FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,553 $871K <0.01% -200 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,559 $868K 0.9% +268 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,524 $859K 0.18% +870 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,522 $859K 0.03% +800 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) 3,497 $852K 0.03% -6,313 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,495 $852K 0.05% -1,190 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,488 $850K 0.04% +216 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,486 $850K 0.02% -335 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 3,481 $849K +770 Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,477 $848K 0.03% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,448 $841K 0.01% +1,167 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,440 $839K 0.04% +40 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,437 $838K 0.28% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,437 $838K 0.06% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,435 $838K 0.01% -8 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,413 $832K <0.01% 0 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 3,373 $822K 0.14% -7,860 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,366 $821K 0.02% +17 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,348 $816K 0.03% -4,250 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,347 $816K 0.01% +379 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 3,344 $815K 0.27% -43,496 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 4,112 $815K 0.36% 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,321 $810K 0.4% -87 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,318 $809K 0.19% -148 13F-HR Timeline Group Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 3,316 $808K 0.54% +2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,311 $807K 0.08% -172 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,880 $806K 0.15% +1,475 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,269 $803K 0.04% -777 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,291 $802K 0.17% -6,056 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,463 $800K 0.42% -260 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,779 $799K 0.02% -149 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,279 $799K 0.03% +29 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,260 $795K 0.06% -921 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,242 $790K 0.16% -20 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,200 $785K 0.3% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,217 $784K 0.41% -100 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,201 $781K 0.02% +82 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 3,201 $780K 0.04% -148 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,187 $777K 0.01% -713 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,186 $777K 0.09% -200 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,170 $773K 0.43% +22 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 3,149 $768K 0.63% -251 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,148 $767K 0.04% -138 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,144 $766K 0.22% -73 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,125 $762K 0.08% -625 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,121 $761K 0.02% +195 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,097 $755K 0.03% -352 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,109 $752K 0.07% -798 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,080 $751K 0.01% 0 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,051 $742K 0.05% -98 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,041 $741K 0.13% -980 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 3,020 $736K 0.14% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,017 $735K 0.24% +405 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,017 $735K 0.11% -132 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,004 $732K 0.02% -82 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,001 $732K 0.55% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $731K 0.53% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,984 $727K 0.02% -449 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,983 $727K 0.69% -352 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 3,428 $725K 0.3% +1,039 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,946 $718K 0.01% -261 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,912 $714K 0.35% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 2,922 $712K 0.01% new 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 2,921 $712K 0.44% -22 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,908 $709K 0.2% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,902 $707K 0.2% +62 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,889 $704K 0.61% +44 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,875 $701K 0.26% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,867 $699K 0.09% -100 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,401 $696K 0.36% -34 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,843 $693K 0.37% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,835 $691K 0.14% -71 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,833 $691K 0.29% -20 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,824 $688K 0.03% -1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,820 $687K 0.03% +223 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,808 $684K 0.02% -158 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,745 $669K 0.15% -3 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,731 $666K 0.05% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,718 $663K 0.3% +25 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,705 $659K 0.02% -49 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,703 $659K 0.53% -2 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,698 $658K 0.21% -59 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,683 $654K 0.01% +367 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,675 $652K 0.12% +210 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,669 $651K 0.2% -5 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,668 $650K 0.03% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,652 $650K 0.08% -39 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,659 $648K 0.01% -602 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,659 $648K 0.77% -162 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,646 $645K 0.02% -16 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,642 $644K <0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,635 $642K 0.05% +163 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,611 $637K 0.04% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,610 $636K 0.19% +21 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,593 $632K 0.01% +1,099 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,564 $629K 0.03% -150 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 2,563 $625K -43 Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,969 $624K 0.5% 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,555 $623K 0.03% +225 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,542 $620K 0.26% -680 