NWAM LLC More: the full row for NWAM LLC 6,386 $908K 0.08% +77 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 6,375 $907K 0.11% +125 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,379 $906K 0.02% +5,504 13F-HR Timeline Group WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 6,335 $901K 0.13% -100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,333 $901K 0.04% +2,441 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,247 $891K +2,758 Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,264 $891K 0.47% +5 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 6,258 $890K 0.01% -13,553 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,218 $884K 0.07% -700 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 6,213 $884K 0.08% -40 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,203 $882K 0.03% +646 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 6,203 $882K 0.1% +1,688 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,189 $880K 0.05% -64 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 6,183 $879K 0.72% +804 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,153 $875K 0.19% -230 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,143 $874K 0.06% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,139 $873K 0.04% +161 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,114 $870K 0.43% -136 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,104 $868K 0.03% -390 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,100 $868K 0.32% -100 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 6,095 $867K 0.89% -43 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 6,069 $863K 0.08% +230 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 6,060 $862K 0.04% -721 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,043 $859K 0.44% +304 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,006 $855K 0.19% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 6,000 $853K 0.4% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,987 $851K 0.02% -8 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,978 $850K 0.06% -100 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,975 $850K 0.04% +166 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,891 $845K 0.04% +952 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,936 $844K 0.19% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,893 $838K 0.02% -65 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,884 $837K 0.06% +110 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,877 $836K 0.54% +914 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,871 $835K 0.1% +947 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 5,852 $832K 0.29% +1 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 5,840 $831K 0.01% +320 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,816 $827K 0.07% +2,437 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,805 $826K 0.04% +939 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,803 $825K 0.13% new 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 5,801 $825K 0.67% +28 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,802 $825K 0.07% -684 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,800 $825K 0.02% +132 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 5,798 $825K 0.05% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,894 $823K 0.34% -15 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 6,271 $822K 0.1% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,772 $821K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,732 $815K 0.17% -1,144 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,719 $813K 0.09% -2,124 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 5,715 $813K 0.03% new 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,714 $813K 0.29% +77 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,710 $812K 0.24% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,693 $810K 0.11% +68 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,678 $808K 0.09% +189 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,678 $808K 0.02% -211 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,667 $806K 0.04% -126 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,164 $805K 0.05% -14 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 5,622 $800K 0.4% -8 13F-HR/A Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,605 $797K 0.09% -100 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,589 $795K 0.05% +1,208 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,588 $795K <0.01% +90 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,583 $794K 0.89% -163 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,572 $792K 0.01% +3,467 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,564 $791K 0.03% +115 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,564 $791K 0.03% +1,774 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,553 $790K 0.04% +1,328 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,547 $789K 0.1% -41 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,507 $785K 0.04% -868 13F-HR/A Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,520 $785K 0.04% -100 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,501 $782K 0.06% -1,460 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,488 $780K 0.65% +213 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,475 $779K 0.03% +1,192 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,470 $778K 0.18% -1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 5,455 $776K 0.04% +137 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,448 $775K 0.53% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,447 $775K 0.14% -519 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,433 $773K 0.01% -905 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 5,429 $772K 0.05% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,411 $769K 0.05% -2 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 5,380 $765K 0.3% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,370 $764K 0.02% -124 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 5,360 $762K 0.16% +5,353 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,302 $754K <0.01% +989 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 5,282 $751K 0.67% -1,196 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,275 $750K 0.14% -363 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 5,260 $748K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,166 $741K 0.02% +523 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,206 $740K 0.04% +893 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,200 $740K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,093 $731K 0.04% -2 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,122 $728K 0.1% -290 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,099 $728K 0.09% +1,282 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,105 $726K 0.02% +175 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,100 $725K 0.05% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,088 $724K 0.2% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,062 $720K 0.06% -176 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,045 $717K 0.34% -50 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,028 $715K 0.04% -233 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,023 $714K 0.29% -112 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,014 $713K 