Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,736 $1.19M 0.98% +117 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,710 $1.18M 0.02% +1,632 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,686 $1.18M 0.34% -224 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 4,661 $1.17M 0.7% 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,641 $1.16M 0.02% -700 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,632 $1.16M 0.05% +2,821 13F-HR Timeline Group Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,627 $1.16M 0.39% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,612 $1.16M 0.14% -1 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,606 $1.16M 0.09% -34 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,430 $1.15M 0.18% +95 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,589 $1.15M 0.02% +1,005 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,524 $1.13M 0.03% +248 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,396 $1.13M 0.23% -225 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,504 $1.13M 0.25% +108 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,490 $1.13M 0.05% -1,545 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,488 $1.13M 0.84% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,485 $1.13M 0.01% -282 13F-HR/A Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,476 $1.12M 0.16% +1,979 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 4,472 $1.12M 1.16% -56 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,470 $1.12M 0.01% +744 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,462 $1.12M 0.28% -725 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 4,450 $1.12M 0.99% +42 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,427 $1.11M 0.25% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 4,417 $1.11M 0.21% +92 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,393 $1.1M 0.27% 0 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 4,373 $1.1M -986 Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,364 $1.09M 1.19% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,349 $1.09M 0.07% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 4,344 $1.09M 0.05% -2,432 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,635 $1.09M 0.03% -4,702 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,334 $1.09M 0.04% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,217 $1.08M 0.33% +64 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,298 $1.08M <0.01% -106,291 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,286 $1.08M 0.01% +105 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 4,250 $1.07M 0.55% +138 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,235 $1.06M 0.07% -407 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,221 $1.06M 0.08% +322 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,200 $1.05M 0.37% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4,190 $1.05M 0.18% +200 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 4,171 $1.05M 0.11% +59 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,143 $1.04M 0.09% +810 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 4,140 $1.04M 0.28% -86 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,123 $1.03M 0.01% -2,461 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,121 $1.03M 0.03% +213 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,103 $1.03M 0.07% +92 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 4,075 $1.02M 0.87% 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 4,065 $1.02M 0.19% -1,132 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,057 $1.02M 0.09% +402 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 4,044 $1.01M 0.77% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,019 $1.01M <0.01% -101 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,014 $1.01M 0.03% -47 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 4,000 $1M 0.43% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,963 $994K 0.03% +595 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,955 $992K 0.06% +905 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 3,934 $987K 0.3% -506 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,932 $986K 0.02% +61 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,911 $981K 0.07% +762 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,906 $980K 0.01% -125 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 3,850 $966K 0.2% +187 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,830 $961K 0.05% -283 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,797 $952K 0.09% -328 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,783 $949K 0.01% +333 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,781 $948K 0.4% +165 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,772 $946K <0.01% +95 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,485 $943K 0.08% +58 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,494 $941K 0.02% -896 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,710 $931K 0.74% -184 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,682 $929K 0.49% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,642 $914K 0.11% +225 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,628 $910K 0.29% +275 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,626 $910K 0.2% +55 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,621 $908K 0.01% +674 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,613 $906K 0.02% +1,198 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,604 $904K 0.01% -710 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,602 $904K 0.28% +4 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,601 $903K 0.04% 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 3,583 $899K <0.01% +61 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,573 $896K 0.01% -1,686 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,572 $896K 0.05% -191 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,532 $886K 0.1% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,493 $876K 0.01% +188 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,482 $874K 0.03% +509 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,471 $871K 0.04% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,440 $863K 0.53% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,435 $862K 0.38% +50 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,412 $856K 0.07% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,346 $839K 0.05% -227 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 3,328 $835K 0.15% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,327 $835K 0.03% +900 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,324 $834K 0.03% -243 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,323 $833K 0.03% +162 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,287 $824K 0.02% -3,084 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,282 $823K 0.03% -250 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,266 $819K 0.73% -130 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,249 $815K 0.74% -234 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,246 $814K 0.04% +238 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,238 $812K 0.18% +248 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,236 $812K 0.18% +75 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,224 $809K 0.07% +30 