MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,726 $897K 0.19% +540 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,725 $896K 0.21% -82 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 2,718 $895K 0.53% -164 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,710 $891K 0.06% new 13F-HR Timeline Group Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 2,699 $888K 0.54% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,691 $885K 0.09% +45 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,689 $884K 0.3% -52 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,683 $883K 0.06% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,662 $876K 0.13% +75 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,656 $874K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,649 $872K 0.03% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,637 $867K 0.13% +1,341 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,632 $866K 0.03% +471 13F-HR Timeline Group Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,613 $860K 0.07% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,613 $859K 0.36% -156 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,608 $858K 0.01% +642 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,582 $849K 0.23% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,578 $848K 0.11% -63 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,565 $844K 0.12% -7 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,560 $842K 0.04% +683 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,554 $840K 0.09% -60 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,544 $837K 0.11% -22 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,535 $834K 0.01% +42 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,531 $833K 0.05% -13 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,523 $830K 0.03% +39 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,518 $828K 0.12% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,515 $827K 0.05% -144 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,508 $825K 0.02% +202 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,492 $820K 0.03% -10 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,482 $817K 0.06% -6,452 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,473 $813K 0.04% -25 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,472 $813K 0.28% -7 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 2,470 $812K 0.06% -1,515 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,464 $810K 0.03% -177 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,455 $808K 0.14% -198 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,450 $806K 0.13% -102 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,449 $806K 0.07% +654 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,448 $805K 0.03% +448 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,836 $804K 0.05% -38 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 2,434 $800K +74 Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,433 $800K 0.39% -19 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,424 $797K 0.01% +81 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,414 $794K 0.02% +909 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,398 $789K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,397 $788K 0.01% -68 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,395 $788K 0.02% +158 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,392 $787K 0.02% -20 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 2,391 $787K 0.04% +412 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,390 $786K 0.02% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,377 $782K 0.03% -46 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,354 $774K 0.05% 0 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,348 $772K 0.61% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,340 $772K 0.01% -943 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,346 $772K 0.01% -55 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 2,336 $768K 0.04% 13F-HR Timeline DSC Meridian Capital LP More: the full row for DSC Meridian Capital LP 2,328 $766K 0.51% +580 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,320 $763K 0.03% 0 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,317 $762K 0.2% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 2,310 $760K 0.18% -3,710 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,309 $759K 0.62% 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,299 $756K 0.28% new 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,290 $753K 0.12% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 2,285 $752K 0.26% +690 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,284 $751K 0.03% -22 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,907 $746K 0.18% +197 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,256 $742K 0.17% +1,029 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,255 $742K 0.06% -110 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,253 $741K 0.01% +172 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,252 $741K 0.05% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,244 $738K 0.05% -45 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,235 $735K 0.27% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,233 $735K 0.22% +175 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 2,233 $735K 0.39% -396 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,232 $734K 0.27% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,231 $734K 0.06% -39 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,220 $730K 0.04% +70 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,215 $729K 0.46% -43 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,207 $726K 0.03% -709 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,185 $719K 0.02% -114 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,180 $718K 0.04% -102 13F-HR/A Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,179 $717K 0.08% -2 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,171 $715K 0.2% -68 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,153 $708K 0.03% -62 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,150 $707K 0.17% -114 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,136 $703K 0.08% +201 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,133 $702K 0.03% -534 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,116 $699K 0.02% +1,077 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,125 $699K 0.45% +75 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,124 $699K 0.01% +18 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,123 $698K 0.02% -7 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,119 $697K 0.1% -147 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,119 $697K <0.01% -22,048 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 2,114 $695K 0.56% -281 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,112 $695K 0.66% +311 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,107 $693K 0.14% -75 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 2,104 $692K 0.51% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,094 $689K 0.04% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,092 $688K 0.23% +245 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,090 $687K 0.06% +379 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 2,086 $686K 0.38% -209 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,080 $684K 1% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,072 $682K 0.28% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,055 $676K 0.11% +58 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,053 $675K 0.05% -561 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,035 $672K 0.07% +658 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,038 $670K 0.49% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,033 $669K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,031 $668K 0.04% +745 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,026 $666K 0.08% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,025 $666K 0.01% -337 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,024 $666K 0.03% +409 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,021 $665K 0.18% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,019 $664K 0.04% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,011 $662K 0.03% -173 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,012 $662K 0.04% -16,564 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,008 $660K 0.03% -28 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 2,000 $658K 1.82% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,000 $657K 0.34% -8,400 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,998 $657K 0.04% -50 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,992 $657K 0.1% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,991 $655K 0.66% -592 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,980 $651K 0.18% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,768 $649K 0.62% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,968 $647K 0.38% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,967 $647K 0.04% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,961 $645K 0.06% +3 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,961 $645K 0.02% -171 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,960 $645K 0.03% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,959 $644K 0.14% +51 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,949 $641K 0.35% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,943 $639K 0.04% -58 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,940 $638K 0.01% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,934 $636K 0.32% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,932 $635K 0.04% +53 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,918 $631K 0.12% -200 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,915 $630K 0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,908 $628K 0.05% +42 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,906 $627K 0.09% -1,268 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,905 $627K 0.03% +194 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,896 $624K 0.17% -150 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,895 $623K 0.06% -52 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,888 $621K 0.02% +82 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,718 $621K 0.06% +811 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,829 $620K 0.34% -240 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,884 $620K 0.26% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,877 $617K 0.02% +63 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,877 $617K 0.09% -15 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 1,873 $616K 0.08% +16 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,871 $615K 0.04% 0 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,871 $615K 0.09% 0 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 1,870 $615K 0.61% +36 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,868 $614K 0.03% +15 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 1,867 $614K 0.82% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,858 $614K 0.01% 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,671 $613K 0.26% +527 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,859 $611K 0.05% +30 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,858 $611K 0.02% +319 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,637 $611K 0.08% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,852 $609K 0.04% +264 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,851 $609K 0.02% -2 13F-HR Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,839 $605K 0.03% -87 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,824 $600K 0.09% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,817 $598K 0.04% -54 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,817 $598K 0.03% +233 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,815 $597K 0.04% +188 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,800 $592K 0.04% -142 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 1,800 $592K 0.07% -46 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,787 $588K 0.04% new 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 1,786 $587K 0.21% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,785 $587K 0.03% +190 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,781 $586K 0.05% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,781 $586K 0.12% -24 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,769 $582K 0.02% +466 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,768 $582K 0.05% +42 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,764 $580K 0.04% -222 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,761 $579K 0.07% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 1,761 $579K 0.14% new 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 1,757 $578K 0.03% +4 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,754 $577K 0.11% -61 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,751 $576K 0.01% +1 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,747 $575K 0.23% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,741 $573K 0.06% -25 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,738 $572K 0.17% -35 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 1,734 $570K 0.27% +799 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,727 $568K 0.22% -6 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,727 $568K 0.11% -104 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,727 $568K 0.1% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,725 $567K 0.02% +394 13F-HR/A Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,344 $565K 0.15% 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 1,716 $564K 0.43% +118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,712 $563K 0.36% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,711 $563K 0.02% +55 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,707 $561K 0.28% -977 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,704 $560K <0.01% -54,157 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,702 $560K 0.02% +31 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,697 $558K 0.1% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,697 $558K 0.07% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,696 $558K 0.56% 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,692 $557K 0.15% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,691 $556K 0.03% +87 13F-HR Timeline