Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,206 $1.14M 0.02% +56 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,183 $1.14M 0.02% -2,568 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,181 $1.14M 0.05% 0 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,134 $1.13M 0.44% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,128 $1.13M 0.04% -286 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,344 $1.13M 0.03% +1,237 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,105 $1.13M 0.08% +7 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,081 $1.13M 0.08% -225 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 8,016 $1.12M 0.03% -733 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,008 $1.12M 0.09% +2,605 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,992 $1.11M 0.1% -28 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 7,986 $1.11M +25 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,936 $1.11M 0.02% +4,026 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,921 $1.1M 0.06% -138 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 7,888 $1.1M 0.76% +604 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 7,266 $1.1M 0.59% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,824 $1.09M 0.02% -501 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 7,799 $1.09M 0.48% -1,056 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,798 $1.09M 0.06% +545 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,794 $1.09M 0.01% -25,933 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 7,740 $1.08M 0.14% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 7,582 $1.08M 0.1% +54 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 7,682 $1.07M 0.28% +7 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,493 $1.05M 0.04% -1,260 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,480 $1.04M 0.01% -44 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,469 $1.04M 0.02% new 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 7,466 $1.04M 0.01% -10,134 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,409 $1.03M 0.02% -205 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,240 $1.03M 0.83% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,343 $1.02M 0.08% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 6,924 $1.02M 0.47% +18 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 7,250 $1.01M 0.04% +536 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,248 $1.01M 0.78% -284 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 7,222 $1.01M 0.31% -1,252 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,212 $1.01M 0.02% +2,572 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,210 $1.01M 0.17% +381 13F-HR/A Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 7,100 $990K 0.27% -1,100 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,084 $988K 0.12% -111 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,049 $983K 0.06% +2,112 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,318 $972K 0.02% +3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,960 $971K 0.07% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,938 $968K 0.01% +344 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,926 $966K 0.07% -261 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,923 $966K 0.07% +822 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,876 $959K 0.06% -1,257 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,853 $956K 0.14% -120 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,796 $948K 0.02% -277 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 6,791 $947K 0.41% 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,780 $946K 0.1% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,635 $944K -259 Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,738 $940K 0.36% +2,999 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,731 $939K 0.02% -252 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 6,727 $938K <0.01% -253,152 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,718 $937K 0.03% +808 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,714 $937K 0.07% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,710 $936K 0.03% -1,075 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 6,701 $935K 0.15% -383 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 6,682 $932K 0.34% +1,084 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,655 $928K 0.19% +76 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 6,590 $919K 0.11% +175 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 6,560 $915K 0.12% +510 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,545 $913K 0.02% -6,533 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,526 $910K 0.12% -244 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 6,500 $907K 0.65% -200 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,475 $903K 0.37% +1,306 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,473 $903K 0.03% +4,005 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,452 $900K 0.35% +264 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,434 $897K 0.1% +127 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,405 $894K 0.03% +21 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 6,372 $889K 0.45% -2 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,366 $888K 0.13% -9,187 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 6,360 $887K 0.05% -340 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,342 $885K 0.03% -23,743 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,506 $882K 0.09% +1,029 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 6,323 $882K 0.15% -39 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,315 $881K 0.03% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,299 $879K 0.07% -14 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,292 $878K -304 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,269 $874K 0.01% -2,751 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,260 $873K 0.06% +55 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,157 $871K 0.07% -1,305,025 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,225 $868K 0.3% -200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,894 $867K 0.05% +705 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,086 $866K 0.05% -340 13F-HR Timeline Energy Income Partners, LLC More: the full row for Energy Income Partners, LLC 6,154 $858K 0.02% -4,776 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,513 $851K 0.84% +86 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,072 $847K 0.01% -18 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,048 $844K 0.02% -216 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,045 $843K 0.04% -665 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,044 $843K 0.01% +9 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 6,021 $840K 0.63% -111 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 6,009 $838K 0.49% -604 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6,000 $837K 0.03% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,974 $833K <0.01% -450 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 5,967 $832K 0.83% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,965 $832K <0.01% -256 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,943 $829K 0.17% +247 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 5,921 $826K 0.07% +29 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,907 $824K 0.05% -74 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 5,850 $816K 