AMG National Trust Bank More: the full row for AMG National Trust Bank 3,355 $791K 0.02% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,352 $791K 0.03% +518 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,336 $787K 0.14% +324 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,291 $784K 0.02% -587 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,320 $783K 0.02% -800 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,271 $771K 0.01% +353 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,266 $770K 0.01% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,200 $759K 0.22% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,219 $759K 0.01% +450 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,194 $758K 0.03% -26 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,206 $756K 0.01% -566 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,205 $756K 0.04% +12 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,204 $756K 0.32% -41 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,201 $755K +668 Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,200 $755K 0.05% -40 13F-HR/A Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,970 $751K 0.03% -1,014 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 3,170 $748K 0.34% 0 13F-HR Timeline Lakeside Advisors, INC. 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Harrison & Partners Inc 3,020 $732K 0.1% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,097 $730K 0.02% -346 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,084 $727K 0.05% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3,074 $725K 0.27% +41 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,067 $723K 0.04% +263 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,046 $721K 0.04% +742 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,037 $720K 0.05% +3,023 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,049 $719K 0.02% -393 13F-HR Timeline FIRST MANHATTAN CO. LLC. 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LLC. 3,019 $716K <0.01% -520 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,035 $716K 0.14% +750 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,021 $712K 0.02% -230 13F-HR/A Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,021 $712K 0.12% -3,649 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 2,988 $712K -1,398 Timeline Navalign, LLC More: the full row for Navalign, LLC 3,001 $708K 0.19% +49 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 3,000 $707K 0.4% 0 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 2,993 $706K 0.34% +823 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,964 $699K 0.05% +200 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 2,953 $696K 0.48% +250 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,946 $695K 0.45% -30 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 2,942 $694K 0.63% -47 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 2,936 $692K 0.03% +115 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 2,912 $691K 0.28% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,926 $690K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,917 $688K 0.19% 0 13F-HR/A Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,908 $686K 0.18% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,895 $683K 0.02% +2,078 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,892 $682K 0.18% -125 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,814 $682K 0.03% +337 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,884 $680K 0.02% +536 13F-HR Timeline Group SS&H Financial Advisors, Inc. 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COUNSEL INC 2,810 $663K 0.01% -509 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,809 $662K 0.01% -355 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,807 $662K 0.01% +272 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,800 $660K 0.3% -43 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,797 $660K 0.01% -694 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,794 $659K 0.01% +498 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,793 $659K 0.09% -79 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,773 $654K 0.03% -1,114 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,770 $653K 0.02% -166 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,761 $651K <0.01% -18,651 13F-HR Timeline Group Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 2,760 $651K 0.06% -265 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,741 $650K 0.06% +580 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,755 $650K 0.03% -69 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,738 $646K 0.02% -277 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,403 $642K 0.29% +745 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,718 $641K 0.25% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,706 $638K 0.17% -2,775 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 2,698 $636K 0.19% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,692 $635K 0.04% +649 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,691 $635K 0.04% -15,442 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,676 $631K 0.06% -9,104 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,671 $630K 0.05% -63 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,668 $629K 0.02% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 2,639 $626K 0.19% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,652 $625K 0.04% -1,015 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,642 $623K 0.62% -10 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,632 $621K 0.01% +219 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,624 $619K 0.06% +518 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,619 $618K 0.18% -73 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,617 $617K 0.02% +44 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,562 $604K 0.02% +330 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,551 $602K 0.04% +704 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,547 $601K 0.24% +1,606 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,533 $598K 0.11% +312 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,514 $597K 0.06% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,526 $596K 0.03% new 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 2,515 $593K 0.45% -10 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 2,500 $590K <0.01% -35,600 13F-HR/A Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,496 $589K 0.02% -109 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,495 $588K 0.03% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 2,480 $585K 0.18% +204 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,467 $582K 0.01% +10 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,450 $578K 0.32% -76 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,441 $576K 0.07% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,441 $576K 0.02% -6,093 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 2,416 $573K 0.01% -1,114 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,427 $572K 0.03% +396 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,413 $569K 0.04% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,410 $568K 0.1% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,407 $568K <0.01% +567 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,401 $566K 0.03% +304 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 2,399 $566K 0.11% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,368 $558K 0.16% +6 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,351 $554K 0.43% -35 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,333 $550K 0.03% +408 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,186 $546K 0.09% -117 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,301 $543K 0.03% +1,201 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,300 $542K 0.23% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,300 $542K 0.19% +262 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,296 $541K 0.05% -46 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,287 $539K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,286 $539K 0.01% +162 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,276 $537K 0.02% -201 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2,262 $537K 0.05% +22 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,263 $534K 0.01% -15 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 2,255 $532K 0.31% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,251 $531K 0.01% -5 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,240 $528K 0.21% -46 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 2,239 $528K 0.36% -191 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,217 $526K 0.02% -7 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,223 $524K 0.16% -5,782 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,220 $523K 0.2% +819 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,214 $522K 0.08% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,211 $521K 0.01% +545 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,205 $520K 0.16% -9,000 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 2,186 $515K 0.38% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,179 $514K 0.02% -635 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,179 $514K 0.08% +1,145 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,164 $513K 0.02% -300 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,171 $512K 0.01% -24 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,169 $511K 0.06% +976 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 2,153 $508K 0.26% +12 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,113 $506K 0.19% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,146 $506K 0.02% -48 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,137 $504K 0.07% -13 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 2,133 $503K 0.13% -200 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,133 $503K <0.01% +660 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,113 $498K 0.14% -218 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,104 $496K 0.06% -2,624 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 2,100 $495K 0.38% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,096 $494K 0.34% -681 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,075 $489K 0.13% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,069 $488K 0.2% +28 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,060 $486K 0.33% +50 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,053 $484K 0.09% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,050 $483K 0.05% 0 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 2,050 $483K 0.44% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 2,027 $478K 0.27% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,995 $473K 0.04% -9 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,003 $472K 0.06% -51 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $472K 0.12% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,996 $471K 0.07% -229 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,990 $469K 0.03% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,989 $469K 0.22% -500 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,981 $467K 0.08% +43 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,977 $466K 0.03% -132 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,974 $465K 0.11% +331 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,952 $460K 0.03% +1,017 13F-HR/A Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,950 $460K 0 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,971 $460K 0.03% -186 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,942 $458K 0.01% -66 13F-HR/A Timeline Group TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,931 $455K 0.17% -1 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,930 $455K 0.25% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,930 $455K 0.17% +149 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,918 $452K 0.19% +8 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,917 $452K 0.11% -166 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,908 $452K 0.01% +527 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,915 $452K 0.05% +712 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,912 $451K 0.08% +876 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,910 $450K 0.02% -523 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,908 $450K 0.23% -1,987 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,836 $449K 0.01% -45 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,899 $448K 0.07% -2,408 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,899 $448K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,946 $445K 0.06% -91 13F-HR/A Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 1,832 $444K 0.05% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,863 $439K <0.01% +502 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,860 $439K 0.21% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,853 $437K 0.01% -92 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,865 $437K 0.04% -135,000 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,849 $436K 0.06% +517 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,847 $436K 0.05% -1,301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,844 $435K 0.07% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,832 $432K 0.01% -32 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,826 $431K <0.01% +470 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,824 $430K 0.05% +846 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,816 $428K 0.03% -91 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,807 $426K 0.26% +2 13F-HR Timeline