Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 874 $367K 0.01% -51 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 863 $362K <0.01% -54 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 857 $360K 0.02% +342 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 851 $357K 0.27% +748 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 838 $352K 0.01% new 13F-HR Timeline Group Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 837 $351K 0.06% +58 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 826 $347K 0.03% -167 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 817 $343K <0.01% -288 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 812 $341K 0.02% 0 13F-HR Timeline Group Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 809 $340K 0.24% new 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. 805 $338K 0.01% -95 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 800 $336K 0.02% -956 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 800 $336K <0.01% +38 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 794 $333K <0.01% -19 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 792 $332K 0.09% -111 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 682 $330K 0.23% -302 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 782 $328K 0.01% +45 13F-HR Timeline CX Institutional More: the full row for CX Institutional 782 $328K 0.01% -422 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 780 $327K <0.01% +80 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 780 $327K 0.02% -74 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 785 $325K 0.01% -17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 770 $323K <0.01% +52 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 768 $323K 0.06% -11 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 765 $322K <0.01% -32 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 759 $319K <0.01% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 758 $318K <0.01% -92 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 751 $315K 0.09% +6 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 745 $313K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 743 $312K 0.03% +2 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 741 $311K 0.03% -193 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 738 $310K <0.01% -379 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 736 $309K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 735 $309K 0.01% +170 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 733 $308K <0.01% -80 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 732 $307K 0.08% +698 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 731 $307K <0.01% -12 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 725 $304K 0.04% new 13F-HR/A Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 722 $303K 0.32% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 721 $303K 0.02% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 710 $298K 0.03% -15 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 700 $294K 0.09% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 679 $285K <0.01% new 13F-HR/A Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 677 $284K 0.1% +219 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 677 $284K 0.03% -190 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 676 $284K 0.15% -137 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 723 $283K 0.03% -32 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 674 $283K 0.09% -12 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 673 $282K 0.15% -102 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 672 $282K 0.19% -15 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 672 $282K 0.1% -68 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 670 $281K 0.01% +87 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 668 $280K 0.01% +31 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 661 $277K 0.15% -28 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 657 $276K 0.15% -49 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 654 $275K 0.08% 0 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 651 $273K 0.18% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 645 $271K 0.02% +4 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 642 $269K 0.06% -23 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 633 $266K 0.02% +13 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 630 $264K 0.06% 0 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 625 $262K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 626 $262K <0.01% +120 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 614 $258K <0.01% +61 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 609 $256K 0.02% 0 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 609 $256K 0.17% -2 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 590 $250K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 601 $250K 0.01% +73 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 591 $248K 0.03% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 590 $248K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 585 $246K <0.01% +76 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 585 $245K <0.01% +70 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 581 $244K 0.01% -1,728 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 579 $243K 0.02% new 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 579 $243K +27 Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 574 $241K 0.07% -12 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 571 $240K 0.04% +6 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 570 $239K 0.04% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 572 $239K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 572 $239K 0.05% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 566 $238K 0.06% +83 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 565 $237K 0.06% +18 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 571 $236K <0.01% -187 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 561 $235K 0.1% +90 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 562 $235K <0.01% +30 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 556 $233K 0.12% +48 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 553 $232K 0.05% +177 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 548 $230K 0.02% +34 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 548 $229K <0.01% -18,983 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 539 $226K 0.03% +3 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 535 $225K 0.04% -2 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 530 $222K 0.01% -3,573 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 529 $222K 0.01% -78 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 527 $221K 0.04% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 525 $220K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 524 $220K <0.01% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 525 $218K 0.02% -195 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 520 $218K 0.02% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 519 $218K 0.07% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 518 $217K 0.03% -4 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 515 $216K 0.09% -1 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 509 $214K <0.01% +73 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 516 $213K 0.07% +6 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 502 $211K 0.02% -187 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 502 $211K 0.13% -162 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 500 $210K 0.16% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 500 $210K 0.06% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $210K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 497 $209K 0.01% new 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 497 $209K 0.02% +1 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 494 $207K 0.1% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 492 $207K 0.01% -19 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 491 $206K 0.04% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 490 $206K 0.02% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 489 $205K 0.02% -10 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 488 $205K 0.02% new 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 488 $205K 0.09% -2 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 484 $203K <0.01% +11 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 483 $203K 0.06% -45 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 480 $202K 0.08% -88 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 477 $200K 0.14% -199 13F-HR/A Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 470 $197K 0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 449 $188K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 423 $178K 0.01% -1 13F-HR Timeline Group eCIO, Inc. More: the full row for eCIO, Inc. 381 $160K 0.05% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 378 $159K 0.05% -272 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 365 $152K <0.01% -181 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 354 $149K 0.02% +47 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 352 $148K <0.01% +8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 350 $147K <0.01% -32 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 343 $144K <0.01% -20,430 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 343 $144K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 283 $141K 0.03% -14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 335 $141K <0.01% -47 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 330 $139K 0.06% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 323 $136K 0.02% +206 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 308 $129K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 303 $127K 0.01% +20 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 300 $126K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 295 $124K 0.01% +73 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 283 $118K 0.04% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 259 $109K <0.01% -962 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 257 $108K 0.02% -5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 242 $102K 0.01% +26 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 241 $101K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 240 $101K <0.01% -420 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 228 $95.7K 0.06% +4 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 224 $93.9K <0.01% new 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 220 $92.3K 0.01% -13 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 217 $91K <0.01% -7,524 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 228 $87K 0.06% -68 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 200 $83.9K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $83.9K 0.01% 0 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 195 $82.1K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 192 $80.6K 0.01% +187 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 190 $79.8K 0.02% -21 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 170 $71.4K 0.01% -3 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 169 $70.9K 0.01% +2 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 167 $70.1K <0.01% +61 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 164 $68.8K 0.06% -67 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 157 $65.9K 0.01% +29 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 157 $65.9K 0.01% 0 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 138 $57.9K 0.03% +116 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 131 $55K 0.02% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 126 $52.9K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 125 $52.5K 0.02% +5 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 118 $49.5K 0.04% 0 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 116 $49K 0.04% -33 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 115 $48K <0.01% +78 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 111 $46.6K <0.01% -10 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 111 $46.6K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 106 $44.5K <0.01% -154 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 101 $42.4K <0.01% -11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 101 $42.4K <0.01% -47 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 101 $42K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 100 $42K <0.01% -1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 93 $39K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 93 $39K 0.01% +10 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $39K 0.01% +5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 82 $34.4K 0.03% -5 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 80 $33.6K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 77 $32.5K 0.01% -18 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77 $32.3K <0.01% 0 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. 75 $31K <0.01% -8 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 72 $30.2K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 70 $29.4K 0.01% +12 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 70 $29.4K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 68 $28.1K 0.01% +8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 66 $27.7K 0.04% +6 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 65 $27.3K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 66 $27K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $26.4K <0.01% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 60 $25.2K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 60 $25.2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $24.8K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 49 $24.4K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 55 $23.1K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 55 $23.1K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 55 $23.1K <0.01% +46 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 53 $22.2K 0.01% -13 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 44 $21.3K <0.01% 0 13F-HR Timeline