UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,607 $457K 0.02% -79 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,603 $457K 0.01% -458 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,580 $453K 0.06% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,570 $451K 0.09% +170 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,570 $451K <0.01% -80,793 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,561 $449K 0.14% +197 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,541 $446K <0.01% -438 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,531 $445K 0.01% +33 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,451 $445K 0.02% +15 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 2,530 $444K 0.02% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,525 $443K 0.13% -27 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 2,520 $442K 0.01% 0 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,509 $440K 0.27% +20 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,508 $440K 0.08% -447 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,508 $440K 0.02% +889 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 2,507 $440K 0.01% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,506 $440K 0.01% +24 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,504 $439K 0.07% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,500 $439K 0.01% -148 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 2,492 $437K 0.07% +6 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,491 $437K 0.05% +249 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 2,490 $437K 0.11% -2 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,424 $433K 0.05% +13 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,468 $433K 0.01% +33 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,461 $432K 0.01% -355 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,435 $427K 0.03% +659 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,426 $426K 0.02% +369 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,417 $424K 0.01% +5 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,410 $423K 0.01% -4,181 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,404 $422K 0.01% -164 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 2,400 $421K 0.1% 0 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 2,400 $421K 0.41% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,405 $421K 0.02% -310 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,397 $421K 0.02% +8 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,396 $420K <0.01% +1,368 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,381 $418K 0.02% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,371 $416K 0.06% +125 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,366 $415K 0.02% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,346 $412K 0.01% -604 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,325 $410K 0.05% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 2,333 $409K 0.17% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,325 $408K 0.01% +22 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,314 $406K 0.02% -376 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 2,311 $405K 0.08% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,309 $405K 0.24% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 2,307 $405K 0.21% +1 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,303 $404K <0.01% -65 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,299 $403K 0.01% -3 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,290 $402K <0.01% +405 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,284 $401K 0.07% -191 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,280 $400K 0.08% -120 13F-HR/A Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,267 $398K 0.02% -744 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,263 $397K 0.02% -311 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,258 $396K 0.01% +1,089 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,251 $395K 0.05% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,237 $392K 0.2% 0 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 2,225 $390K 0.32% -1 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,206 $387K 0.02% -68 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,192 $385K 0.07% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,189 $384K 0.02% +793 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 2,189 $384K 0.07% -335 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,180 $382K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,179 $382K 0.03% -53 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,145 $376K 0.04% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,129 $374K 0.11% +16 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,126 $373K 0.13% +118 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 2,121 $371K 0.05% -7 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,112 $371K <0.01% +310 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,112 $371K 0.24% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,100 $368K 0.08% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,096 $368K 0.01% +712 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,085 $366K 0.03% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 2,082 $365K <0.01% -670,152 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,082 $365K 0.05% -70 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 2,075 $364K 0.24% +346 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 2,071 $363K 0.05% -130 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,070 $363K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,068 $363K 0.01% -73 13F-HR/A Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,054 $360K 0.17% -22 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,054 $360K 0.03% -60 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,051 $360K 0.39% +60 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,045 $359K -372 Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,042 $358K 0.02% -4,663 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,040 $358K 0.1% +542 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,026 $355K 0.07% +3 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,021 $355K <0.01% -33,626 13F-HR Timeline Group VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 2,018 $354K 0.14% -6 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,016 $354K 0.15% new 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 2,013 $353K 0.04% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,012 $353K 0.02% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,011 $353K 0.02% +419 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,001 $351K 0.02% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 2,000 $351K 0.05% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,000 $351K 0.11% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,986 $348K 0.04% -159 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 1,982 $348K 0.08% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,967 $345K <0.01% -15 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,955 $343K 0.01% -15 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,952 $342K 0.14% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,950 $342K 0.24% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,941 $341K 0.02% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,930 $339K 0.01% -1 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,923 $337K 0.11% +4 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,914 $336K 0.03% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,911 $335K 0.03% -461 13F-HR Timeline Group Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,911 $335K 0.23% +239 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,910 $335K 0.01% +21 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,893 $333K 0.05% +57 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,890 $332K <0.01% -3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,882 $330K <0.01% -855 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 1,877 $329K 0.05% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 1,875 $329K 0.1% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,872 $328K 0.05% +251 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,869 $328K 0.02% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 1,860 $326K 0.05% -254 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,900 $326K 0.03% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,857 $326K <0.01% -131 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,854 $325K 0.11% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,850 $325K 0.2% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,847 $324K 0.02% +118 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,838 $322K 0.01% -205 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,829 $321K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,826 $320K 0.09% -45 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,817 $319K 0.02% +776 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,810 $318K 0.02% -11 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 1,791 $314K +17 Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,787 $314K 0.02% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,787 $314K 0.08% new 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,771 $311K 0.08% +217 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,770 $311K 0.01% +288 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 1,766 $310K 0.04% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,751 $307K 0.15% +265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 1,750 $307K 0.04% -11,708 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 1,750 $307K 0.03% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PCM Encore, LLC More: the full row for PCM Encore, LLC 1,750 $307K 0.05% -57 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 1,746 $306K 0.16% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,731 $304K 0.02% -10 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,730 $304K 0.02% +4 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,725 $303K 0.17% +25 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,724 $302K 0.03% -1,930 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,711 $300K 0.08% +13 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,704 $299K 0.01% +663 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,702 $299K 0.02% -833 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,657 $296K 0.02% -20 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,685 $296K 0.14% -440 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,674 $294K 0.01% -122 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,672 $293K 0.01% +163 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 1,667 $292K 0.04% -44 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,660 $291K 0.11% -149 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,660 $291K 0.04% +36 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 1,660 $291K -1,077 Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,651 $290K 0.12% -50 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,635 $287K 0.08% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,615 $283K 0.01% -75 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,614 $283K 0.05% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,606 $282K 0.03% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,585 $281K 0.03% -56 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,600 $281K 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,599 $280K 0.01% -1,790 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,598 $280K 0.02% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,592 $279K 0.02% +24 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,591 $279K 0.01% -203 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,581 $277K 0.01% +123 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,580 $277K 0.19% +83 13F-HR Timeline MOTCO More: the full row for MOTCO 1,577 $277K 0.02% +4 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,575 $276K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,574 $276K 0.01% -308 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,572 $276K 0.17% +375 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 1,542 $271K 0.22% +12 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,536 $269K 0.02% -1,125 13F-HR Timeline Group Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,530 $269K 0.06% -3 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,525 $268K 0.11% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,525 $268K 0.02% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,524 $267K 0.01% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,526 $267K 0.05% -25 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 1,519 $267K 0.05% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,518 $266K 0.18% new 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 1,516 $266K 0.11% -31 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 1,515 $266K 0.13% -57 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,732 $266K <0.01% new 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 1,514 $266K 0.18% 0 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,511 $265K 0.01% -175 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,511 $265K 0.12% +61 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,501 $263K 0.02% 0 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,500 $263K 0.16% -100 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,500 $263K 0.07% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,500 $263K 0.03% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 1,499 $263K 0.04% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,497 $263K 0.01% -73 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,496 $263K 0.01% -31 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,410 $262K 0.16% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,495 $262K 0.09% -60 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,492 $262K 0.01% -23,940 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,481 $260K 0.04% -602 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,465 $260K 0.15% +10 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,482 $260K 0.01% +20 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,480 $260K 0.01% -46 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,477 $259K 0.17% +2 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,476 $259K 0.05% 0 13F-HR/A Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,475 $259K 0.11% +21 13F-HR Timeline