0.28% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,834 $814K 0.01% -34 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,768 $805K 0.07% +111 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,765 $804K 0.01% -258 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,751 $802K 0.06% +2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 5,738 $800K 0.18% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,715 $797K 0.04% -660 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,695 $794K 0.03% +3,460 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,692 $794K 0.23% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5,666 $790K 0.6% +114 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,614 $783K 0.08% -101 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,608 $782K 0.05% +115 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,599 $781K 0.02% +455 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,585 $779K 0.15% -1,316 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,570 $777K 0.01% -200 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,521 $770K 0.11% +313 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,513 $769K <0.01% -3,126 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 5,501 $767K 0.02% -3,309 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,902 $764K 0.21% -740 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,472 $763K 0.09% -370 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,467 $763K 0.01% +504 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 5,446 $760K 0.17% -75 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,425 $757K 0.07% +1,660 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,411 $755K 0.03% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 5,410 $755K 0.69% -350 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,403 $754K 0.02% -270 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,396 $752K 0.05% +1,467 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 5,347 $746K 0.64% 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,334 $744K 0.32% -35 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,332 $744K 0.05% -60 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,324 $742K <0.01% +1,049 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 5,300 $739K 0.16% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 5,286 $737K 0.09% -1,068 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Scientech Research LLC More: the full row for Scientech Research LLC 5,238 $731K 0.21% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,122 $715K 0.17% -941 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 5,100 $711K 0.18% -2,700 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,065 $707K 0.41% +16 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 5,060 $706K 0.05% +405 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,048 $704K 0.04% +486 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,040 $703K 0.05% 0 13F-HR Timeline Group Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 5,036 $703K 0.24% +30 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,031 $702K 0.01% +57 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,021 $700K 0.01% +94 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,021 $700K 0.02% +186 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 5,000 $698K 0.11% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,988 $696K 0.02% +1,178 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,954 $691K 0.03% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,952 $691K 0.06% -24 13F-HR/A Timeline FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 4,929 $688K 0.11% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 4,918 $686K 0.03% +56 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,912 $685K 0.01% +105 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,905 $684K 0.07% +196 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,884 $681K 0.02% +60 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,868 $679K 0.33% +44 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,850 $677K 0.25% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,814 $672K 0.06% -707 13F-HR Timeline Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 4,790 $668K 0.04% +227 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 4,786 $668K 0.18% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,786 $668K 0.04% -25 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,772 $666K 0.02% +365 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,772 $666K 0.09% -126 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,745 $662K 0.08% 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 4,732 $660K 0.52% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,731 $660K 0.57% -15 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,730 $660K 0.13% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,716 $658K 0.01% +208 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,213 $655K 0.22% +1,691 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 4,689 $654K <0.01% +1,600 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,677 $652K 0.06% -228 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,660 $650K 0.05% -2,980 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,627 $645K <0.01% +595 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 4,613 $644K 0.11% -90 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 4,549 $635K +649 Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,544 $634K 0.04% +26 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,511 $629K 0.01% -1,978 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,511 $629K 0.01% 0 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 4,506 $629K 0.36% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 4,473 $624K 0.25% +10 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,461 $622K 0.01% +129 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,424 $617K 0.13% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 4,413 $616K 0.44% -186 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 4,402 $614K 0.1% +52 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,402 $614K 0.13% -1,657 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,393 $613K <0.01% -942 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 4,385 $612K 0.02% +230 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,384 $612K 0.09% -1,955 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,368 $609K 0.04% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,366 $609K 0.09% -631 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,366 $609K 0.01% -42 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 4,348 $607K 0.01% 0 13F-HR Timeline Group SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,330 $604K 0.54% -1,455 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,319 $602K 0.15% -46 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 4,302 $600K 0.19% +699 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,300 $600K 0.22% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,291 $599K 0.03% +84 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,276 $597K 0.06% -40 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,276 $597K 0.11% -9 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,271 $596K 0.03% +69 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 4,247 $592K 0.26% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 4,244 $592K 0.3% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,244 $592K 0.28% -97 13F-HR Timeline