BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,991 $359K 0.02% -231 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,983 $357K 0.02% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,976 $356K 0.13% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,976 $356K 0.05% +643 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,965 $354K 0.13% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,962 $354K 0.03% +171 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 1,955 $352K 0.16% -49 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,947 $351K 0.14% -118 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,911 $344K <0.01% -2,150 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,905 $343K 0.02% -58 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,894 $341K 0.01% -288 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,891 $341K 0.01% +59 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 1,892 $341K 0.06% +225 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,884 $340K 0.12% +144 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,877 $338K 0.05% +125 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,874 $338K 0.13% -11 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,870 $337K 0.04% +379 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,870 $337K 0.11% +80 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,858 $335K 0.02% -224 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,855 $334K 0.03% +127 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,840 $332K 0.19% -200 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,835 $331K 0.02% +50 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,818 $328K 0.04% -200 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 1,815 $327K 0.27% -2,957 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,813 $327K 0.1% +26 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,797 $324K 0.01% +45 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,789 $322K 0.01% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,780 $321K 0.02% +4 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,778 $320K 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,775 $320K 0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,775 $320K 0.13% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,753 $316K 0.03% +47 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,745 $314K 0.01% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,742 $314K <0.01% -45,399 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,737 $313K 0.01% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 1,734 $312K 0.47% +32 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,726 $311K <0.01% -183 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,715 $309K 0.01% +2 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,705 $307K 0.01% +283 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,705 $307K 0.02% -104 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,559 $303K 0.01% new 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,680 $303K 0.04% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 1,672 $301K 0.16% +62 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,691 $296K <0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,639 $295K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,618 $291K 0.07% +156 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,614 $291K <0.01% +215 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,612 $290K 0.01% -130 13F-HR/A Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,611 $290K 0.04% -470 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,608 $290K 0.12% -170 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 1,600 $288K 0.07% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,600 $288K 0.2% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,597 $288K 0.11% -113 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,550 $279K 0.08% 0 13F-HR/A Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,548 $279K <0.01% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,545 $278K 0.04% -270 13F-HR/A Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,543 $278K 0.07% +1 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 1,546 $278K 0.12% +8 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,540 $277K 0.01% +609 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,527 $275K 0.01% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,525 $275K 0.02% -140 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,520 $274K 0.01% +92 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,511 $272K 0.22% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 1,507 $271K <0.01% +67 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,503 $271K 0.27% -88 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 1,500 $270K 0.01% new 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 1,500 $270K 0.07% -14 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,494 $269K 0.08% -100 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,489 $268K 0.01% +48 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,478 $266K 0.03% -16 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,475 $266K 0.01% +37 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 1,466 $264K 0.12% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,464 $264K <0.01% +154 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,464 $264K 0.03% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 1,460 $263K 0.22% +59 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,443 $260K 0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,442 $260K 0.01% -198 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,438 $259K 0.02% -109 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 1,438 $259K 0.21% -15 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,437 $259K 0.09% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,429 $258K <0.01% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,425 $257K 0.06% -100 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,412 $254K 0.05% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,410 $254K <0.01% 0 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 1,409 $254K 0.08% +21 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,406 $253K 0.01% -145 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,238 $252K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,377 $248K 0.01% -3 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,377 $248K 0.04% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 1,376 $248K 0.23% new 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,375 $248K 0.16% -1,430 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,375 $248K 0.02% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,374 $248K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,367 $246K 0.02% +48 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,367 $246K <0.01% +48 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,362 $245K 0.03% -38 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,362 $245K 0.05% -18 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,356 $244K 0.03% -357 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,343 $242K 0.12% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,341 $242K 0.01% +30 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,326 $239K <0.01% -809 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,319 $238K 0.15% +3 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,316 $237K 0.18% +3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,314 $237K 0.02% -1,090 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,313 $237K 0.01% +152 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,307 $236K 0.04% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,307 $236K 0.13% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,300 $234K 0.02% +1,299 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 1,292 $233K 0.05% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,287 $232K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,284 $231K <0.01% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,179 $231K 0.01% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,279 $230K 0.04% +636 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 1,268 $229K 0.08% 0 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 1,265 $228K 0.11% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,260 $227K 0.02% -125 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,256 $226K 0.01% new 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,169 $226K 0.02% new 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 1,251 $225K 0.06% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,241 $224K 0.08% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,240 $223K 0.01% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,235 $223K <0.01% -190 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,233 $222K 0.08% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,225 $221K <0.01% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,224 $221K 0.18% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,220 $219K 0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,214 $219K 0.02% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,210 $218K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,205 $217K 0.02% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,199 $216K <0.01% 0 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 1,199 $216K 0.08% new 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 1,192 $215K 0.12% new 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 1,188 $214K 0.05% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,222 $214K 0.01% -974 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,185 $214K 0.09% new 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 1,184 $213K 0.04% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,183 $213K 0.08% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $212K 0.07% 0 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 1,178 $212K 1.98% new 13F-HR Timeline Group AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,167 $210K 0.03% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,166 $210K 0.02% -151 13F-HR Timeline Group Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 1,166 $210K 0.07% +629 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,164 $210K 0.08% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,160 $209K 0.05% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,152 $208K 0.01% 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 1,150 $207K 0.02% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,144 $206K 0.01% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,144 $206K 0.01% new 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,143 $206K 0.07% new 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 1,142 $206K 0.09% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,137 $205K 0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,135 $205K 0.08% 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,135 $204K <0.01% -1,500 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,134 $204K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,132 $204K <0.01% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,123 $202K <0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,123 $202K 0.02% -187 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,121 $202K 0.03% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,117 $201K 0.04% -3 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $198K 0.02% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,092 $197K <0.01% +359 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,090 $196K 0.02% -64 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,083 $195K 0.11% +50 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,039 $187K <0.01% -870 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,027 $185K <0.01% +310 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,017 $183K 0.23% -79 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,006 $181K <0.01% +764 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 995 $179K 0.09% +86 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 932 $168K 0.01% +196 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 919 $166K 0.01% -265 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 887 $160K 0.1% +11 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 886 $160K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 883 $159K 0.01% +38 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 840 $151K 0.02% -109 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 834 $150K 0.01% +39 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 834 $150K 0.01% -429 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 818 $147K 0.02% +40 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 739 $147K <0.01% +5 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $144K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 800 $144K 0.1% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 799 $144K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 747 $135K 0.01% -177 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 768 $135K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 743 $134K <0.01% +145 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 739 $133K 0.01% -15 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 734 $132K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 720 $130K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 714 $129K 0.01% -50 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 709 $128K 0.01% +664 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 666 $121K <0.01% +30 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 660 $119K 0.01% -1,860 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 657 $118K <0.01% +55 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 627 $113K 0.04% +287 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 627 $113K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 615 $111K 0.02% -3 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 606 $109K 0.03% +4 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 600 $108K 0.09% -85 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 590 $106K 0.06% +500 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 585 $105K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 583 $105K <0.01% new 13F-HR Timeline