Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,517 $482K <0.01% -13 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,389 $476K <0.01% +1,691 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 10,349 $474K 0.01% -5,096 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,336 $474K 0.02% +273 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,319 $473K 0.04% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,296 $472K 0.01% -27,108 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,252 $470K 0.02% new 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,227 $469K 0.14% +11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,211 $468K 0.01% -37 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 10,167 $466K 0.11% -13,699 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,960 $460K 0.01% +37 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,012 $459K 0.02% -241 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,001 $458K <0.01% -923 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,982 $457K <0.01% +334 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 9,947 $456K 0.01% +8,436 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 9,865 $452K 0.28% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,849 $450K 0.02% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 9,613 $440K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,590 $439K <0.01% -438 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,547 $437K <0.01% -110 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,538 $437K <0.01% +736 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 9,485 $435K 0.16% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,432 $432K 0.02% -68 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,388 $430K <0.01% -424 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 12,540 $429K 0.05% new 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,294 $426K <0.01% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,288 $426K 0.04% +82 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,239 $423K 0.01% new 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 9,193 $421K 0.24% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,178 $421K <0.01% +492 13F-HR Timeline Group Code Waechter LLC More: the full row for Code Waechter LLC 8,774 $417K 0.27% +3,594 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,092 $417K 0.01% +208 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,078 $416K 0.01% +1 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,030 $414K 0.04% -2,384 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,029 $414K <0.01% -59 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 8,846 $405K 0.03% +2,385 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,779 $402K 0.06% +262 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,728 $400K 0.01% +2,538 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,668 $397K 0.19% -2,602 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 8,562 $392K <0.01% +900 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,495 $389K 0.08% +1,135 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,440 $387K 0.02% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,405 $385K 0.05% +8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,361 $383K <0.01% -3,314 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,218 $377K <0.01% -476 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,020 $367K <0.01% -72 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,998 $366K 0.01% +434 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,965 $365K 0.01% +330 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 7,950 $364K <0.01% +2,796 13F-HR Timeline Group Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 7,950 $364K 0.08% +300 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 7,911 $362K 0.05% +974 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 7,815 $358K 0.06% -2,204 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,707 $358K 0.01% +414 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,738 $355K 0.05% -5,379 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,725 $354K 0.04% +1,638 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,647 $350K 0.01% -1,089 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,458 $342K 0.01% +1,000 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,451 $341K 0.05% -4,994 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 7,449 $341K 0.03% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,422 $340K 0.02% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,379 $338K 0.04% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,359 $337K 0.01% +87 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,334 $336K 0.01% -211 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,323 $336K 0.01% -1,537 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,247 $332K 0.14% -58 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 7,200 $330K 0.05% +507 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,166 $328K 0.07% -92 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,083 $325K 0.03% -447 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,032 $322K 0.02% +1,502 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,002 $321K 0.02% +11 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,000 $321K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,998 $321K 0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,918 $317K 0.07% +1,013 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,894 $316K <0.01% +104 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,729 $309K 0.01% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 6,715 $308K 0.08% new 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 6,687 $306K <0.01% -1,668 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,648 $305K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,635 $304K 0.01% +258 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,620 $303K 0.19% -808 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,591 $302K 0.01% 0 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,585 $302K 0.04% +588 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,578 $301K 0.09% -435 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,537 $300K <0.01% -321 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,518 $299K 0.01% +74 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,493 $298K 0.01% +179 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 6,380 $296K 0.06% -535 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,355 $291K <0.01% +343 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 6,349 $291K 0.2% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,230 $285K 0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,202 $284K -1,067 Timeline CX Institutional More: the full row for CX Institutional 6,183 $283K 0.01% +1,574 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,149 $282K 0.01% +217 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,114 $280K 0.02% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,101 $280K 0.05% -98 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,037 $277K 0.01% -6 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,991 $274K 0.06% -1,383 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,985 $274K 0.03% -25 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,967 $273K 0.05% +65 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,960 $273K 0.01% +150 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,948 $273K <0.01% +306 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,872 $269K <0.01% -25,592 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,848 $268K 0.01% -421 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,841 $268K <0.01% +588 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 5,837 $267K 0.07% +216 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,703 $261K 0.02% new 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 5,700 $261K 0.11% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,666 $260K 0.02% +359 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,646 $259K 0.1% -419 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,589 $256K 0.01% -88 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,579 $256K 0.01% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,554 $254K <0.01% -2,130 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 5,536 $254K 0.11% +525 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 5,503 $253K 0.01% -2,145 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,525 $253K 0.01% -80 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,512 $253K <0.01% +177 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,435 $249K 0.12% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,432 $249K <0.01% -29 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,400 $247K 0.03% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 5,390 $247K 0.08% -2,000 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,190 $247K 0.03% -460 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,349 $245K 0.03% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,291 $242K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,290 $242K 0.01% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,285 $242K 0.01% +2 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,282 $242K 0.19% +12 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,255 $241K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,228 $240K 0.03% -225 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,202 $238K 0.04% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,187 $238K 0.04% +11 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 5,170 $237K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,168 $237K <0.01% +2,319 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,151 $236K <0.01% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,118 $235K 0.02% +126 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,085 $233K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 5,069 $232K <0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,061 $232K 0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,047 $231K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,979 $228K 0.37% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,948 $227K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,946 $227K <0.01% -82 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,945 $227K 0.01% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,921 $225K 0.17% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,821 $221K 0.01% new 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 4,789 $220K 0.08% new 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 4,800 $220K 0.08% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,767 $218K 0.04% new 13F-HR Timeline Group Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,766 $218K 0.03% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,765 $218K <0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 4,757 $218K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,752 $218K 0.02% -14,154 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,742 $217K <0.01% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,858 $216K 0.01% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,704 $216K 0.01% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 4,702 $215K <0.01% -60,870 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 4,697 $215K 0.06% new 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 4,689 $215K 0.53% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,671 $214K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,660 $214K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,625 $212K 0.08% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,608 $211K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,605 $211K 0.06% +104 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,575 $210K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,567 $209K 0.01% +38 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,545 $208K 0.01% new 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 4,515 $207K 0.1% -1,685 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,454 $204K 0.01% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 4,432 $203K 0.02% new 13F-HR Timeline Group NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 4,400 $202K 0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 4,387 $201K 0.06% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,384 $201K 0.08% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,236 $194K 0.02% -382 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,232 $194K <0.01% +411 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,171 $191K 0.01% +2,077 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,008 $184K 0.11% -180 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,000 $183K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,946 $181K 0.01% +91 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,883 $178K <0.01% -117 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,742 $171K <0.01% +507 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,733 $170K 0.01% +1,168 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,491 $160K 0.03% -89 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,408 $156K <0.01% -5,266 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,357 $154K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,243 $149K <0.01% +327 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,208 $147K 0.14% +12 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,061 $140K 0.01% -556 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,018 $138K 0.01% +517 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 2,987 $137K 0.13% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,827 $130K 0.1% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,645 $121K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 2,510 $115K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,493 $114K <0.01% +1,428 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,485 $114K <0.01% +18 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,310 $106K <0.01% +1,798 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,212 $101K 0.02% +21 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,083 $95.4K <0.01% +71 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,027 $92.9K 0.06% +1,883 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,993 $90K 0.03% +13 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,931 $89.8K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,942 $89K 0.01% +108 13F-HR Timeline