One Capital Management, LLC More: the full row for One Capital Management, LLC 22,240 $1.33M 0.05% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 22,207 $1.33M 0.55% +85 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 22,149 $1.33M 0.17% +5,782 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 21,991 $1.32M 0.59% +611 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 21,968 $1.32M 0.32% -342 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 21,933 $1.32M 0.34% -13,973 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 21,867 $1.31M 0.25% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 21,905 $1.31M 0.65% +2,915 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 21,780 $1.31M 0.01% -5,500 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 21,778 $1.31M 0.15% +2,680 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 21,981 $1.31M 0.35% +427 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 21,712 $1.3M 0.8% +28 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 21,627 $1.3M 0.02% +655 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 21,601 $1.3M 0.19% 0 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 21,450 $1.29M 0.47% +3,942 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 21,440 $1.29M 0.05% -2,292 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,423 $1.29M 0.1% +602 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 21,255 $1.28M <0.01% -3,351 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 21,254 $1.28M 0.17% +26 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 20,835 $1.27M 0.69% +375 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 21,157 $1.27M 0.52% -48 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 21,143 $1.27M 0.16% -882 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 21,137 $1.27M 0.25% +11,135 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 21,118 $1.27M 0.03% 0 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 21,063 $1.26M 0.76% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 21,000 $1.26M <0.01% 0 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 20,906 $1.25M 0.47% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 20,863 $1.25M 0.18% +132 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20,865 $1.25M 0.18% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 20,863 $1.25M 0.09% +850 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 20,845 $1.25M 0.31% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,807 $1.25M 0.02% -739 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,772 $1.25M 0.38% +40 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 20,759 $1.25M 1.18% +3,254 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 20,746 $1.25M 0.56% +677 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 20,465 $1.23M 0.08% +11,807 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 20,455 $1.23M 0.53% +1,836 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,425 $1.23M 0.06% +2,874 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 20,419 $1.23M 0.23% -371 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,418 $1.23M 0.04% -21 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 20,412 $1.23M 0.11% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 20,316 $1.22M 0.32% +938 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 20,280 $1.22M +501 Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 20,260 $1.22M 0.04% -780 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,203 $1.21M 0.12% +1,581 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 20,192 $1.21M 0.93% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 20,036 $1.2M 0.29% -2,764 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 20,011 $1.2M 0.12% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 19,927 $1.2M 0.02% -2,535 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 19,921 $1.2M 0.03% -31,935 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 20,736 $1.2M 0.51% +823 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,905 $1.19M 0.16% +65 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 20,849 $1.19M +1,760 Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 19,778 $1.19M 0.11% +675 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 19,658 $1.18M 0.05% -2,938 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,515 $1.17M 0.02% -1,901 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 19,463 $1.17M 0.31% +2,277 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 19,443 $1.17M 0.03% -2,675 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 19,422 $1.17M 0.02% -437 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 19,367 $1.16M 0.09% +1,155 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 19,210 $1.15M 1.04% +415 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 19,148 $1.15M 0.04% +7,196 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 19,132 $1.15M 0.68% +1,200 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 19,123 $1.15M 0.23% +7,908 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 19,123 $1.15M 0.35% +25 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 19,100 $1.15M 0.9% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 19,080 $1.15M 0.89% +189 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 19,001 $1.14M 1.05% +1,068 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 18,949 $1.14M 0.32% +14,644 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 18,946 $1.14M 0.15% -1,210 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,012 $1.13M 0.1% -3,525 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 18,809 $1.13M 0.46% -62 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 18,787 $1.13M 0.08% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 18,754 $1.13M 0.02% +518 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 18,877 $1.12M +2,097 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 18,703 $1.12M -182 Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18,698 $1.12M 0.06% +2,506 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 18,678 $1.12M 0.08% -12 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 18,669 $1.12M 0.08% -150 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 18,653 $1.12M 0.03% -247 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 18,637 $1.12M 0.07% -1,113 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 18,483 $1.11M 0.06% -234 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,425 $1.11M 0.09% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 18,412 $1.11M 0.43% -1,495 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 18,386 $1.1M 0.08% -22,979 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 18,386 $1.1M 0.01% -22,979 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 18,384 $1.1M 0.09% +289 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 18,363 $1.1M 0.13% +317 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 18,356 $1.1M 0.44% -65 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 18,350 $1.1M 0.59% -378 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 18,527 $1.1M 0.17% +3,200 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 18,280 $1.1M 0.05% -4,440 13F-HR Timeline Group MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 18,218 $1.09M 0.1% +2,100 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 18,440 $1.09M 0.27% -1,452 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 18,015 $1.08M 0.6% +2,376 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 18,009 $1.08M 0.03% +442 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 18,005 $1.08M 0.1% new 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 17,912 $1.08M 0.31% +7 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 17,906 $1.07M 0.19% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 17,905 $1.07M 0.42% -99 