WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 3,383 $356K 0.05% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,380 $355K 0.01% -17,533 13F-HR Timeline Group Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 3,334 $350K 0.18% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,325 $349K 0.01% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,310 $348K 0.24% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,309 $348K 0.01% -337 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,308 $348K <0.01% +93 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,293 $346K <0.01% -5,339 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,279 $345K <0.01% -379 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,300 $343K 0.02% 0 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 3,260 $343K 0.18% +1 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,256 $342K 0.01% +14 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,224 $339K 0.05% +4 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,334 $339K 0.04% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,215 $338K 0.01% +771 13F-HR/A Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 3,214 $338K 0.08% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,211 $338K 0.06% +404 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,200 $336K 0.11% -350 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,186 $335K 0.03% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,182 $334K 0.17% -209 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,164 $333K 0.02% +425 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,162 $332K 0.01% +272 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,155 $332K 0.07% -273 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 3,144 $330K 0.1% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,128 $329K 0.03% 0 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,114 $327K 0.01% -1 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,086 $324K 0.04% -407 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,074 $323K 0.11% 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,040 $320K 0.06% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,024 $318K 0.12% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,010 $316K 0.01% new 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,010 $316K 0.05% -2,969 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,007 $316K 0.01% +101 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 3,000 $315K 0.05% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,939 $309K 0.01% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,927 $308K 0.02% +382 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 2,889 $304K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,886 $303K 0.02% +19 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,870 $302K <0.01% +1 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,857 $300K 0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,835 $298K 0.01% +453 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 2,814 $296K 0.09% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,812 $296K <0.01% -4,260 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,812 $296K 0.04% -1,334 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2,800 $294K 0.18% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,775 $292K 0.06% -555 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,743 $288K 0.07% +51 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,716 $286K <0.01% -254 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 2,714 $285K 0.01% 0 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,714 $285K 0.08% new 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 2,709 $285K 0.16% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,697 $283K 0.01% -243 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 2,682 $282K 0.19% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,631 $277K 0.02% +56 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,623 $276K <0.01% +34 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,609 $274K 0.01% +19 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 2,600 $273K 0.05% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,600 $273K 0.04% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,586 $272K 0.01% +53 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,578 $271K 0.05% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,565 $270K 0.01% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,555 $269K 0.08% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,537 $267K 0.22% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 2,529 $266K 0.22% -34 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,500 $263K 0.08% 0 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,490 $262K 0.05% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,471 $260K 0.01% 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,466 $259K 0.01% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,450 $258K 0.02% +44 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,447 $257K 0.08% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,416 $254K 0.02% new 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 2,400 $252K 0.06% 0 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 2,400 $252K 0.1% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 2,400 $252K 0.06% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 2,395 $252K 0.05% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,369 $249K 0.01% -145 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,360 $248K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,354 $247K <0.01% +324 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,353 $247K 0.04% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,353 $247K 0.13% +1 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,326 $245K 0.01% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 2,320 $244K <0.01% -109,807 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,318 $244K 0.01% -34 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,301 $242K <0.01% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,300 $242K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,297 $241K 0.09% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,282 $240K 0.01% -17 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 2,267 $238K 0.02% +4 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,256 $237K 0.09% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,246 $236K 0.01% +25 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,236 $235K 0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,232 $235K 0.06% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,231 $234K 0.08% -364 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,225 $234K 0.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,214 $232K 0.03% 0 13F-HR Timeline Group Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,202 $231K 0.04% +2 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 2,200 $231K <0.01% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 2,200 $231K 0.03% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,185 $230K <0.01% -145 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,171 $228K 0.01% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,166 $228K 0.01% +212 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,165 $228K 0.02% -23,266 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,155 $227K 0.02% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,154 $226K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,146 $226K 0.04% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,142 $225K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,129 $224K <0.01% +75 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,097 $220K 0.04% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 2,083 $219K 0.06% -18 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,078 $218K 0.03% +152 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,077 $218K 0.09% +205 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,063 $217K 0.01% -606 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,060 $217K 0.13% +30 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,038 $214K 0.06% -5 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,019 $212K 0.06% -80 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,015 $212K 0.02% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,008 $211K 0.09% +3 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,007 $211K 0.01% -62 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,005 $211K 0.17% 0 13F-HR/A Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,000 $210K <0.01% 0 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,000 $210K 0.09% -500 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 2,000 $210K 0.13% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,000 $210K 0.08% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $210K 0.15% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $210K 0.01% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,994 $210K 0.01% -5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,983 $208K 0.03% +301 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,979 $208K 0.01% -8 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,979 $208K 0.02% +10 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,958 $206K 0.01% -109 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,950 $205K 0.01% -393 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,949 $205K 0.04% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,934 $203K 0.11% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,933 $203K 0.01% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,932 $203K <0.01% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,917 $202K 0.01% -1,771 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,922 $202K 0.01% -1,213 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,920 $202K 0.04% 0 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,911 $201K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,905 $200K 0.02% +774 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,902 $200K 0.03% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,723 $181K 0.03% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,706 $179K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,702 $179K 0.01% -127 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,688 $177K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,681 $177K 0.01% +32 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,597 $168K 0.07% +134 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,583 $166K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,575 $166K <0.01% +179 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,550 $163K 0.03% -250 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,529 $161K 0.32% -13,461 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,516 $159K 0.01% -28 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,507 $158K 0.01% +9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,485 $156K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,544 $154K 0.01% +340 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,435 $151K 0.01% -145 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,410 $148K 0.07% +145 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,376 $145K <0.01% +230 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,372 $144K <0.01% +68 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,293 $136K 0.02% -41 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,286 $135K 0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,267 $133K <0.01% +644 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,272 $132K 0.01% +231 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,251 $131K <0.01% +115 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,190 $125K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,187 $124K 0.01% +12 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,167 $123K 0.03% +1,084 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,137 $120K <0.01% +802 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,123 $118K <0.01% +1,085 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,100 $116K <0.01% +171 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,105 $115K 0.06% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,078 $113K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,038 $109K 0.06% -107 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,023 $108K <0.01% +312 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,000 $105K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 994 $104K 0.07% +249 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,154 $103K <0.01% +210 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 968 $102K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 950 $99.9K 0.28% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 946 $99.4K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 945 $99.3K <0.01% -281 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 936 $98.4K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 922 $96.9K <0.01% +431 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 916 $96.3K 0.03% +5 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 900 $94.6K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 866 $90.4K <0.01% -29 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 860 $90.3K <0.01% +92 13F-HR Timeline Group Curat Global, LLC More: the full row for Curat Global, LLC 858 $90K 0.08% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 800 $84K <0.01% 0 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 741 $77.9K 0.04% -31 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 724 $76.1K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 699 $73.5K 0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 696 $73.2K 0.01% +126 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 688 $72.3K 0.03% -35 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 685 $72K 0.05% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 680 $71.5K 0.03% -37 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 650 $68.3K <0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 639 $67.2K 0.04% +20 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 633 $66.5K 0.03% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 631 $66.3K <0.01% +54 13F-HR Timeline