MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 8,216 $2.87M 1.52% +275 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,352 $2.87M 0.09% +2,523 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 8,325 $2.86M 0.24% -104 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,319 $2.86M <0.01% +1,939 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,313 $2.85M 0.28% +153 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,305 $2.85M 0.1% -1,112 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 8,295 $2.85M 1.36% -116 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,277 $2.84M 0.03% -2,762 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,181 $2.81M 0.25% -336 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,138 $2.79M 0.32% +6,368 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 8,109 $2.78M 0.11% -50 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,960 $2.73M 0.35% -399 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,959 $2.73M 0.08% -21 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,950 $2.73M 0.13% +606 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 7,884 $2.71M 0.31% +211 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,877 $2.7M 0.14% +2,149 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,859 $2.7M 0.79% +2 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 7,858 $2.7M 0.05% +1,003 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,850 $2.69M 0.06% -1,436 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,843 $2.69M 0.08% -212 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,841 $2.69M 0.04% -186 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,840 $2.69M 0.03% -144 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 7,813 $2.68M 0.02% -1,254 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,804 $2.68M 0.04% -135 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 7,768 $2.67M 0.13% +2 13F-HR/A Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,726 $2.65M 0.11% -38 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 7,720 $2.65M 0.02% +1,445 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 7,676 $2.63M 0.09% +25 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,673 $2.63M 0.13% +217 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,636 $2.62M 0.01% +1,854 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,572 $2.6M 0.22% +1,213 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,570 $2.6M 0.08% +4,062 13F-HR Timeline United Bank More: the full row for United Bank 7,554 $2.59M 0.86% -146 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 7,535 $2.59M 0.34% 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,528 $2.58M 0.73% +13 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,514 $2.58M 0.26% +164 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,504 $2.58M 0.13% +230 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 7,500 $2.57M 1.75% +105 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,405 $2.57M 0.05% +66 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,474 $2.57M 0.01% +964 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,473 $2.57M 0.12% -78 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 7,427 $2.55M +970 Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,395 $2.54M 0.23% -2,715 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 7,362 $2.53M 0.1% +420 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,353 $2.52M 0.19% -291 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 7,332 $2.52M 0.13% -56 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 7,320 $2.51M 0.11% -1,346 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 7,301 $2.51M 0.74% -1,282 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,297 $2.5M 0.02% -1,747 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,294 $2.5M 0.02% -157 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,285 $2.5M 0.01% 0 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 7,271 $2.5M 0.02% +22 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 7,263 $2.49M 0.26% +2,283 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 7,200 $2.47M 0.02% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,198 $2.47M 0.06% -2,578 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,157 $2.46M 0.05% -366 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 7,147 $2.45M 0.2% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,134 $2.45M 0.41% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 7,116 $2.44M 0.29% +204 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 7,112 $2.44M 1.44% +22 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,087 $2.43M 0.02% +1,449 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,063 $2.42M 0.55% -294 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,010 $2.41M 0.03% +32 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,991 $2.4M 0.88% +480 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 6,990 $2.4M 0.12% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 6,990 $2.4M <0.01% -2,683 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,989 $2.4M 0.06% -792 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,956 $2.39M 0.1% +6 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,910 $2.37M 1.32% -152 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,908 $2.37M 0.08% -231 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,894 $2.37M 0.09% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,891 $2.37M 0.49% -57 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,891 $2.37M 0.05% +114 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,001 $2.35M 0.16% -3 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 6,820 $2.34M 0.05% -6 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,798 $2.33M 0.2% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 6,784 $2.33M 1.33% -560 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,778 $2.33M 0.31% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,759 $2.32M 0.05% +168 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,734 $2.31M 0.12% -560 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,603 $2.3M 0.45% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 6,698 $2.3M 0.66% +507 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 6,674 $2.29M 0.47% +855 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 6,597 $2.26M 0.64% +1,402 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,593 $2.26M 0.03% +405 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,579 $2.26M 0.14% +303 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 6,570 $2.25M 0.83% -52 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,566 $2.25M 2.15% +399 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,024 $2.25M 0.05% +253 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,556 $2.25M 0.08% +819 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,543 $2.25M 0.33% -40 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,478 $2.22M 1.32% -584 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 6,335 $2.22M 1.64% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,423 $2.2M 0.8% +23 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,412 $2.2M 0.29% +27 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,398 $2.2M 0.12% -9 13F-HR/A Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,382 $2.19M 0.22% -312 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 6,372 $2.19M 0.75% +493 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,360 $2.18M 0.21% -175 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,339 $2.18M 0.05% -1,823 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,336 $2.17M 0.13% -2,526 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 6,301 $2.16M 0.44% -58 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,291 $2.16M 0.13% -80 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,217 $2.13M 1.25% -108 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,177 $2.12M 0.15% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 6,152 $2.11M 0.17% +476 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,149 $2.11M 0.14% +181 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,135 $2.11M 0.03% +324 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,111 $2.1M 0.29% -295 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,100 $2.09M 0.33% +161 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 6,077 $2.09M 0.24% +5,760 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 6,071 $2.08M 0.19% -48 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,908 $2.07M 0.04% -501 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 6,011 $2.06M 1.44% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,011 $2.06M 0.43% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,006 $2.06M 0.1% -594 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,022 $2.05M 0.36% +4,927 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,949 $2.04M 0.13% +974 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 5,920 $2.03M 0.84% -986 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,850 $2.01M 0.12% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 5,847 $2.01M 0.33% +320 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,843 $2.01M 0.58% +19 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,847 $1.99M 0.02% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 5,790 $1.99M 0.16% -534 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,901 $1.99M 0.31% -283 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,740 $1.97M 0.76% +325 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,722 $1.96M 0.1% +335 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 5,720 $1.96M 0.66% +994 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,699 $1.96M 0.07% +647 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,688 $1.95M 0.03% +176 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,675 $1.95M 0.94% +15 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,654 $1.94M 0.03% +167 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,635 $1.93M 0.47% +1,412 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,601 $1.92M -428 Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,596 $1.92M 0.88% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,595 $1.92M 0.04% -2,399 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,586 $1.92M 0.03% +2,611 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,572 $1.91M 0.73% -1,403 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,560 $1.91M 0.1% +1,335 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,518 $1.89M 0.91% -75 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,502 $1.89M 0.21% +835 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,493 $1.89M 0.06% +67 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,489 $1.88M 0.02% -418 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,439 $1.87M 0.94% -60 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,424 $1.86M 0.41% -8 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,373 $1.84M 0.25% -248 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,360 $1.84M 0.11% +1,400 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,352 $1.84M 0.03% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,345 $1.83M 0.14% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,308 $1.82M 0.04% +2,139 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,291 $1.82M 0.32% +5 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,272 $1.81M 0.45% -136 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,214 $1.79M 0.27% -4,846 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,193 $1.78M 1.58% +4,342 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,166 $1.77M 0.02% +2,899 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. 5,165 $1.77M 0.09% -151 13F-HR Timeline Group EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 5,152 $1.77M 0.03% -276,551 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,139 $1.76M 0.03% +103 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,102 $1.75M 0.19% -176 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,096 $1.75M 0.21% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,082 $1.74M 0.98% -54 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 5,075 $1.74M 0.25% +229 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,011 $1.72M 0.17% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 5,000 $1.72M 0.06% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,994 $1.71M 1.33% +78 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,973 $1.71M 0.88% +55 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 4,960 $1.7M 1.22% +609 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,949 $1.7M <0.01% -156 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,926 $1.69M 0.07% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,915 $1.69M 0.96% +297 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 4,915 $1.69M 1.7% -25 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 4,902 $1.68M 0.62% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,849 $1.66M 0.09% -103 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,846 $1.66M 0.03% -218 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,793 $1.65M 0.05% +412 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,780 $1.64M 0.3% -120 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,867 $1.63M 0.2% +378 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,749 $1.63M 0.15% -15 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,748 $1.63M 0.38% +275 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,738 $1.63M 0.03% -202 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,709 $1.62M 0.11% -347 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,051 $1.61M 0.51% +223 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.61M 0.45% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,685 $1.61M 0.06% +246 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,679 $1.61M 0.03% +74 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,672 $1.6M 0.03% -255 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 4,667 $1.6M 0.52% +295 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,642 $1.59M 0.5% +6 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,640 $1.59M 1.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,639 $1.59M 0.04% +644 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,628 $1.59M 0.1% -129 13F-HR Timeline TLWM More: the full row for TLWM 4,626 $1.59M 0.29% +182 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,614 $1.58M 0.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,607 $1.58M 0.21% +139 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,563 $1.57M 0.02% +7 13F-HR Timeline CROBAN More: the full row for CROBAN 4,540 $1.56M 0.73% +12 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,536 $1.56M 0.12% +195 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 4,532 $1.56M 0.69% +2,528 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,522 $1.55M 0.02% +374 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,522 $1.55M 0.13% +305 13F-HR Timeline