MAI Capital Management More: the full row for MAI Capital Management 17,736 $426K <0.01% -3 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,607 $423K 0.01% +8,084 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 17,704 $421K <0.01% -633 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 17,530 $421K 0.43% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,518 $421K <0.01% +1,345 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 17,784 $419K 0.01% -392 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,255 $414K 0.01% +1,142 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,963 $407K 0.01% +4,215 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,947 $407K 0.02% -573 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 16,871 $405K 0.01% +99 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 16,826 $404K 0.1% +1,954 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 16,650 $400K 0.22% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 16,481 $396K <0.01% -139,571 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,465 $395K <0.01% -66,689 13F-HR Timeline Group Oxford Wealth Group, LLC More: the full row for Oxford Wealth Group, LLC 16,393 $394K 0.19% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 16,333 $392K 0.05% +6,942 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 16,205 $389K 0.09% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 16,149 $388K 0.1% +187 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 16,112 $387K 0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 16,050 $386K 0.03% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 16,022 $385K 0.01% +2 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 17,259 $381K 0.29% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 15,806 $380K 0.16% -584 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 15,800 $380K 0.04% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 15,785 $379K 0.05% -9,688 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 15,670 $376K 0.16% -5,099 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 15,642 $376K 0.07% +81 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 15,582 $374K 0.08% +4,795 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 15,581 $374K 0.06% +290 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 15,485 $372K -29,513 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,441 $371K 0.02% +2,491 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 15,076 $362K 0.02% -177 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 14,925 $358K 0.1% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 14,893 $358K 0.09% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 14,810 $356K 0.1% 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,746 $354K 0.09% -2,572 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,726 $354K <0.01% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 16,687 $351K 0.28% -159 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 14,480 $348K 0.02% +790 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 14,460 $347K 0.06% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,355 $347K <0.01% -383 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,414 $346K 0.02% -537 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,350 $345K 0.12% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 14,327 $344K 0.01% -602,892 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,263 $343K 0.01% +133 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 14,161 $340K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 14,000 $336K <0.01% -2,700,000 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 13,886 $334K 0.03% +609 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 13,867 $333K <0.01% +3,404 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 13,774 $332K <0.01% -24,442 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,701 $331K 0.01% -1,701 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,560 $326K <0.01% +9,978 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,531 $325K 0.02% -662 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 13,524 $325K 0.01% +1,664 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,453 $323K 0.01% +125 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,335 $320K 0.09% +1,400 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,263 $319K 0.33% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13,190 $317K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 13,189 $317K 0.05% 0 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 13,168 $316K 0.15% -818 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 13,027 $313K <0.01% +2,838 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,020 $313K <0.01% +1,025 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,009 $312K 0.01% +107 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,924 $310K 0.12% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 12,920 $310K 0.24% -2,215 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,920 $310K 0.01% +1,747 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,910 $310K <0.01% -41,273 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,906 $310K 0.05% +1,921 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 12,892 $310K 0.14% +4,472 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 12,791 $309K 0.07% -836 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,833 $308K 0.01% -198 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 12,800 $307K 0.02% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 12,798 $307K 0.02% -1,750 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,726 $306K 0.02% +439 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 12,706 $305K 0.19% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 12,428 $299K 0.03% -29 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,425 $299K 0.01% -566 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,301 $295K 0.01% -315 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 12,297 $295K 0.01% +1,953 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,257 $294K 0.01% -1,246 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,200 $293K 0.04% -743 13F-HR Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 12,039 $291K 0.03% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 12,110 $291K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,859 $288K 0.01% +945 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 12,001 $288K 0.05% +884 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 12,000 $288K 0.03% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 12,000 $288K 0.14% +3,800 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,397 $286K 0.01% +2,342 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,908 $286K 0.01% -1,497 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 11,821 $284K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 11,772 $283K 0.03% +4 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 11,690 $282K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,614 $279K 0.07% -40 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 13,049 $279K 0.07% +1,469 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 11,602 $279K 0.15% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,567 $278K <0.01% +142 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 11,421 $276K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,551 $275K <0.01% -466 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,385 $273K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,263 $271K 0.01% +3,922 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 12,251 $269K 0.03% new 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 4,022 $266K 0.22% 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 11,082 $266K 0.01% +502 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 11,064 $266K 0.03% -90 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,030 $265K 0.04% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,025 $265K 0.04% -2,011 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,024 $265K 0.07% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,832 $260K <0.01% -1,730 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,754 $258K 0.02% +1,309 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,638 $257K 0.02% +2,185 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,700 $257K <0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,700 $257K <0.01% -33,700 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,593 $256K 0.01% +656 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 10,528 $254K 0.04% +7,587 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,510 $253K 0.02% -7 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 10,511 $252K 0.09% -740 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 10,497 $252K 0.09% 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,476 $252K 0.05% +1,367 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,403 $250K 0.03% +256 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 10,309 $248K 0.03% -1,322 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 10,248 $246K 0.1% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 10,240 $246K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,205 $245K 0.03% -329 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,206 $245K <0.01% +110 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 10,166 $244K 0.03% -3,398 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 10,115 $243K 0.02% +1,652 13F-HR/A Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,989 $240K 0.05% +400 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 9,920 $238K 0.27% 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 9,892 $238K 0.03% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,864 $237K 0.03% -1,001 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,851 $237K <0.01% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,835 $236K 0.15% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,763 $235K 0.02% -629 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,664 $232K <0.01% +298 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 9,660 $232K 0.04% +7,398 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,616 $231K 0.02% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,589 $230K 0.06% -6,179 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,569 $230K <0.01% -163 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,555 $230K 0.01% +864 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,550 $229K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,486 $228K <0.01% -927 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,414 $226K <0.01% +2,092 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 9,369 $225K <0.01% +9 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,333 $224K 0.01% +437 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,310 $224K 0.01% -1,349 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,212 $223K <0.01% -1,201 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,263 $222K <0.01% -25 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 9,259 $222K <0.01% new 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 9,234 $222K 0.03% +674 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 9,213 $221K 0.05% -18 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 9,196 $221K <0.01% -11 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,150 $220K 0.1% 0 13F-HR Timeline Group STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 9,098 $219K 0.2% +25 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 8,980 $218K <0.01% 0 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,089 $218K 0.05% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,088 $218K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 8,969 $217K 0.22% 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,000 $216K 0.01% 0 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 9,000 $216K 0.04% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,000 $216K 0.07% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,996 $216K 0.02% +166 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 8,978 $216K 0.03% +175 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,978 $216K <0.01% +611 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,951 $215K 0.01% +96 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 8,944 $215K 0.02% 0 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 8,941 $215K 0.14% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 8,850 $213K <0.01% +307 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 8,800 $211K <0.01% -500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,790 $211K <0.01% new 13F-HR Timeline Markin Volterra Fund LP in group Markin Asset Management, LP More: the full row for Markin Volterra Fund LP 8,646 $208K 1.64% 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,641 $208K <0.01% -632 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,620 $207K 0.01% -950 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,602 $207K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,791 $206K 0.01% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,553 $205K 0.01% -125 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 8,516 $205K 0.13% -3,834 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 8,485 $204K 0.05% -915 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,450 $203K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,446 $203K 0.01% +34 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,414 $202K <0.01% -2,216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,400 $202K 0.08% 0 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 8,372 $201K 0.06% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,149 $196K 0.01% +582 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,978 $192K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,888 $189K <0.01% -15,351 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,730 $186K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,725 $186K 0.01% +1,031 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,691 $183K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7,448 $179K 0.01% +4,409 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,333 $176K 0.01% +3,069 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,298 $175K <0.01% +50 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,206 $173K 0.02% -57 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,908 $166K 0.09% 0 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. 6,652 $160K <0.01% -51 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 6,400 $154K 0.02% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,222 $150K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,949 $143K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,888 $141K <0.01% +736 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,620 $135K <0.01% +2,781 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,587 $134K <0.01% +1,677 13F-HR Timeline Group