HM PAYSON & CO More: the full row for HM PAYSON & CO 3,928 $470K 0.01% +7 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,922 $470K 0.07% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,909 $468K 0.06% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,909 $468K 0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,905 $468K 0.01% +20 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,850 $461K 0.01% -169 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,843 $460K 0.06% -2 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,338 $459K 0.07% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,833 $459K 0.04% -40 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,795 $454K 0.13% -682 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,792 $454K 0.04% -50,634 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,755 $450K 0.13% +28 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,749 $449K 0.01% -260 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,731 $447K 0.15% -59 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,727 $446K 0.09% +73 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,720 $445K 0.16% +435 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 3,697 $443K 0.06% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,693 $442K 0.01% +116 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,663 $439K 0.03% +15 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,657 $438K 0.13% 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,632 $435K 0.01% +548 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,622 $434K 0.01% -172 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,606 $432K 0.05% +43 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,606 $432K 0.23% -360 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,600 $431K 0.03% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,585 $429K 0.02% +202 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,579 $429K 0.04% -12 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,571 $428K 0.05% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,570 $428K 0.01% -676 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,549 $426K 0.02% +93 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,558 $426K 0.09% +3,300 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 3,458 $425K 0.09% +15 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,522 $422K 0.18% -152 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,519 $421K 0.05% +121 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,510 $420K 0.15% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,509 $420K 0.01% +487 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,490 $418K 0.02% +89 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 3,475 $416K 0.4% 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,464 $415K 0.05% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,454 $414K 0.14% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,437 $412K 0.03% -139 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,430 $411K 0.07% +577 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,427 $410K 0.24% +87 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,418 $409K 0.31% -3,291 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 3,415 $409K 0.18% -29 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,410 $408K 0.01% -422 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,399 $407K 0.01% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,392 $406K 0.06% 0 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,384 $405K 0.03% -458 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,380 $405K 0.03% +1 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,378 $405K 0.04% -5 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,931 $403K 0.01% +275 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,351 $401K 0.02% +2,039 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,351 $401K 0.02% +24 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 3,332 $399K 0.45% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,329 $399K 0.01% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,311 $397K 0.03% -55 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,310 $396K 0.16% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,297 $396K 0.01% +686 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,304 $396K 0.01% -9,973 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,303 $396K 0.03% +44 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,303 $396K 0.16% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,289 $394K 0.05% +204 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,281 $393K 0.03% +194 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,922 $393K 0.21% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 3,264 $391K 0.57% +254 13F-HR Timeline Urban Wealth Management, LLC More: the full row for Urban Wealth Management, LLC 3,263 $391K 0.36% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,261 $391K 0.01% +79 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,217 $389K <0.01% +62 13F-HR Timeline Group CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 3,207 $384K 0.11% +11 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,207 $384K 0.03% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 3,207 $384K 0.16% -534 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 3,204 $384K 0.04% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,200 $383K <0.01% -15,662 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,183 $381K 0.04% +407 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,180 $381K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,173 $380K 0.01% +183 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,169 $379K 0.01% -24 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,159 $378K 0.02% +928 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,145 $377K 0.01% -617 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,136 $376K 0.06% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,130 $375K 0.09% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,115 $374K 0.15% +3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,115 $373K 0.17% 0 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,106 $372K 0.05% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,103 $372K 0.24% -31 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,084 $369K 0.02% +69 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,084 $369K 0.02% -71 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,076 $368K 0.04% +200 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,073 $368K 0.01% +126 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,056 $366K <0.01% new 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 3,049 $365K -25 Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,037 $364K 0.04% -144 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 3,028 $363K 0.19% -124 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 3,024 $362K 0.32% -48 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,021 $362K <0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,016 $361K 0.04% +554 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,005 $360K 0.03% -232 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,005 $360K 0.26% +69 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,003 $360K 0.02% +279 13F-HR/A Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 3,000 $359K <0.01% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,976 $356K 0.01% +141 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,967 $355K 0.03% -787 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,957 $354K 0.09% +1,093 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,951 $353K 0.22% +500 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 2,946 $353K 0.18% +89 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,936 $352K 0.02% -58 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,927 $351K 0.03% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,926 $350K 0.26% +280 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,874 $344K <0.01% +583 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,868 $343K 0.01% +1,030 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,850 $341K 0.03% +10 13F-HR Timeline Unify Financial Advisors More: the full row for Unify Financial Advisors 2,847 $341K 0.36% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,840 $340K 0.02% 0 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2,839 $340K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,831 $339K 0.01% -40 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,959 $338K <0.01% -3,709 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,819 $338K 0.05% +332 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,818 $338K 0.02% +562 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,816 $337K 0.09% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,810 $336K 0.26% -563 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,791 $334K <0.01% +600 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,773 $332K 0.04% +136 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,755 $330K 0.01% -146 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,742 $328K 0.02% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,718 $325K 0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,716 $325K 0.02% -15 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 2,705 $324K 0.08% +181 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,699 $323K <0.01% -309 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,700 $323K 0.01% -200 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,688 $322K 0.02% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,685 $322K 0.14% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,664 $319K 0.01% 0 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,656 $318K 0.05% +491 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,651 $317K 0.3% +524 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,651 $317K 0.07% 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,649 $317K 0.09% +498 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,641 $316K 0.03% +5 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,639 $316K 0.01% -223 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,630 $316K 0.01% +13 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2,633 $315K 0.29% -50 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,614 $313K 0.01% +260 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 2,584 $313K 0.01% -8,300 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,602 $312K 0.04% +309 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,589 $310K 0.01% +780 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,581 $309K 0.04% -82 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 2,575 $308K 0.13% -136 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,238 $308K 0.12% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,572 $308K 0.04% -100 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 2,569 $308K 0.02% +5 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,569 $308K 0.02% -339 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,568 $308K 0.11% -900 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 2,564 $307K 0.21% -190 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 2,560 $307K 0.06% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2,459 $302K 0.1% +1,072 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,520 $302K 0.08% -87 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,516 $301K 0.01% +108 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,504 $301K 0.02% +69 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,511 $301K 0.1% +71 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,511 $301K 0.07% +242 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,510 $301K 0.02% -13 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,499 $299K 0.08% -141 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 2,491 $298K 0.07% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,487 $298K 0.2% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,480 $297K <0.01% -492 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,456 $295K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,449 $293K 0.01% +77 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 2,447 $293K 0.09% -1,940 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,442 $292K 0.01% +156 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,439 $292K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,439 $292K 0.03% -1 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,440 $292K 0.05% +28 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,403 $288K 0.01% -10,959 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,397 $287K 0.05% +47 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 2,393 $287K 0.01% 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,393 $287K 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,390 $286K 0.02% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,380 $285K <0.01% -2,520 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,375 $284K <0.01% +60 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,367 $283K 0.05% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,359 $283K 0.06% +11 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,344 $281K 0.12% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,344 $281K 0.01% -493 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,342 $280K 0.05% +1 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,342 $280K 0.16% +25 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,339 $280K 0.04% +109 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,335 $280K 0.05% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,334 $279K 0.02% -55 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,325 $278K 0.03% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,314 $277K 0.1% -256 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 2,306 $276K 0.08% +8 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,305 $276K 0.06% -378 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,299 $276K 0.02% new 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,300 $275K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,291 $274K 0.02% +33 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,288 $274K 0.01% +27 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,312 $272K <0.01% -10,764 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,257 $271K 0.01% -32 13F-HR Timeline Group DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,400 $269K 0.01% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,223 $266K 0.02% +242 13F-HR Timeline