Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 10,049 $577K <0.01% -213 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 10,016 $575K 0.03% +795 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,011 $575K 0.08% -38 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 9,930 $570K 0.06% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,918 $570K <0.01% -13 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,874 $567K 0.01% +1,044 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 9,860 $566K 0.02% -80 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,808 $563K 0.01% -319 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 9,788 $562K 0.21% +5,093 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,457 $543K 0.07% -1,014 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,432 $542K 0.07% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,388 $539K 0.07% -44,920 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,627 $536K 0.1% +5,919 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,312 $535K 0.01% +1,513 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,275 $533K 0.08% -93 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 9,230 $530K 0.09% +82 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 9,218 $529K 0.44% 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 9,180 $527K 0.17% -1,024 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,131 $524K <0.01% +255 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,381 $523K 0.03% -1,054 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,090 $522K <0.01% +233 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,668 $522K 0.05% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,285 $518K <0.01% +1,522 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,000 $517K 0.07% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,981 $516K 0.38% -2,594 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,882 $510K 0.01% +34 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,845 $508K 0.01% +31 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,756 $503K 0.01% +68 13F-HR Timeline Group Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 8,723 $501K 0.03% new 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,712 $500K 0.29% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,712 $500K 0.01% -133 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 8,656 $497K 0.14% 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,587 $493K 0.01% -3,784 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,571 $492K 0.01% +291 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,497 $488K 0.24% -448 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 8,421 $484K 0.03% +53 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,409 $483K 0.07% -1,280 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 8,371 $481K 0.02% 0 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,337 $479K 0.09% +500 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,188 $470K <0.01% +759 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,178 $470K 0.02% -1,723 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,165 $469K <0.01% -1,398 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,093 $465K 0.01% +4,500 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 8,047 $462K 0.08% -984 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,709 $453K 0.03% -65 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,888 $453K 0.01% +594 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,859 $451K 0.01% +2,567 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,964 $451K 0.17% -647 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,803 $448K 0.01% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,752 $445K 0.01% -125 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,732 $444K 0.01% +245 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,651 $439K 0.05% +1,073 13F-HR/A Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 7,629 $438K 0.09% -3,790 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,606 $437K 0.02% +9 13F-HR/A Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,606 $437K <0.01% +792 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,607 $436K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,528 $432K 0.32% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,490 $430K 0.03% 0 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,465 $429K +1,164 Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 7,420 $426K 0.16% -250 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 7,374 $423K 0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,007 $402K 0.08% +534 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,974 $400K 0.01% +3,634 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,918 $397K 0.06% +2,150 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,871 $395K 0.12% new 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 6,850 $393K 0.16% +47 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 6,773 $389K 0.15% +11 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,739 $387K <0.01% +404 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 6,555 $376K 0.17% -1,000 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,552 $376K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,530 $375K 0.02% -7,500 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,524 $375K 0.01% +1,115 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,335 $364K 0.02% -80 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,223 $357K 0.02% +588 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,210 $357K 0.01% -2,551 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 6,195 $356K 0.02% -1,046 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,188 $355K 0.04% +1,969 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,163 $354K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,160 $354K <0.01% +111 13F-HR Timeline Savior LLC More: the full row for Savior LLC 6,150 $353K 2.02% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,131 $352K 0.01% +1,611 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,024 $346K 0.02% new 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,997 $344K 0.1% -1,327 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,992 $344K 0.01% -20 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,950 $342K <0.01% -436 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,936 $340K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,915 $340K <0.01% +1,840 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,908 $339K 0.1% +1 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,865 $337K 0.01% -65 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,826 $335K 0.05% +27 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,810 $334K <0.01% -6,496 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,760 $331K 0.02% +2,279 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 5,682 $326K <0.01% +2,727 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,681 $326K 0.06% 0 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,679 $326K 0.12% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,660 $325K 0.2% -300 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,657 $325K 0.01% +1,443 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 5,585 $321K 0.23% -484 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 5,568 $320K 0.04% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,516 $317K 0.07% -1,003 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,498 $316K 0.03% -22 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,462 $314K 0.04% +407 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,440 $312K 0.18% 0 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,436 $312K 0.19% 0 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 5,411 $311K 0.1% +1 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,410 $311K 0.04% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,271 $303K 0.02% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,215 $299K <0.01% -704 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,191 $298K <0.01% -660 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,101 $293K 0.02% -248 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,275 $291K 0.1% -134 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,052 $291K 0.16% +724 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,000 $287K 0.01% +263 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,932 $283K 0.01% -1,022 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,922 $283K 0.01% +500 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 4,922 $283K 0.09% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,915 $282K 0.02% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 4,911 $282K 0.03% -2,258 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,893 $281K 0.01% +216 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,889 $281K 0.01% +40 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 4,887 $281K 0.13% -385 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,860 $279K 0.02% -22,361 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,852 $279K 0.01% +888 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,850 $279K 0.01% -20 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,835 $278K 0.05% +407 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,803 $276K 0.01% +93 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,734 $272K 0.01% -98 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,725 $271K 0.02% +124 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,362 $268K 0.01% +123 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,602 $267K 0.01% +1,104 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,639 $266K 0.02% -367 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,590 $264K 0.02% -190 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,572 $263K 0.09% -645 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,569 $262K <0.01% -31,490 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,542 $261K 0.14% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 4,521 $260K 0.03% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,496 $258K 0.13% +3 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 4,418 $254K 0.05% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,414 $253K <0.01% +55 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,390 $252K 0.01% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,366 $251K 0.01% -17 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,356 $250K 0.01% +279 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,339 $249K 0.09% 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,324 $248K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,325 $248K <0.01% +703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abel Hall, LLC More: the full row for Abel Hall, LLC 4,314 $248K 0.16% +14 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,277 $246K <0.01% new 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,277 $246K <0.01% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,252 $244K 0.04% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $244K 0.01% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,242 $244K 0.09% -8 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,180 $240K 0.01% +13 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,162 $239K 0.01% -422 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,121 $237K <0.01% +151 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,037 $232K 0.01% +2,285 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,029 $231K 0.01% +965 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,022 $231K 0.03% -141 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,012 $230K 0.01% -282 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,008 $230K <0.01% -990 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $230K 0.04% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 4,000 $230K 0.05% -3,008 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,967 $228K 0.11% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,950 $227K 0.02% +3 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,942 $226K 0.01% -142 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,941 $226K 0.15% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,918 $225K 0.01% +399 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,910 $225K 0.15% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,897 $224K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,891 $223K 0.04% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,879 $223K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,879 $223K 0.09% -308 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,871 $222K <0.01% -49 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,868 $222K 0.01% +98 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,864 $222K 0.02% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 3,841 $221K 0.07% -80 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,837 $220K 0.03% +1,268 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,824 $220K <0.01% -338 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,810 $219K 0.12% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,797 $218K 0.03% +256 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,784 $217K 0.03% new 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 3,744 $215K 0.02% +16 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,740 $215K 0.02% -90 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,731 $214K 0.04% -355 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 3,730 $214K <0.01% -218 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 3,716 $213K 0.14% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,690 $212K 0.01% -62 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,686 $212K 0.02% -600 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,682 $211K 0.02% -1,174 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. 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