Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 714 $568K 0.07% +8 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 709 $564K 0.35% -276 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 709 $564K 0.55% -566 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 708 $564K 0.01% +119 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for KENNEDY INVESTMENT GROUP, INC. 696 $554K 0.26% new 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 695 $553K 0.18% -372 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 692 $551K 0.07% +59 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 691 $550K 0.21% +344 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 690 $550K 0.08% -33 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 690 $549K 0.01% +147 13F-HR/A Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 686 $546K 0.05% -199 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 685 $545K 0.55% +13 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 685 $545K 0.05% +70 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 683 $544K 0.53% +68 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 681 $542K 0.25% +149 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 678 $540K 0.22% +145 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 674 $537K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 672 $535K 0.34% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 667 $531K 0.04% -5,066 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 664 $530K 0.05% +35 13F-HR/A Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 664 $529K 0.17% +26 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 662 $527K 0.04% +133 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 662 $527K 0.24% -180 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 660 $525K 0.26% -100 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 660 $525K 0.21% +410 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 659 $525K 0.19% -291 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 658 $524K 0.12% -104 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 655 $521K 0.49% -50 13F-HR Timeline Total Clarity Wealth Management, Inc. 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More: the full row for Marshall & Sterling Wealth Advisors Inc. 565 $450K 0.31% -41 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 565 $450K 0.09% -99 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 563 $449K 0.07% +24 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 563 $448K 0.11% +275 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 562 $447K 0.16% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 560 $446K 0.05% +129 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 560 $446K 0.11% +59 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 558 $444K 0.1% +4 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 557 $443K 0.34% +4 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 553 $440K 0.1% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 552 $439K 0.45% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 550 $438K 0.33% 0 13F-HR Timeline First Horizon Advisors, Inc. 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More: the full row for FOX RUN MANAGEMENT, L.L.C. 499 $397K 0.06% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 496 $395K 0.01% +220 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 494 $393K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 492 $392K 0.05% -53 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 492 $392K 0.24% 0 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 492 $392K 0.08% -2 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 490 $390K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 490 $390K 0.01% -193 13F-HR Timeline Group Abbot Financial Management, Inc. 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More: the full row for Fortitude Advisory Group L.L.C. 480 $382K 0.27% +39 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 480 $382K 0.05% -1,047 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 480 $382K 0.27% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 476 $379K 0.09% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 475 $378K 0.08% +3 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 475 $378K 0.27% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 475 $378K 0.14% +70 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 474 $377K 0.26% -39 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 473 $377K 0.2% +5 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 472 $376K 0.09% -130 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 472 $376K 0.26% -9 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 470 $374K 0.16% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 468 $373K 0.06% -118 13F-HR/A Timeline WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 466 $371K 0.16% -18 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 465 $370K 0.02% +50 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 465 $370K 0.17% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 463 $369K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 460 $366K 0.06% -38 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 460 $366K 0.05% +33 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 459 $366K 0.03% +11 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 459 $365K 0.08% -181 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 458 $365K 0.05% -1 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 457 $364K 0.04% +64 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 455 $362K 0.03% +21 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 438 $361K 0.02% +50 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 452 $360K 0.09% +150 13F-HR/A Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 451 $359K 0.28% +51 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 450 $358K 0.37% -100 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 450 $358K 0.33% 0 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 450 $358K 0.07% +11 13F-HR/A Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 492 $358K 0.17% +7 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 449 $357K 0.01% -30 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 448 $357K 0.03% -364 13F-HR/A Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 445 $354K 0.15% -26 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 443 $353K 0.03% -304 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 443 $353K 0.21% +29 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 443 $353K 0.06% +20 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 442 $352K 0.03% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 441 $351K 0.31% +16 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 441 $351K 0.21% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 440 $350K 0.03% -10 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 440 $350K 0.29% +11 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 440 $350K 0.04% +126 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 439 $350K 0.08% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 436 $347K 0.02% +39 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 367 $347K 0.15% new 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 435 $346K 0.27% 0 13F-HR Timeline