SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 14,315 $1.32M 0.03% -625 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 14,467 $1.32M 1% -55 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,275 $1.32M 0.1% 0 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 14,243 $1.32M 0.49% -345 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 14,170 $1.31M 0.58% 0 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 14,158 $1.31M 0.26% -200 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 14,026 $1.3M 0.55% -159 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 14,000 $1.29M 0.12% -927 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 14,000 $1.29M 0.16% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,910 $1.28M 0.04% +581 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,877 $1.28M 0.06% -82,807 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,850 $1.28M 0.77% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,743 $1.27M 0.07% +209 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 13,723 $1.27M 0.23% +528 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 13,640 $1.26M 0.12% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 13,597 $1.26M 0.05% +135 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 13,567 $1.25M 0.33% -14,931 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 13,536 $1.25M 0.37% -1,604 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 13,500 $1.25M 0.5% -8,340 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 13,450 $1.24M 0.29% -19,510 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,732 $1.24M 0.02% 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 13,330 $1.23M 0.04% +7,919 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,300 $1.23M 0.03% -998 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 13,270 $1.23M 0.23% -1,874 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,481 $1.21M 0.06% +3,931 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13,086 $1.21M 0.05% -2,153 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,068 $1.21M <0.01% -47,570 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 13,034 $1.2M 1% -6,940 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,034 $1.2M 0.1% -1,629,470 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,950 $1.2M 0.24% +194 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,861 $1.19M 0.12% +1,392 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,833 $1.19M 0.02% -5,093 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,734 $1.18M 0.21% -72 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 12,708 $1.17M 0.52% -2,860 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,702 $1.17M 0.13% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,647 $1.17M 0.02% -777 13F-HR Timeline Group Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 12,575 $1.16M 0.04% -7,673 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 12,562 $1.16M 0.35% -714 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 12,522 $1.16M 0.89% -55 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 12,506 $1.16M 0.03% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 12,467 $1.15M <0.01% -28,386 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,398 $1.15M 0.28% +53 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 12,362 $1.14M 1.69% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,551 $1.14M 0.04% +3,129 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 12,257 $1.13M 0.29% -1,891 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 12,157 $1.12M 0.79% new 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 12,096 $1.12M 0.39% -3,585 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 12,037 $1.11M 0.39% -775 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 12,027 $1.11M 0.49% +7 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 12,015 $1.11M 0.2% new 13F-HR/A Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 12,002 $1.11M 1.18% 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 12,000 $1.11M 0.22% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,940 $1.1M 0.03% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,931 $1.1M 0.08% -201 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,927 $1.1M 0.01% +243 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,919 $1.1M 0.04% -8,087 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 11,915 $1.1M 0.04% -105 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 240,308 $1.1M +228,428 Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 11,857 $1.1M 0.62% +997 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 11,855 $1.1M 0.28% 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 11,832 $1.09M 0.21% -37,004 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 11,776 $1.09M +6,300 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,728 $1.08M 0.03% -1,418 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,726 $1.08M 0.05% +2,176 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 11,705 $1.08M 0.1% -16,394 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11,536 $1.07M 0.23% -2,216 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,425 $1.06M 0.07% -476 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,354 $1.05M 0.05% +122 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 11,345 $1.05M 0.39% +142 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 11,329 $1.05M 0.03% -5,615 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 11,240 $1.04M 0.63% +1,003 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 11,237 $1.04M 0.05% -5,633 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,207 $1.04M 0.03% +920 13F-HR/A Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 11,200 $1.03M 0.19% +500 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,195 $1.03M 0.04% +4,639 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 11,191 $1.03M 0.06% +1,249 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,172 $1.03M 0.14% +2,617 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,147 $1.03M 0.09% -36 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 11,144 $1.03M 0.5% +99 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 11,011 $1.02M 0.08% -2,713 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11,008 $1.02M 0.49% -2,364 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 10,990 $1.02M 0.16% +4,920 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 11,215 $1.01M 1.01% 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 10,979 $1.01M 0.31% +7 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 10,974 $1.01M 0.32% +487 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 10,909 $1.01M 0.42% 13F-HR/A Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,909 $1M 0.07% +1,125 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 10,844 $1M 0.09% +7,328 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,839 $1M 0.12% +1,474 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 10,834 $1M 0.96% 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 10,833 $1M 0.89% -100 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,811 $999K 0.08% +271 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,776 $995K 0.21% 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,738 $992K 0.01% +47 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,725 $991K 0.03% -3,130 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 