Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,200 $983K 0.13% +1,800 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 16,172 $981K 0.31% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 16,162 $981K 0.21% +8 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 15,798 $959K 0.37% +716 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 15,415 $935K 0.49% -909 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 15,195 $922K <0.01% +1,741 13F-HR/A Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 15,000 $910K <0.01% 0 13F-HR Timeline Group Kendall Capital Management More: the full row for Kendall Capital Management 14,783 $897K 0.26% +1,213 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 14,630 $888K 0.01% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,563 $884K +10,950 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,479 $879K 0.04% -200 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 14,178 $867K 0.04% 0 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 14,210 $862K <0.01% +971 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,765 $842K 0.03% +274 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,813 $838K 0.01% +2,470 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,813 $838K 0.01% +2,470 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,794 $837K <0.01% +2,262 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 13,624 $827K <0.01% -5,904 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 13,277 $806K <0.01% -1,507 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 13,244 $804K 0.02% +5,691 13F-HR Timeline Group NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 13,240 $803K 0.1% +3,539 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 13,155 $798K <0.01% +932 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 13,052 $792K +12,122 Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 12,983 $788K 0.08% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 12,660 $768K <0.01% +1,954 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,472 $757K <0.01% +753 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 12,268 $744K <0.01% -1,331 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,826 $718K 0.01% +326 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 11,604 $710K 0.03% +1,073 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,387 $691K <0.01% +5,654 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,958 $672K 0.01% +6,532 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 11,075 $672K 0.02% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,914 $662K 0.01% +1,866 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,739 $652K 0.02% -1,068 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 10,434 $633K 0.02% -12,286 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,407 $631K 0.05% +73 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,378 $630K <0.01% +570 13F-HR/A Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 10,352 $628K 0.01% +490 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 10,251 $622K 0.02% new 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 10,055 $610K 0.02% +3,083 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 9,957 $604K 0.34% +2,915 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 9,700 $591K 0.03% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,691 $588K 0.08% -592 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,618 $584K 0.01% +5,999 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,300 $564K 0.01% +405 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 9,122 $551K <0.01% +350 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,935 $542K 0.04% -43 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 8,894 $540K 0.24% -891 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,888 $539K 0.17% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 8,765 $532K 0.23% -171 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,736 $530K 0.01% +1,927 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,723 $529K <0.01% -1,635 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 8,683 $527K 0.04% -1,910 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,619 $523K <0.01% -608 13F-HR Timeline Group MBA Advisors LLC More: the full row for MBA Advisors LLC 8,591 $521K 0.26% -3 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,572 $520K <0.01% +31 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,464 $514K 0.01% +5,250 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 8,413 $511K +4,779 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,051 $489K <0.01% +2,415 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 8,005 $486K 0.1% -793 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,941 $481K 0.15% -50 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,719 $468K 0.02% +1,028 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 7,677 $466K 0.01% -3,064 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,592 $461K 0.01% -352 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,534 $457K 0.02% +1,876 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 7,361 $447K <0.01% -337 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,288 $442K <0.01% +204 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 7,232 $439K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,197 $437K <0.01% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,937 $421K 0.01% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,906 $419K 0.01% -198 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,853 $416K 0.01% -49 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,800 $413K 0.05% -100 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,690 $406K 0.21% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 6,456 $392K 0.17% +107 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,367 $386K <0.01% +767 13F-HR Timeline Keene & Associates, Inc. More: the full row for Keene & Associates, Inc. 6,330 $384K 0.31% +75 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,300 $382K 0.02% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 6,270 $380K 0.01% new 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,175 $375K <0.01% +2,063 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 6,167 $374K 0.01% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,159 $374K <0.01% -482 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,096 $370K 0.03% -4,241 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 6,064 $368K 0.07% +72 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 5,983 $363K 0.01% +45 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,906 $358K 0.01% +280 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,894 $358K <0.01% +322 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,881 $357K 0.01% -1,591 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 5,678 $345K 0.1% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,682 $345K <0.01% -2,118 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,573 $338K 0.19% -27 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,519 $335K 0.01% +670 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,435 $330K <0.01% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,337 $324K <0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,647 $323K 0.02% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,256 $319K 0.01% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,236 $318K 0.08% +38 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 5,211 $316K 0.01% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,129 $311K <0.01% -2,573 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,119 $311K <0.01% -67,045 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,061 $310K 0.07% +9 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,102 $310K 0.04% -1,385 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 5,088 $309K 0.01% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,000 $303K 0.17% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 4,986 $303K 0.22% 0 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 4,900 $297K <0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,804 $292K <0.01% -161 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,800 $291K 0.07% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,755 $289K 0.04% 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,660 $283K 0.02% +556 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 4,440 $272K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,367 $265K <0.01% +19 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,348 $264K 0.03% +5 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,284 $260K 0.01% +946 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,146 $252K 0.1% -105 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,066 $247K <0.01% -297 13F-HR/A Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 4,012 $243K 0.07% 0 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,001 $243K <0.01% -2,427 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,000 $243K 0.01% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,993 $242K 0.03% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,923 $238K 0.03% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,911 $237K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,910 $237K <0.01% -213 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,906 $237K 0.09% -4 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,900 $237K 0.05% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,882 $236K 0.01% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,882 $236K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,845 $233K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,832 $233K 0.06% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,831 $232K <0.01% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,829 $232K 0.01% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,829 $232K 0.01% +18 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 3,800 $231K 0.12% -3,811 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,675 $230K 0.01% 0 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,754 $228K 0.07% 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,752 $228K 0.03% new 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 3,740 $227K 0.02% -1 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 3,736 $227K 0.07% -88 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 3,650 $221K 0.03% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,644 $221K 0.01% new 13F-HR/A Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,621 $220K 0.07% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,563 $217K <0.01% -499 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,513 $213K 0.02% -16,121 13F-HR Timeline Group EHP Funds Inc. More: the full row for EHP Funds Inc. 3,500 $212K 0.22% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,442 $209K 0.01% -252 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 3,350 $203K 0.19% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,331 $202K <0.01% +119 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,316 $201K <0.01% -615 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,300 $200K <0.01% 0 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 3,299 $200K <0.01% +1,214 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,140 $191K <0.01% +2,200 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,050 $185K 0.04% +1,500 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,433 $148K <0.01% -2,873 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,147 $130K 0.01% +1,087 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,082 $126K <0.01% -13 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,814 $124K <0.01% +578 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,043 $124K 0.01% new 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,960 $119K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,700 $104K 0.02% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,700 $103K <0.01% -16 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,651 $100K 0.1% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,650 $100K 0.04% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,600 $97.1K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,580 $95.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,557 $94.5K 0.09% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,498 $90.9K 0.01% +113 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,424 $86.4K <0.01% -2,729 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,400 $85K 0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,319 $80K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,221 $76K <0.01% +153 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,222 $74.2K <0.01% -3 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,178 $71.5K <0.01% +494 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,171 $71.1K <0.01% -775 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,167 $70.8K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,100 $67.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,051 $63.7K 0.02% -4 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,022 $62K <0.01% -12,132 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 993 $60.3K 0.01% +297 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 984 $59.7K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 850 $52K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 855 $51.9K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 852 $51.7K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 844 $51.2K 0.03% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 828 $50.2K <0.01% +6 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 816 $49.5K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 760 $46.1K <0.01% 0 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 750 $45.5K 0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 742 $45K 0.03% -5 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 722 $43.8K 0.01% +239 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 600 $42K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 700 $42K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 656 $39.8K 0.02% +453 13F-HR Timeline CNB Bank More: the full row for CNB Bank 633 $38.4K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 620 $37.6K <0.01% -170 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. 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