HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 47,196 $4.9M 0.67% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 47,001 $4.88M 0.18% +82 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 46,970 $4.88M 0.95% -437 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 46,683 $4.85M <0.01% -141,965 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 46,675 $4.85M 2.64% +7,591 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 46,251 $4.8M 0.93% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 45,952 $4.77M 0.71% +1,792 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 45,935 $4.77M 0.04% -177 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 46,048 $4.77M 0.03% +35,671 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 45,730 $4.75M 0.07% -6,201 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 45,654 $4.74M 0.01% +25,257 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 45,549 $4.73M 0.88% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45,267 $4.7M 0.11% +30 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 45,260 $4.7M 0.25% +3,345 13F-HR Timeline NYL Investors LLC More: the full row for NYL Investors LLC 45,239 $4.7M 1.8% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 44,961 $4.67M 0.05% +2,462 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 44,748 $4.65M 1.11% -2,521 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 44,605 $4.63M 0.13% -5 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 44,506 $4.62M 0.59% +2,687 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 44,484 $4.62M 0.67% +635 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 44,460 $4.62M 0.68% +516 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 44,126 $4.58M 0.92% -2,355 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 44,042 $4.58M 0.31% -62 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 43,782 $4.55M 0.23% -667 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 43,755 $4.55M 0.05% +254 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,336 $4.5M 1.01% +674 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 43,159 $4.48M 0.11% -517 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 43,077 $4.47M 1.27% +63 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 42,683 $4.43M 0.15% +50 13F-HR Timeline PRAIRIE ADVISORY, LLC More: the full row for PRAIRIE ADVISORY, LLC 42,477 $4.41M 1.06% 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 42,336 $4.4M 1.98% +337 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 42,071 $4.37M 1.36% -1,319 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 41,861 $4.35M 0.15% -28,663 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 41,755 $4.34M 0.13% new 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 41,681 $4.33M 1.35% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 41,648 $4.33M 0.21% -3,067 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 41,478 $4.31M 0.7% -2,648 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 41,406 $4.3M 0.21% +531 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 41,271 $4.29M 0.05% +19,050 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 41,202 $4.28M 0.76% +1,430 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 41,200 $4.28M 0.43% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 41,182 $4.28M 0.07% +2,581 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 40,980 $4.26M 0.19% +797 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 40,884 $4.25M 1.12% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 40,810 $4.24M 0.25% -174 13F-HR/A Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 40,803 $4.24M 0.31% -12,728 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 40,500 $4.21M 0.16% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 40,486 $4.21M 0.3% -8,405 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 40,228 $4.18M 0.38% -38,773 13F-HR Timeline Group Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 40,214 $4.18M 2.44% -80 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 40,131 $4.17M 0.56% -6,371 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 40,055 $4.16M 0.39% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Interstate Bank More: the full row for First Interstate Bank 39,997 $4.15M 0.22% -2,133 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 39,664 $4.12M 0.07% +16,517 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 39,563 $4.11M 0.3% -1,100 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 39,515 $4.1M 3.19% -850 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 39,474 $4.1M 0.05% +4,811 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 39,387 $4.09M 0.05% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 39,349 $4.09M 0.05% -786 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 39,036 $4.06M 2.31% +2,001 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,895 $4.04M <0.01% -49,414 13F-HR/A Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 38,783 $4.03M 0.69% -1,050 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 38,752 $4.03M 0.46% +827 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 37,837 $4.01M 0.22% -20 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 38,520 $4M 2.81% +627 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 38,331 $3.98M 0.16% -2,467 13F-HR/A Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 38,309 $3.98M 1.16% -1,019 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 37,940 $3.94M 0.31% +53 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 37,930 $3.94M 0.63% +1,196 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 37,789 $3.93M 0.32% +1,977 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 37,680 $3.91M <0.01% new 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 37,507 $3.9M 0.4% +8,650 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 37,268 $3.87M 2.26% +2,175 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 36,882 $3.83M 0.35% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 36,712 $3.81M 1.5% -35 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 36,265 $3.77M <0.01% +23,536 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 36,265 $3.77M 1.43% +470 13F-HR Timeline BREAKTHRU ADVISORY SERVICES, LLC More: the full row for BREAKTHRU ADVISORY SERVICES, LLC 36,260 $3.77M 12.65% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 35,997 $3.74M 0.19% -281 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 35,960 $3.74M 1.36% -1,803 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 35,967 $3.74M 0.36% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 35,898 $3.73M 0.02% -314 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 35,776 $3.72M 1.91% -338 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 35,611 $3.7M 2.6% +10,498 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 35,591 $3.7M 0.11% +380 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 35,578 $3.7M 0.55% +748 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 35,489 $3.69M 0.07% +1,852 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 35,265 $3.66M 0.14% -442 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 35,108 $3.65M 0.15% +46 13F-HR Timeline Ashford Advisors, LLC More: the full row for Ashford Advisors, LLC 35,040 $3.64M 0.75% -1,167 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 35,024 $3.64M 0.81% +6,748 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 35,022 $3.64M 0.24% +3,766 13F-HR/A Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 