Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,692 $1.26M 0.14% -96 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 2,684 $1.26M 0.62% -134 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,681 $1.26M 0.02% +115 13F-HR Timeline Elios Financial Group Inc. More: the full row for Elios Financial Group Inc. 2,651 $1.24M 0.56% +1 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,650 $1.24M 0.34% -108 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,637 $1.24M 0.05% -320 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 2,631 $1.23M 0.14% +215 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,622 $1.23M 0.23% +59 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 2,621 $1.23M 0.37% -20 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,616 $1.23M 0.26% -35 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 2,613 $1.23M 0.31% -467 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,606 $1.22M 0.26% +2,025 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 2,600 $1.22M 0.51% 0 13F-HR/A Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,578 $1.21M 0.05% -16 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,568 $1.2M 0.23% +173 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,563 $1.2M 0.35% +901 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,561 $1.2M 0.02% -46 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,560 $1.2M 0.1% +30 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,557 $1.2M 0.89% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,555 $1.2M 0.01% -195 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,551 $1.2M 0.11% -77 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 2,549 $1.2M 0.62% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,545 $1.19M 0.16% +144 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,544 $1.19M 0.41% +1 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 2,535 $1.19M <0.01% -84 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,519 $1.18M 0.19% new 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,517 $1.18M 0.01% +148 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,516 $1.18M 0.14% +157 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,488 $1.17M 0.03% +50 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,486 $1.17M 0.01% -2,596 13F-HR/A Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,476 $1.16M 0.16% +131 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 2,460 $1.15M 0.01% +1,485 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,451 $1.15M 0.02% -104 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,450 $1.15M 0.09% -197 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,450 $1.15M 0.57% 0 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,447 $1.15M 0.13% +156 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,420 $1.14M 0.01% -42 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,396 $1.12M 0.07% -20 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,385 $1.12M 0.29% -4 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,369 $1.11M 0.03% +161 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,368 $1.11M 0.02% +456 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 2,357 $1.11M 0.36% -7 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,346 $1.1M 0.1% -267 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,340 $1.1M 0.13% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,330 $1.09M 0.52% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,322 $1.09M 0.16% -35 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,316 $1.09M 0.5% -326 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,314 $1.09M 0.18% -24 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,305 $1.08M 0.01% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,263 $1.08M 0.23% -32 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,260 $1.08M 0.57% +6 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,291 $1.07M 0.47% -66 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,274 $1.07M 0.05% -18 13F-HR Timeline Group Clarendon Private LLC More: the full row for Clarendon Private LLC 2,273 $1.07M 1.02% +22 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,248 $1.05M 0.1% +140 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,243 $1.05M 0.37% 0 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,240 $1.05M 0.29% -34 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,234 $1.05M 0.13% -5,531 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,232 $1.05M 0.05% -3,112 13F-HR/A Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 2,270 $1.04M 0.3% +34 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for Bradyco, Inc. 2,171 $1.02M 0.76% 0 13F-HR/A Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,170 $1.02M 0.29% +195 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,161 $1.01M 0.15% +1 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,155 $1.01M 0.02% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,154 $1.01M 0.45% -217 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,141 $1M 0.12% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,135 $1M 0.32% +378 13F-HR/A Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 2,128 $998K 0.22% +446 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,126 $998K 0.02% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,124 $997K 0.08% -9 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,117 $993K 0.16% +83 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,113 $991K 0.12% +99 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,104 $987K 0.02% -1,701 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,103 $987K 0.84% 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,102 $986K 0.16% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,076 $982K 0.37% +24 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,081 $976K 0.04% -141 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 2,072 $972K 0.21% +116 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,069 $971K 0.17% +381 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for CTC Alternative Strategies, Ltd. 2,020 $948K 0.83% +1,520 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,012 $944K 0.16% +536 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,008 $943K 0.03% +272 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,002 $939K 0.23% -6 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 2,000 $938K 1.33% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,000 $938K 0.13% -244 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,998 $938K 0.26% -172 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,983 $930K 0.06% -125 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,982 $930K 0.25% -63 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,978 $929K 0.18% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,985 $928K 0.35% +19 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,972 $925K 0.44% +77 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,959 $919K 0.38% +10 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 1,954 $917K 0.2% -178 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,952 $916K 0.02% +163 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 1,929 $907K 0.32% +201 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,933 $907K 0.19% +1,405 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,931 $906K 0.08% +577 13F-HR Timeline Rydar Equities, Inc. 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More: the full row for Fulton Bank, N.A. 1,883 $883K 0.03% +232 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,882 $883K 0.57% +352 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,883 $883K 0.43% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,878 $882K 0.08% -2 13F-HR/A Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,878 $881K +92 Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 1,876 $880K 0.13% -16 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,869 $877K 0.19% -12 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,855 $870K 0.48% +377 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,853 $869K 0.22% +62 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,849 $868K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,847 $867K 0.09% +71 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 1,845 $866K 0.54% -662 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,839 $863K 0.19% +289 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,834 $860K 0.02% -300 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,830 $859K 0.57% +4 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,827 $857K 0.41% -73 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,826 $857K 0.4% +914 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 1,821 $854K 0.11% -70 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,804 $847K 0.11% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,797 $843K 0.01% +18 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,790 $840K 0.1% -75 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,785 $837K 0.17% -397 13F-HR/A 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 1,784 $837K 0.04% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. 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More: the full row for Parsonex Advisory Services, Inc. 1,725 $809K 0.67% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,723 $808K 0.02% +38 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 1,717 $806K 0.73% +100 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 1,717 $806K 0.41% +141 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,708 $801K 0.31% +22 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,707 $801K 0.19% +312 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,715 $801K 0.08% -217 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,716 $797K 0.42% +503 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,698 $797K 0.05% -378 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,691 $793K 0.05% -823 13F-HR/A Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,673 $785K 0.13% +257 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,673 $785K 0.21% +462 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,646 $785K 0.18% +173 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,662 $780K 0.26% -20 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for FDx Advisors, Inc. 1,571 $737K 0.23% -26 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,569 $736K 0.25% +259 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,564 $734K 0.07% -9,025 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,564 $734K 0.02% +86 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,560 $732K 0.34% +61 13F-HR Timeline