IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,248 $506K 0.02% +502 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 4,236 $505K 0.01% +1,763 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,238 $505K 0.01% -1,032 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,221 $503K -287 Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 4,220 $503K 0.02% -880 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,189 $499K 0.02% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,175 $497K 0.03% +275 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,126 $496K 0.01% -160 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 4,159 $495K 0.2% -870 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,152 $495K 0.02% +188 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 4,148 $494K 0.18% -1,324 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,125 $491K 0.01% +171 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 4,060 $484K 0.07% -6 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 4,002 $477K 0.12% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,000 $477K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,998 $476K 0.04% +1,651 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,979 $474K 0.02% +403 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,968 $473K 0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,940 $469K 0.03% -4,783 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 3,868 $464K 0.21% +1,672 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,894 $464K 0.13% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,865 $460K 0.05% +1,447 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,863 $460K 0.16% -13 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,860 $460K 0.09% +422 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,858 $460K 0.27% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,854 $459K 0.04% -140 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,840 $457K <0.01% +632 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,829 $456K 0.01% +1,398 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,824 $454K 0.06% -692 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 3,800 $453K 0.07% -14,000 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,791 $452K 0.14% -1,065 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,793 $452K 0.21% -1,062 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,762 $452K 0.01% +425 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,790 $452K 0.16% -70 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 3,758 $448K 0.31% -80 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,735 $445K <0.01% -1,631 13F-HR/A Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,719 $443K 0.04% +323 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,710 $442K 0.07% -470 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,714 $442K 0.02% +789 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,531 $441K 0.29% -3 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,664 $437K 0.01% +23 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,644 $434K 0.08% +72 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,626 $432K 0.02% 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,623 $432K 0.19% -7,305 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,613 $430K <0.01% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,612 $430K 0.01% -986 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,615 $428K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,592 $428K 0.01% -502 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,641 $426K <0.01% +247 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,544 $426K 0.02% +364 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,552 $423K 0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,547 $423K 0.14% new 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 3,531 $421K 0.27% -95 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,531 $421K 0.02% +191 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,500 $417K 0.04% -300 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,480 $416K 0.01% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,481 $415K 0.05% -1,782 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,474 $414K 0.01% -20 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,472 $414K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,456 $412K 0.06% -8 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,450 $411K 0.01% -471 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,449 $411K 0.05% -389 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,423 $408K 0.01% +1,365 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 3,412 $407K 0.13% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,409 $406K 0.04% +67 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 3,409 $406K 0.16% +52 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,398 $405K 0.05% -60 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,395 $404K 0.07% +254 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,376 $402K 0.01% +93 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,366 $401K 0.02% -109 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,339 $398K <0.01% +46 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,330 $397K 0.01% +1,322 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,297 $393K 0.14% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,277 $390K <0.01% -22 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,255 $388K 0.04% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,250 $387K 0.05% -993 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 3,231 $385K 0.39% +1 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,218 $383K 0.01% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,200 $381K 0.07% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 3,200 $381K 1% -400 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,199 $381K 0.03% -144 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,135 $374K 0.01% -134 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,121 $372K 0.01% -1,509 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,111 $371K 0.02% -469 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,100 $369K 0.01% new 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,097 $369K 0.01% -64 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,093 $369K 0.01% +2,788 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,093 $368K 0.01% +432 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,089 $368K 0.01% -541 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,070 $366K 0.02% -8 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,067 $365K 0.02% -1,110 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,063 $365K <0.01% -691 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,056 $364K 0.05% +150 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,043 $363K 0.06% -3,457 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,039 $362K 0.1% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,036 $362K 0.03% +159 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,036 $362K 0.33% +62 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,030 $361K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,030 $361K 0.02% -133 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,021 $360K 0.03% +63 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,994 $360K 0.02% -183 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,001 $358K 0.09% +1,011 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,000 $357K 0.04% 0 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 3,000 $357K 0.06% 0 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 2,980 $355K 0.48% +29 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,927 $352K 0.01% +39 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,951 $352K 0.01% +304 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,923 $348K 0.2% new 13F-HR Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,919 $348K 0.01% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,890 $344K 0.03% +14 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,866 $341K 0.34% +13 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,865 $341K 0.03% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 2,780 $337K 0.18% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 2,825 $337K 0.07% -305 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,814 $335K 0.07% +308 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,796 $333K 0.01% -3,872 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,783 $332K <0.01% -52 13F-HR Timeline BEACH INVESTMENT COUNSEL INC/PA More: the full row for BEACH INVESTMENT COUNSEL INC/PA 2,780 $331K 0.05% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,777 $331K 0.04% +51 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,770 $330K 0.16% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,769 $330K 0.01% +8 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,763 $327K <0.01% -148 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 2,746 $327K 0.15% -176 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,724 $325K 0.1% -330 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,709 $323K <0.01% +275 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,700 $322K 0.02% +142 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,700 $322K 0.21% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,679 $319K <0.01% +268 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,678 $319K 0.01% -200 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 2,660 $317K 0.1% -154 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,650 $316K 0.02% -1,019 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 2,650 $316K 0.3% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,647 $315K 0.02% +441 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,637 $314K 0.04% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,630 $313K 0.02% -120 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,613 $311K 0.01% +11 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,610 $311K 0.25% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,606 $310K 0.37% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,707 $309K 0.02% +444 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,591 $309K 0.12% +73 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,555 $304K 0.04% new 13F-HR/A Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,608 $304K 0.04% -200 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,551 $304K 0.06% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,547 $303K 0.07% +339 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,536 $302K 0.01% -838 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,528 $301K 0.15% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 2,512 $299K 0.05% +2 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,510 $299K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,495 $297K 0.01% +179 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,473 $297K 0.01% +473 13F-HR Timeline Group FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 2,480 $295K 0.06% -5 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,478 $295K 0.31% +618 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,470 $294K <0.01% -281 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,462 $293K 0.03% +409 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,451 $292K 0.01% +4 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,450 $292K 0.06% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,565 $291K 0.06% +171 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,435 $290K 0.19% -65 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2,431 $290K 0.28% -456 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,424 $289K 0.21% -455 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,422 $289K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,419 $288K 0.02% +42 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,409 $287K 0.08% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,408 $287K 0.13% -20 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,405 $287K 0.26% new 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,398 $286K 0.08% -59 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 2,397 $286K 0.32% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 2,390 $285K 0.07% 0 13F-HR/A Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,390 $285K 0.04% +570 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,389 $285K 0.03% -443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,383 $284K <0.01% -263 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,368 $282K 0.01% -10 13F-HR/A Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,362 $281K <0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,360 $281K 0.13% -75 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,461 $281K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,367 $280K 0.03% +247 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,347 $279K 0.02% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,339 $279K 0.18% +5 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,328 $277K <0.01% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,324 $277K 0.04% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,320 $276K 0.05% -40 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,315 $276K 0.01% +376 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,309 $275K <0.01% -1,999 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,303 $274K 0.01% +46 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,300 $274K 0.01% +510 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,300 $274K 0.02% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,300 $272K 0.04% +37 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,275 $271K <0.01% -855 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,272 $271K 0.05% 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,250 $268K <0.01% -110 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,243 $267K 0.16% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,192 $263K 0.04% -328 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,206 $263K 0.01% -53 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,199 $262K 0.03% new 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,184 $260K 0.09% -92 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,178 $259K <0.01% -266 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 2,147 $256K 0.1% +100 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 2,140 $255K 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,131 $254K 0.03% +62 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,131 $254K 0.04% new 13F-HR Timeline