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,542 $620K 0.21% +260 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,535 $618K 0.04% +374 13F-HR Timeline Group Womack Financial LLC More: the full row for Womack Financial LLC 2,533 $618K 0.57% -84 13F-HR/A Timeline Legacy Trust More: the full row for Legacy Trust 2,531 $617K 0.15% -140 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,530 $617K 0.42% -20 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,525 $616K 0.02% +22 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 2,524 $615K 0.29% +2,340 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,498 $609K 0.02% -846 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,494 $608K 0.17% -6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,482 $605K 0.08% -419 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,473 $603K 0.08% -130 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,113 $597K 0.44% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,445 $596K 0.02% new 13F-HR/A Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,428 $592K 0.06% +67 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,422 $591K 0.03% -4,453 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,413 $588K 0.18% +12 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,413 $588K 0.12% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 136,890 $587K 0.05% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,376 $582K 0.06% -225 13F-HR Timeline Group Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,389 $582K 0.4% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2,365 $577K 0.31% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,348 $572K 0.01% -103 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 2,333 $569K 0.16% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,306 $562K 0.01% -67,844 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,300 $561K 0.14% -15 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,300 $561K 0.29% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,287 $558K 0.03% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,286 $557K 0.47% +60 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,274 $554K 0.03% +275 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,272 $554K 0.19% +135 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,623 $554K 0.03% -104 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,264 $552K 0.06% -106 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,254 $550K 0.03% -542 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,246 $548K 0.02% -138 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,241 $547K 0.1% -76 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,238 $546K 0.04% -743 13F-HR/A Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,233 $544K 0.26% +38 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,226 $543K 0.01% +18 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,214 $540K 0.1% -10 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,223 $538K 0.01% +481 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,209 $538K 0.01% -515 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,205 $538K 0.14% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,198 $536K 0.01% -38 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,195 $535K 0.33% -110 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,180 $534K 0.34% -250 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,175 $530K 0.53% +41 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,934 $527K 0.13% -490 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,147 $523K 0.04% +54 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,130 $522K 0.02% -54 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,141 $522K 0.36% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,139 $521K <0.01% -1,453 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 2,127 $519K <0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,125 $518K 0.02% -707 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,122 $517K 0.12% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,107 $514K 0.05% -62 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 2,119 $512K 0.01% -8,978 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,101 $512K 0.09% -132 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,100 $512K 0.43% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,098 $511K 0.05% +1,296 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,102 $511K <0.01% -581 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,082 $511K 0.02% -107 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,091 $510K 0.16% +31 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,079 $507K 0.01% -77 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,075 $506K 0.02% -1,600 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,075 $506K 0.01% -156 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 2,071 $505K 0.17% -119 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,424 $504K 0.03% +95 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,057 $501K 0.03% -2 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,053 $500K 0.1% -55 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,364 $500K 0.04% -8 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,050 $500K 0.04% -93 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $500K 0.06% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,050 $500K 0.53% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,044 $498K 0.23% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,042 $498K 0.06% +12 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,041 $498K 0.04% +228 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,389 $496K 0.03% -63 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,029 $495K 0.09% -2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,028 $494K 0.01% +95 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 2,027 $494K 0.33% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,008 $492K 0.05% -7 13F-HR/A Timeline Group Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,010 $490K 0.39% -50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,009 $490K 0.03% -3,120 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $488K 0.1% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,990 $485K 0.03% -50 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,986 $484K 0.04% +47 13F-HR Timeline TOBAM More: the full row for TOBAM 1,966 $479K 0.2% +1,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,950 $475K 0 Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,946 $474K 0.02% -115 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,941 $473K 0.02% +410 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1,930 $473K 0.06% +17 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,936 $472K 0.28% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,932 $471K 0.03% -352 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,931 $471K 0.21% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,927 $470K 0.01% -192 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,620 $469K 0.08% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,913 $466K 0.1% +333 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,913 $466K 0.19% -40 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,900 $463K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,898 $463K 0.01% +135 13F-HR/A Timeline