Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,160 $281K <0.01% +236 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 2,158 $280K 0.11% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 2,156 $280K 0.08% -389 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,132 $277K 0.02% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,126 $276K 0.03% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,124 $276K 0.01% +81 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,121 $276K 0.01% +34 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,112 $274K 0.05% 0 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,109 $274K 0.14% -335 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,108 $274K 0.01% +91 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,105 $274K 0.06% +1 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,098 $273K 0.07% +113 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,064 $268K 0.08% +1,129 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,062 $268K 0.05% -516 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 2,061 $268K 0.27% 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,052 $267K 0.01% -623 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,137 $267K 0.01% +247 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,045 $266K 0.02% +97 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,043 $265K 0.07% -7 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,028 $264K 0.01% -3 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,020 $262K 0.03% new 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,102 $262K 0.17% +2 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,009 $261K 0.01% +9 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,001 $260K 0.01% 0 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 2,000 $260K 0.06% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 2,000 $260K 0.04% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 2,000 $260K 0.15% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,000 $260K 0.11% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 2,000 $260K 0.14% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,085 $259K 0.06% -192 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,994 $259K 0.07% +80 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,993 $259K 0.03% +100 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,990 $259K <0.01% -142 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,986 $258K 0.05% -3,634 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,963 $255K 0.04% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,961 $255K 0.01% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,961 $255K 0.1% new 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,956 $254K 0.18% -38 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,956 $254K 0.14% +3 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,948 $253K <0.01% +10 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 1,946 $253K 0.19% +115 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,946 $253K 0.01% +398 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,944 $253K 0.02% +639 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,943 $252K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,939 $252K <0.01% +53 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,010 $251K 0.11% 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,932 $251K 0.02% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,929 $251K 0.02% +304 13F-HR Timeline 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 1,920 $250K 0.01% 0 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,915 $249K 0.01% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 1,912 $248K 0.08% +135 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 1,900 $247K 0.02% +1 13F-HR Timeline Bienville Capital Management, LLC More: the full row for Bienville Capital Management, LLC 1,898 $247K 0.05% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 1,897 $247K 0.17% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,887 $245K 0.02% +51 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,908 $244K 0.04% -111 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,872 $243K 0.01% -1,916 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,868 $243K <0.01% +268 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 1,856 $241K 0.14% +3 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,855 $241K 0.04% 0 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,850 $240K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,849 $240K 0.01% +245 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,841 $239K 0.15% +68 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,836 $239K 0.05% 0 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 1,821 $237K 0.05% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,810 $235K 0.01% +7 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,806 $235K 0.07% new 13F-HR Timeline Serenus Wealth Advisors, LLC More: the full row for Serenus Wealth Advisors, LLC 1,806 $235K 0.04% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,802 $234K 0.01% +13 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 1,801 $234K 0.09% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,800 $234K 0.02% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,794 $233K 0.02% -21 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 1,790 $233K 0.16% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,778 $231K 0.06% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,776 $231K 0.08% -335 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,773 $230K <0.01% -21 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,772 $230K 0.05% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,766 $229K 0.05% +139 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,765 $229K 0.02% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,750 $227K <0.01% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,740 $226K 0.08% +1 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,739 $226K 0.03% +128 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,736 $226K 0.01% +10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,732 $225K 0.01% +487 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,730 $225K 0.06% -180 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,727 $224K 0.13% +28 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,723 $224K 0.02% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,722 $224K 0.01% +138 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,716 $223K 0.13% +163 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,714 $223K 0.07% -16 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,714 $223K 0.02% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,710 $222K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,709 $222K <0.01% -1,095 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,705 $222K <0.01% -11 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,745 $221K 0.26% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,698 $221K 0.11% +845 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,679 $218K <0.01% +628 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,676 $218K <0.01% +11 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,672 $217K 0.02% +75 13F-HR Timeline Group Unison Asset Management LLC More: the full row for Unison Asset Management LLC 1,668 $217K 0.1% 0 13F-HR/A Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,837 $216K 0.14% -270 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,657 $215K 0.01% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,656 $215K 0.01% -130 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,651 $215K 0.04% 0 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,650 $214K <0.01% -63 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,643 $213K 0.11% +3 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,636 $213K 0.13% -16 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,635 $212K <0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,635 $212K 0.03% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,591 $212K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,622 $211K 0.01% +59 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,620 $211K 0.03% +8 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,700 $210K 0.17% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,610 $209K <0.01% -218 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,600 $208K <0.01% -508 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,600 $208K 0.03% new 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,586 $207K 0.07% +43 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,595 $207K 0.07% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,584 $206K 0.01% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 1,584 $206K 0.13% +22 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,577 $205K 0.02% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,571 $204K 0.01% +11 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,571 $204K 0.03% -95 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,568 $204K 0.06% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,563 $203K 0.01% -3,216 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,561 $203K <0.01% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 1,550 $201K 0.05% +2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,511 $196K 0.01% +11 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,479 $192K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,420 $185K 0.01% +151 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,408 $183K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,335 $173K <0.01% +177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. YANKCOM Partnership More: the full row for YANKCOM Partnership 1,294 $168K 0.08% +19 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,197 $156K 0.14% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,184 $154K 0.05% +729 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,126 $146K 0.01% -771 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,120 $146K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,113 $145K 0.01% -29 13F-HR Timeline MOTCO More: the full row for MOTCO 1,054 $137K 0.01% +24 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,032 $134K 0.01% -22 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,011 $131K 0.04% +7 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,009 $131K 0.11% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,001 $130K 0.01% +1 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,000 $130K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 988 $128K 0.03% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 984 $128K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 981 $127K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 994 $123K 0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 951 $123K 0.02% +2 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 943 $122K 0.01% +423 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 860 $112K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 130 $112K 0.01% -730 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 855 $111K <0.01% -1,918 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 940 $111K 0.02% +12 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 805 $104K 0.01% +71 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 765 $99.4K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 749 $97.3K <0.01% +8 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 726 $94K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 728 $89.9K 0.01% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 683 $88K <0.01% +445 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 670 $87.1K 0.02% +120 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 672 $87K 0.05% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 669 $87K 0.06% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 666 $86.6K <0.01% -273 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 662 $86K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 655 $85.1K 0.01% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 635 $82.5K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 634 $82.4K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 628 $81.6K 0.06% +169 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 616 $80K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 615 $79.9K 0.01% +14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 608 $79K 0.03% +294 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 604 $78.5K 0.02% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 586 $76.2K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 575 $74.7K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 568 $73.8K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 556 $72.3K 0.03% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 551 $71.6K <0.01% +355 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 549 $71.3K 0.02% +32 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 540 $70.2K 0.05% -49 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 512 $66.5K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 500 $65K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 499 $64.8K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 483 $62.8K <0.01% -1,240 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 482 $62.6K <0.01% +21 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 481 $62.4K 0.02% +1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 477 $61.9K 0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 510 $61.5K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 472 $61.4K 0.03% -9 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 456 $59.3K <0.01% +6 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 450 $58.5K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 450 $58K 0.02% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 450 $58K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 446 $58K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 440 $57.2K 0.02% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 436 $56.7K 0.06% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 430 $55.9K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 430 $55.9K 0.05% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 427 $55.5K 0.01% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 399 $51.9K -5,303 Timeline