Haverford Trust Co More: the full row for Haverford Trust Co 7,505 $785K 0.01% -265 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,488 $783K 0.76% new 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,482 $782K 0.04% +3,765 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 7,469 $782K 0.1% +1,628 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,457 $780K +1,415 Timeline Field & Main Bank More: the full row for Field & Main Bank 7,450 $779K 0.23% -2,920 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,414 $775K 0.09% -586 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,383 $772K 0.01% +1,422 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,368 $770K 0.05% +318 13F-HR Timeline Group Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,360 $769K 0.13% new 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 7,345 $768K 0.03% -11,820 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,343 $768K 0.04% -8,672 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 7,297 $763K 0.34% +5,432 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,285 $762K 0.01% -8,944 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 7,217 $755K 0.46% +279 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,212 $754K 0.03% -835,790 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,193 $752K 0.08% +878 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 7,171 $750K 0.6% new 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,154 $748K 0.07% -229 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,114 $744K 0.04% +3,659 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 7,095 $744K -61,153 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,099 $742K 0.02% +3,731 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 7,089 $741K 0.28% new 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 7,000 $736K 0.29% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,030 $735K 0.31% +3,515 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,024 $734K 0.21% new 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 7,016 $734K 0.83% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 7,010 $733K 0.45% new 13F-HR Timeline Wealth High Governance Capital Ltda More: the full row for Wealth High Governance Capital Ltda 7,003 $732K 0.22% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,999 $732K 0.27% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,741 $730K 0.23% -3,654 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,970 $729K 0.01% -396 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,945 $726K 0.43% +4,753 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,938 $725K 0.11% +1,285 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,909 $722K 0.05% +4,644 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 6,905 $722K 0.4% -168 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,904 $722K 0.09% new 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 6,900 $721K 0.72% new 13F-HR Timeline Group Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,858 $717K 0.03% +1,160 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,845 $716K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 6,820 $713K 0.16% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 6,816 $713K 0.02% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 6,770 $708K 0.32% +998 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 6,755 $706K 0.72% 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 6,754 $706K 0.12% +1,934 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 6,752 $706K 0.63% +1,026 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 6,722 $703K 0.05% -153 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,711 $702K 0.53% +96 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 6,710 $702K 0.09% +2,540 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 6,706 $701K 0.29% +2,451 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,682 $699K 0.1% -5,997 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,680 $698K 0.17% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 6,663 $697K 0.02% -4,257 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,639 $694K 0.06% -13,393 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,605 $693K 0.09% +269 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,380 $690K 0.07% -3,548 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,579 $688K 0.12% +843 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 6,573 $687K 0.13% +2,028 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,511 $681K 0.04% +2,396 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,511 $681K 0.26% -2,631 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,500 $680K 0.13% +850 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 6,500 $680K 0.1% -8,400 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,499 $679K 0.21% -41 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,493 $679K 0.12% -102 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 6,479 $677K 0.04% -132,636 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,465 $676K 0.03% -736 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 6,398 $669K 0.24% new 13F-HR Timeline Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 6,387 $668K 0.25% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,384 $667K 0.01% +1,438 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,357 $665K 0.04% +2,837 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,346 $663K 0.21% +4,296 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 6,342 $663K 0.62% -183 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,337 $663K 0.03% +4,510 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 7,313 $661K 0.09% -92 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 6,294 $658K 0.19% +4,623 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,275 $656K 0.18% new 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,257 $654K 0.14% -4,378 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 6,275 $653K 0.05% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 6,234 $652K 0.02% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,233 $652K 0.1% +898 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 6,215 $650K 0.01% +375 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,212 $649K 0.04% +530 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,211 $649K 0.04% +2,142 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 6,176 $646K 0.61% +1,347 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,150 $643K 0.09% +3,141 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,134 $641K 0.06% +1,732 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,112 $639K 0.14% +47 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,100 $638K 0.18% +1,625 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 6,047 $635K 0.12% +1,467 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,052 $633K 0.26% +4,331 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 6,048 $632K 0.38% -397 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 6,034 $631K 0.02% +2,964 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 6,000 $627K 0.12% 0 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 6,000 $627K 0.23% 0 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 6,000 $627K 0.56% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,995 $627K 0.09% +467 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,954 $627K 0.04% +1,597 