Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,423 $577K 0.01% +2 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,415 $575K <0.01% -2,523 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,378 $566K 0.33% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,368 $564K 0.02% -28,788 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,361 $562K 0.08% -81 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,360 $562K 0.01% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,359 $562K 0.18% +153 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 2,355 $561K 0.43% -1,684 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,340 $557K 0.05% -104 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,330 $555K 0.01% -551 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,326 $554K 0.02% +7 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,316 $552K 0.01% -691 13F-HR Timeline Group Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,304 $549K 0.1% +11 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $545K 0.27% -6 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,284 $544K 0.34% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,261 $539K 0.1% -115 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,260 $538K 0.14% -25 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 2,244 $535K 0.1% -1,239 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,240 $534K 0.24% -139 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,208 $526K 0.01% -15 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 2,188 $521K 0.07% 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,184 $520K 0.01% -71 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,172 $517K 0.28% +1 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,169 $517K 0.2% -344 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,169 $517K 0.13% -115 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,268 $516K 0.1% +1,403 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. 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More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,041 $486K 0.08% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,040 $486K 0.11% +40 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 2,037 $485K 0.11% -2 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 2,036 $485K 0.07% -8,366 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,031 $484K 0.02% +52 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for Compound Planning, Inc. 1,988 $474K 0.02% -28 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,980 $472K 0.08% +3 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 1,981 $470K 0.02% -3,695 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,960 $467K 0.05% -116 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,939 $462K 0.24% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,934 $461K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. 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More: the full row for Lafayette Investments, Inc. 1,804 $430K 0.09% +58 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,803 $429K 0.04% -335 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 1,794 $427K <0.01% -523,677 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,788 $426K 0.02% -1,009 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,987 $424K 0.29% -593 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,776 $423K 0.3% -3,406 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,770 $422K 0.33% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,766 $421K 0.07% 0 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Sterling Financial Group, Inc. 1,739 $414K 0.15% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,735 $413K 0.01% -30 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,734 $413K 0.01% -10,055 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 1,734 $413K 0.02% +64 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,731 $412K 0.02% +82 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,720 $410K 0.1% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,716 $409K 0.04% +1 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,713 $408K 0.12% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,702 $405K 0.01% +5 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,765 $405K 0.03% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,699 $405K 0.15% -3,294 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,696 $404K 0.02% -60 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,686 $402K 0.14% +1 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 1,436 $401K 0.26% 0 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,675 $399K 0.02% +232 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,667 $397K 0.08% new 13F-HR/A Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,665 $397K 0.07% +45 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,665 $397K 0.05% -139 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,662 $396K 0.11% +2 13F-HR/A Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,659 $396K 0.18% -360 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,630 $395K 0.02% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,646 $392K 0.01% +853 13F-HR/A Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,648 $391K 0.06% -3 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,624 $389K 0.02% -96 13F-HR Timeline Group Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 1,633 $389K 0.01% +91 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,630 $388K 0.06% -2,854 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,621 $386K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,614 $384K 0.03% +1,611 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,400 $384K 0.2% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,597 $380K 0.03% -261 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,363 $380K 0.12% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,595 $380K 0.03% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,584 $377K 0.05% +200 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,582 $377K <0.01% -8,057 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,580 $376K 0.07% -900 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,580 $376K 0.24% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,577 $376K 0.13% -97 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,574 $375K 0.01% +1,251 13F-HR Timeline Group Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,571 $374K 0.12% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,569 $374K 0.16% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,559 $371K 0.07% +6 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,543 $368K 0.04% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,542 $367K 0.1% +74 13F-HR 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 1,541 $367K 0.02% -2,045 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,539 $367K 0.08% +2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,537 $366K 0.02% +62 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,533 $365K 0.17% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,531 $365K 0.01% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 1,531 $365K 0.12% +42 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,529 $364K 0.09% +50 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,527 $364K 0.05% +200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,513 $360K 0.02% -57 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 1,505 $358K 0.17% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,500 $357K 0.11% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 1,477 $352K 0.24% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,471 $350K 0.01% +21 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,462 $348K 0.03% +181 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,445 $344K 0.02% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,444 $344K 0.01% -14,456 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,440 $343K 0.2% 0 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,438 $342K 0.03% -27 13F-HR Timeline Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 1,437 $342K 0.11% -14 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,427 $340K 0.01% -116 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,425 $339K 0.01% +178 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for Ausdal Financial Partners, Inc. 1,397 $333K 0.03% +2 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,395 $332K 0.28% -63 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,396 $332K <0.01% -525 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,392 $332K 0.08% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,376 $328K 0.04% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,375 $328K 0.28% -152 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,373 $327K 0.03% -80 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,373 $327K 0.2% +54 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,366 $326K 0.01% -22 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,364 $325K 0.04% -2 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,357 $323K 0.02% +64 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 1,355 $323K 0.1% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,351 $322K 0.02% -62 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,350 $322K 0.08% +10 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,343 $320K 0.09% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,342 $320K 0.03% +512 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,341 $319K 0.14% -33 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,332 $317K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,332 $317K 0.08% +4 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,328 $316K 0.02% +25 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,326 $316K 0.01% -28 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,290 $307K 0.03% -67 13F-HR/A Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,285 $306K 0.04% new 13F-HR/A Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,275 $304K 0.03% +2 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,272 $303K 0.23% -35 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,267 $302K 0.03% -189 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,260 $300K 0.1% +270 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,259 $300K 0.05% +43 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,259 $300K 0.01% +143 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 1,251 $298K 0.15% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,248 $297K 0.06% new 13F-HR Timeline