34,909 $3.63M 0.24% -2,998 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 34,866 $3.62M 0.34% -330 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 34,860 $3.62M 0.2% +3,963 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 34,677 $3.6M 0.18% 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 34,047 $3.54M 1.06% +815 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 33,952 $3.53M 0.07% -11,814 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 33,846 $3.52M 0.81% +2,393 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 33,744 $3.51M 0.4% -656 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 33,668 $3.5M 0.04% -4,729 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 33,624 $3.49M 0.06% +4,968 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 33,457 $3.48M 0.38% -22 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 33,359 $3.47M 1.55% +1,379 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 33,357 $3.47M 0.14% +1,088 13F-HR Timeline Group Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 33,278 $3.46M 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 33,261 $3.46M +6,935 Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 33,246 $3.45M 0.78% -480 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,200 $3.45M <0.01% -827,800 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,746,175 $3.45M 0.23% +1,731,924 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 33,158 $3.44M 2.3% -207 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 33,101 $3.44M 0.18% -327 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 33,042 $3.43M 0.08% -49 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 32,883 $3.42M 1.68% +364 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 32,796 $3.41M 1.7% -465 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 32,516 $3.38M <0.01% +4,951 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 32,618 $3.37M 0.18% +8,210 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 32,418 $3.37M 1% -154 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 32,390 $3.36M 1.02% -64 13F-HR Timeline Group Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 32,350 $3.36M 1.69% +15,018 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 32,332 $3.36M 1.8% -21 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 32,300 $3.36M 0.07% -600 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 32,181 $3.34M 0.03% +6,604 13F-HR Timeline Group CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 32,098 $3.33M 1.41% +51 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 31,545 $3.33M 0.44% -2,045 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 32,058 $3.33M 0.71% -402 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 31,827 $3.31M 0.76% -225 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 31,808 $3.3M 1.43% +500 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 31,796 $3.3M 0.99% -920 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 31,743 $3.3M 2.39% +889 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 31,682 $3.29M 1.02% -571 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 31,571 $3.28M 0.14% +468 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 31,548 $3.28M 0.77% +267 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 31,387 $3.26M 0.09% +381 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 31,381 $3.26M 0.13% -6,154 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 31,376 $3.26M 0.47% -309 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 31,348 $3.26M 0.39% -686 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 31,277 $3.25M 0.02% -6,517 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 31,263 $3.25M 0.06% -1,445 13F-HR Timeline Group RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 33,414 $3.25M 0.56% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 32,840 $3.23M 0.05% 0 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 31,030 $3.22M 1.21% +2,066 13F-HR Timeline CX Institutional More: the full row for CX Institutional 31,010 $3.22M 0.09% +3,754 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 30,726 $3.19M 3.56% -16,000 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 30,528 $3.17M 0.08% +874 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 30,502 $3.17M 0.87% -1,192 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 30,367 $3.15M 0.04% +81 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 30,291 $3.15M 0.57% +4,094 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 30,269 $3.14M 1.33% +14 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 30,175 $3.13M 0.33% +16 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 30,113 $3.13M 0.05% -417 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 30,100 $3.13M 1.36% +1,150 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 30,087 $3.13M 0.01% -49,843 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 30,075 $3.12M 0.25% 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 30,010 $3.12M 0.85% -482 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 29,997 $3.12M 0.2% -3,447 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 29,968 $3.11M 0.24% +143 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 29,860 $3.1M 0.74% +835 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 29,860 $3.1M 2.05% -800 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 29,766 $3.09M 0.69% +3,080 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 29,595 $3.07M 2.39% -929 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 29,577 $3.07M 2.16% +137 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 29,501 $3.06M 0.26% -10 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 29,494 $3.06M 0.16% -42,754 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 29,468 $3.06M 1.91% +703 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 29,467 $3.06M 0.19% -872 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 29,299 $3.04M 0.58% +2,855 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 28,275 $3.04M 0.06% -1,172 13F-HR Timeline EQ LLC More: the full row for EQ LLC 29,142 $3.03M 0.74% -161,775 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 29,113 $3.02M 0.16% -71 13F-HR Timeline Group Canoe Financial LP More: the full row for Canoe Financial LP 26,620 $3.02M 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 29,032 $3.02M 0.24% +15 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 28,998 $3.01M 1.6% +25 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 28,831 $2.99M 0.61% -2,931 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 28,744 $2.99M 0.15% +804 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 28,580 $2.97M 0.25% 0 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 28,572 $2.97M 0.02% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 28,554 $2.97M 0.2% +23 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 28,476 $2.96M 0.19% +9 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 28,454 $2.96M 0.32% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 28,416 $2.95M 0.75% +336 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 28,353 $2.95M 1.22% +3,605 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 28,099 $2.92M 2.23% +17,244 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28,092 $2.92M 0.58% -395 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 28,090 $2.92M 1.75% -354 13F-HR Timeline GS Investments, Inc. 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