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,661 $626K 0.22% -40 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,960 $623K 0.01% -134 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 5,911 $618K 0.44% +3,897 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 4,031 $618K 0.03% -80 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 5,900 $617K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 5,870 $614K 0.31% +1,275 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,844 $611K 0.05% +269 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,823 $609K 0.09% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,812 $608K 0.05% +2,346 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 5,803 $607K 0.08% +272 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,801 $606K 0.16% -24 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,800 $606K 0.05% +1,530 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,795 $606K 0.31% -160 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 5,790 $605K 0.45% +70 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,788 $605K 0.07% +1,550 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,768 $603K 0.02% -6,773 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,758 $602K 0.02% +58 13F-HR Timeline Group Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 5,695 $595K 0.33% +4,170 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,693 $595K 0.31% +2,240 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,692 $595K 0.21% +514 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 5,675 $593K 0.07% +715 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 5,670 $593K 0.24% +850 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 5,739 $592K 0.36% -2,685 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 5,653 $591K 0.03% +517 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,635 $589K 0.04% -357 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,630 $589K 0.06% -80,000 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,628 $588K 0.05% +1,363 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,627 $588K 0.06% +970 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,619 $587K 0.03% -2,879 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,624 $587K 0.01% +36 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 5,614 $587K 0.1% +1,117 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 5,610 $587K 0.1% -7,200 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,605 $586K 0.02% +1,399 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,600 $585K 0.06% +365 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,571 $582K 0.15% +1,432 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,558 $581K 0.03% +841 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,526 $578K 0.02% +52 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,525 $578K 0.22% -120 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,515 $577K 0.03% -2,055 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,510 $576K 0.03% +3,027 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 5,500 $575K 0.04% -15,705 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,495 $575K 0.03% +961 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 5,494 $574K 0.02% +2,743 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,488 $574K 0.1% -1,850 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,449 $570K 0.01% -10,576 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,434 $568K 0.01% -2,625 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 5,421 $567K 0.01% -508 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,402 $565K 0.01% +262 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 5,385 $563K 0.22% +2,035 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,362 $561K 0.03% +1,058 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 5,324 $557K 0.06% -743 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,298 $554K 0.02% -888 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,290 $553K 0.26% -1,560 13F-HR Timeline Marble Bar Asset Management LLP More: the full row for Marble Bar Asset Management LLP 5,280 $552K 0.54% new 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 5,278 $552K 0.11% new 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 5,270 $551K 0.14% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,252 $549K 0.17% -396 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,241 $548K <0.01% -270,914 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 5,230 $547K -1,757 Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 5,200 $544K 0.42% -1,400 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 5,200 $544K 0.33% +1,200 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 5,178 $541K 0.49% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,176 $541K 0.05% -340 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 5,169 $540K 0.03% -49,365 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,168 $540K 0.31% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,165 $540K 0.04% -2,008 13F-HR Timeline Group American Trust More: the full row for American Trust 5,136 $537K 0.05% -111 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,128 $536K 0.04% +1,191 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,125 $536K 0.24% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,118 $535K 0.21% 13F-HR/A Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,097 $533K 0.06% -2,337 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 5,083 $531K 0.15% +1,506 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,064 $529K 0.01% +239 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,055 $528K 0.12% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,039 $527K 0.2% +711 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,030 $526K 0.01% -825 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,025 $525K 0.24% -10 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,021 $525K <0.01% +3,596 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 5,012 $524K 0.48% -595 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 5,004 $523K 0.21% +2,378 13F-HR Timeline AMERICAN FINANCIAL GROUP INC in group AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC 5,000 $523K 0.19% new 13F-HR Timeline Group DIKER MANAGEMENT LLC in group DIKER MANAGEMENT LLC More: the full row for DIKER MANAGEMENT LLC 5,000 $523K 0.47% 0 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,990 $522K 0.08% 0 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 4,983 $521K 0.1% -441 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,980 $521K 0.26% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,968 $519K 0.16% +1,298 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 4,968 $519K 0.1% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,963 $519K 0.01% +2,495 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 4,949 $517K 0.14% -201 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,526 $514K 0.03% -1,709 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 4,928 $513K 0.09% +418 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,872 $509K 0.04% +707 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,862 $508K 0.26% +1,780 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,859 $508K 0.04% -41,494 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,835 $505K 0.04% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. 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