Haverford Trust Co More: the full row for Haverford Trust Co 3,117 $952K 0.01% -50 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 3,103 $947K <0.01% -3 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,103 $947K 0.41% 0 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 3,102 $947K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,100 $946K 0.03% +592 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,100 $946K 0.12% -115 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,089 $943K 0.14% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,054 $932K 0.02% +55 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,051 $931K 0.05% -262 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,042 $929K 0.08% +34 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,032 $926K 0.26% +450 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,007 $918K 0.02% +48 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,001 $916K 0.12% -4,367 13F-HR Timeline Group Ulysses Management LLC More: the full row for Ulysses Management LLC 3,000 $916K 0.23% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,996 $915K 0.02% +21 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,988 $912K 0.68% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,970 $907K 0.04% -349 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,968 $906K 0.02% +554 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,942 $899K 0.02% +826 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,913 $889K 0.01% -60 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,911 $889K 0.05% -150 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,899 $885K 0.01% +30 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 2,898 $885K 0.09% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,897 $884K 0.01% -203 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,885 $881K 0.03% +64 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,880 $879K 0.35% new 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,871 $876K 0.89% +1,330 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,871 $876K 0.03% -192 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 2,837 $866K 0.65% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,835 $865K 0.13% +270 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,834 $865K -41 Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,828 $863K 0.24% -1,322 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,812 $858K 0.27% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 980 $856K 0.79% 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,796 $854K 0.08% +706 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,783 $850K 0.02% +393 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,778 $848K 0.57% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 2,773 $847K 0.12% +1,489 13F-HR Timeline Group GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 2,772 $846K 0.71% -18 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,985 $844K 0.02% -4,466 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 2,454 $843K 0.19% -271 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 2,755 $841K 0.2% +734 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,749 $839K 0.16% -48 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 2,739 $836K 0.24% -5 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,739 $836K 0.29% +50 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,726 $832K 0.01% +191 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,718 $830K 0.1% +2,086 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,715 $829K 0.01% -69 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,456 $825K 0.01% +116 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,701 $825K 0.02% +69 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,681 $818K 0.03% +217 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,671 $815K 0.01% +418 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,646 $808K 0.08% -45 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,632 $803K 0.03% -17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,629 $803K 0.04% +598 13F-HR Timeline Group Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,613 $798K 0.06% 0 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,593 $792K 0.04% -117 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 2,593 $792K 0.12% +75 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,584 $789K 0.03% +61 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,111 $786K 0.08% +393 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,575 $786K 0.01% -202 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 2,561 $782K 0.18% -165 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 2,554 $780K 0.09% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,549 $778K 0.1% +5 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,543 $776K 0.12% -119 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,532 $773K 0.05% +1 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,529 $772K 0.11% -49 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,523 $770K 0.05% +279 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,494 $761K 0.05% -785 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,482 $758K 0.03% +470 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,477 $756K 0.27% +5 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,475 $756K 0.04% +2 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 2,454 $749K 0.12% new 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,448 $747K 0.03% -44 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,445 $746K 0.03% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,435 $743K 0.04% +427 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,433 $743K 0.19% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,424 $740K 0.47% +456 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,422 $739K 0.09% -373 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2,420 $739K 0.31% -193 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,417 $738K 0.37% -16 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,402 $733K 0.01% +7 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,400 $733K 0.06% +439 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,398 $732K 0.01% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,395 $731K 0.02% +210 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,394 $731K 0.04% -121 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,378 $726K 0.01% new 13F-HR Timeline Group OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,332 $722K +641 Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,361 $721K 0.24% -701 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 2,357 $720K 0.03% -1,228 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,354 $719K 0.05% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,349 $717K 0.06% -100 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 2,348 $717K 0.58% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,346 $716K 0.01% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,342 $715K 0.19% +1,165 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,339 $714K 0.03% -8,831 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,335 $713K 0.13% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,306 $704K 0.05% +51 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,306 $704K 0.02% -86 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,304 $703K 0.06% +52 