MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 200 $467K 0.16% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 200 $467K 0.33% 0 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 200 $467K 0.21% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 199 $465K 0.04% -4 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 199 $465K 0.01% -40 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 199 $465K 0.34% -6 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 198 $463K 0.01% +10 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 197 $460K 0.31% -1 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 196 $458K 0.02% +4 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 195 $456K 0.01% -7 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 195 $456K 0.03% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 194 $453K 0.03% +104 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 192 $449K 0.03% -11 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 192 $449K <0.01% -396 13F-HR Timeline Group IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 191 $446K 0.08% -31 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 191 $446K 0.03% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 191 $446K 0.03% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 190 $442K 0.13% -133 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 190 $438K 0.15% -4 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 187 $437K 0.34% -1,413 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 186 $435K 0.13% 0 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 186 $435K 0.33% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 185 $432K 0.06% -11 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 185 $432K 0.03% 0 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 184 $430K 0.02% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 184 $430K 0.1% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 182 $425K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 182 $425K 0.19% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 182 $425K 0.19% -224 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 181 $423K 0.11% -36 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 184 $421K 0.01% +32 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 180 $421K 0.03% +22 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 180 $421K 0.02% +29 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 160 $418K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 179 $418K 0.02% +1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 178 $416K 0.02% -6 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 176 $411K 0.15% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 175 $409K 0.05% -602 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 175 $409K 0.1% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 175 $408K 0.01% +27 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 172 $402K 0.02% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 172 $402K 0.23% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 171 $400K 0.01% -102 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 171 $400K 0.29% +26 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 171 $400K 0.07% +25 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 170 $398K 0.26% +23 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 170 $397K 0.01% +45 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 170 $397K 0.01% +47 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 169 $395K 0.01% new 13F-HR/A Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 169 $395K 0.05% new 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 169 $395K 0.28% -1 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 168 $393K 0.02% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 168 $393K 0.14% -20 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 168 $393K 0.12% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 167 $390K 0.1% +9 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 167 $390K 0.09% +7 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 166 $388K 0.01% -315 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 166 $388K 0.12% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 165 $386K 0.11% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 165 $386K 0.05% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 164 $384K 0.01% -57 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 150 $384K 0.05% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 164 $383K <0.01% +63 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 164 $383K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 163 $381K 0.05% -8 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 162 $379K 0.17% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 162 $378K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 161 $376K 0.16% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 160 $374K 0.24% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 159 $372K 0.05% +40 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 159 $372K 0.05% +4 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 158 $370K 0.03% new 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 158 $369K 0.04% -87 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 157 $368K 0.03% -60 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 157 $367K 0.27% new 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 180 $366K 0.16% +3 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 156 $365K 0.01% +24 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 155 $362K <0.01% -7 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 154 $361K 0.1% -6 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 154 $360K 0.09% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 154 $360K 0.01% +38 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 154 $360K 0.03% +12 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 152 $355K 0.22% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 152 $355K 0.21% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 152 $355K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 152 $354K 0.01% -10 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 151 $353K 0.01% -336 13F-HR/A Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 151 $353K <0.01% +23 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 151 $353K 0.04% -28 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 150 $351K 0.07% +8 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 150 $351K 0.04% +10 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 150 $351K 0.06% 0 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 150 $351K 0.1% -17 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 149 $348K <0.01% -2 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 149 $348K <0.01% +22 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 148 $346K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 158 $346K 0.01% +55 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 148 $345K 0.05% -20 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 147 $344K <0.01% +5 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 147 $343K 0.01% +38 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 146 $341K 0.09% 0 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 146 $341K <0.01% +7 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 145 $339K 0.01% +42 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 145 $339K 0.04% +1 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 144 $337K 0.01% +31 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 143 $334K 0.02% +9 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 143 $334K 0.02% -10 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 142 $332K 0.01% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 142 $332K 0.03% +3 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 142 $332K 0.13% +14 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 141 $330K 0.01% -313 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 141 $330K 0.09% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 140 $327K <0.01% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 140 $327K 0.02% -5 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 140 $327K 0.08% -29 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 139 $325K 0.05% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 139 $325K 0.04% +10 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 139 $325K 0.02% -9 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 138 $323K <0.01% -7 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 138 $322K 0.02% -31 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 136 $319K 0.01% -1 13F-HR Timeline Busey Bank More: the full row for Busey Bank 136 $318K 0.01% +7 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 135 $315K 0.16% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 134 $313K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 132 $308K 0.02% -34 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 132 $308K 0.01% +3 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 131 $307K <0.01% -3 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 131 $306K 0.02% +5 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 131 $306K 0.03% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 131 $306K 0.16% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 131 $306K 0.15% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 131 $306K 0.14% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 130 $304K 0.11% 0 13F-HR Timeline Fore Capital, LLC More: the full row for Fore Capital, LLC 130 $304K 0.38% new 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 130 $304K 0.17% +1 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 129 $301K 0.01% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 129 $301K <0.01% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 129 $301K 0.08% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 120 $300K 0.02% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 128 $299K <0.01% +73 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 128 $299K 0.07% +1 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 127 $297K 0.02% +6 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 127 $297K 0.12% +57 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 127 $297K 0.01% +24 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 127 $297K 0.01% -366 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 126 $294K 0.01% +44 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 126 $294K 0.02% -48 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 126 $294K 0.2% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 125 $293K <0.01% +6 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 124 $290K 0.06% +4 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 124 $290K <0.01% -66 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 124 $290K 0.11% -10 13F-HR/A Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 124 $290K 0.08% +24 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 124 $290K 0.21% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,440 $287K 0.02% +2,317 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 123 $287K 0.02% -1,805 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 122 $285K <0.01% -3,246 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 122 $285K 0.04% +4 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 122 $285K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 122 $285K 0.01% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 121 $283K 0.02% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 120 $280K 0.03% +4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 120 $280K 0.03% -4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $280K 0.03% +2 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 120 $280K 0.02% -4 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 120 $280K 0.12% +35 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 119 $278K 0.01% -279 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 119 $278K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 135 $277K 0.01% new 13F-HR/A Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 118 $276K 0.04% 0 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 118 $276K 0.04% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 118 $276K 0.04% +10 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 118 $276K 0.01% -27 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 117 $273K 0.01% -3 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 116 $271K 0.17% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 116 $271K 0.12% +20 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 115 $270K 0.12% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 115 $269K 0.09% -27 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 115 $269K <0.01% -2,585 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 115 $269K <0.01% 0 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 115 $269K 0.03% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 114 $266K 0.13% -1 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 114 $266K 0.08% 0 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 114 $266K 0.1% -20 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 114 $266K <0.01% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 112 $262K 0.02% +19 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 112 $262K 0.1% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 112 $262K 0.12% -9 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 111 $259K 0.03% +10 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 111 $259K 0.07% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 111 $259K 0.05% +28 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 110 $257K 0.08% +5 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 109 $255K 0.02% +28 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 109 $255K 0.04% +6 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 109 $255K 0.05% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 108 $252K 0.01% -217 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 107 $250K 0.02% -1 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 107 $250K 0.07% -1 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 107 $250K 0.04% -3 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 106 $248K 0.19% +4 13F-HR Timeline