RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 9,426 $452K 0.51% -1,700 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 9,230 $447K 0.28% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 9,160 $443K 0.01% 0 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,120 $442K <0.01% -109 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,119 $441K 0.02% +746 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,104 $441K 0.14% +1,944 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,063 $439K <0.01% -4,238 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 8,997 $436K 0.01% -201 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 8,843 $428K 0.15% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,712 $422K <0.01% 0 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 8,707 $422K 0.09% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,696 $421K 0.02% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,675 $420K 0.14% -63 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,608 $417K 0.02% +1,150 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,500 $411K 0.03% -2,400 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,393 $406K 0.01% +1,980 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,374 $405K <0.01% -625 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,360 $405K 0.01% +276 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,376 $394K 0.03% +222 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 8,133 $394K 0.42% -15 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,088 $392K 0.02% +2,760 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 8,072 $391K 0.03% +880 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,041 $389K 0.02% +1,607 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,979 $386K 0.04% +291 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,941 $384K 0.17% -627 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,896 $382K 0.03% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,878 $381K 0.03% +812 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,866 $381K 0.01% -416 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,840 $380K 0.02% -5,333 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,238 $378K 0.02% -1,449 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,767 $376K 0.01% -83 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 7,757 $376K -10,923 Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,710 $373K 0.1% -500 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,635 $370K 0.04% -1,182 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,455 $361K 0.15% -240 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,433 $360K 0.07% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,314 $354K 0.07% -5,782 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,220 $350K 0.02% -2,580 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 7,214 $349K 0.18% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 7,262 $348K 0.16% +298 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,179 $348K 0.01% -16,014 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 7,541 $347K 0.28% 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 7,134 $345K 0.08% +375 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 7,094 $343K 0.06% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,073 $342K 0.01% -284 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 7,055 $342K 0.25% +708 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,016 $340K 0.02% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,961 $337K 0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,955 $337K 0.01% +3,316 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,909 $334K 0.03% -23,509 13F-HR/A Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,898 $334K 0.01% -25 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,891 $334K 0.03% +3,057 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,827 $330K 0.17% +1,366 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 6,800 $329K 0.15% +294 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,803 $329K 0.02% -553 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,731 $326K 0.02% -450 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 6,725 $326K 0.09% new 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,619 $320K 0.12% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,614 $320K 0.01% -100 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,610 $320K 0.06% +278 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,597 $319K 0.09% +1,151 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,578 $318K 0.04% 0 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 6,575 $318K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,564 $318K 0.01% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 6,550 $317K 0.04% -221 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,450 $312K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,432 $311K 0.02% -4,473 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,424 $311K 0.07% -276 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,394 $310K <0.01% +1,814 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,344 $307K <0.01% -3,778 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6,289 $304K 0.01% +5,386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,239 $304K <0.01% +2,962 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,233 $303K <0.01% -615 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,219 $301K 0.02% -146 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,114 $296K 0.15% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 6,081 $294K 0.03% new 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,071 $294K 0.01% +1,418 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,063 $293K 0.26% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,009 $291K 0.01% new 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 6,000 $290K 0.14% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,980 $289K 0.02% +1,838 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,974 $289K <0.01% -184 13F-HR/A Timeline Group Security National Bank More: the full row for Security National Bank 5,968 $289K 0.05% -187 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 5,944 $288K 0.05% -11,613 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 5,922 $287K 0.24% +1,214 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,910 $286K 0.21% -553 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,897 $285K 0.01% -3,643 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,832 $282K <0.01% -9,458 13F-HR/A Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 5,736 $278K 0.12% +28 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,720 $277K 0.02% -273 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,715 $277K <0.01% +2,220 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,709 $276K 0.01% +981 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,713 $276K 0.02% +5,708 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,697 $276K 0.01% -400 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,649 $273K 0.03% +20 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,633 $273K 0.01% +1,540 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,455 $264K 0.06% -4,036 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,443 $263K <0.01% -817 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,433 $263K <0.01% +753 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 