KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,978 $363K 0.01% +55 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 3,958 $361K 0.12% 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,951 $360K 0.08% +35 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,929 $358K 0.05% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,871 $353K 0.01% +23 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,867 $353K 0.18% +8 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,865 $352K <0.01% -1,786 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 3,864 $352K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,008 $351K <0.01% +93 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,845 $351K 0.01% new 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 3,821 $348K 0.06% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,810 $347K 0.03% +606 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,807 $347K 0.02% -249 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,806 $347K 0.08% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,803 $347K 0.03% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,794 $346K 0.02% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,784 $345K <0.01% +51 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 3,782 $345K 0.05% -1,336 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,782 $345K 0.1% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,779 $345K 0.02% -972 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,774 $344K 0.01% 0 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 3,758 $343K 0.19% -170 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,741 $341K 0.07% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,730 $340K 0.06% +234 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 3,723 $340K 0.25% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 3,722 $339K 0.06% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,707 $338K 0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,687 $336K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,681 $336K <0.01% -4,012 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,675 $335K 0.1% +238 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 3,674 $335K 0.14% -50 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,672 $335K 0.07% -5 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,637 $332K 0.14% -626 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,633 $331K 0.07% 0 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,632 $331K 0.06% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,627 $331K 0.06% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,621 $330K 0.06% -7,134 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,621 $330K 0.04% -282 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,618 $330K 0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,634 $329K 0.04% -83 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,599 $328K 0.01% +488 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,595 $328K 0.06% -405 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,558 $325K 0.07% -15 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,529 $322K 0.01% -613 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,514 $320K 0.04% -58 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 3,503 $319K 0.18% +3,503 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,502 $319K 0.1% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 3,500 $319K 0.03% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,500 $319K 0.03% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,488 $318K 0.08% +291 13F-HR/A Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,471 $317K 0.08% -188 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,440 $314K <0.01% -432 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,435 $313K <0.01% -12 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,430 $313K 0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,411 $311K 0.02% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,413 $311K 0.07% +13 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,403 $310K 0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,400 $310K 0.02% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,388 $309K 0.09% -135 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,386 $309K <0.01% -593 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,383 $309K 0.05% +2,697 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,329 $304K 0.04% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,324 $303K 0.01% new 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,318 $303K 0.19% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,301 $301K 0.02% +128 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,300 $301K 0.01% new 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 3,272 $298K 0.04% +120 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,266 $298K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,258 $297K 0.01% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,245 $296K 0.01% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,240 $295K 0.01% -13,765 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,224 $294K 0.01% -272 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,222 $294K 0.03% +62 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 3,218 $293K 0.07% +25 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,217 $293K 0.22% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,204 $292K 0.02% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,200 $292K 0.08% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,168 $289K 0.03% -2,800 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,149 $287K 0.01% -64 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,146 $287K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,141 $286K 0.01% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,136 $286K 0.02% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,105 $283K 0.09% +985 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,105 $283K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,094 $282K 0.02% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,044 $278K 0.02% -214 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,041 $277K 0.04% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,041 $277K 0.01% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,035 $277K 0.15% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,035 $277K 0.03% new 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,031 $276K 0.12% -200 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,992 $273K 0.03% new 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,971 $271K 0.02% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,970 $271K 0.15% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,970 $271K <0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,960 $270K 0.01% -2,963 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 2,939 $268K 0.09% -250 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,936 $268K 0.02% -1,092 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 2,932 $267K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,928 $267K 0.08% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,916 $266K 0.03% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,910 $265K 0.03% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,889 $263K 0.02% new 13F-HR Timeline Group Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 2,870 $262K 0.11% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,954 $262K 0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,858 $261K 0.06% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 2,853 $260K 0.14% -567 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,836 $259K 0.02% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,834 $258K 0.19% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,801 $255K 0.01% -1,123 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,015 $255K 0.02% +19 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,782 $254K 0.01% new 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,758 $252K 0.01% -1,215 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,756 $251K 0.1% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,745 $250K 0.02% -6 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 2,735 $249K <0.01% -5,153 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,732 $249K 0.02% -274 13F-HR Timeline RM Financial Services, LLC More: the full row for RM Financial Services, LLC 2,722 $248K 0.18% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,719 $248K <0.01% new 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,705 $247K 0.06% -3,473 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,700 $246K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,685 $245K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,666 $243K 0.03% -2,851 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,659 $242K 0.37% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,643 $241K 0.01% -1,349 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,635 $240K 0.01% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,613 $238K 0.15% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,602 $237K <0.01% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 2,593 $236K 0.11% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 2,578 $235K 0.06% -20,108 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,571 $234K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,571 $234K 0.03% -2 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,567 $234K 0.02% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,546 $232K 0.02% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 2,539 $232K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,534 $231K 0.02% -583 13F-HR Timeline BANK OZK More: the full row for BANK OZK 2,514 $229K 0.07% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,500 $228K 0.01% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,500 $228K <0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,500 $228K <0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,471 $225K <0.01% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,470 $225K 0.01% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,331 $225K 0.01% +133 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,464 $225K 0.01% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,464 $225K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,669 $225K <0.01% +122 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,458 $224K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,437 $222K <0.01% -7 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,434 $222K 0.08% -704 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,425 $221K <0.01% new 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 2,418 $221K 0.02% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,415 $220K 0.02% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,400 $219K 0.08% -3,068 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,393 $218K 0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,368 $216K 0.02% new 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,520 $215K 0.02% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,359 $215K 0.08% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,356 $215K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,351 $214K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,336 $213K <0.01% -214 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,327 $212K 0.01% +14 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,312 $211K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,306 $210K 0.02% +932 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,290 $209K <0.01% +246 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,279 $208K 0.03% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,269 $207K 0.02% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,254 $206K 0.02% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,253 $205K 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,245 $205K 0.05% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,242 $204K <0.01% new 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,228 $203K 0.02% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,227 $203K 0.01% new 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 2,226 $203K 0.03% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,209 $201K 0.01% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,207 $201K 0.05% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,201 $201K <0.01% new 13F-HR Timeline Group Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 2,200 $201K 0.09% new 13F-HR Timeline Four Tree Island Advisory LLC More: the full row for Four Tree Island Advisory LLC 2,194 $200K 0.07% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,169 $198K 0.01% +580 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,120 $193K 0.02% -259 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,036 $186K 0.06% +394 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,018 $184K 0.01% +1,768 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 2,902 $184K 0.16% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,001 $182K <0.01% +201 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,000 $182K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,993 $182K 0.04% -99 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,894 $173K 0.04% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,890 $172K 0.04% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,890 $172K 0.01% -4,405 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,827 $167K <0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,818 $166K 0.07% +73 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,811 $165K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,760 $161K <0.01% +509 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,752 $160K <0.01% -5 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,700 $155K 0.12% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,726 $153K 0.07% +2 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,620 $148K 0.02% -300 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,614 $147K 0.01% +235 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,578 $143K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,481 $135K 0.02% -13 13F-HR Timeline