BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,228 $1.08M 0.07% +222 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,207 $1.08M 0.07% -1,011 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 8,204 $1.07M 0.59% +64 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 8,193 $1.07M 0.82% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,119 $1.06M 0.29% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 8,100 $1.06M 0.94% 0 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 8,071 $1.06M 0.35% -48 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 8,026 $1.05M 0.12% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 8,024 $1.05M 0.06% +145 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 8,000 $1.05M 0.13% new 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 7,982 $1.05M 0.44% +55 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,981 $1.05M 0.06% +1,833 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,981 $1.05M 0.06% -939 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,975 $1.04M 0.07% +702 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,952 $1.04M 0.04% -5 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 7,950 $1.04M 0.19% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 7,875 $1.03M 0.31% -75 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,840 $1.03M 0.01% -18 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 7,826 $1.02M 0.05% -300 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,821 $1.02M 0.02% +2,800 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 7,800 $1.02M 0.06% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 7,692 $1.01M 0.3% -1,364 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 7,687 $1.01M 0.18% -804 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,673 $1.01M 0.04% +188 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,658 $1M 0.05% -46 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,656 $1M 0.5% -927 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 7,653 $1M 0.15% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,002 $999K 0.03% +725 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,546 $988K 0.05% +61 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7,507 $984K 0.08% -250 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 7,500 $983K 0.94% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 7,491 $981K 0.34% +344 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 7,460 $977K 0.47% -40 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,863 $970K 0.06% -1,643 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,396 $969K 0.1% +1,272 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,381 $967K -1,357 Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,377 $967K 0.05% +219 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,372 $966K 0.1% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,369 $966K 0.03% -86 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 7,337 $961K 0.48% 0 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,302 $957K 0.03% -928 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 7,287 $955K 0.27% -800 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 7,260 $951K 1.96% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,229 $947K 0.03% +2,093 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 7,168 $939K 0.12% +6,696 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,130 $934K 0.18% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,073 $927K 0.46% +34 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 7,071 $926K 0.41% -7 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,733 $925K 0.3% +112 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 7,048 $923K 0.06% +3,450 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 7,046 $923K 0.36% +24 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,026 $921K 0.1% -96 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 7,024 $920K 0.15% +282 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 7,015 $919K 0.01% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 6,987 $915K 0.27% -1,600 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,983 $915K 0.35% -63 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,923 $907K 0.23% -26 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,897 $904K 0.01% -3 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,890 $903K 0.06% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 6,870 $900K 0.89% -69 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,297 $899K 0.14% -518 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,846 $897K 0.13% -7 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,830 $895K 0.07% +404 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,807 $892K 0.09% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,805 $892K 0.12% +572 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 6,802 $891K 0.24% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,784 $889K 0.04% +34 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,766 $886K 0.04% +410 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,766 $886K 0.03% +862 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 6,729 $882K 0.04% -154 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,724 $881K 0.26% -25 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 6,672 $874K 0.38% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,657 $872K 0.05% -653 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,626 $868K 0.1% +650 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,614 $867K 0.06% +350 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,599 $865K 0.06% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 6,590 $863K 0.25% +957 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 6,585 $863K 0.72% 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,036 $862K 0.16% -3 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 6,552 $858K <0.01% +197 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,525 $855K 0.1% +4,275 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,511 $853K 0.02% +124 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,502 $852K 0.58% +189 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 6,475 $848K 0.26% -8 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,467 $847K 0.04% +603 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 6,205 $847K 0.06% +741 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 6,454 $846K 0.25% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,394 $838K 0.2% +150 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,351 $832K 0.17% -100 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 6,329 $829K 0.03% +200 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,325 $829K 0.07% +1,310 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 6,316 $828K 0.19% +28 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,295 $825K 0.04% -413 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,290 $824K 0.05% +33 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 6,279 $823K 0.02% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,273 $822K 0.09% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 6,239 $817K 0.01% +3,075 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,215 $814K 0.11% -850 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 6,213 $814K 0.08% -566 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 6,189 $811K 0.31% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,188 $811K 0.41% +271 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 6,187 $811K 0.08% -698 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,152 $810K 0.04% +3,210 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,186 $810K 0.18% -634 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,173 $808K 0.35% -67 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 6,162 $807K 0.1% -800 13F-HR/A Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 6,125 $802K 0.14% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,121 $802K 0.05% -28 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,100 $799K 0.09% +300 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,072 $796K 0.09% -410 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,071 $795K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,040 $791K 0.06% +146 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 6,034 $791K <0.01% +41 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 5,997 $786K 0.03% +40 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 5,993 $785K 0.74% +122 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,953 $780K 0.06% +317 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 5,946 $779K 0.5% +582 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,943 $779K 0.33% +27 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 5,935 $778K 0.17% +21 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 5,927 $777K 0.29% +20 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,871 $769K 0.01% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,837 $765K 0.04% +157 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 5,803 $760K 0.21% -138 13F-HR Timeline Hartree Partners, LP More: the full row for Hartree Partners, LP 5,800 $760K 0.16% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 5,792 $759K 0.06% -47 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 5,786 $758K 0.53% 0 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 5,778 $757K -1,840 Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,771 $756K 0.04% -1,399 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5,760 $755K 0.26% +10 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 5,757 $754K 0.13% +1,272 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,750 $753K 0.51% +25 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 5,739 $752K 0.48% -11 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,674 $751K 0.01% +318 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 5,725 $750K 0.19% -500 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 5,668 $743K 0.1% -5 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,656 $741K 0.1% 0 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,834 $740K 0.01% -146 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,644 $739K 0.42% -16 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,519 $733K 0.11% -99 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 5,556 $728K 0.02% -63,716 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,543 $726K 0.08% new 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 5,529 $724K 0.4% -47 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,509 $722K 0.02% -705 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,505 $721K 0.02% -9,966 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 5,503 $721K 0.44% +4 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 5,500 $721K 0.02% 0 13F-HR Timeline Group Rithm Capital Corp. More: the full row for Rithm Capital Corp. 5,500 $721K 1.07% -500 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,500 $721K 0.01% -786 13F-HR/A Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5,500 $721K 0.3% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,500 $721K 0.28% -418 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 5,497 $720K 0.26% -9 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,478 $718K 0.1% +36 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,474 $717K 0.09% +67 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,450 $714K 0.07% +28 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,432 $712K 0.08% +1,157 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,431 $712K 0.07% +44 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 5,426 $711K 0.46% +76 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,423 $711K 0.02% -49 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,415 $709K 0.07% +204 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 5,415 $709K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,400 $708K 0.05% +50 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 5,396 $707K 0.06% 0 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 5,392 $706K 0.67% +36 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,355 $702K 0.11% -131 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,353 $701K 0.03% -712 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,351 $701K 0.07% +968 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,338 $699K 0.16% -104 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 5,300 $694K 0.53% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,292 $693K 0.12% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 5,291 $693K 0.05% +513 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,282 $692K 0.04% +329 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,282 $692K 0.03% +210 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 5,281 $692K 0.07% +1 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 5,266 $690K 0.43% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 5,266 $690K 0.47% -18 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 5,246 $687K 0.16% -140 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 5,230 $685K <0.01% -1,500 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 5,215 $683K 0.04% +25 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,950 $682K 0.07% +116 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,199 $681K 0.21% -25 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,198 $681K 0.54% -107 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,188 $680K 0.07% -1,578 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,181 $679K 0.5% -354 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 5,500 $678K 0.6% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 5,159 $676K 0.07% -31 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,153 $675K 0.01% +412 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,147 $674K 0.16% -300 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,121 $671K 0.02% -2,095 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,111 $670K 0.07% -528 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 5,104 $669K 0.13% -6,625 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,101 $668K 0.02% +313 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 5,100 $668K 0.16% 0 13F-HR/A Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,090 $667K 0.19% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,084 $666K 0.04% +591 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,075 $665K 0.22% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,074 $665K 0.02% +434 13F-HR/A Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,071 $664K 0.05% -46 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,066 $664K 0.02% -54 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,053 $662K 0.04% +439 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,050 $662K 0.07% +349 13F-HR Timeline