CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,040 $436K 0.03% -174 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 7,000 $434K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,408 $432K 0.02% +1,979 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,961 $431K 0.02% -451 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,858 $425K 0.01% -428 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,833 $423K 0.13% -347 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,825 $423K 0.16% -9,248 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,620 $410K 0.01% +72 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,609 $409K 0.01% -2,874 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 6,500 $403K 0.15% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 6,500 $403K 0.07% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,494 $402K 0.01% +28 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,460 $400K 0.06% -7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,423 $398K 0.01% +961 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,416 $397K 0.01% +1,026 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,401 $397K 0.05% +4,132 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 6,377 $395K 0.01% -7,131 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,366 $394K 0.02% +301 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,349 $393K 0.01% -143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,329 $392K <0.01% -705 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,318 $391K 0.03% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,303 $391K 0.01% -235 13F-HR Timeline Group Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,277 $389K 0.03% -900 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,267 $388K 0.01% +493 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,250 $387K 0.2% -400 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,244 $387K 0.02% +77 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,234 $386K 0.03% -76 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 6,181 $383K 0.21% -99 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,174 $382K 0.26% +46 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,148 $381K 0.03% +347 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,873 $375K 0.02% -95 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 6,014 $373K 0.24% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,010 $372K 0.03% -573 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,979 $371K 0.04% +253 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 5,962 $369K 0.01% -6,592 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,945 $368K 0.2% 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,912 $366K 0.03% +42 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,906 $366K 0.02% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 5,834 $361K 0.12% +2,368 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,832 $361K 0.1% -19 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,769 $357K 0.03% +20 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,730 $355K 0.01% -2,237 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,713 $354K 0.02% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,710 $354K 0.16% -1,448 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,709 $354K <0.01% +1,257 13F-HR Timeline Alyeska Investment Group, L.P. in group Alyeska Investment Group, L.P. More: the full row for Alyeska Investment Group, L.P. 5,650 $350K <0.01% new 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 5,412 $335K <0.01% +451 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,399 $334K 0.01% -102 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,305 $329K 0.01% 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 5,249 $325K 0.01% +114 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,230 $324K 0.1% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,206 $323K 0.01% +46 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,824 $322K 0.07% +1,351 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,198 $322K 0.01% -2,190 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,193 $322K 0.16% -214 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,171 $320K <0.01% -44 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,163 $320K <0.01% +981 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,145 $319K 0.01% -507 13F-HR Timeline Group GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 5,141 $318K 0.41% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 5,118 $317K 0.05% +1,087 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,061 $314K 0.01% -2,372 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,046 $313K 0.01% 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,039 $312K 0.06% +21 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,037 $312K 0.01% +78 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,019 $311K 0.05% -277 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,014 $311K 0.01% +770 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,006 $310K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,000 $310K 0.11% 0 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 4,982 $309K 0.41% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,977 $308K 0.02% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,972 $308K 0.04% -8,121 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,960 $307K 0.01% -62 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,929 $305K 0.05% +539 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,913 $304K 0.02% -8,378 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,881 $301K 0.01% -141 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,330 $301K <0.01% +1,105 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,840 $300K 0.01% -115 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,819 $299K 0.01% +8 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,809 $298K 0.04% +1,723 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,335 $296K <0.01% -1,055 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,768 $295K 0.01% +236 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,730 $293K 0.04% -575 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,673 $291K 0.02% -580,340 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,680 $290K <0.01% +1,411 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,667 $289K 0.01% -286 13F-HR Timeline Group HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,635 $287K 0.24% 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,624 $286K 0.07% +676 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,611 $286K 0.01% -664 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,600 $285K <0.01% 0 13F-HR Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,570 $283K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,548 $282K 0.05% -50 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,527 $280K <0.01% -1,224 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,502 $279K 0.09% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,501 $279K 0.02% -11,181 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,485 $278K 0.02% -1,511 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,110 $276K 0.03% +364 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,450 $276K 0.03% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,433 $275K 0.07% +39 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,411 $274K 0.01% +153 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 4,380 $271K 0.13% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,364 $270K 0.01% 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 4,353 $270K 0.01% +141 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,353 $270K 0.01% +169 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,352 $270K 0.05% -11 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,342 $269K 0.11% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,340 $269K 0.01% +289 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,328 $268K 0.3% +900 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,904 $267K 0.01% +172 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,105 $267K 0.01% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,300 $266K 0.17% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,279 $265K 0.02% +115 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,239 $263K 0.03% +17 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,236 $262K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,226 $262K 0.01% +167 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,225 $262K 0.13% new 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,217 $261K 0.09% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,211 $261K 0.01% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,209 $261K 0.03% -1,330 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,206 $261K 0.02% -100 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,198 $260K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,186 $259K 0.02% -80 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,177 $259K 0.02% +894 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,170 $258K 0.38% 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,149 $257K 0.04% +11 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,130 $256K <0.01% -647 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,126 $256K 0.01% -187 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 4,118 $255K 0.04% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,112 $255K <0.01% +48 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,091 $253K 0.03% -1 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 4,086 $253K 0.05% -890 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,041 $250K 0.02% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $248K 0.16% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,995 $247K 0.14% -899 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,985 $247K 0.07% +25 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,980 $247K 0.03% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,932 $244K <0.01% -7,241 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,930 $243K 0.06% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,927 $243K 0.04% +25 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,905 $242K 0.2% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,902 $242K 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,865 $239K <0.01% -207 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,864 $239K 0.01% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,828 $237K 0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,812 $236K 0.04% +26 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,760 $233K <0.01% +63 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,755 $233K 0.01% +189 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,740 $232K 0.01% new 13F-HR/A Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,736 $231K 0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,720 $230K 0.03% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,711 $230K 0.01% -338 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 3,400 $229K 0.17% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,668 $227K 0.01% -423 13F-HR/A Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,654 $226K <0.01% -814,687 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,624 $225K <0.01% +354 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,598 $223K 0.08% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,593 $223K 0.01% -1,328 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,566 $221K <0.01% -943 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,546 $220K 0.1% -3 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,543 $219K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,493 $216K 0.04% 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,488 $216K 0.04% +157 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,473 $215K 0.02% +3 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,468 $215K 0.22% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,442 $213K 0.01% +1 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 3,433 $213K 0.01% +1 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,425 $212K 0.02% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,408 $211K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,406 $211K 0.02% +279 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,390 $210K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,386 $210K 0.01% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,384 $210K 0.02% -50 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,200 $208K 0.02% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,360 $208K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,358 $208K 0.02% +295 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,355 $208K 0.02% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,351 $208K 0.03% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,349 $207K 0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,319 $206K <0.01% new 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,300 $204K 0.01% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,243 $201K 0.13% -22 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,241 $201K 0.03% -23 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,230 $200K 0.01% +249 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,204 $198K 0.18% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,990 $185K 0.02% -4 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,923 $181K 0.02% +2,919 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,916 $181K 0.02% -109 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,000 $179K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,874 $178K 0.01% +250 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,856 $177K <0.01% +201 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,816 $174K 0.04% +1 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 2,800 $174K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. 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