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 17,786 $1.07M 0.08% -102,114 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 17,646 $1.06M 0.02% +13,517 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 17,610 $1.06M 0.2% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 17,462 $1.05M 0.07% -520 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,461 $1.05M 0.03% +876 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,365 $1.04M 0.08% +21 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 17,325 $1.04M 0.4% +1,179 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 17,301 $1.04M 0.01% +31 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 17,250 $1.04M 0.69% +7,064 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,086 $1.02M 0.19% -341 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 17,058 $1.02M 0.09% -22,002 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 16,990 $1.02M <0.01% +737 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 16,731 $1.02M 0.03% -930 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 16,974 $1.02M 1.08% +6,918 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 16,965 $1.02M 0.05% +272 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 16,896 $1.01M 0.14% +98 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,857 $1.01M 0.01% +493 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 16,816 $1.01M 0.14% +144 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 16,753 $1.01M 0.07% -1,713 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,720 $1M 0.09% +16,706 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 16,696 $1M 0.02% +7,074 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 16,688 $1M 0.06% +5,952 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 16,632 $998K 0.02% +4,540 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 16,628 $998K 0.22% -832 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,619 $997K 0.15% -720 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,497 $990K 0.06% -1,080 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 17,508 $988K 0.08% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 16,447 $987K 0.53% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 16,390 $984K 0.04% +25 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 16,342 $981K 0.1% +875 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 16,301 $978K 0.25% +158 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 16,240 $975K 0.02% +3,350 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 16,237 $975K 0.02% -1,000 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 16,235 $974K 0.15% +961 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 16,188 $972K 0.13% +11,589 13F-HR Timeline Phil A. Younker & Associates, Ltd. More: the full row for Phil A. Younker & Associates, Ltd. 16,177 $971K 0.96% -5,105 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 16,099 $966K 0.34% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,082 $965K 0.02% -152 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 15,982 $959K 0.07% +693 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 16,278 $957K 0.37% +8 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 15,843 $951K 0.06% -81 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 15,765 $946K 0.11% -2,578 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 15,614 $937K 0.12% -258 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 15,289 $933K 0.01% -128 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 15,487 $930K 0.17% -876 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 15,422 $926K 0.23% +588 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 15,161 $925K 0.02% -242 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 15,365 $922K 0.04% -1,439 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 15,362 $922K 0.58% +621 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 15,269 $916K 0.29% +99 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,617 $910K 0.1% -764 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 15,155 $910K 0.27% +396 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 15,154 $910K 0.5% -3,745 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 15,142 $909K 0.12% -176 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 15,140 $909K 0.24% -475 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 15,128 $908K 0.01% -4,189 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 15,113 $907K 0.33% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 15,099 $906K 0.08% -212 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 15,000 $900K 0.01% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 15,000 $900K 0.09% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 15,000 $900K 0.58% -150 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 14,949 $897K 0.19% -13 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 14,948 $897K 0.06% +866 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 14,881 $893K 0.44% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 14,890 $893K 0.02% +10,454 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,865 $892K 0.33% -204 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,909 $891K 0.04% -161 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 14,850 $891K 0.34% +1,176 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 14,815 $889K 0.25% +4,915 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,801 $888K 0.01% -560 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,795 $888K 0.01% -891 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inscription Capital, LLC More: the full row for Inscription Capital, LLC 20,313 $886K 0.15% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 14,745 $885K 0.08% +251 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 15,042 $884K 0.17% +5,542 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 14,718 $883K 0.06% -599 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14,713 $883K 0.64% +502 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 14,672 $881K 0.07% -1,708 13F-HR/A Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 14,616 $877K 0.09% +700 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,524 $872K 0.07% +446 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 14,519 $871K 0.31% +37 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 14,433 $866K 0.41% +156 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 14,433 $866K 0.7% -85 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 19,830 $865K 0.45% -12,186 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 14,281 $857K 0.48% +998 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 14,252 $855K 0.35% -18 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 14,241 $855K 0.16% +829 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 14,240 $855K 0.03% -7,222 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 14,222 $854K 0.24% +2 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 14,201 $852K 0.82% +1,632 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,043 $852K 0.04% -4,404 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 14,128 $848K 0.07% +855 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 14,124 $848K 0.11% +4,539 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,871 $846K 0.06% -450 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 14,097 $846K 0.14% +3,398 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 14,051 $843K 0.2% +134 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,044 $843K 0.19% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 14,025 $842K 0.02% +300 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 13,992 $840K 0.18% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 13,990 $840K 0.06% +553 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,948 $837K 0.02% +1 13F-HR Timeline