Smithfield Trust Co More: the full row for Smithfield Trust Co 7,293 $335K 0.02% -190 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 7,262 $332K 0.18% +500 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,251 $332K 0.01% +546 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,229 $331K <0.01% -16 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 7,218 $330K 0.07% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,163 $328K 0.02% +48 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7,124 $326K 0.04% -793 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,088 $324K 0.01% -148 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 7,078 $324K 0.05% +366 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,076 $324K 0.07% -420 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 7,039 $322K 0.09% -669 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,000 $320K 0.06% -335 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,967 $319K 0.2% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,950 $318K 0.02% -100 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 7,500 $317K 0.11% 0 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,889 $315K 0.04% +83 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,884 $315K <0.01% -1,000 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,866 $314K 0.03% -3,335 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,855 $314K -705 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,839 $313K 0.03% +426 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,830 $313K 0.01% +353 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,825 $312K 0.03% +67 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,812 $312K 0.03% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,775 $310K 0.06% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,775 $310K 0.2% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,739 $309K 0.02% -294 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,735 $308K 0.12% -12 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,717 $308K 0.17% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 6,666 $305K 0.07% -1,437 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,609 $303K 0.04% +70 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,551 $300K 0.02% -159 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,550 $300K 0.01% +69 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,523 $299K 0.02% +2,137 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,510 $298K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $298K 0.25% 0 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 6,490 $297K 0.03% -993 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,472 $297K 0.01% -614 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,476 $296K <0.01% +1,576 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 6,474 $296K 0.03% new 13F-HR/A Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 6,471 $296K 0.27% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,466 $296K 0.01% +511 13F-HR Timeline Group Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 6,460 $296K 0.72% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,425 $294K 0.04% +1,425 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 6,400 $293K 1.28% -100 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 6,400 $293K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,397 $293K 0.06% -2,696 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 6,377 $292K 0.15% +1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,587 $291K 0.13% new 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 6,343 $290K 0.06% -357 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,342 $290K 0.01% +14 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 6,418 $290K 0.3% -50 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 6,323 $289K 0.02% -600 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 6,300 $288K 0.19% -36 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 6,271 $287K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,258 $286K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,243 $286K 0.02% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,210 $284K 0.3% +4,600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 6,384 $283K 0.03% -98 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,184 $283K 0.23% +4 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 6,155 $282K 0.04% new 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 6,136 $281K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,096 $279K 0.01% +223 13F-HR/A Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,090 $279K 0.08% -410 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,083 $278K 0.13% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,080 $278K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,077 $278K 0.14% -149 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,063 $278K 0.06% +347 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 6,045 $277K 0.03% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,030 $276K 0.01% +711 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 6,025 $276K 0.13% +350 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,007 $275K 0.02% +105 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 6,007 $275K 0.16% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,000 $275K 0.01% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 6,000 $275K 0.23% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,946 $272K 0.1% -25 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,930 $271K 0.01% +5 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,924 $271K 0.1% +7 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,906 $270K 0.02% 0 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 5,900 $270K 0.04% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 5,840 $267K 0.01% +1,469 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 5,806 $266K 0.31% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,779 $264K 0.02% -704 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 5,700 $261K 0.04% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 5,686 $260K 0.03% 0 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 5,652 $259K 0.02% -3,825 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,650 $259K 0.1% -200 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 5,650 $259K 0.23% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,639 $258K 0.04% -1,052 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,630 $258K 0.01% +220 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 5,400 $257K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,583 $256K 0.01% +783 13F-HR Timeline Group High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,572 $255K 0.06% +4 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,561 $255K 0.02% 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,525 $253K <0.01% -73 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,681 $253K 0.02% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 5,516 $253K 0.14% +461 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,516 $253K 0.02% -663 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,507 $252K 0.02% -4,855 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,479 $251K 0.02% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,410 $248K 0.17% -20 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,376 $247K 0.01% 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,383 $246K <0.01% +5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 5,340 $244K 0.17% -75 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,316 $243K 0.01% +346 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,307 $243K 0.19% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 5,253 $240K 0.17% +7 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,219 $239K 0.01% -4,530 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 5,215 $239K 0.04% -56 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 5,213 $239K 0.23% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 5,212 $239K 0.02% +4 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 5,140 $235K 0.04% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,138 $235K 0.03% +154 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,113 $234K 0.01% +53 13F-HR Timeline Group Atlas Wealth LLC More: the full row for Atlas Wealth LLC 5,078 $232K 0.09% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 5,076 $232K 0.07% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 5,050 $231K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 5,038 $231K 0.16% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 5,035 $231K 0.02% -4,200 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,024 $230K <0.01% +461 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,004 $229K 0.02% -30 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 5,010 $229K 0.01% -24 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,994 $229K 0.07% new 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 5,000 $229K 0.01% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,995 $229K 0.06% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 5,011 $228K 0.03% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,967 $227K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,137 $227K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,954 $227K 0.05% new 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,948 $227K 0.01% -1,029 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,890 $224K 0.01% +150 13F-HR/A Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 4,861 $223K 0.13% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,389 $222K 0.01% +935 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,840 $222K 0.22% +163 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,800 $220K 0.01% -395 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,782 $219K 0.01% +169 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 4,775 $219K 0.02% +2 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,700 $215K 0.16% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,698 $215K 0.02% -35,264 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,695 $215K 0.01% -477 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 4,646 $213K 0.05% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,562 $212K 0.01% -303 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,630 $212K 0.62% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 4,620 $212K 0.06% -1,180 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 4,613 $211K 0.1% -152 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,600 $211K 0.01% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,562 $209K 0.01% -5,251 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,543 $208K 0.18% -7,217 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,540 $208K 0.02% +25 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 4,450 $204K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,426 $203K 0.08% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 4,407 $202K 0.03% -305 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 4,391 $201K 0.01% 0 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 4,382 $201K 0.04% -4 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,381 $201K 0.04% -74 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,352 $199K 0.01% -1,003 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 4,243 $194K 0.01% -75,410 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,214 $193K 0.03% +2,356 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,188 $192K <0.01% -375 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,160 $190K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4,119 $189K 0.02% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,095 $188K 0.02% new 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,040 $185K 0.03% +1,875 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 4,012 $184K 0.1% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,000 $183K 0.21% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,955 $181K 0.03% +1,922 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,923 $180K 0.01% +3,785 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,808 $174K 0.01% -32 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,806 $174K 0.05% -900 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,752 $172K 0.03% +98 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 3,513 $161K 0.78% -517 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,512 $161K <0.01% +1,645 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,495 $160K 0.04% -899 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,434 $157K 0.04% -9,250 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,388 $155K <0.01% -54,774 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,307 $151K 0.14% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,303 $151K 0.07% +1,010 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 3,259 $149K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,235 $148K <0.01% +805 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $146K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,158 $145K 0.02% -122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,136 $144K 0.01% +136 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3,138 $144K 0.05% +87 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,029 $139K <0.01% +268 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,000 $137K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,935 $134K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,895 $133K 0.05% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,873 $131K 0.02% +759 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,763 $126K 0.04% -537 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,695 $123K 0.03% +889 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,437 $112K <0.01% -175 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 2,422 $111K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,404 $110K 0.07% +38 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,368 $108K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,342 $107K 0.05% -352 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,234 $106K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,279 $104K 0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 2,220 $102K <0.01% 0 13F-HR/A Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,152 $98.5K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,111 $98.3K <0.01% new 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,120 $97.1K 0.06% 0 13F-HR Timeline