Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,175 $295K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,175 $295K 0.02% -110 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,171 $294K 0.03% -14 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,170 $294K 0.03% -108 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,164 $292K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,163 $292K 0.01% -364 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,160 $291K 0.01% +134 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,160 $291K 0.03% -48 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,159 $291K <0.01% +124 13F-HR Timeline Group Delta Global Management LP More: the full row for Delta Global Management LP 1,157 $290K 0.02% -10,656 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,062 $290K 0.08% +47 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,148 $288K 0.01% -19 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,144 $287K <0.01% +15 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,140 $286K 0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,140 $286K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,136 $285K 0.1% +1,046 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,134 $284K 0.01% +6 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,128 $283K <0.01% +4 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,126 $282K +924 Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 1,125 $282K 0.05% +5 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 1,122 $281K 0.05% -40 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,117 $280K 0.04% +225 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,095 $280K 0.19% +40 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,100 $276K 0.21% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,095 $275K 0.02% -6 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,094 $274K 0.17% -1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,091 $274K 0.06% -76 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,080 $271K 0.13% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 1,077 $270K 0.02% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,001 $270K 0.13% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,090 $269K 0.01% -3,640 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 1,073 $269K 0.19% -429 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,072 $269K 0.04% +10 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,067 $268K 0.01% +321 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,066 $267K 0.02% -46 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,065 $267K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,063 $267K 0.02% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,058 $265K 0.1% -81 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,050 $263K 0.01% +76 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,044 $262K 0.12% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,043 $262K 0.02% +67 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,041 $261K 0.01% -31 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,039 $261K 0.02% +14 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,037 $260K 0.01% new 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,037 $260K <0.01% +28 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,032 $259K 0.01% -2 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 1,032 $259K 0.04% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,032 $259K 0.09% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,032 $259K 0.01% -1,851 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,031 $259K 0.02% -86 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,030 $258K <0.01% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,030 $258K 0.01% -41 13F-HR Timeline Group R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 1,031 $258K 0.15% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,028 $258K 0.03% -1 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 1,027 $258K 0.2% +42 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,023 $257K <0.01% +475 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,023 $257K 0.01% -47 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,018 $255K 0.06% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,015 $255K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,011 $254K 0.01% +801 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,011 $254K 0.01% +55 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,011 $254K 0.03% -293 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 1,009 $253K 0.16% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,023 $253K 0.02% -347 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,006 $252K 0.02% -56 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,003 $252K 0.03% +31 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,001 $251K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,000 $251K 0.01% new 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,000 $251K 0.09% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 999 $251K 0.08% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 998 $250K 0.07% 0 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 910 $250K 0.07% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 990 $248K 0.16% -13 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 988 $248K 0.1% +1 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 987 $248K 0.25% -91 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 979 $246K 0.18% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 977 $245K 0.15% -10 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 976 $245K 0.06% -247 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 975 $244K 0.08% -49 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 973 $244K 0.02% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 973 $244K 0.06% +3 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 967 $243K 0.2% -1,760 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 964 $242K 0.15% -226 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 963 $242K 0.07% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 960 $241K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 959 $241K 0.07% -2 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 957 $240K 0.03% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 956 $240K 0.02% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 887 $239K 0.01% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 948 $238K 0.15% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 944 $237K 0.04% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 944 $237K 0.01% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 940 $236K <0.01% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 935 $235K 0.17% -26 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 935 $235K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 929 $233K 0.05% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 929 $233K 0.12% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 926 $232K 0.14% new 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 925 $232K 0.07% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 925 $232K 0.03% new 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 923 $232K 0.02% -83,084 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 916 $230K 0.02% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 915 $230K <0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 915 $229K 0.02% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 910 $228K 0.04% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 907 $228K 0.07% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 906 $227K 0.02% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 903 $227K 0.03% -88 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 899 $226K 0.03% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 896 $225K 0.22% new 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 893 $224K 0.14% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 906 $224K 0.01% -6,570 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 890 $223K 0.02% -14 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 887 $222K 0.02% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 884 $222K 0.04% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 883 $221K 0.1% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 879 $220K 0.07% 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 876 $220K <0.01% new 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 872 $219K 0.03% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 869 $218K 0.03% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 868 $218K <0.01% +50 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 867 $218K 0.08% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 866 $217K 0.05% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 863 $216K 0.03% new 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 858 $215K 0.05% new 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 858 $215K 0.14% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 857 $215K 0.03% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 852 $214K 0.01% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 850 $213K 0.06% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 848 $213K 0.02% -875 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 844 $212K 0.08% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 778 $211K 0.17% +25 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 842 $211K 0.04% new 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 842 $211K 0.08% -577 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 840 $211K 0.2% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 838 $210K 0.01% +110 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 837 $210K 0.05% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 834 $209K 0.05% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 830 $208K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 829 $208K <0.01% -101 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 822 $206K 0.05% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 811 $203K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 810 $203K 0.02% new 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 807 $202K 0.04% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 806 $202K 0.03% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 805 $202K 0.07% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 801 $201K 0.02% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 800 $201K 0.03% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 799 $200K 0.02% -529 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 798 $200K <0.01% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 780 $196K 0.05% +19 13F-HR Timeline CX Institutional More: the full row for CX Institutional 774 $194K 0.01% 0 13F-HR/A Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 735 $185K 0.08% +83 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 715 $179K 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 714 $179K 0.09% +500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 711 $178K 0.02% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 673 $169K 0.06% +11 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 671 $168K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 654 $164K 0.02% +27 13F-HR Timeline Quarry LP More: the full row for Quarry LP 638 $160K 0.04% +474 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 627 $157K 0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 623 $156K 0.1% +3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 616 $155K 0.01% -7 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 615 $154K 0.1% -30 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 614 $154K 0.09% +24 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 596 $153K 0.08% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 593 $149K 0.09% -94 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 592 $148K 0.01% +123 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 572 $143K 0.02% +16 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 564 $141K 0.01% -5 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 561 $141K 0.1% -13 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 555 $139K 0.01% new 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 550 $138K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 539 $135K 0.05% -20 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 525 $132K 0.02% +46 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 526 $132K 0.03% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 507 $131K 0.03% +3 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 523 $131K 0.08% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 507 $127K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 500 $125K 0.03% +20 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 498 $125K 0.09% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 495 $124K 0.02% +196 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 484 $121K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 483 $121K 0.02% -20 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 462 $116K 0.02% +27 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 460 $115K 0.06% -27 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 454 $114K 0.01% +156 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 453 $114K <0.01% -74 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 451 $113K 0.05% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 449 $113K 0.02% +97 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 441 $111K 0.01% +118 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 439 $110K 0.01% -1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 424 $106K 0.01% +197 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 413 $104K 0.05% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 413 $104K 0.03% +15 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 405 $102K 0.02% +9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 399 $100K 0.03% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 386 $96.8K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 382 $95.8K <0.01% -1,530 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 376 $94.3K 0.01% 0 13F-HR Timeline