ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18,072 $2.9M 0.16% +224 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,066 $2.9M 0.09% +2,830 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 18,055 $2.9M 0.95% -416 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 18,048 $2.89M 0.32% +14,583 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 18,015 $2.89M 0.17% -490 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,990 $2.89M 0.13% +471 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,964 $2.88M 0.09% -89 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 17,843 $2.87M 0.08% +3,492 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 17,852 $2.86M 0.28% -490 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 17,770 $2.85M 0.12% -313 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 17,713 $2.84M 1.7% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 17,558 $2.84M 0.06% +170 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 17,691 $2.84M 1.26% +85 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 17,691 $2.84M 0.31% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 17,654 $2.83M 0.03% +579 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 17,653 $2.83M 0.14% +798 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 17,642 $2.83M 0.07% +331 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 17,632 $2.83M 0.84% +118 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 17,561 $2.82M 0.26% +210 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 17,536 $2.81M 0.37% -660 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 17,519 $2.81M 1.22% -26 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17,514 $2.81M 0.21% -1,868 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 17,495 $2.81M 1.11% 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 17,440 $2.8M 0.57% 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 17,248 $2.77M 0.28% +2,138 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,146 $2.75M 0.21% +48 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 17,143 $2.75M 0.37% -980 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. 17,070 $2.74M 0.05% +777 13F-HR Timeline Group Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 17,050 $2.73M 1.2% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 17,000 $2.73M <0.01% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 16,995 $2.73M 0.8% +140 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,992 $2.73M 0.13% -3,079 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,898 $2.71M 0.1% -616 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 16,850 $2.7M 1.58% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 16,817 $2.7M 0.43% -703 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 16,130 $2.67M 0.71% +8,076 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 16,601 $2.66M 0 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 16,595 $2.66M 0.62% +1,250 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,500 $2.65M 0.3% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 16,444 $2.64M 0.98% +271 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 16,419 $2.63M 0.58% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 16,340 $2.62M 0.95% +4,091 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 16,281 $2.61M 0.29% -545 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 16,280 $2.61M 0.27% +151 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 16,268 $2.61M 0.16% -23 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 16,204 $2.6M 0.72% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 16,148 $2.59M 0.18% +26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 16,114 $2.58M 0.57% -102 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 15,961 $2.58M 0.73% -59 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 16,065 $2.58M 0.32% -137 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 16,054 $2.58M 0.74% -2,978 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 16,021 $2.57M 0.94% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 15,906 $2.55M 1.34% -54 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 15,693 $2.54M 0.03% +582 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 15,781 $2.53M 0.53% +1,020 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 15,745 $2.53M 2.28% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 15,477 $2.48M 0.11% -909 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 15,457 $2.48M 0.11% -2,166 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 15,398 $2.47M 0.13% +157 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 15,352 $2.46M 0.27% -8,080 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 15,351 $2.46M 1.29% -939 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 15,848 $2.46M 0.25% -2,272 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 15,310 $2.46M 0.01% -9,342 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 15,164 $2.45M 1.25% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,298 $2.45M 0.14% -218 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 15,271 $2.45M 0.05% -446 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,220 $2.44M 0.04% -1,132 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 15,203 $2.44M 0.08% -1,496 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 15,190 $2.44M 0.09% +65 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 15,182 $2.44M 0.46% -205 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 15,170 $2.43M 0.03% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 15,098 $2.42M 0.72% +163 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,077 $2.42M 0.18% +1,945 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 15,035 $2.41M 1.63% +409 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 15,014 $2.41M 0.35% -216 13F-HR Timeline Group ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 15,011 $2.41M 2.06% -13,750 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 15,010 $2.41M 0.18% -973 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,989 $2.4M 0.99% -820 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 14,953 $2.4M 0.33% +3,699 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 14,942 $2.4M 2.23% -4,235 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,941 $2.4M 0.16% -664 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 14,909 $2.39M 0.27% +246 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14,864 $2.38M 0.71% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 14,819 $2.38M 0.66% -5 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,653 $2.36M 0.06% +1,206 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 14,698 $2.36M 0.19% +270 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 14,689 $2.36M 0.37% +313 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 14,641 $2.35M 0.71% -195 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 14,606 $2.34M 0.06% +1,445 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,550 $2.34M 0.32% -2,108 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 14,518 $2.33M 0.23% +334 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 14,510 $2.33M 0.43% -3 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 14,437 $2.32M 0.08% +11,751 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 14,421 $2.31M 0.28% +1,688 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 