Wealth Advisors Northwest LLC More: the full row for Wealth Advisors Northwest LLC 16,181 $528K 0.36% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 16,160 $527K 0.26% -389 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,996 $522K 0.03% new 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 15,920 $519K <0.01% +6,870 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 15,738 $514K 0.05% -208 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 15,707 $513K 0.03% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 14,199 $509K 0.22% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,597 $509K 0.04% +558 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,562 $508K 0.04% +7,481 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 15,500 $506K 0.11% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 15,334 $498K 0.02% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 15,210 $496K 0.03% -686 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 15,180 $495K 0.01% +1,185 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 15,098 $493K 0.15% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 15,092 $492K 0.1% -1,333 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 15,000 $489K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,886 $489K 0.02% -15 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,900 $486K 0.01% -2,400 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,888 $486K 0.01% -598 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,832 $484K 0.01% +107 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,721 $480K 0.01% -4,437 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 14,697 $480K <0.01% -87,968 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,572 $475K 0.05% -21 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 14,558 $475K 0.01% -3,948 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,486 $473K 0.01% +1,247 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 14,416 $470K 0.3% -4,000 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,228 $464K 0.01% +681 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 14,226 $464K 0.06% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 14,119 $461K 0.02% -1,293 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 14,069 $459K 0.08% +110 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13,778 $456K 0.03% +483 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,853 $452K 0.03% +135 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13,813 $451K 0.13% -16 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 13,696 $447K 0.03% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,629 $445K 0.01% +2,233 13F-HR Timeline Group Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 13,565 $442K 0.24% -134 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 13,534 $442K 0.02% +482 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,540 $442K 0.1% -225 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,502 $441K <0.01% +15 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,452 $439K 0.01% -285 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,427 $438K 0.04% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 13,424 $438K 0.19% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 13,400 $437K 0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 13,314 $434K 0.23% +21 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 11,960 $430K <0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,071 $427K 0.02% -59,216 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,048 $426K 0.04% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 13,002 $424K 0.5% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,001 $424K <0.01% +1,509 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 12,965 $423K 0.4% 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,958 $423K 0.03% +961 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 12,944 $422K 0.02% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,923 $422K 0.01% -1,296 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 12,860 $420K 0.13% +8 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,648 $420K 0.02% +316 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 12,770 $417K 0.01% +1,199 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 12,750 $416K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 12,727 $415K 0.04% +103 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 12,515 $408K 0.04% -184 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 12,491 $408K 0.21% -263 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 12,436 $406K 0.37% -1,221 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,346 $403K 0.01% -3,592 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 12,304 $401K 0.09% -103 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 12,303 $401K 0.34% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,291 $401K 0.03% -787 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,265 $400K 0.01% +319 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 12,113 $399K 0.03% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 12,400 $397K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,151 $396K 0.02% +575 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 12,050 $393K 0.39% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,968 $391K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 11,938 $390K 0.02% -245 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,922 $389K 0.01% +1,047 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,875 $387K 0.02% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 11,869 $387K 0.01% +181 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,825 $386K 0.01% -1,033 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 11,000 $385K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 11,804 $385K 0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,704 $382K 0.01% +3,948 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,687 $381K 0.02% 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 11,626 $381K 0.15% +261 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 11,667 $381K 0.19% -1,200 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,589 $378K 0.01% -323 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,546 $377K 0.01% +1,260 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,431 $376K 0.01% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 11,521 $376K 0.01% +744 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 11,489 $375K 0.01% -12 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,467 $374K 0.01% +306 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,383 $371K 0.02% +428 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,348 $371K 0.01% +177 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 11,356 $370K 0.03% -22,560 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 11,308 $369K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,291 $368K 0.01% -791 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 11,282 $368K 0.06% -880 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 11,103 $366K 0.1% -2,607 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,198 $365K 0.01% +2,743 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 11,183 $365K 0.11% -223 