Eukles Asset Management More: the full row for Eukles Asset Management 29,121 $1.17M 0.45% +81 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 29,114 $1.17M 0.21% -347 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,016 $1.16M 0.03% -241 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 28,838 $1.16M 0.85% +954 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 28,827 $1.16M 0.45% -576 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 28,643 $1.15M 0.03% new 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 28,640 $1.15M 0.02% 0 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 28,556 $1.15M 0.22% -400 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 28,400 $1.14M 0.02% -2,946 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 28,025 $1.12M 0.02% -1,850 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 27,386 $1.1M 0.02% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 27,051 $1.09M 0.06% -1,205 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 26,760 $1.07M 0.03% +7,345 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,454 $1.06M 0.01% -9,035 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 26,222 $1.05M 0.05% +1,158 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 26,218 $1.05M 0.05% -58 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 26,102 $1.05M 0.08% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 26,078 $1.05M 0.16% -1,472 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 25,614 $1.03M 0.13% 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 25,604 $1.03M 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 25,517 $1.02M 0.07% +672 13F-HR Timeline Bell Bank More: the full row for Bell Bank 25,476 $1.02M 0.04% -4,375 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 25,422 $1.02M 0.85% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25,231 $1.01M <0.01% +4,574 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 25,164 $1.01M 0.19% -950 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 25,053 $1.01M 0.08% -3,605 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 25,048 $1.01M 0.12% 0 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 25,032 $1M 0.92% -501 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 24,996 $1M 0.03% -406 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 24,968 $1M 0.28% -2,836 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 24,545 $985K 0.05% -1,535 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 24,297 $975K 0.08% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 24,247 $973K 0.16% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 24,118 $968K 0.13% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21,930 $964K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 23,958 $961K 0.05% +10,058 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,922 $960K 0.04% -1,243 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 23,889 $959K 0.19% 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 23,808 $955K 0.53% -295 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 23,784 $954K 0.03% +12,377 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 23,584 $946K 0.05% +9,594 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 22,906 $945K 0.59% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 22,545 $931K 0.05% 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 23,092 $927K 0.07% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,861 $917K 0.01% +2,374 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 22,608 $907K 0.03% -22,996 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 22,541 $905K 0.1% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,464 $901K 0.02% +362 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 22,460 $901K 0.51% 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,351 $897K 0.06% +701 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 22,344 $897K 0.03% +3,232 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,338 $896K 0.02% -2,846 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 22,238 $892K 0.02% +1,908 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,204 $891K 0.03% +2,379 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 22,182 $890K 0.1% -587 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,111 $887K <0.01% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 21,860 $877K 0.02% -3,555 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 21,435 $876K 0.26% -530 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 21,746 $873K 0.04% +205 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 21,604 $867K 0.12% -606 13F-HR Timeline TOBAM More: the full row for TOBAM 21,539 $864K 0.21% +21,209 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 21,421 $860K 0.34% +7 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 21,397 $859K 0.05% +271 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,066 $845K 0.01% -5,320 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 20,880 $838K 0.23% -2,320 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 20,535 $824K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,366 $817K 0.01% +115 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,344 $816K 0.05% -6,676 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 20,255 $813K 0.25% -18 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 20,238 $812K 0.09% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 20,222 $811K -5,050 Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 19,965 $801K 0.07% new 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,866 $797K 0.06% +209 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 19,214 $793K 0.04% +5,130 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 19,672 $789K 0.21% +1,928 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,669 $789K 0.03% -3,273 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 19,399 $778K 0.04% +622 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 19,394 $778K 0.03% -2,649 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 19,378 $778K 0.44% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 19,362 $777K 0.71% 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 19,349 $776K 0.03% -32 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 19,250 $773K 0.27% +75 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 19,244 $772K 0.02% -1,322 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 19,072 $765K 0.15% +5,163 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 18,970 $761K 0.01% +4,795 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 18,816 $755K 0.01% -2,394 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 18,756 $753K 0.03% -562 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 18,724 $751K 0.15% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 18,568 $745K 0.02% +3,640 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 18,335 $745K 0.03% -468 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 18,424 $739K 0.09% +800 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,412 $739K 0.1% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 18,216 $731K 0.12% new 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,116 $727K 0.22% +166 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 18,098 $726K 0.43% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,016 $723K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 18,009 $723K 0.01% +1,537 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,007 $723K 0.19% -340 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,440 $722K 0.02% -437 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 