5,415 $262K 0.03% -901 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,400 $261K <0.01% -822 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,391 $261K 0.01% -5,714 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,368 $260K 0.02% -308 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,514 $260K <0.01% -963 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,332 $258K 0.02% +1,034 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,331 $258K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,336 $258K 0.05% -90 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 4,471 $256K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,244 $254K <0.01% +75 13F-HR Timeline PENSIOENFONDS RAIL & OV More: the full row for PENSIOENFONDS RAIL & OV 5,230 $253K 0.02% -696,223 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,230 $253K 0.14% +570 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,225 $253K 0.02% -280 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 5,221 $253K 0.13% -216 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,218 $253K 0.01% -154 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,216 $252K 0.11% -19 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,165 $250K 0.04% +20 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,038 $244K 0.12% +394 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,020 $243K 0.01% +141 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,999 $242K <0.01% +286 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,992 $242K <0.01% -734 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,980 $241K 0.01% +1,149 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,971 $241K <0.01% -283 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,946 $239K <0.01% -3,496 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,924 $238K 0.01% -750 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,104 $238K 0.14% -2,790 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,847 $235K 0.11% 0 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,844 $234K 0.03% new 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,794 $232K 0.14% +240 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,800 $232K 0.02% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,776 $231K 0.03% -12,617 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,754 $230K 0.08% -846 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,752 $230K 0.03% +558 13F-HR Timeline United Bank More: the full row for United Bank 4,747 $230K 0.09% -8,283 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,705 $228K 0.01% +1,834 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,698 $227K 0.01% +934 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,691 $227K 0.01% -620 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,689 $227K 0.01% -339 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,676 $226K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,669 $226K <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,653 $225K 0.03% -578 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,560 $223K 0.02% -13,152 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,582 $222K 0.01% +421 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,582 $222K 0.01% -184 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,579 $222K <0.01% -970 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,560 $221K 0.03% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 4,540 $220K 0.07% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,465 $217K 0.02% +85 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,468 $216K 0.02% -299 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,464 $216K 0.05% +2,103 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,435 $215K 0.02% +788 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,394 $213K 0.11% -82 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,386 $212K 0.02% +812 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 4,376 $212K 0.11% +14 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,353 $211K <0.01% -1,031 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 4,338 $210K 0.07% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,325 $209K 0.01% +463 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,301 $208K 0.03% -25,211 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,297 $208K 0.03% +331 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,291 $208K 0.01% -8,377 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 4,280 $207K 0.16% +17 13F-HR/A Timeline Quarry LP More: the full row for Quarry LP 4,254 $206K 0.05% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,216 $204K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,209 $204K 0.01% -682 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,208 $204K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,205 $204K <0.01% -5,858 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,159 $201K 0.03% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 4,138 $200K 0.15% -1,642 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,135 $200K <0.01% -416 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,940 $191K 0.02% -238 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,701 $179K 0.02% -2,780 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,692 $179K 0.01% +119 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,685 $179K <0.01% +713 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,414 $165K 0.06% -89 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,398 $164K 0.01% -1,278 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,296 $162K 0.01% -2,283 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,227 $156K 0.02% -1,203 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,204 $155K 0.01% -475 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,166 $153K 0.02% -120 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,096 $150K <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,079 $149K <0.01% -908,903 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,041 $147K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,005 $145K <0.01% +23 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,960 $143K 0.01% -793 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,935 $142K 0.05% +2,820 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,920 $141K 0.11% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,900 $140K 0.04% 0 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 2,854 $138K 0.02% +1,187 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,787 $135K <0.01% +2,182 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,718 $132K <0.01% -163 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,725 $132K 0.01% -263 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,692 $130K 0.02% -3,074 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 2,518 $122K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,464 $119K -693 Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,450 $119K 0.06% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,427 $117K 0.08% +2,342 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,422 $117K 0.06% +307 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,356 $114K 0.03% +224 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,321 $112K <0.01% +305 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,280 $110K <0.01% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 2,200 $107K 0.01% new 13F-HR Timeline