Northstar Group, Inc. More: the full row for Northstar Group, Inc. 14,786 $852K 0.12% -750 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,700 $847K 0.01% -95,646 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 14,651 $845K 0.26% -36 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 14,662 $845K 0.4% -22 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 14,646 $844K 0.08% -588 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 14,588 $841K 0.02% -1,456 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 14,568 $840K 0.03% -604 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 14,564 $839K 0.01% -812 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,557 $839K 0.07% +955 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,191 $837K 0.01% -1,500 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 14,492 $835K 0.06% +1,765 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 14,437 $832K 0.03% -820 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,432 $832K 0.05% -722 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,404 $830K 0.16% +550 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 14,399 $830K 0.01% -404 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 14,371 $828K 0.1% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 14,327 $826K 0.02% -1,114 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,212 $825K 0.02% +4,037 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,229 $820K 0.23% -160 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14,210 $819K 0.1% -4,271 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 13,934 $803K 0.14% -6,397 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 13,904 $801K 0.81% +326 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 13,902 $801K 0.02% -5,958 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 13,855 $799K 0.01% -1,347 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 13,816 $796K 0.01% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 13,787 $795K 0.1% +533 13F-HR Timeline Busey Bank More: the full row for Busey Bank 13,766 $793K 0.02% -1,540 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 13,701 $790K 0.25% 13F-HR/A Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 13,686 $789K 0.09% +7,227 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,617 $785K 0.02% +291 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 13,386 $772K <0.01% +1,706 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 13,380 $771K 0.2% -675 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 13,376 $771K 0.08% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,251 $764K 0.02% +10 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,248 $764K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 13,223 $762K 0.16% -1,519 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13,198 $761K 0.3% -2,323 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,167 $759K 0.1% +1,257 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 13,140 $757K 0.14% -1,487 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 13,139 $757K 0.13% -306 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 13,117 $756K 0.01% -737 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,082 $754K 0.03% +6,578 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 13,067 $753K 0.01% -173 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,052 $752K 0.01% -235 13F-HR/A Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 13,038 $752K 0.02% +136 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 13,034 $751K 0.19% -55 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 12,972 $748K 0.07% +2,635 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,969 $748K 0.04% +2,542 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 12,962 $747K 0.16% -713 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,948 $746K <0.01% -1,764,343 13F-HR Timeline Group M Holdings Securities, Inc. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 12,024 $693K 0.09% -1,977 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,020 $693K 0.34% -367 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 11,997 $692K 0.02% -25 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,906 $686K 0.01% -2,587 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,898 $686K 0.07% -1,907 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,878 $685K 0.05% +920 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,751 $683K 0.02% +1,555 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 11,840 $682K <0.01% 0 13F-HR Timeline First City Capital Management, Inc. 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More: the full row for Foster Group, Inc. 11,257 $649K 0.02% -640 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,223 $647K 0.04% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,581 $646K 0.09% +2,222 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 11,189 $645K 0.28% +4,479 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,189 $645K 0.01% +4,942 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 11,112 $640K 0.04% -1,080 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 10,958 $635K 0.01% +147 13F-HR Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 10,864 $633K 0.55% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,943 $631K 0.05% -436 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 10,943 $631K 0.15% -300 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 10,932 $630K 0.19% +92 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,914 $629K 0.02% +131 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 10,861 $626K 0.57% +18 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,792 $622K 0.04% +1,489 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,786 $622K 0.18% +510 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 10,775 $621K 0.31% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 10,706 $617K 0.01% +470 13F-HR/A Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 10,684 $616K 0.47% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 10,641 $613K 0.32% 0 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 10,600 $611K 0.01% 0 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 10,596 $611K 0.42% -380 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,525 $607K 0.2% +567 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 10,522 $606K 0.15% -236 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 10,417 $605K 0.43% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,492 $605K 0.01% +40 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 10,441 $602K 0.32% -240 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,428 $601K 0.01% -676 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. 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More: the full row for Whitener Capital Management, Inc. 10,321 $595K 0.14% -151 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,286 $593K 0.05% +43 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,335 $592K 0.04% +4,953 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 10,214 $589K 0.07% -405 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 10,208 $588K 0.6% 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 10,075 $581K 0.34% -1,650 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 10,000 $576K 0.03% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 9,985 $576K 0.24% -100 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,955 $574K 0.34% -195 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,954 $574K 0.2% -256 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,951 $574K 0.07% +1,105 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,940 $573K 0.02% +2,095 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 9,911 $571K 0.13% -1,441 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,874 $569K 0.01% +541 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,847 $568K 0.01% -68 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 9,817 $566K 0.45% -846 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,745 $562K 0.06% +68 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 9,712 $560K 0.05% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,697 $559K 0.08% +4,184 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 9,659 $557K 0.24% -411 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 9,636 $555K 0.08% +667 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 9,609 $554K 0.44% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,596 $553K 0.01% +1,089 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,588 $553K 0.02% -826 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 9,560 $551K 0.09% new 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 9,545 $550K 0.37% +576 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 9,526 $549K 0.03% -1,120 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 9,587 $547K 0.1% +568 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,407 $547K 0.03% -1,488 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,481 $546K 0.19% +1,180 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. 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More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,257 $534K 0.08% -1,032 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 9,248 $533K 0.47% +4,228 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 9,191 $530K 0.51% -764 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,145 $527K 0.06% +5 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,058 $522K 0.01% -236 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,949 $516K 0.01% -2,149 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,900 $515K 0.03% +179 13F-HR Timeline Linscomb Wealth, Inc. 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