Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15,465 $519K 0.01% +538 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 15,427 $518K 0.01% -603 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 15,355 $515K 0.47% +345 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 14,107 $515K 0.22% 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 15,324 $514K 0.42% 0 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 15,306 $514K 0.16% +2,678 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 15,294 $513K 0.11% -8,129 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 15,245 $511K 0.19% +13,037 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 15,245 $511K 0.03% -2,016 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 22,533 $511K 0.07% -954 13F-HR/A Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 15,168 $509K 0.12% -300 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,674 $507K 0.11% +120 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 15,117 $507K <0.01% -310,386 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 15,101 $507K 0.01% +274 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 13,133 $505K 0.22% +55 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 15,050 $505K 0.08% +4,337 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 14,855 $498K 0.05% -8,129 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14,839 $498K 0.12% +4,315 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 14,611 $497K 0.47% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 14,800 $497K 0.1% -1,000 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 14,779 $496K 0.1% +1,215 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 14,765 $495K 0.28% +3,364 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 14,691 $493K 0.22% -833 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 14,639 $491K 0.17% +4,541 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 14,584 $489K 0.02% -150 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 14,558 $488K 0.07% -1,054 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 14,556 $488K 0.22% -1,810 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for Ipswich Investment Management Co., Inc. 14,416 $484K 0.11% -1,813 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14,405 $483K 0.15% -5,104 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 14,343 $481K 0.26% 0 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,333 $481K <0.01% -348 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 14,305 $480K 0.02% +452 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 14,227 $477K 0.03% +2,347 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,215 $477K 0.05% -6,000 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,200 $476K 0.01% +863 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 14,180 $476K 0.03% -125 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 14,133 $474K 0.08% -572 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 12,953 $474K 0.34% -54 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 14,085 $473K 0.09% -1,186 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 14,032 $471K 0.34% -987 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 14,027 $471K 0.03% -6,992 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,000 $470K 0.02% +1,880 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 13,987 $469K 0.46% -1,350 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 12,725 $469K 0.16% +24 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,951 $468K 0.02% +3,030 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 13,928 $467K 0.19% -3,720 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,924 $467K 0.18% -250 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 13,911 $467K 0.13% -11,644 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 13,902 $466K 0.05% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 13,900 $466K 0.07% +610 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 13,892 $466K 0.07% -600 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 13,860 $465K 0.02% -121 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 13,836 $464K 1.14% -15,902 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,826 $464K 0.11% -345 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 13,805 $463K 0.18% -275 13F-HR Timeline CLG LLC More: the full row for CLG LLC 13,793 $463K 0.13% -100 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 13,785 $462K 0.16% -1,855 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 13,780 $462K 0.03% +1,062 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,755 $461K 0.01% -184 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 13,668 $459K 0.07% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 13,637 $458K 0.15% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,503 $453K 0.05% +342 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,457 $451K 0.09% -2,501 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 13,456 $451K 0.11% -2,340 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 13,451 $451K 0.09% +500 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,432 $451K 0.02% -500 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 13,419 $450K 0.03% +987 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,397 $449K 0.13% -7,226 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 13,389 $449K 0.22% -136 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 13,356 $448K <0.01% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,332 $447K 0.04% -15,260 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 13,320 $447K 0.21% -390 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 13,315 $447K 0.38% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,163 $442K 0.02% +2,226 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,161 $442K 0.18% -646 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 13,155 $441K 0.07% -1,701 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 13,073 $439K 0.03% +599 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 13,062 $438K 0.09% 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 13,050 $438K 0.39% -1,650 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 13,018 $437K 0.1% -1,612 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 13,000 $436K 0.14% new 13F-HR Timeline RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 12,991 $436K 0.17% -1,000 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,928 $434K 0.01% +1,756 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 12,927 $434K 0.08% +700 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 12,912 $433K 0.07% -6,809 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 12,909 $433K 0.02% -322 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,890 $432K 0.03% -1,269 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 12,886 $432K 0.01% -1,371 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 12,846 $431K 0.08% +403 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 19,194 $430K 0.04% -144 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,707 $429K 0.02% +724 