Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,589 $219K 0.01% +34 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,588 $219K <0.01% 0 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,587 $219K 0.01% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 4,386 $219K 0.03% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,573 $218K <0.01% -164 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 3,556 $217K 0.07% 0 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,544 $217K 0.02% -381 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,533 $216K 0.05% 0 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,530 $216K <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 3,501 $214K 0.16% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,497 $214K 0.01% -2 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 3,496 $214K <0.01% -191 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,493 $214K 0.02% -16 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,486 $213K 0.16% 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 3,486 $213K 0.08% -49 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 3,479 $213K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,448 $211K 0.02% -14 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,441 $210K 0.1% -388 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,572 $210K 0.07% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,440 $210K 0.09% 0 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 3,438 $210K 0.03% new 13F-HR Timeline Group CLG LLC More: the full row for CLG LLC 3,435 $210K 0.08% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,439 $210K 0.01% -760 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 3,426 $210K 0.07% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 3,420 $209K 0.05% -2,617 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,406 $208K 0.06% 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,396 $208K 0.01% +3,109 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,392 $207K 0.06% new 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 3,387 $207K 0.12% new 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,367 $206K 0.07% new 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 3,344 $204K 0.06% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,335 $204K 0.18% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,334 $204K 0.01% new 13F-HR Timeline Group Wynn Capital, LLC More: the full row for Wynn Capital, LLC 3,324 $203K 0.13% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,317 $203K 0.06% new 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,293 $201K 0.15% 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,241 $201K 0.04% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 3,086 $201K 0.22% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,421 $201K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,209 $196K 0.03% +5 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,206 $196K 0.03% +38 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,081 $188K 0.01% +126 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,800 $171K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 2,788 $170K 0.1% -20 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,620 $160K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,540 $155K 0.02% -7 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,506 $153K 0.01% +6 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,500 $153K 0.02% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,478 $152K 0.04% -240 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,441 $149K 0.07% -397 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,370 $145K 0.01% +24 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,167 $132K 0.02% -195 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,142 $131K 0.01% +227 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,128 $130K 0.1% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 2,010 $123K 0.08% -2,535 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,000 $122K 0.01% -300 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,000 $122K 0.03% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,969 $120K 0.08% 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,925 $118K 0.09% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,922 $118K 0.02% +263 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,916 $117K <0.01% -1,674 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,905 $116K 0.06% +523 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,901 $116K 0.08% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,801 $110K 0.01% +1,213 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,759 $108K 0.02% +516 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,746 $106K <0.01% +1,686 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1,719 $105K 0.01% +167 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,702 $104K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,694 $104K <0.01% -144 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,663 $102K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,606 $98.2K 0.06% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,592 $97K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,585 $97K <0.01% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,556 $95K 0.02% +1,301 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,538 $94K <0.01% +16 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,520 $92.9K 0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,507 $92.1K 0.08% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,506 $92K 0.02% +225 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,425 $87.1K 0.01% new 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 1,400 $85.6K 0.02% new 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,400 $85.6K 0.08% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,398 $85.5K 0.02% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,351 $82.6K 0.03% -1,509 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,337 $81.8K 0.06% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,332 $81.5K 0.03% +11 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,318 $80.6K 0.01% -5,331 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,314 $80.4K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,310 $80.1K 0.03% +275 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,314 $80K 0.01% +11 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,294 $79.1K 0.03% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,303 $78K 0.01% -836 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,228 $75.2K 0.01% +288 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,217 $74.4K 0.02% +3 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 1,207 $73.8K 0.02% +95 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,204 $73.6K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,162 $71.1K 0.01% -18 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,137 $71K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,137 $69.5K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,131 $69.3K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,129 $69.1K 0.01% -12 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,126 $68.9K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,122 $68.6K 0.04% +104 13F-HR Timeline City State Bank More: the full row for City State Bank 1,116 $68.2K 0.02% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,100 $67.3K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,091 $66.7K 0.01% 0 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,081 $66.1K 0.02% +282 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 1,087 $66K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,074 $65.7K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,059 $64.8K 0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,056 $64.6K 0.01% new 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,056 $64.6K 0.03% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,268 $64.2K 0.02% +81 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,025 $62.7K 0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,026 $62K 0.02% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 997 $61K 0.02% -5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 997 $61K 0.04% +53 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 962 $58.8K 0.03% +62 13F-HR Timeline First Command Advisory Services, Inc. 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Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 716 $48.3K <0.01% +50 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 772 $47.2K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 760 $46.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tacita Capital Inc More: the full row for Tacita Capital Inc 750 $45.9K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 718 $43.9K 0.02% -16 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 667 $41K <0.01% -36 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 656 $40.1K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. 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Allen Investments, LLC 413 $25.3K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 412 $25.2K 0.02% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 404 $25K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 405 $24.8K 0.01% -51 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 385 $24K <0.01% +11 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 390 $23.9K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 383 $23.4K 0.02% 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 375 $22.9K <0.01% +325 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 372 $22.7K <0.01% new 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 350 $21.4K 0.01% +20 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 343 $21K <0.01% -88 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 332 $20.3K <0.01% +12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 331 $20.2K 0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 325 $19.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 275 $16K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 256 $15.7K <0.01% +150 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 252 $15.2K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 238 $14.5K 0.02% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 218 $13.3K 0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 224 $13.1K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 210 $12.8K <0.01% 0 13F-HR Timeline Group