Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 5,847 $405K 0.42% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,788 $401K 0.03% +3 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 5,734 $397K 0.06% +1,587 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,733 $397K 0.39% +1,700 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,697 $395K 0.05% +2,202 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,686 $394K 0.01% +1,236 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,637 $391K 0.1% -216 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,634 $390K 0.01% +103 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,609 $389K <0.01% -2,056 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,600 $388K <0.01% -15 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,546 $384K 0.01% +1,227 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,541 $384K 0.04% -267 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,539 $384K 0.01% +1,378 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,514 $382K <0.01% -489 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,440 $377K 0.18% 0 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,436 $377K 0.18% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,424 $376K <0.01% -436 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,386 $373K 0.12% +73 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,340 $371K 0.24% +65 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,296 $367K 0.22% +704 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,288 $366K <0.01% +451 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,286 $366K 0.02% +109 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 5,246 $363K 0.01% +244 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 5,200 $360K 0.01% -19 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,184 $359K 0.05% -1,545 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,176 $359K 0.01% -275 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,084 $352K 0.14% +488 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,048 $350K 0.01% +112 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 5,012 $347K 0.04% -57 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,919 $341K 0.03% +1,428 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,915 $341K 0.02% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,867 $337K <0.01% +1,282 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 4,862 $337K 0.03% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,848 $336K 0.01% +256 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,832 $335K 0.02% +137 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,782 $331K 0.04% -1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,776 $331K 0.01% +587 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,763 $330K 0.01% +1,297 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,755 $329K 0.02% +35 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,750 $329K 0.1% +45 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,711 $326K <0.01% +1,712 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,663 $323K 0.21% +78 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,633 $321K <0.01% -1,020 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,616 $320K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,601 $319K 0.01% +301 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 4,592 $318K 0.09% +442 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,563 $316K 0.18% -15 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,542 $315K 0.12% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,530 $314K 0.03% new 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,516 $313K 0.05% +1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,509 $312K 0.01% -2,159 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,507 $312K 0.01% +11 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,487 $311K 0.02% +841 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,475 $310K 0.02% -1,380 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,424 $307K 0.01% +554 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,396 $305K <0.01% +48 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,395 $304K 0.09% +44 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 4,392 $304K +340 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,336 $300K 0.01% +878 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,303 $298K <0.01% -2,420 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,303 $297K 0.12% +1,005 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,280 $296K <0.01% +172 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,274 $296K 0.04% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,259 $295K 0.02% +61 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,251 $294K 0.01% -384 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,250 $294K 0.01% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 4,247 $294K 0.08% -2,500 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,231 $293K 0.02% -34 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,391 $292K 0.01% -935 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,207 $291K 0.02% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 4,183 $290K 0.24% +23 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,170 $289K 0.05% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 4,155 $288K 0.04% -1,288 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 4,128 $286K 0.18% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 4,073 $282K 0.08% -29 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,067 $282K 0.19% -5,833 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 4,064 $282K 0.01% +739 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 4,044 $280K 0.03% -3,339 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,025 $279K 0.02% 0 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 4,025 $279K 0.01% +10 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 4,016 $278K <0.01% +2,244 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,014 $278K 0.02% +291 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,005 $277K 0.11% -55 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,001 $277K 0.05% +132 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 4,000 $277K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,891 $275K 0.05% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,953 $274K 0.02% -95 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,911 $274K 0.02% +621 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,942 $273K <0.01% +495 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 3,941 $273K 0.16% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,053 $273K 0.04% -199 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,875 $268K 0.02% 0 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,864 $268K 0.02% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,856 $267K 0.01% new 13F-HR Timeline Group MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,836 $266K 0.07% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,830 $265K 0.01% +503 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,822 $265K 0.03% +2 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,814 $264K 0.01% +386 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,803 $263K 0.03% +20 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,783 $262K 0.03% -321 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,771 $261K 0.01% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,756 $260K 0.04% -1,261 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,739 $259K <0.01% -49 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,732 $259K 0.02% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,715 $257K 0.04% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,711 $257K 0.01% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 3,616 $256K 0.02% -91 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,683 $255K <0.01% -365 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 3,675 $255K 0.09% -154 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,669 $254K 0.01% -2 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,657 $253K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,578 $250K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,567 $248K 0.04% 0 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,560 $247K 0.04% +276 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,540 $245K 0.1% +18 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,533 $245K 0.05% +363 13F-HR Timeline Polaris Investment Advisors, LLC More: the full row for Polaris Investment Advisors, LLC 3,516 $244K 0.18% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,514 $243K 0.02% -33 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,505 $243K 0.16% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,505 $243K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,476 $241K <0.01% +519 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 3,477 $241K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,462 $240K 0.05% -43 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,457 $240K 0.01% +233 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,454 $239K 0.05% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,452 $239K 0.07% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,451 $239K 0.18% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,389 $235K <0.01% -477 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,369 $233K 0.01% +8 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,361 $233K 0.01% +28 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,360 $233K 0.02% -1,457 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,354 $232K 0.02% +9 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,305 $229K 0.03% -24 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,296 $228K 0.01% +143 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,274 $228K 0.21% +54 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,286 $228K 0.09% new 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,249 $225K 0.18% new 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,222 $223K 0.02% +24 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,221 $223K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,217 $223K <0.01% +138 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,212 $223K 0.01% -1,194 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,199 $222K 0.09% new 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,161 $219K 0.13% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,157 $219K <0.01% new 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 3,153 $218K 0.06% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,153 $218K 0.01% new 13F-HR/A Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,137 $217K 0.06% +1,911 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,224 $215K 0.01% -10 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,101 $215K 0.01% +17 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,083 $214K 0.05% +50 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 3,081 $213K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,068 $213K 0.07% +838 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 3,064 $212K 0.1% +35 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,080 $212K 0.01% +16 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,048 $211K 0.1% +16 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,039 $211K <0.01% -218 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,032 $210K 0.06% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,020 $209K <0.01% -913 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,015 $209K <0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 3,008 $208K 0.04% -602 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,982 $207K 0.01% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,981 $206K 0.05% -65 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 2,927 $203K 0.04% new 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,916 $202K 0.42% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,914 $202K 0.1% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,889 $200K 0.14% new 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,783 $193K -547 Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,777 $192K 0.02% +17 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,724 $186K 0.01% +79 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,682 $186K 0.12% +20 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,628 $182K 0.06% +501 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,609 $181K <0.01% -942 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,600 $180K 0.01% 0 13F-HR Timeline Group Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,600 $180K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,546 $176K 0.01% +1,250 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,458 $170K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,397 $166K 0.03% +1,834 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,375 $165K 0.01% +15 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,370 $164K 0.02% -110 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,316 $160K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,288 $159K <0.01% -462 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,275 $158K 0.03% +90 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,205 $153K 0.01% +1,680 13F-HR/A Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,168 $150K 0.01% -535 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,068 $143K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,050 $142K <0.01% -1,279 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,047 $142K <0.01% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,851 $128K <0.01% +22 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,839 $127K 0.02% +2 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,768 $122K 0.02% +26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,687 $117K 0.01% +229 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,673 $116K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,653 $115K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,653 $115K 0.03% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,594 $110K <0.01% -111 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 1,569 $109K 0.05% +1,444 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,568 $109K <0.01% +107 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,506 $104K 0.1% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,488 $103K 0.01% -160 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,482 $103K 0.01% 0 13F-HR Timeline