SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 12,294 $649K 0.02% +301 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 12,228 $646K 0.07% -1,115 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 12,597 $645K 0.01% -125,453 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,201 $645K 0.01% -213 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,132 $641K 0.04% -59 13F-HR Timeline AUCTUS ADVISORS LLC More: the full row for AUCTUS ADVISORS LLC 12,099 $639K 0.61% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 11,976 $633K 0.03% -12,024 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,953 $631K 0.03% +2,680 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 11,923 $630K 0.2% +1,369 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,868 $627K 0.02% -236 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 11,825 $625K 0.09% +740 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 11,790 $623K 0.01% +8,500 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,783 $622K 0.04% -7,490 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 11,773 $622K 0.12% +2,446 13F-HR Timeline Niles Investment Management, LLC More: the full row for Niles Investment Management, LLC 11,723 $619K 0.56% -332,991 13F-HR Timeline Yahav Achim Ve Achayot - Provident Fund… More: the full row for Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 11,612 $618K 1.15% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 11,665 $616K 0.23% -658 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,633 $614K 0.05% +3,298 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,486 $612K 0.09% -8,430 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11,585 $612K 0.02% +2,550 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 11,558 $610K 0.03% -15 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 11,488 $607K 0.27% -44 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 11,445 $605K 0.23% +178 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 11,379 $601K 0.07% +5,726 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 11,341 $599K 0.37% -1,297 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 13,324 $595K 0.54% +132 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,216 $592K 0.01% -26,667 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 11,146 $589K 0.05% +430 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,446 $587K 0.02% -739 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 11,076 $585K 0.23% +412 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 11,068 $585K 0.08% +2,663 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,050 $584K 0.09% -165 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,048 $584K 0.01% -10,204 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 11,037 $583K 0.04% -1,316 13F-HR Timeline Group Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 11,013 $582K 0.19% -371 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 11,012 $582K 0.09% -2,441 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 11,011 $582K 0.1% -1,835 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 11,000 $581K 0.06% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 10,966 $579K 0.02% -4,417 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 11,010 $574K 0.24% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 10,858 $573K 0.38% -15 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10,796 $570K 0.12% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,781 $569K 0.01% -1,717 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 10,737 $567K 0.51% 0 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,733 $567K 0.11% -220 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 10,725 $566K 0.2% +858 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 10,650 $563K 0.57% +6,448 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,629 $561K 0.13% -266 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,568 $558K 0.01% -200 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,550 $557K 0.2% +457 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 10,420 $550K 0.01% +4,642 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 10,396 $549K 0.07% -2,366 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 10,387 $549K 0.15% -38 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,367 $548K 0.05% -1,304 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,258 $546K 0.04% +242 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 10,330 $546K 0.18% -210,540 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PECAUT & CO. More: the full row for PECAUT & CO. 10,302 $544K 0.18% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 10,294 $544K 0.02% -64,964 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,291 $544K 0.1% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,272 $543K 0.1% -114 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,275 $542K 0.24% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,237 $541K 0.01% +1,291 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,651 $540K 0.07% -22,560 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 10,224 $540K 0.03% +1,627 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,225 $540K 0.04% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 10,205 $539K 0.03% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 10,171 $537K 0.24% +1,008 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,149 $536K 0.01% -4,093 13F-HR Timeline TPG Financial Advisors, LLC More: the full row for TPG Financial Advisors, LLC 10,144 $536K 0.17% +433 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 10,140 $536K 0.04% -570 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,118 $534K 0.06% -200 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 10,000 $532K 0.22% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 10,077 $532K 0.02% +361 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,070 $532K 0.05% -25 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 10,053 $531K 0.17% +1,332 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,050 $531K 0.18% +48 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,014 $529K 0.03% +5 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,000 $528K 0.5% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 9,932 $525K 0.02% +1,681 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,900 $523K 0.01% +4,402 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 9,875 $522K 0.34% -9,879 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 9,791 $517K 0.15% -735 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,763 $516K 0.07% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 9,758 $515K 0.11% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,678 $511K 0.02% +789 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,662 $510K 0.04% -1,347 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 9,317 $510K 0.22% -1,233 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 9,625 $508K 0.02% -1,741 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 9,596 $507K <0.01% +1,441 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,590 $507K <0.01% -202,224 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 9,435 $498K 0.06% new 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,420 $498K 0.44% -238 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,369 $495K 0.01% -6,762 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 9,353 $494K 0.01% -1,412 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 9,327 $493K 0.01% -8,601 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,242 $492K 0.01% -1,998 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 9,309 $492K 0.01% -891 13F-HR Timeline Group Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 9,299 $491K 0.19% -68 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,268 $489K 0.23% -464 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 9,159 $484K 0.03% -77 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 9,145 $483K 0.06% -1,130 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,123 $482K 0.07% -1,482 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 9,380 $481K 0.41% +455 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 9,041 $478K 0.15% -555 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 9,038 $477K 0.04% -3,075 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 9,009 $476K 0.03% -1,171 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 8,998 $475K 0.02% +4,258 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,997 $475K 0.11% +147 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 8,959 $473K 0.46% new 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 8,959 $473K 0.33% +58 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,947 $473K <0.01% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 8,941 $472K 0.32% +50 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 9,200 $471K 0.02% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,914 $471K 0.07% -1,314 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 8,911 $471K 0.01% -2,692 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,888 $469K 0.03% -18 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,875 $469K 0.06% -1,791 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,870 $469K 0.01% -2,238 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,851 $467K 0.01% -2,661 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,837 $467K 0.01% -593 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,830 $466K 0.04% -1,544 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 8,795 $465K 0.01% +648 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 8,793 $464K 0.28% -2,949 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,708 $460K 0.03% +1,245 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 8,654 $457K 0.02% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,610 $455K 0.02% +350 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,597 $454K 0.04% +459 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 8,596 $454K 0.05% -234 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 8,596 $454K 0.4% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 8,498 $451K 0.01% -2,017 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 8,534 $451K 0.01% 0 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 8,483 $448K 0.08% -15 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 8,464 $447K 0.06% +1,747 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,444 $446K 0.14% -425 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 8,412 $444K 0.05% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 8,411 $444K 0.01% +795 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,385 $443K <0.01% -3 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 8,360 $442K 0.3% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,349 $441K 0.01% -4,964 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 8,320 $439K 0.04% -20 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 8,307 $439K 0.06% +69 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,250 $439K 0.02% +923 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,233 $439K 0.01% +331 13F-HR/A Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,273 $437K 0.18% +2,180 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 8,187 $432K 0.03% +649 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,174 $432K 0.04% -1,038 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 8,140 $430K 0.06% +39 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,120 $429K 0.01% +270 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,053 $425K 0.12% -1,947 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,000 $423K 0.03% +4,702 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,980 $421K 0.01% -884 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,976 $421K 0.18% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 7,976 $421K 0.07% 0 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,967 $421K 0.31% -8,010 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,963 $421K 0.02% -12,269 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,942 $420K 0.01% -88 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 7,941 $419K <0.01% -86,684 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,926 $419K 0.02% -230 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 7,925 $419K 0.27% -562 13F-HR Timeline T3 Companies, LLC in group T3 Companies, LLC More: the full row for T3 Companies, LLC 7,900 $417K 0.57% new 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 7,871 $416K 0.1% -10,359 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,861 $415K 0.21% +204 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,846 $414K 0.01% -3,386 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,844 $414K 0.05% +1,111 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 7,783 $411K 0.08% -56,770 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 7,777 $411K 0.06% -370 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 7,771 $410K 0.31% -864 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 7,755 $410K 0.03% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 7,734 $409K 0.01% -7,030 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,687 $406K 0.23% new 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 7,682 $406K 0.29% -1,334 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 7,559 $402K 0.09% +9 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 7,593 $401K 0.01% +3,144 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 7,578 $400K 0.02% +1,724 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,573 $400K 0.09% -113 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,535 $398K 0.02% -177 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,523 $397K 0.02% +1,048 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,511 $397K 0.05% -785 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,497 $396K 0.02% -1,571 13F-HR Timeline Group Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 7,410 $391K 0.23% -640 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 7,381 $390K 0.14% -421 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 7,292 $385K 0.13% +364 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 7,291 $385K 0.03% 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,282 $385K <0.01% -635,328 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 7,268 $384K 0.09% +66 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,247 $383K 0.01% -2,114 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7,186 $382K 0.4% +2,576 13F-HR Timeline Capital Markets Trading UK LLP More: the full row for Capital Markets Trading UK LLP 7,233 $382K 0.34% -287 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,224 $382K 0.02% +740 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,203 $380K 0.23% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 8,265 $380K 0.01% +834 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 7,200 $380K 0.11% -4,300 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 7,200 $380K 0.12% 0 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,200 $380K 0.21% new 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,196 $380K 0.03% -4,363 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,180 $379K 0.11% -650 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 7,146 $377K 0.03% -290 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,120 $376K 0.01% -121 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,119 $376K 0.01% -433 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 7,113 $376K 0.13% -1,234 13F-HR Timeline