10,626 $982K 0.45% +7,868 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,625 $981K 0.02% -1,429 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,606 $980K <0.01% +1,656 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 10,600 $979K 0.27% -8,100 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,594 $979K 0.14% +5,459 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,587 $978K 0.06% +4,718 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,565 $976K 0.07% +297 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 10,562 $976K 0.97% +7,062 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,560 $975K 0.08% -3,920 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,550 $974K -802 Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 10,507 $971K 0.21% -339 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 10,080 $969K 0.18% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,464 $967K 0.1% -13 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,462 $966K 0.15% -777 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 10,445 $965K 0.25% +75 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,443 $965K 0.1% -47,213 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,463 $963K 0.02% +464 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 10,373 $958K 0.1% -14 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 10,370 $958K 0.09% -416 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 10,363 $957K 0.23% -971 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,361 $957K 0.06% -1,649 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,317 $953K 0.05% -400 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 10,248 $947K 0.63% -599 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,240 $946K 0.15% -1,219 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,229 $945K 0.04% +327 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 10,220 $944K 0.42% -25 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,217 $944K 0.33% -377 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 10,170 $939K 0.21% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 10,169 $939K 0.53% +268 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 10,142 $937K 0.42% -53 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 10,106 $933K 0.01% -330 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 10,091 $932K 0.14% +49 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,027 $926K 0.02% +3,706 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 10,020 $926K 0.25% -3,030 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,013 $925K 0.56% +82 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,005 $924K 0.08% -2,279 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 10,000 $924K 0.44% 0 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 10,000 $924K 0.74% 0 13F-HR Timeline SILVERARC CAPITAL MANAGEMENT, LLC in group SILVERARC CAPITAL MANAGEMENT,… More: the full row for SILVERARC CAPITAL MANAGEMENT, LLC 10,000 $924K 0.21% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,992 $923K 0.06% +366 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,975 $921K 0.37% 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,954 $919K 0.03% 0 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 9,885 $913K 0.17% +319 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,861 $907K 0.09% +3,572 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,722 $898K 0.02% +353 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 9,720 $898K 0.06% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,707 $897K 0.42% -81 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 9,705 $896K 0.14% -2,072 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,672 $893K 0.29% -270 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,649 $891K 0.15% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,639 $890K 0.31% -165 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,854 $886K 0.48% +1,299 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,584 $885K 0.02% +45 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 9,535 $881K 0.17% -7,892 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,533 $881K 0.18% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,531 $880K 0.19% +75 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,512 $879K 0.08% -422 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,517 $878K 0.01% -438 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 9,436 $872K 0.16% -97 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 9,427 $871K 0.49% +31 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 9,418 $870K 0.03% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 9,412 $869K 0.14% -3,000 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,368 $865K 0.22% -549 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 9,290 $858K 0.87% -1,800 13F-HR Timeline TOBAM More: the full row for TOBAM 9,275 $857K 0.26% -3,687 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,266 $856K 0.06% -379 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,249 $854K 0.04% -14,668 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 9,237 $853K 0.1% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,205 $850K 0.04% +1,370 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,199 $850K 0.05% -780 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 9,173 $847K 0.04% +561 13F-HR Timeline ACUTA CAPITAL PARTNERS, LLC More: the full row for ACUTA CAPITAL PARTNERS, LLC 9,150 $845K 0.85% -10,350 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 9,120 $842K +2,151 Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 9,066 $837K 0.57% 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,064 $837K 0.03% -1,500 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 9,060 $837K 0.13% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,050 $836K 0.06% +50 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 8,985 $830K 0.05% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,982 $830K 0.02% +194 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,966 $828K <0.01% +63 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 8,964 $828K 0.15% +72 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 8,963 $828K 0.44% -15,111 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,926 $824K 0.25% +67 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 8,887 $821K 0.01% +274 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,886 $821K 0.03% -210 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,861 $818K 0.03% 0 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,800 $813K 0.04% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,503 $811K 0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 8,739 $807K 0.05% -6,372 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,733 $807K 0.29% +3,213 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 8,710 $805K 0.21% +684 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,697 $803K 0.01% +5,205 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 8,692 $803K 0.23% +310 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 8,669 $801K 0.19% -736 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 8,666 $800K 0.15% -4,015 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,657 $800K 0.22% -120 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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