A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 4,461 $384K 0.37% 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,418 $383K 0.04% -206 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 4,435 $382K 0.03% -274 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,404 $379K 0.03% -4 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 4,400 $379K 0.19% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,330 $375K 0.02% -41 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,356 $375K <0.01% -342 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,319 $375K 0.08% +540 13F-HR/A Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,253 $366K 0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,250 $366K 0.05% +285 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,253 $365K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,235 $364K 0.02% -2 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,211 $362K 0.01% -99 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,209 $362K 0.11% +421 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,207 $362K 0.05% new 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,200 $361K 0.01% new 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 4,195 $361K <0.01% -1,105 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 4,186 $360K 0.03% new 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 4,131 $355K 0.14% +85 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 4,125 $355K 0.17% +28 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 4,118 $354K 0.01% -51 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 4,113 $354K 0.01% -171 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,081 $351K 0.02% -73 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,000 $347K 0.07% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,010 $345K <0.01% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,941 $339K 0.03% -19 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,909 $336K 0.01% -716 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,908 $336K <0.01% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,904 $336K <0.01% -1,587 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,894 $335K <0.01% -474 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,874 $333K 0.15% +214 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,872 $333K 0.08% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,021 $330K 0.02% -358 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,826 $329K 0.04% -3,454 13F-HR Timeline Group Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 3,796 $327K 0.1% +5 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,789 $326K 0.05% -78 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,741 $322K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,740 $322K 0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,690 $317K <0.01% -525 13F-HR/A Timeline Group GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,675 $316K 0.02% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,666 $315K 0.26% -707 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 3,652 $314K 0.31% +58 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,646 $314K 0.02% -1,566 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 3,602 $309K 0.02% -110 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,555 $306K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,547 $305K <0.01% +23 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,527 $303K 0.02% 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 3,486 $300K 0.16% +220 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,480 $299K 0.18% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,450 $297K 0.05% -420 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,425 $295K 0.02% +20 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,417 $294K <0.01% -97 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,413 $294K 0.01% -94 13F-HR Timeline Group Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 3,359 $289K 0.17% +11 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,336 $287K 0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,319 $286K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,282 $285K 0.01% new 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,302 $284K 0.09% +216 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,272 $284K 0.01% +65 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,262 $281K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,260 $280K 0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,235 $280K 0.08% +256 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,240 $279K 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,214 $277K 0.01% +408 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,202 $276K 0.02% +66 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,198 $275K 0.19% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,188 $274K <0.01% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,136 $270K 0.02% -109 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 3,108 $267K 0.01% +42 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,065 $264K 0.02% +23 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,060 $263K 0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,050 $262K 0.04% -10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,996 $258K 0.01% -35 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,971 $258K 0.01% -214 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,993 $258K 0.02% +90 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,971 $256K <0.01% +740 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,945 $253K 0.01% +247 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 2,942 $253K 0.17% +85 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,880 $248K 0.03% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,845 $245K 0.03% -11 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 2,842 $245K 0.05% +61 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,799 $241K 0.15% -80 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,795 $240K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,795 $240K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,759 $237K 0.06% -38 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,752 $237K <0.01% +339 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2,747 $236K 0.02% -98 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 2,723 $234K 0.01% -199 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,724 $234K <0.01% -116 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,719 $234K 0.01% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,694 $232K 0.05% +165 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,686 $231K 0.02% -273 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,683 $231K 0.01% +29 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,665 $229K 0.06% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,626 $226K 0.03% +292 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,618 $225K 0.05% +484 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,616 $225K 0.06% -129 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,597 $223K 0.04% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,596 $223K 0.02% +427 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,594 $223K 0.02% +65 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,588 $223K 0.05% -20 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,573 $221K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,551 $219K 0.08% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,545 $219K 0.08% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,540 $219K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,523 $217K 0.01% +161 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,510 $216K 0.01% -313 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,500 $215K 0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,500 $215K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,491 $214K 0.01% +20 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,490 $214K 0.21% 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 2,490 $214K 0.09% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,445 $210K <0.01% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,435 $210K 0.08% +135 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,431 $209K <0.01% +1,118 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,425 $209K 0.03% -192 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,419 $208K 0.06% -38 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,415 $208K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,407 $207K <0.01% -1,661 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 2,404 $207K 0.01% +17 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,405 $207K 0.08% +42 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,403 $207K <0.01% -21,918 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,380 $207K 0.01% +35 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,392 $206K <0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,388 $205K 0.02% -9 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 2,386 $205K 0.1% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,371 $204K 0.02% -175 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 2,355 $203K 0.11% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,342 $202K 0.02% 0 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 2,315 $199K 0.14% 0 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,208 $190K 0.05% -140 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,070 $178K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,039 $175K 0.01% -104 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,984 $172K 0.11% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1,997 $172K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,994 $172K <0.01% -133 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,982 $171K 0.01% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,876 $161K <0.01% -808 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,823 $157K 0.02% -418 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,801 $155K 0.09% -339 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,793 $154K 0.08% -110 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,703 $147K <0.01% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 1,600 $138K 0.08% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,577 $136K 0.01% +19 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,527 $131K 0.01% 0 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,500 $129K 0.14% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,415 $122K 0.01% -33 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,403 $121K 0.01% -4 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,384 $118K <0.01% +446 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,335 $115K 0.07% -353 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,331 $115K 0.02% 0 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,266 $109K 0.14% 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,258 $108K 0.01% -17 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,230 $106K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,228 $105K 0.01% +147 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,194 $103K 0.01% -654 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,167 $100K 0.05% -50 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,055 $93.2K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,067 $91.8K 0.01% +463 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,045 $89.9K 0.01% -78 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 1,042 $89.7K 0.02% 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,029 $88.5K <0.01% +17 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,026 $88.3K <0.01% +13 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,002 $86.2K 0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 923 $79.4K 0.01% +63 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 909 $78.2K <0.01% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 798 $75.7K <0.01% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 900 $73.9K <0.01% -5 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 855 $73.6K 0.05% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 854 $73.5K <0.01% +202 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 831 $71.5K 0.02% +302 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 808 $69.5K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 800 $69.4K 0.06% 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 774 $66.6K 0.07% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 726 $62.5K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 721 $62.1K 0.01% -28 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 686 $59K 0.06% 13F-HR/A Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 676 $58.2K 0.03% -48 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 659 $57K 0.03% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 636 $54.7K 0.01% +195 13F-HR Timeline CNB Bank More: the full row for CNB Bank 632 $54.4K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 626 $53.9K <0.01% -56 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 604 $52.4K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 600 $51.6K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 556 $47.8K <0.01% +490 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 551 $47.3K 0.01% -21 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 495 $42.6K 0.01% +82 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 489 $42.1K <0.01% +323 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 461 $39.6K <0.01% +404 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 459 $39.5K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 443 $38.1K <0.01% +66 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 439 $37.7K 0.03% -123 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 434 $37.3K 0.01% -24 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 399 $34.3K <0.01% -77 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 385 $33K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 368 $31.7K <0.01% -324 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 367 $31.6K <0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 361 $31K <0.01% -9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 343 $30K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 345 $29.7K 0.02% 0 13F-HR Timeline