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,192 $428K 0.03% new 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 12,750 $428K 0.26% -2,141 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,739 $427K 0.04% -1,517 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 12,724 $427K 0.14% new 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 12,705 $426K 0.15% +3,752 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12,699 $426K 0.18% +747 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 14,909 $426K 0.01% -1,773 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 12,620 $423K 0.02% +697 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 12,572 $422K 0.05% -2,453 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 12,571 $422K 0.29% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 12,522 $420K 0.13% -750 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,460 $418K 0.03% 0 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 12,431 $417K 0.11% 0 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 12,408 $416K 0.19% -1,834 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 12,381 $415K <0.01% -457,557 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 12,380 $415K 0.05% -1,690 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 12,380 $415K 0.05% -88 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,373 $415K 0.04% +880 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 12,368 $415K 0.03% -2,756 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 12,357 $415K 0.02% +475 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,355 $415K 0.01% -1,447 13F-HR Timeline QVR LLC More: the full row for QVR LLC 12,355 $415K 0.5% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 11,077 $413K 0.06% -1,944 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 12,288 $412K 0.09% -11,378 13F-HR Timeline TOBAM More: the full row for TOBAM 12,276 $412K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hudock, Inc. More: the full row for Hudock, Inc. 12,275 $412K 0.06% -351 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 12,255 $411K 0.06% +4,340 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,245 $411K 0.03% -3,141 13F-HR Timeline Group Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,244 $411K 0.07% -500 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 12,216 $410K 0.18% -65 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 12,214 $410K 0.02% -1,184 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 12,212 $410K 0.1% -13,434 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 12,200 $409K 0.01% -4,093 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 12,180 $409K 0.09% +1,690 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 12,170 $408K 0.11% -1,500 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 10,903 $408K 0.27% -3,008 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 12,157 $408K 0.02% -892 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 12,147 $408K 0.01% -5,070 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 12,135 $407K 0.03% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 12,090 $406K 0.18% -317 13F-HR Timeline S&CO INC More: the full row for S&CO INC 12,062 $404K 0.02% -2,539 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 12,041 $404K 0.01% -220 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 12,030 $404K 0.14% +17 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 12,020 $403K 0.03% -46 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,000 $403K 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,982 $402K 0.03% -1,099 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 11,970 $402K 0.32% -4,882 13F-HR/A Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,960 $401K 0.06% -6,157 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,959 $401K 0.05% +94 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 11,935 $400K 0.23% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,934 $400K 0.3% -428 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 11,879 $399K 0.02% +81 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,853 $398K 0.04% +1,216 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 11,847 $397K 0.04% -420 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,785 $395K <0.01% +440 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 11,779 $395K 0.03% +656 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 11,753 $394K 0.07% -4,566 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 11,670 $392K 0.17% -1,608 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 11,663 $391K 0.18% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 11,646 $391K 0.12% +2,522 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,643 $391K 0.03% -5,217 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 11,628 $390K 0.14% -7,664 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 11,625 $390K 0.08% -400 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 11,616 $390K 0.21% -750 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 11,608 $389K <0.01% -3,223 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,589 $389K 0.11% -800 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 11,589 $389K 0.06% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 11,578 $388K 0.01% +12 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 11,536 $387K 0.05% -1,865 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,544 $387K 0.1% -364 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,534 $387K 0.03% +360 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 11,526 $387K 0.02% +16 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 11,515 $386K 0.25% +440 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 11,501 $386K 0.05% +2,400 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11,178 $385K 0.04% +66 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 11,459 $384K 0.04% -560,825 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 11,453 $384K <0.01% -4,687 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 11,451 $384K 0.02% -2,300 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,422 $383K 0.06% -12,354 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 11,393 $382K 0.04% -1,000 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 11,336 $380K 0.25% new 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 11,323 $380K 0.03% -3,180 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 11,297 $379K 0.06% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 11,285 $379K 0.26% +750 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,212 $376K 0.02% -15,172 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,200 $376K 0.05% 0 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 11,173 $375K 0.15% -1,268 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,149 $374K 0.13% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 11,141 $374K 0.03% -979 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 11,137 $374K 0.05% -186 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,131 $373K 0.09% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,096 $372K 0.01% +1,566 13F-HR Timeline Group