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 3,216 $807K 0.2% -7 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,211 $806K 0.36% +501 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,210 $805K 0.42% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,199 $803K 0.01% +558 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,197 $802K 0.07% -237 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,188 $800K 0.02% +28 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,165 $794K 0.06% -1,040 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,154 $791K <0.01% -8 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,131 $785K 0.14% -902 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,122 $783K 0.05% +670 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 3,120 $783K <0.01% -195,311 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,109 $780K 0.01% -270 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,106 $779K 0.01% +172 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 3,100 $778K 0.37% +1,200 13F-HR/A Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,088 $775K 0.25% -1,095 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,068 $770K 0.43% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,063 $768K 0.19% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 3,020 $758K 0.03% -17 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 3,011 $755K 0.36% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,010 $755K 0.04% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,995 $751K 0.01% +388 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,986 $749K 0.01% +318 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,968 $745K 0.01% +31 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,966 $744K 0.05% +1,749 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,959 $742K <0.01% +505 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,922 $733K 0.02% +12 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,917 $732K 0.05% +527 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,924 $731K 0.05% -5,494 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,893 $726K 0.01% -6,364 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,800 $702K 1.23% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,792 $700K 0.49% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,762 $693K 0.19% -165 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,698 $677K 0.16% -1,960 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,683 $673K 0.06% +117 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,682 $673K 0.04% +62 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,673 $670K 0.05% +33 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,663 $668K 0.01% +1,048 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,662 $668K <0.01% -248 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,657 $666K 0.03% -14 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,608 $654K 0.15% +1,204 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $652K 0.02% 0 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,600 $652K 0.18% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 2,600 $652K 0.05% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,592 $650K +342 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,585 $648K 0.12% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,583 $648K 0.06% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 2,581 $648K 0.67% +572 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,579 $647K 0.01% -38 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,579 $647K 0.04% +259 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,559 $642K 1.14% +15 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,548 $639K 0.23% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,545 $638K 0.17% +220 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,532 $635K 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,528 $634K 0.05% -368 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,514 $631K 0.85% 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,500 $627K 0.03% new 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,499 $627K 0.02% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,486 $624K 0.01% +321 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,486 $624K 0.02% -18 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,480 $622K 0.28% +375 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,478 $622K 0.15% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,473 $620K 0.02% -848 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,462 $618K 0.35% +320 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,461 $617K 0.12% +28 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,460 $617K 0.08% -220 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,452 $615K 0.26% -91 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,444 $613K 0.02% +593 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,427 $609K 0.18% -36 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,411 $605K +617 Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,409 $604K 0.09% 0 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,404 $603K 0.03% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,384 $598K 0.02% -7 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 2,382 $598K 0.46% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,380 $597K 0.09% +208 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,371 $595K 0.08% -52 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,361 $592K 0.27% -71 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,343 $588K 0.01% -3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,333 $585K 0.02% +16 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,321 $582K 0.03% -13 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,320 $582K 0.06% +186 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,319 $582K 0.05% new 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,311 $580K 0.04% +1,041 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,304 $578K 0.01% +149 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,304 $578K 0.01% +173 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,303 $578K 0.08% -609 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,301 $577K 0.01% -15 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,297 $576K 0.25% +232 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,290 $574K 0.01% -7 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,283 $573K 0.19% -1,818 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,269 $569K 0.07% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,254 $565K 0.04% -73 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,248 $565K 0.08% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,250 $564K 0.01% -21 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,243 $563K 0.21% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,238 $561K 0.53% +5 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,225 $558K 0.02% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 2,225 $558K 0.2% 0 13F-HR/A Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 2,220 $557K 0.16% +579 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,212 $555K 0.04% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,207 $554K 0.02% +365 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,200 $552K 0.41% 0 13F-HR Timeline