Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 6,501 $978K 0.11% -73 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,034 $974K 0.46% +5 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,085 $973K 0.1% -5,111 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,083 $973K 0.04% +173 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,074 $972K 0.1% +1,061 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,054 $969K 0.2% +189 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 8,042 $968K 0.12% +1,008 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 8,048 $967K 0.07% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,938 $966K 0.03% +4,467 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,023 $966K 0.15% +366 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 8,022 $965K 0.25% -1,810 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,003 $963K 0.29% +627 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 7,979 $960K 0.38% +58 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,952 $957K 0.91% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,932 $955K 0.09% +1,777 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,930 $954K 1.02% 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 7,926 $954K 0.27% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 7,889 $949K 0.05% +1,510 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 7,889 $949K 0.4% +109 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,886 $949K 0.21% +107 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 7,848 $945K 0.32% +16 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,838 $943K 0.12% -162 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 7,829 $942K 0.93% 13F-HR/A Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 7,822 $941K 0.16% +4,136 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,810 $940K 0.01% -2 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,805 $939K 0.6% -102 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 7,698 $936K 0.09% +2,112 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,763 $934K 0.06% +78 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,716 $929K 0.03% -2,219 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 7,686 $925K 0.79% +6,346 13F-HR Timeline Covey Capital Advisors, LLC More: the full row for Covey Capital Advisors, LLC 7,677 $924K 1.05% +1,876 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 7,660 $922K 0.44% +3,425 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 7,657 $922K 0.16% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,611 $919K 0.06% -15,768 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,606 $915K 0.24% +3 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,598 $914K 0.12% +459 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,594 $914K 0.14% -2,079 13F-HR/A Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,564 $910K 0.19% -153 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 7,563 $910K 0.55% -701 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,554 $909K 0.17% 0 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 7,537 $907K 0.06% 0 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 7,479 $901K 0.84% +23 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 7,479 $900K 0.03% +285 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 7,500 $900K 0.03% -51,572 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 7,476 $900K 0.57% +11 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 7,472 $899K 0.55% -315 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,445 $896K <0.01% -380 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 7,433 $895K 0.37% -298 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,420 $893K 0.19% -465 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 7,418 $893K 0.28% -1,602 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,397 $890K 0.23% -111 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 7,395 $890K 0.07% -757 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 7,391 $889K 0.18% +643 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,385 $889K 0.06% -998 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,384 $889K 0.1% +986 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,377 $888K 0.26% +562 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 7,373 $887K 0.36% -1,580 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,309 $880K 0.06% +3,420 13F-HR Timeline Group YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 7,301 $879K 0.01% 0 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,294 $878K 0.57% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 7,250 $872K 0.18% -596 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,245 $872K 0.06% +650 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 7,203 $867K 0.22% +150 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 7,168 $863K 0.01% -32 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,168 $863K 0.3% -189 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,125 $857K 0.22% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 7,090 $853K 0.15% -154 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 7,055 $849K 0.16% +876 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,740 $849K 0.24% -171 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 7,038 $847K 0.35% -627 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,033 $846K 0.05% -154 13F-HR Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 7,030 $846K 0.34% -199 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,029 $846K 0.05% -924 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 7,027 $846K 0.12% +1,077 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 6,995 $842K 0.16% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,990 $841K 0.08% 0 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 7,155 $841K 0.46% +1,080 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,985 $841K 0.04% +85 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 6,962 $838K 0.22% -28 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 6,946 $836K 0.47% +1,189 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,943 $836K 0.03% +590 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 6,938 $835K 0.51% +6 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,910 $832K 0.02% +510 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 6,908 $831K new Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 6,900 $830K 0.38% 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 6,887 $829K 0.26% +1,313 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 6,871 $827K 0.2% +7 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,852 $825K 0.11% +3,627 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,850 $824K 0.11% +5,808 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,797 $818K 0.28% +3,178 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 6,801 $818K 0.15% +318 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 6,800 $818K <0.01% +2,000 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 6,785 $817K 0.15% -50 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,765 $814K 0.23% -679 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,674 $803K 0.06% -12,270 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,663 $802K 0.17% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 6,645 $800K 0.15% +666 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 6,645 $800K 0.15% +666 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,645 $800K 0.61% -102 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,637 $799K 0.16% +136 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,625 $797K 0.24% +79 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 6,616 $796K 0.05% -131 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,591 $793K 0.02% +24 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 6,575 $791K 0.02% +1,068 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,532 $786K 0.09% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 6,523 $785K 0.15% -578 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 6,506 $783K 0.08% -15 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 6,506 $783K 0.07% +922 13F-HR/A Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 6,505 $783K 0.07% +7 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,490 $781K 0.13% -980 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 6,484 $780K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 6,471 $779K 0.37% -1,053 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 6,450 $776K 0.26% -5 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 6,445 $776K 0.05% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 6,430 $774K 0.04% +2,839 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 6,427 $773K 0.07% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 6,419 $773K 0.21% +3,257 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,399 $770K 0.03% +150 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,392 $769K 0.2% +377 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 6,389 $769K 0.21% +535 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 6,385 $768K 0.19% +297 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,376 $767K 0.2% new 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 6,361 $766K 1.75% -25 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,360 $765K 0.2% -10 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,038 $765K 0.2% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 6,351 $764K 0.07% -24 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,341 $763K 0.1% +16 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 6,341 $763K 0.55% +14 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,318 $760K 0.08% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,316 $760K 0.42% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,288 $757K 0.07% +729 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 6,279 $756K 0.1% +1 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 6,239 $756K 0.03% 13F-HR Timeline Permit Capital, LLC in group Permit Capital, LLC More: the full row for Permit Capital, LLC 6,276 $755K 0.26% 0 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,270 $755K 0.29% -35 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 6,263 $754K 0.15% +30 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 6,234 $750K 0.24% -717 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,206 $747K 0.3% 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 6,182 $746K 0.07% +107 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,188 $745K 0.4% +664 13F-HR Timeline Taika Capital, LP More: the full row for Taika Capital, LP 6,186 $744K 0.57% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 6,184 $744K 0.03% +3,250 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,167 $742K 0.07% -307 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,151 $740K 0.09% 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,144 $739K 0.01% 0 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 6,138 $739K 0.1% -63 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 6,136 $738K 0.3% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,123 $737K 0.21% -261 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,123 $737K 0.03% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,123 $737K 0.36% +398 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,107 $735K 0.09% +345 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,097 $734K 0.11% +34 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 6,083 $732K 0.28% -5,975 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,070 $731K 0.34% 0 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,061 $729K 0.04% +2,890 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 6,150 $729K 0.26% +110 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,053 $729K 0.08% -50 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 5,560 $728K 0.1% -122 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,049 $728K 0.05% new 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,032 $726K +1,031 Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,024 $725K 0.03% -2,280 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,023 $725K 0.12% 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 6,010 $723K 0.43% -198 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 6,002 $722K 0.35% 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 6,001 $722K 0.15% -7 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 6,000 $722K 0.04% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 5,992 $721K 0.24% +1,093 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,073 $720K 0.28% -63 13F-HR Timeline Parkside Advisors LLC More: the full row for Parkside Advisors LLC 5,905 $719K 0.17% -615 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,967 $718K 0.05% +89 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,947 $716K 0.01% +830 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,942 $715K 0.24% -125 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 5,907 $711K 0.09% +5,570 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,906 $711K 0.05% +76 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,908 $711K 0.26% -516 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,891 $709K 0.14% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,856 $705K 0.06% -115 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,850 $704K 0.13% -150 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 5,850 $704K <0.01% -13,050 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 5,775 $704K 0.07% 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,830 $702K 0.43% +1,090 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,777 $700K 0.6% -70 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,804 $699K 0.04% +3 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 5,740 $699K 0.03% -88 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 5,791 $697K 0.08% -352 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,784 $696K 0.04% -197 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 5,782 $696K 0.16% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,781 $696K 0.1% +135 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 5,768 $694K 0.42% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,741 $691K 0.05% +2,540 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 5,739 $691K 0.31% +83 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,739 $691K 0.01% +1,835 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,709 $689K 0.15% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 5,717 $688K 0.29% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 5,713 $688K 0.06% -98 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 5,712 $687K 0.37% 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,693 $685K 0.14% -90 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 5,656 $681K 0.54% -248 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,632 $678K 0.05% +1,660 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5,624 $677K 0.09% +102 13F-HR Timeline