17,967 $721K 0.07% +4 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 17,897 $718K 0.05% -121 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,763 $713K 0.4% +219 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 17,750 $712K <0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 17,652 $708K 0.05% -400 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 17,637 $708K 0.01% +2,499 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 14,756 $704K 0.2% -2,232 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 17,488 $702K 0.03% +5,679 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 17,140 $701K 0.03% +1,162 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 17,427 $699K 0.32% +467 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 17,399 $698K <0.01% -1,315 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 17,393 $698K 0.09% 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 17,343 $696K 0.19% +1,003 13F-HR Timeline CX Institutional More: the full row for CX Institutional 17,331 $695K 0.02% -1,564 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 17,214 $691K <0.01% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 17,181 $689K <0.01% +6,197 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 17,172 $689K 0.04% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 17,159 $689K 0.71% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,074 $685K 0.04% -459 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 17,052 $684K 0.1% +541 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 17,040 $684K 0.01% -1,115 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 16,918 $679K 0.1% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,920 $679K 0.04% -160 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 16,756 $672K 0.19% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 16,751 $672K 0.11% -9,423 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 16,612 $667K 0.02% -10,807 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 16,587 $666K 0.04% +2,978 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 16,544 $664K 0.05% -216 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 16,503 $662K 0.12% -1,174 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 15,859 $648K 0.09% -12,007 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 16,087 $646K 0.08% +26 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,042 $644K <0.01% -843 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 16,036 $644K 0.15% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 16,004 $642K 0.09% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 16,000 $642K 0.48% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15,922 $639K 0.01% +306 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,754 $632K 0.02% -586 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 15,563 $625K 0.09% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 15,364 $617K 0.08% -218 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 15,306 $614K 0.03% +5,770 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 15,152 $608K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 15,021 $603K 0.07% +4,977 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 14,845 $596K 0.42% -1,568 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 14,822 $595K 0.49% 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 14,801 $594K 0.59% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 14,756 $592K 0.01% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,744 $592K 0.01% +2,828 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 17,339 $591K 0.17% -2,044 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 14,606 $586K 0.26% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 14,576 $585K 0.18% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 14,565 $584K 0.02% -2,376 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 14,562 $584K 0.52% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 14,400 $578K 0.05% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 14,300 $574K 0.05% -14 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 14,216 $570K 0.04% new 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,188 $569K 0.01% +16 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,112 $566K 0.01% -866 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 14,031 $563K 0.02% -134 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 14,000 $562K 0.02% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,943 $560K 0.01% +3,637 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,886 $557K 0.02% -429 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 13,858 $556K 0.03% -56 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 13,713 $550K 0.33% -1,619 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 13,688 $549K 0.07% +322 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,656 $548K 0.02% -880 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 13,611 $546K 0.09% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,600 $546K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,580 $546K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 13,509 $542K <0.01% -24,797 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 13,508 $542K 0.07% -141 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 13,430 $539K 0.17% -3,531 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 13,360 $536K 0.03% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 13,347 $536K <0.01% -729 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 13,157 $534K 0.05% -7,328 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 13,297 $534K 0.07% +1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 13,233 $531K 0.01% +1,502 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,169 $528K 0.04% +331 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 13,086 $525K 0.02% +274 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 13,059 $524K +1,600 Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 13,044 $523K 0.09% -1,598 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,034 $523K 0.02% -40 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 13,024 $523K 0.84% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,952 $520K 0.07% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 12,924 $519K 0.12% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 12,901 $518K 0.06% -37 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,844 $515K 0.05% -9,213 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 12,840 $515K 0.1% -1,864 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 12,269 $512K 0.12% +68 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 12,695 $509K 0.29% -26 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 12,658 $508K 0.01% +996 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 12,639 $507K 0.03% -3 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 12,627 $507K 0.04% +63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,624 $507K 0.07% -965 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,114 $503K 0.01% -1,351 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 12,526 $503K 0.04% -550 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 12,481 $501K 0.06% +2,285 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,455 $500K 0.05% -82 13F-HR Timeline 25 LLC More: the full row for 25 LLC 12,431 $499K 0.16% +4 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,407 $498K 0.17% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 12,377 $497K 0.01% +939 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 12,338 $495K 0.02% +2,220 13F-HR Timeline