0.06% +236 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,064 $713K 0.02% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,008 $712K 0.01% +65 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,003 $711K 0.02% -38 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,000 $711K 0.75% 0 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 5,000 $711K 0.14% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,986 $709K 0.35% +857 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 4,957 $705K 0.16% new 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,951 $704K 0.01% -1,342 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,948 $704K 0.07% -670 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 4,929 $701K 0.08% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,884 $695K 0.13% +825 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 4,865 $692K 0.97% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,852 $690K 0.42% +37 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,833 $687K 0.08% +931 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 4,827 $687K 0.1% +1,091 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,825 $686K 0.01% +613 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,787 $681K 0.19% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,769 $678K 0.01% -398 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 4,751 $676K 0.06% +1,132 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,742 $674K 0.71% +814 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,712 $670K 0.17% -155 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 4,690 $667K 0.09% -4,523 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,683 $666K 0.15% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,678 $665K 0.03% -6,418 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,636 $665K 0.05% -82 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,651 $662K 0.09% +3 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 4,642 $660K 0.6% 0 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,633 $659K 0.24% +800 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,611 $656K 0.1% -4,933 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,600 $654K 0.09% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,591 $653K 0.05% -332 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,588 $653K 0.38% +11 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 4,584 $652K 0.14% +2,706 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,570 $650K 0.06% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,551 $647K 0.1% -134 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 4,512 $642K 0.38% -35 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,505 $641K 0.39% -53 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,501 $640K 0.01% -347 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 4,490 $639K 0.19% -1,125 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,471 $636K 0.3% -171 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,467 $635K 0.24% -130 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 4,464 $635K 0.1% +138 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,431 $630K 0.09% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,400 $626K 0.1% +5 13F-HR/A Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,534 $625K 0.16% -1,710 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,396 $625K <0.01% +1,296 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,434 $624K 0.06% +457 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,377 $622K 0.14% +5 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 4,377 $622K 0.26% -9 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,350 $619K 0.03% +7 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,350 $619K 0.05% -500 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,345 $618K 0.05% -285 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,345 $618K 0.04% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,291 $615K 0.17% -335 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,310 $613K 0.17% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 4,308 $613K 0.04% -53 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 4,306 $612K 0.19% -365 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 4,299 $611K 0.04% -55 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 4,295 $611K 0.09% -1,765 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,284 $609K 0.09% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 4,275 $608K 0.19% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 4,579 $608K 0.09% +50 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,235 $602K 0.22% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 4,214 $599K 0.51% -310 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,173 $599K 0.06% +57 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 4,196 $597K 0.06% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,196 $597K 0.02% +1,107 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,189 $596K 0.09% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,184 $595K 0.02% +210 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,183 $595K 0.1% +351 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 4,152 $594K 0.04% +2,082 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,410 $591K 0.31% -100 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,140 $589K 0.04% +230 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,135 $588K 0.03% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,105 $584K 0.04% -498 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,099 $583K <0.01% -410 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,079 $580K 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 4,072 $579K 0.03% +105 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 4,061 $578K 0.09% -2,895 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,057 $577K 0.09% +9 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,056 $577K 0.04% +74 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,044 $575K 0.08% -950 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,042 $575K 0.03% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,038 $574K 0.05% -88 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,036 $574K 0.06% -605 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 4,021 $572K 0.26% +234 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,017 $571K 0.02% -375 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,005 $570K 0.02% +229 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,993 $568K 0.01% -67 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,988 $567K 0.11% -3,660 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,986 $567K 0.02% -221 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,979 $566K 0.16% -12 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,978 $566K 0.05% -133 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,970 $565K 0.13% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 3,970 $565K 0.38% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,962 $563K 0.02% -123 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,955 $562K <0.01% -6,045 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 3,938 $560K 0.06% -124 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,925 $558K 0.19% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,924 $558K 0.23% -97 13F-HR Timeline