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 2,300 $702K 0.47% -522 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,296 $701K 0.02% +571 13F-HR/A Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 2,290 $699K 0.11% 0 13F-HR Timeline Group Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 2,281 $696K 0.26% +554 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,279 $696K 0.04% +679 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 2,275 $695K 1.02% +195 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 2,271 $693K 0.83% +575 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,267 $692K 0.24% -18 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,265 $691K 0.01% -159 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 2,250 $687K 0.45% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,235 $682K 0.23% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 2,233 $682K 0.23% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,232 $681K 0.03% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,230 $681K 0.12% -225 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,228 $680K 0.06% -3 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,225 $679K 0.03% -95 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 2,215 $676K 0.4% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,202 $672K 0.04% -18 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,197 $671K 0.17% +737 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,194 $670K 0.02% +71 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,993 $670K 0.04% +157 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,192 $669K 0.16% -64 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 2,176 $664K 0.48% +671 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,173 $664K 0.07% -6 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 2,173 $663K 0.17% -144 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,168 $662K 0.08% +32 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,168 $662K 0.26% +1,291 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,162 $660K 0.03% +9 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,159 $659K 0.57% -150 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,150 $656K 0.16% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 2,149 $656K 0.6% +37 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,149 $656K 0.25% +705 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,146 $655K 0.19% +586 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 2,146 $655K 0.18% +758 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,141 $654K 0.2% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,320 $653K 0.01% -2,267 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2,139 $653K 0.25% -93 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,136 $652K 0.01% +12 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,132 $651K 0.03% +315 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,131 $651K 0.03% +793 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,131 $650K 0.02% -965 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,129 $650K 0.01% +189 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,128 $649K 0.15% -737 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,125 $649K 0.51% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,011 $648K 0.29% +340 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 2,118 $647K 0.18% -53 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,117 $646K 0.01% +92 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,113 $645K 0.25% -186 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,113 $645K 0.14% +754 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,106 $643K 0.11% +51 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,101 $641K 0.04% +7 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,097 $640K 0.13% -10 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,096 $640K 0.02% +208 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,112 $640K 0.06% +77 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,094 $639K 0.04% +277 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,089 $638K 0.04% +274 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,088 $637K 0.66% +413 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,080 $635K 0.03% -204 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,079 $635K 0.05% -1,906 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,064 $630K 0.22% -28 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,064 $630K 0.06% +604 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,064 $630K 0.12% +146 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,053 $627K 0.05% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,992 $625K 0.1% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 2,038 $622K 0.47% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,036 $622K 0.08% +10 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,005 $612K 0.04% -2,997 13F-HR Timeline Corigliano Investment Advisers, LLC More: the full row for Corigliano Investment Advisers, LLC 2,000 $611K 0.27% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,996 $609K 0.07% +1,020 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,989 $607K 0.04% -30 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,985 $606K 0.1% -465 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,984 $606K 0.06% +223 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,983 $605K 0.45% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 1,981 $605K 0.09% -138 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,980 $604K 0.16% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,973 $602K 0.04% +30 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,972 $602K 0.14% +65 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,972 $602K 0.06% +204 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,971 $602K 0.03% +370 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,965 $600K 0.04% +33 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 1,962 $599K 0.02% +2 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,960 $598K 0.1% +1 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 1,940 $592K 0.17% +260 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,931 $589K 0.06% +425 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,929 $589K 0.08% +232 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,927 $588K 0.04% +68 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,926 $588K 0.11% +1,050 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,926 $588K 0.03% +500 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 1,921 $586K 0.03% -470 13F-HR Timeline Group Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 1,918 $586K 0.58% -73 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,915 $585K 0.01% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,914 $584K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,906 $582K 0.15% new 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 1,902 $581K 0.14% +299 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 1,885 $575K 0.52% +117 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 1,884 $575K 0.24% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,876 $573K 0.26% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,875 $572K 0.1% +94 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,875 $572K 0.04% -92 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,872 $572K 0.02% +161 13F-HR Timeline