Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 6,087 $673K 0.05% +274 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,069 $671K 0.05% -77 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 6,067 $671K 0.04% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,022 $666K 0.05% +265 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 5,997 $663K 0.4% 0 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 5,955 $659K 0.42% -380 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,953 $658K 0.01% +2,357 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,951 $658K 0.02% +68 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 5,934 $656K 1.32% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,924 $655K 0.05% -538 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,920 $655K 0.02% -1,011 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,884 $651K 0.05% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,880 $650K 0.06% -12 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,870 $649K 0.27% -95 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,858 $648K 0.02% -29 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 5,794 $641K 0.17% +322 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,741 $635K 0.03% +6 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,812 $632K 0.1% +34 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 5,704 $631K 0.07% -298 13F-HR/A Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,660 $626K 0.03% +443 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 5,645 $624K 0.48% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,641 $624K 0.09% +75 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 5,546 $623K 0.28% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,634 $622K 0.02% +39 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 5,600 $619K 0.15% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,518 $619K 0.05% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,589 $617K <0.01% -1,474 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 5,575 $617K 0.47% -200 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,559 $615K 0.05% -546 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,553 $614K 0.03% +505 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,548 $614K 0.01% -240 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 5,456 $603K 0.51% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,452 $603K 0.56% 0 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,447 $602K 0.62% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,447 $602K 0.13% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,440 $602K 0.07% +282 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,427 $600K 0.2% -378 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,412 $599K 0.02% -8 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,407 $598K 0.02% +357 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 5,390 $596K 0.07% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,370 $594K 0.02% -617 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,337 $590K 0.02% +40 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,332 $590K 0.04% +95 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,322 $589K 0.21% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,303 $586K 0.18% -28 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,283 $584K 0.27% +23 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,229 $578K 0.08% +57 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,215 $577K 0.1% +283 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,202 $575K 0.05% +33 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,111 $565K 0.03% +318 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 5,106 $565K <0.01% -1,797 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,091 $563K 0.02% -21 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,308 $561K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,027 $556K 0.01% -847 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,000 $553K 0.04% 0 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,000 $553K 0.45% -200 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,989 $552K 0.01% -515 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 4,920 $544K 0.2% -1,200 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,916 $544K 0.01% -156 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,914 $543K 0.06% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 4,900 $542K 0.1% -1,100 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,874 $539K 0.04% -300 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,837 $535K 0.44% -53 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,831 $534K 0.09% +9 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,829 $534K 0.04% -101 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,828 $534K 0.58% -100 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,826 $534K 0.02% +2,557 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,818 $533K 0.01% -423 13F-HR Timeline Group McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 4,808 $532K 0.2% new 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,804 $531K 0.27% +509 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,774 $528K 0.45% -420 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,765 $527K 0.06% -2,125 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,753 $526K 0.01% +1,264 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,717 $522K <0.01% +4 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,700 $520K 0.06% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,691 $519K 0.17% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,669 $516K 0.37% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,636 $513K 0.13% +180 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,618 $511K 0.06% -214 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,600 $509K 0.25% +100 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,566 $505K 0.08% +264 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,753 $504K 0.01% -338 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,555 $504K 0.03% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,551 $503K 0.01% -218 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,533 $501K 0.11% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,525 $500K 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,524 $500K 0.03% -185 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,477 $495K 0.04% -243 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,392 $494K 0.03% -7 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,453 $492K 0.11% +700 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,433 $490K 0.17% +1 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,430 $490K 0.09% -479 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,429 $490K 0.3% -94 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,400 $487K 0.09% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,399 $487K 0.02% -260 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,394 $486K 0.1% +1 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,366 $483K 0.04% +336 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,336 $479K 0.03% +1 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,325 $478K 0.01% -260 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,294 $475K 0.01% +120 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,275 $473K 0.13% +4 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,192 $472K 0.08% 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,262 $471K 0.03% +26 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,247 $470K 0.04% +25 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,238 $469K 0.1% -137 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,215 $466K 0.03% +418 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,203 $465K 0.01% -3,556 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,175 $462K 0.3% -325 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,165 $461K 0.02% 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,152 $459K 0.02% -200 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,122 $456K 0.16% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,119 $456K 0.25% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,106 $454K 0.2% +1,814 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,075 $451K 0.03% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,050 $448K 0.08% +100 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,046 $447K 0.02% -207 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,031 $446K <0.01% -1,070 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,011 $444K 0.14% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,002 $443K 0.14% -100 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,000 $442K 0.24% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,994 $442K 0.03% +1,313 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,111 $439K 0.1% -508 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,958 $438K 0.19% +234 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,930 $435K 0.28% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,885 $431K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,897 $431K 0.02% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,872 $428K 0.04% +22 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 3,871 $428K 0.06% -129 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,840 $425K 0.02% +11 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,827 $423K 0.01% -19 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,829 $423K 0.19% 0 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,816 $422K 0.18% +1,511 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,811 $421K 0.01% -27 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,803 $421K 0.01% 0 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,774 $417K 0.27% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,752 $415K 0.06% +31 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,751 $415K <0.01% 0 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,749 $415K 0.01% +1,043 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 3,735 $413K <0.01% +26 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,723 $412K 0.01% +365 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,721 $412K 0.04% +145 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,647 $403K 0.24% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,645 $403K 0.04% -8,188 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,643 $403K 0.04% +118 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,640 $403K 0.19% -93 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,637 $402K 0.09% -121 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,637 $402K 0.11% -129 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,619 $400K 0.06% +82 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,600 $399K 0.3% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,601 $398K 0.03% +279 13F-HR/A Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,680 $397K 0.01% -27 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,608 $395K 0.05% -462 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,530 $390K 0.03% +961 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,530 $390K 0.17% +1,040 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,502 $387K 0.04% +35 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,491 $386K 0.07% -54 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,465 $383K 0.03% -175 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,462 $383K 0.02% new 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,455 $382K 0.26% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,441 $381K <0.01% -240 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,417 $378K 0.02% 0 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 3,410 $377K 0.13% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,400 $376K 0.08% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,400 $376K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,360 $372K 0.28% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,338 $369K <0.01% -274 13F-HR Timeline Group Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,328 $368K 0.12% -90 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,320 $367K 0.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,314 $366K 0.01% -75 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,314 $366K 0.15% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,305 $366K 0.05% -125 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,300 $365K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,275 $362K <0.01% -52 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,269 $361K 0.03% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,267 $361K 0.01% -213 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,240 $358K 0.48% +61 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,221 $356K 0.04% -75 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,216 $356K 0.01% -189 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,213 $355K 0.13% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,563 $355K 0.02% -9,850 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,181 $352K 0.03% -15 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,171 $351K 0.07% +25 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,157 $349K 0.17% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,152 $349K 0.13% +10 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,152 $349K 0.08% +9 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,151 $349K 0.09% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 3,143 $348K 0.12% +75 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,143 $348K 0.07% +9 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,135 $347K 0.25% -25 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 3,112 $344K 0.17% +10 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 3,106 $344K 0.16% +25 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,101 $343K 0.01% -72 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,100 $343K 0.01% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,099 $343K 0.01% +65 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,091 $342K 0.02% +1,968 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 3,083 $341K 0.02% +140 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,077 $340K 0.02% -52,617 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,075 $340K 0.02% +367 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,065 $339K 0.18% -303 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,051 $337K 0.01% +703 13F-HR Timeline