MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,888 $483K 0.12% -151 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,875 $482K 0.43% -1,160 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,841 $479K 0.01% -13,251 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,839 $479K 0.01% -1,024 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,818 $477K 0.22% -258 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,757 $472K <0.01% -2,613 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,721 $469K <0.01% +1,442 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,716 $469K <0.01% +1,184 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,767 $465K 0.01% -318 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,659 $464K 0.01% -147 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,647 $463K 0.01% +340 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,641 $463K 0.01% +125 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,010 $459K 0.01% +4,241 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 5,465 $448K 0.28% -293 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 5,463 $448K +731 Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 5,430 $445K 0.15% +200 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,425 $445K 0.03% -4,875 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,409 $444K 0.07% -41 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,409 $444K <0.01% +181 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,401 $443K 0.03% -3,908 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,357 $439K 0.01% +486 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 4,979 $437K 0.03% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,274 $433K 0.01% -20 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,266 $432K 0.04% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,240 $430K 0.02% +125 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,236 $429K 0.08% -185 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,218 $427K 0.03% -53 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,160 $423K 0.03% -187 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 5,153 $423K 0.01% 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,127 $421K 0.01% -367 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 5,094 $418K 0.15% 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 5,092 $418K 0.23% +416 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,084 $417K 0.02% +723 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,041 $413K 0.12% +30 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 5,040 $413K 0.12% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,039 $413K 0.02% +337 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,054 $413K <0.01% +2,926 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,967 $413K 0.02% +1,853 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 5,000 $410K <0.01% 0 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,901 $402K 0.03% -1,356 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 4,884 $401K <0.01% -169,693 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 4,873 $400K 0.01% -3,927 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. 4,829 $396K 0.01% +1,301 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,819 $395K <0.01% 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 4,816 $395K 0.01% +492 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,773 $392K 0.23% -338 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,712 $386K 0.16% -315 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,689 $385K 0.04% -1,841 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,638 $380K 0.16% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 4,625 $379K 0.04% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,609 $378K 0.11% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,600 $377K 0.02% -81 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,593 $377K 0.14% -35 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,589 $376K 0.28% -267 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,581 $376K 0.04% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,576 $375K 0.03% -2,827 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,553 $373K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,522 $371K 0.01% -273 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,500 $369K 0.01% -292 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,489 $368K 0.07% -400 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 4,479 $367K 0.3% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,468 $366K 0.02% -41 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,460 $366K 0.01% -11,087 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,421 $363K 0.05% -127 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 4,399 $361K 0.03% 0 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,397 $361K 0.23% -35 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 4,390 $360K 0.21% 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 4,367 $358K 0.12% 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,361 $358K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,282 $351K 0.02% -1,420 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,258 $349K 0.01% +324 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,246 $348K 0.01% +496 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,241 $348K 0.02% +456 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,189 $344K <0.01% -109 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,170 $342K <0.01% -48 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,159 $341K 0.14% -139 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,151 $340K 0.01% -107 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,149 $340K 0.04% +119 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,083 $335K <0.01% +403 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,045 $332K 0.02% +257 13F-HR Timeline TRIAN FUND MANAGEMENT, L.P. in group TRIAN FUND MANAGEMENT, L.P. More: the full row for TRIAN FUND MANAGEMENT, L.P. 4,044 $332K 0.01% +15 13F-HR Timeline Group GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,030 $331K <0.01% -11 13F-HR Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,008 $329K 0.16% -258 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,000 $328K 0.01% -3,000 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $328K 0.08% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,994 $328K 0.03% -213 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,973 $326K 0.07% -55 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,967 $325K 0.06% -99 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,934 $323K <0.01% +23 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,929 $322K 0.01% -470 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,919 $321K 0.01% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 3,911 $321K 0.17% +500 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,866 $317K 0.01% -937 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,859 $317K +410 Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,858 $316K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,856 $316K <0.01% -114 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,800 $312K 0.09% +300 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,787 $311K 0.01% +2,355 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,750 $308K 0.08% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,744 $307K 0.01% +300 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,743 $307K 0.01% +66 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,732 $306K 0.01% +98 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,717 $305K 0.03% +313 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,717 $305K 0.01% +709 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,711 $304K 0.01% -6,031 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,709 $304K 0.02% -366 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,692 $303K 0.01% -411 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,675 $301K 0.02% -179 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,669 $301K 0.02% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,662 $300K <0.01% +66 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,659 $300K 0.08% -100 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,640 $299K 0.01% +931 13F-HR/A Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,637 $298K 0.11% +10 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,687 $297K 0.04% -4 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,608 $296K 0.12% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,600 $295K <0.01% +566 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,567 $293K 0.02% +134 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,561 $292K 0.04% new 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 3,559 $292K 0.02% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,559 $292K 0.11% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,557 $292K 0.01% -395 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,545 $291K 0.05% -3,689 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,489 $286K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,436 $282K 0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,427 $281K 0.01% +63 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,404 $279K <0.01% -204,038 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,400 $279K 0.2% -300 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,370 $276K <0.01% 0 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 3,368 $276K 0.06% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,350 $275K 0.02% +13 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,347 $275K 0.05% -102 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,335 $274K 0.01% -11 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,299 $271K 0.01% +609 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,296 $270K 0.05% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 3,278 $269K 0.03% +557 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,271 $268K 0.01% -228 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,262 $268K 0.17% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,233 $265K 0.02% +92 13F-HR/A Timeline ING GROEP NV More: the full row for ING GROEP NV 3,219 $264K <0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,214 $264K 0.02% +181 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,209 $263K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,207 $263K 0.04% -3,315 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,200 $262K 0.6% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,190 $262K <0.01% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,184 $261K <0.01% +1,301 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,172 $260K <0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,166 $260K 0.01% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,162 $259K 0.15% 0 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,160 $259K 0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,147 $258K 0.01% -156 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 3,140 $258K 0.02% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,132 $257K 0.02% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,129 $257K 0.02% -254 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 3,125 $256K 0.08% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,119 $256K 0.01% +221 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 3,176 $255K 0.01% new 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,103 $255K 0.1% -36 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,093 $254K <0.01% -33 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 3,085 $253K 0.17% +82 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,072 $252K 0.01% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,055 $251K 0.01% -219 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 3,054 $250K 0.04% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,041 $249K 0.01% -208 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,035 $249K <0.01% -101 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,033 $249K 0.04% -158 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,030 $249K 0.11% 0 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 3,019 $248K 0.13% -1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,013 $247K 0.01% 0 13F-HR Timeline FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 3,000 $246K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,991 $245K 0.04% +12 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,990 $245K <0.01% +269 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,979 $244K 0.01% -25 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,964 $243K 0.01% +163 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,955 $242K 0.01% -643 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,905 $242K 0.01% +576 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 2,936 $241K 0.02% +105 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,930 $240K 0.12% 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,925 $240K 0.03% -134 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 2,916 $239K 0.22% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,911 $239K <0.01% -78 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,903 $238K <0.01% -3,471 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,899 $238K 0.02% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,877 $236K 0.01% +486 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,873 $236K 0.06% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,851 $234K 0.05% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,903 $233K 0.01% -335 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,833 $232K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,830 $232K 0.01% -102 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,830 $232K 0.11% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,825 $232K 0.01% -123 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 2,808 $230K <0.01% -511 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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