -2,550 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 12,327 $1.22M 0.13% +12,325 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,305 $1.21M 0.03% -415 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 12,285 $1.21M 0.08% +1,105 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,285 $1.21M 0.2% -451 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 12,243 $1.21M 0.16% -327 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 12,239 $1.21M 0.05% -1,673 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 12,207 $1.2M 0.3% +585 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 12,166 $1.2M 0.39% -100 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,179 $1.2M 0.39% +1,927 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 12,171 $1.2M 0.2% +6,268 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 12,120 $1.2M 1.02% -43 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 12,106 $1.19M 0.42% +717 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 12,084 $1.19M 0.88% +1,863 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 12,052 $1.19M 0.08% -1,090 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 12,047 $1.19M 0.46% +153 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 11,950 $1.18M 1.18% -584 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 11,933 $1.18M 0.35% -958 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 11,917 $1.18M 0.58% +100 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 11,884 $1.17M 0.28% -538 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,884 $1.17M 0.03% -283 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,850 $1.17M 0.25% -100 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 11,849 $1.17M 0.7% +791 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 11,825 $1.17M 0.3% +732 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 11,800 $1.16M 0.09% -1,064 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 11,779 $1.16M 0.21% -1,389 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,759 $1.16M 0.23% -991 13F-HR/A Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 11,735 $1.16M 0.22% +551 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,729 $1.16M 0.09% +2,270 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 11,710 $1.16M 0.32% +368 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,712 $1.16M 0.13% +122 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 10,350 $1.15M 0.61% -1,366 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 11,652 $1.15M 0.47% -1,808 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 11,613 $1.15M 0.32% -120 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 11,567 $1.14M 0.02% -4,354 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,563 $1.14M 0.14% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,534 $1.14M 0.09% +2,948 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 11,532 $1.14M 0.17% -2,277 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,532 $1.14M 0.26% -14,569 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 11,502 $1.14M 0.14% +830 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 11,501 $1.14M <0.01% +1,254 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 11,473 $1.13M 0.44% +240 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 11,395 $1.12M 0.18% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 11,389 $1.12M 0.04% +158 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 11,385 $1.12M 0.07% -4,333 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 11,367 $1.12M 0.73% new 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,365 $1.12M 0.03% -1,152 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 11,347 $1.12M 0.12% +284 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,203 $1.12M 0.03% +869 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,333 $1.12M 0.09% -1,522 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 11,309 $1.12M 0.06% -318 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 11,293 $1.11M 0.13% +51 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,290 $1.11M 0.04% -780 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 11,290 $1.11M 0.98% +1,137 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 11,281 $1.11M 1.2% +52 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 11,280 $1.11M 0.44% +10 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,276 $1.11M 0.11% +1,202 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 11,251 $1.11M 0.5% +25 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 11,225 $1.11M 0.13% +3,857 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,169 $1.1M 0.44% +62 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 11,088 $1.09M 0.37% +2,525 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 11,085 $1.09M 0.06% -526 13F-HR/A Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 11,054 $1.09M 0.02% +1,567 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,041 $1.09M 0.09% +603 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 11,031 $1.09M 0.08% -555 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 10,993 $1.09M 0.06% +510 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,984 $1.08M 0.01% -2,731 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 10,883 $1.07M 1.14% -200 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,880 $1.07M 0.06% -104 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 10,874 $1.07M 0.41% +189 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 10,856 $1.07M 0.91% -233 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,817 $1.07M 0.4% +5,048 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 10,807 $1.07M 0.47% +2,810 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,737 $1.06M 0.09% +1,769 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,690 $1.06M 0.05% +9,540 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,652 $1.05M 0.02% +1,054 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,651 $1.05M 0.92% +215 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,006 $1.05M 0.07% -244 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 10,610 $1.05M 0.3% -1,146 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 10,560 $1.04M 0.15% -8,369 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 10,553 $1.04M 0.1% -212 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,552 $1.04M 0.04% -227 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 10,550 $1.04M 0.04% 0 13F-HR Timeline Group Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 10,522 $1.04M 0.57% -1,023 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,513 $1.04M 0.06% +4 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 10,482 $1.03M 0.18% +1,764 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 10,456 $1.03M 0.14% -1,515 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 10,455 $1.03M 1.26% -73 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,414 $1.03M 0.03% -1,065 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,376 $1.02M 0.07% -393 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,341 $1.02M 0.11% +1,048 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. 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