14,300 $2.29M 2.64% +31 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 14,297 $2.29M 0.25% -13 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 14,179 $2.27M 0.1% -40 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 14,175 $2.27M 0.09% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 14,153 $2.27M 0.86% -820 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 14,137 $2.27M 0.35% +99 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 14,132 $2.27M 0.05% -153 13F-HR/A Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,111 $2.26M 0.21% +210 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 14,077 $2.26M 0.03% -736 13F-HR Timeline Group TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 14,022 $2.25M 0.04% +25 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 13,999 $2.25M 2.56% -230 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,995 $2.24M 0.14% -868 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 13,931 $2.23M 0.02% +415 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 13,906 $2.23M 0.5% -114 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 13,875 $2.23M 0.06% +1,772 13F-HR Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 13,863 $2.22M <0.01% -497,775 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 13,861 $2.22M 1.11% -139 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 13,832 $2.22M 0.33% +13 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 13,786 $2.21M 0.28% +1,250 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 13,780 $2.21M 0.17% +621 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13,728 $2.2M -169 Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 13,707 $2.2M 0.3% +11,133 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 13,667 $2.19M 0.03% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 13,622 $2.18M 0.27% +3,607 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 13,614 $2.18M 1% -238 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 13,549 $2.17M 0.68% +664 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 17,838 $2.17M 2.62% +3,600 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 13,528 $2.17M 0.04% -6,789 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 13,515 $2.17M 0.04% -116 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 13,447 $2.16M 0.23% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,391 $2.15M 0.22% -3,571 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 13,368 $2.14M 0.94% -447 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,342 $2.14M 0.28% -1,903 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 13,224 $2.14M 0.29% -7,971 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 13,312 $2.14M 0.42% -1,502 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 13,272 $2.13M 0.26% +22 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,040 $2.11M 0.1% +40 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 13,109 $2.1M 0.16% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 13,108 $2.1M 0.02% -3,440 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,100 $2.1M 0.54% 0 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 12,992 $2.08M 1.1% -450 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 12,981 $2.08M 0.17% +76 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,974 $2.08M 0.11% +589 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 12,961 $2.08M 0.23% +447 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 12,958 $2.08M 0.33% +6 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 12,957 $2.08M 0.12% -1,002 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,945 $2.08M 0.07% -5,112 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 12,935 $2.07M 0.07% -30,353 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 12,871 $2.06M 0.02% 13F-HR/A Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 12,791 $2.05M 0.54% -2,036 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 12,758 $2.05M 0.62% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 8,730 $2.04M 0.12% +1,997 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 12,551 $2.04M 0.26% +1,022 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 12,706 $2.04M 0.37% +4 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,680 $2.03M 0.23% -145 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 12,672 $2.03M 0.74% -204 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 12,670 $2.03M 1.85% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,531 $2.03M 0.1% +1,800 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 12,594 $2.02M 0.1% -573 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 12,548 $2.01M 0.81% +94 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,526 $2.01M 0.13% +270 13F-HR/A Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 12,519 $2.01M 0.11% +197 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,513 $2.01M 0.06% -236 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 12,497 $2M 0.17% +743 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,320 $2M 1.2% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 12,322 $1.98M 0.09% +571 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,311 $1.98M 0.06% +2,777 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,292 $1.97M 0.1% +1,528 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,256 $1.97M 0.04% -1,091 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 12,204 $1.96M 0.4% -43 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 12,169 $1.95M 0.54% +3 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 12,166 $1.95M 0.08% -886 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,161 $1.95M 0.1% -238 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 12,083 $1.94M 0.03% +432 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 12,048 $1.93M 0.29% -124 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,016 $1.93M 0.04% -1,495 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 12,000 $1.92M 5.75% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,980 $1.92M 0.58% +7 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 11,975 $1.92M 0.1% 0 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 11,952 $1.92M 0.09% 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 11,938 $1.91M 0.18% -309 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 12,122 $1.91M 1.61% -148 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 11,856 $1.9M 0.12% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 11,826 $1.9M 0.26% +8,892 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 11,795 $1.89M 0.06% -12 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 11,759 $1.89M 0.03% +5,591 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 11,656 $1.87M -2,662 Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 11,646 $1.87M 0.79% -135 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 11,624 $1.86M 0.38% +9,105 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 11,587 $1.86M 2.23% +377 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 11,572 $1.86M 0.15% -1,804 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 11,408 $1.85M 0.07% -999 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 11,475 $1.84M 0.15% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,414 $1.83M 0.18% +65 13F-HR Timeline CENTAURUS FINANCIAL, INC. 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