TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,179 $627K 0.01% +1,577 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 7,179 $627K <0.01% +4,654 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 7,150 $625K 0.13% 0 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,101 $620K 0.23% +171 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 7,019 $613K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 6,952 $607K 0.01% -420 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,948 $607K 0.05% new 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,936 $606K 0.07% -100 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,935 $606K <0.01% -122 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,934 $606K 0.01% -547 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,907 $603K 0.01% -2,569 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,903 $603K 0.2% +1 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,894 $602K 0.01% +1,233 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,738 $589K 0.02% -68 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 6,690 $584K 0.23% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,680 $583K 0.01% -293 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,656 $582K 0.03% +391 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 6,630 $579K 0.06% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,567 $574K 0.01% +1,830 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,548 $572K 0.02% +171 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,509 $569K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,508 $569K 0.01% +3,569 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6,495 $567K 0.09% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 6,475 $566K 0.03% +1,239 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,470 $565K 0.03% -9,207 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,446 $563K 0.01% +655 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,438 $562K -2,544 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,426 $561K 0.03% +113 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,394 $559K 0.04% +479 13F-HR/A Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 6,393 $558K 0.01% 0 13F-HR/A Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,388 $558K 0.11% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,275 $548K <0.01% -220 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,231 $544K 0.04% +1,844 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 6,218 $543K 0.26% -7 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 6,211 $543K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,168 $539K 0.01% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,164 $538K 0.04% -160 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 6,153 $537K 0.18% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,148 $537K 0.06% -700 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,143 $537K 0.05% +1 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 6,007 $525K 0.13% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,933 $518K 0.01% +3,648 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,911 $516K 0.19% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,890 $515K 0.01% -836 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,865 $512K 0.03% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 5,767 $504K 0.52% -1,898 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 5,711 $499K 0.13% -104 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,558 $489K 0.03% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 5,589 $488K 0.31% -120 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 5,570 $487K 0.22% -12,964 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,558 $486K 0.01% -255 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,556 $485K <0.01% +70 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,434 $480K 0.02% -85 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 5,470 $478K 0.22% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 5,468 $478K 0.16% +2,958 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 5,408 $472K -20 Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,380 $470K 0.03% 0 13F-HR Timeline Group Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,370 $469K 0.26% +6 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,359 $468K 0.03% -1,278 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 5,345 $467K 0.04% -12 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,323 $465K 0.01% -42 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 5,321 $465K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,271 $460K 0.01% +2,537 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 5,253 $459K 0.01% -573 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,248 $458K 0.01% -505 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,224 $456K 0.02% -49 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,222 $456K 0.01% +132 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 5,172 $452K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,153 $450K 0.07% +251 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,141 $449K 0.02% -336 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,120 $447K 0.2% -190 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,119 $447K 0.03% +1,574 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,112 $447K 0.01% +2,838 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,105 $446K 0.14% -198 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 5,086 $444K 0.01% +106 13F-HR/A Timeline Group Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 5,044 $441K 0.06% +990 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,042 $440K 0.07% -3,815 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,039 $440K 0.01% -213 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,997 $436K <0.01% -546 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,988 $436K 0.04% -140 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,973 $434K 0.02% -1,118 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,955 $433K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,954 $433K 0.02% +205 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,938 $431K 0.01% -2,878 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,928 $430K 0.01% +17 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,926 $430K 0.01% +23 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 4,907 $429K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,906 $429K 0.02% +18 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 4,864 $425K 0.25% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,843 $423K <0.01% +187 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,819 $421K 0.01% +133 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,625 $421K 0.01% +810 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,741 $414K 0.02% +126 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,724 $413K 0.01% -97 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,714 $412K 0.01% +179 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 4,670 $408K 0.18% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,601 $402K 0.08% +1,419 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,594 $401K 0.02% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,585 $401K <0.01% -438 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 4,582 $400K 0.01% -132 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 4,536 $399K 0.01% -6,156 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,531 $396K 0.04% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,518 $395K <0.01% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,492 $392K 0.03% -18,416 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,474 $391K 0.01% -121 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 4,470 $390K 0.26% -595 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,465 $390K 0.01% -218 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,449 $389K 0.01% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,435 $387K 0.14% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,400 $384K 0.14% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,387 $383K 0.01% +395 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,257 $382K 0.01% -107 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,378 $382K 0.01% -12 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,336 $379K -88 Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,300 $376K 0.1% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,300 $376K 0.18% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,297 $375K 0.04% new 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 4,288 $375K 0.06% 0 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,270 $373K 0.19% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,260 $372K 0.02% -206 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,247 $371K 0.12% +1,045 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,202 $367K 0.18% -124 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,162 $364K 0.01% -6,346 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 4,159 $363K 0.01% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,144 $362K 0.02% +210 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 4,142 $362K 0.08% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,131 $361K <0.01% new 13F-HR Timeline Group QSV Equity Investors LLC More: the full row for QSV Equity Investors LLC 4,129 $361K 0.53% -178 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,117 $360K 0.01% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,093 $358K 0.02% -2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,066 $355K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,053 $354K 0.01% +254 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,047 $353K 0.02% +14 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 4,045 $353K 0.02% -471 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,036 $353K 0.01% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,027 $352K 0.04% -1,196 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,010 $350K 0.02% +505 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,008 $350K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,977 $350K 0.02% +1,570 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,968 $347K 0.02% -27 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,929 $343K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,925 $343K 0.02% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3,897 $340K 0.08% +1 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,892 $340K 0.05% -140 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,886 $339K 0.02% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,861 $337K 0.26% +32 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,856 $337K 0.02% 0 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,838 $335K <0.01% new 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,828 $334K 0.23% +1 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,826 $334K 0.02% -1,116 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,825 $334K 0.03% -114 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,824 $334K 0.05% 0 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,823 $334K 0.06% -30 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,820 $334K 0.1% -3,501 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,766 $329K 0.01% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,738 $327K 0.03% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 3,713 $324K 0.22% -63 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,680 $321K 0.01% +843 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,606 $317K <0.01% -1,700 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 3,616 $316K 0.02% +734 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,603 $315K 0.07% +14 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,601 $315K <0.01% +1,640 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,588 $313K <0.01% -270 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,577 $312K -318 Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,552 $310K 0.06% -72 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,550 $310K 0.02% +108 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,549 $310K 0.07% -534 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 3,542 $309K 0.03% -97 13F-HR Timeline Group Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 3,520 $307K 0.14% +432 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,516 $307K 0.01% -603 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 3,502 $306K 0.03% -1,912 13F-HR Timeline Group MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 3,500 $306K <0.01% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,495 $305K 0.04% -610 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,460 $302K 0.07% -17 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,460 $302K 0.01% +1,262 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 3,447 $301K 0.06% 0 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 3,445 $301K 0.35% -250 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,435 $300K 0.02% -217 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 3,430 $300K 0.06% -75 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,408 $298K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 3,407 $298K 0.05% -145 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 3,403 $297K 0.08% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 3,375 $295K 0.07% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,375 $295K 0.04% -1,181 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 3,364 $294K 0.23% -527 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,347 $292K <0.01% -481 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,337 $291K 0.17% -1 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,335 $291K 0.16% -166 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,214 $291K <0.01% -15,934 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,324 $290K 0.01% +72 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,299 $288K 0.13% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,283 $287K 0.01% +371 13F-HR Timeline MATHER GROUP, LLC. 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