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,160 $364K 0.08% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 11,125 $363K 0.1% 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 11,106 $362K 0.18% 0 13F-HR Timeline Foundry Partners, LLC More: the full row for Foundry Partners, LLC 11,075 $361K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,059 $361K 0.03% +161 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 11,045 $360K 0.12% -210 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,958 $360K 0.01% +2,498 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,024 $360K 0.07% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,812 $358K 0.02% +99 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,930 $357K <0.01% +4,562 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,657 $355K <0.01% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 10,779 $352K 0.02% 0 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,699 $349K 0.08% +300 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,684 $349K 0.01% +1,646 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 10,573 $348K 0.02% -1,597 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 10,617 $346K 0.02% -292 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,455 $341K 0.01% -213 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,331 $337K 0.16% -417 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,312 $336K 0.03% +329 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,297 $336K 0.06% -881 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,268 $335K 0.03% +3,637 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 10,243 $334K 0.03% -257 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,221 $333K 0.01% -72 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,211 $333K 0.01% -1,315 13F-HR/A Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 10,202 $333K 0.06% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10,156 $331K 0.01% +2,177 13F-HR/A Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,153 $331K 0.13% +558 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 10,116 $330K 0.09% +504 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,078 $329K 0.02% -3,550 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. More: the full row for CAMELOT TECHNOLOGY ADVISORS, INC. 10,076 $329K 0.3% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 10,069 $329K 0.06% +25 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 10,049 $328K 0.03% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 10,047 $328K 0.2% -958 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 9,976 $326K -640 Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 9,921 $324K 0.03% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,703 $322K 0.01% +2,105 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,841 $321K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,754 $318K 0.01% -5,239 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,676 $316K <0.01% -2,082 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,637 $314K 0.02% +37 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 9,636 $314K 0.08% +298 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 9,578 $313K 0.23% new 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 9,572 $312K 0.28% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 9,500 $310K 0.15% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,464 $309K 0.03% -200 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 9,412 $307K 0.03% +759 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,404 $307K 0.04% -1,148 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 9,400 $307K 0.05% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,367 $306K 0.16% +2 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 9,324 $304K 0.2% 0 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 9,305 $304K 0.12% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,262 $302K <0.01% -373 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 9,200 $300K 0.09% 0 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,148 $298K 0.01% -36,521 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 9,121 $298K 0.2% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,083 $296K <0.01% -386 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,081 $296K 0.28% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,081 $296K 0.17% +759 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,031 $295K <0.01% +83 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 8,945 $294K 0.01% -1,692 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,000 $294K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 9,000 $294K 0.1% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,935 $292K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,919 $291K 0.01% +425 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,832 $288K 0.02% -132 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,814 $288K 0.01% +1,923 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 8,810 $287K <0.01% +568 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,784 $287K 0.08% new 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,680 $283K 0.07% 0 13F-HR/A Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,668 $283K 0.02% -396 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 8,650 $282K 0.07% +310 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 8,616 $281K 0.12% -750 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,539 $280K 0.01% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,560 $279K 0.01% +200 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 8,543 $279K 0.04% 0 13F-HR Timeline AG Asset Advisory, LLC More: the full row for AG Asset Advisory, LLC 8,457 $276K 0.28% 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,265 $274K 0.06% -164 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 8,400 $274K 0.11% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 8,378 $273K 0.04% +481 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,332 $272K <0.01% -6,084 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,316 $271K 0.01% -550 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,295 $271K 0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 8,294 $271K 0.04% -472 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,200 $270K 0.03% +64 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,246 $269K 0.01% -775 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,180 $267K <0.01% 0 13F-HR Timeline Group RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,169 $267K 0.06% -773 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,160 $266K 0.01% +47 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 8,087 $264K 0.02% -1,543 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 8,068 $263K 0.25% +371 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 8,050 $263K 0.08% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8,036 $262K <0.01% -1,407 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,000 $261K 0.05% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 7,990 $261K 0.13% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 7,985 $261K 0.18% 13F-HR Timeline Willow Creek Wealth Management Inc. 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