CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 6,890 $455K 0.08% +1,053 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,885 $454K 0.01% +34 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,820 $450K 0.01% +4,472 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,803 $449K <0.01% +904 13F-HR/A Timeline one8zero8, LLC More: the full row for one8zero8, LLC 6,733 $444K 0.1% +500 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,679 $441K <0.01% -6,603 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,620 $437K 0.02% +174 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 6,615 $437K 0.1% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 6,590 $435K 0.12% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,550 $432K 0.11% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,255 $432K 0.02% new 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,531 $431K <0.01% +873 13F-HR/A Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 6,480 $428K 0.14% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 6,415 $423K 0.03% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 6,414 $423K 0.16% +1,900 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,403 $423K <0.01% -7,739 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,391 $422K 0.01% +880 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,319 $417K 0.09% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Henry James International Management In… More: the full row for Henry James International Management Inc. 6,312 $417K 0.13% -790 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,283 $415K 0.01% +1,048 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 6,277 $414K 0.15% -315 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,256 $413K 0.02% +199 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 6,246 $412K 0.07% -7,284 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,167 $409K 0.14% -134 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,178 $408K 0.04% +1,754 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,167 $407K 0.06% -433 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 6,068 $401K 0.12% +3,818 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,035 $398K <0.01% -415 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,005 $396K 0.35% -250 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,995 $396K 0.03% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,951 $392K 0.01% -8,419 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 5,936 $392K 0.01% -266 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,924 $391K 0.01% -152 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,921 $391K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,890 $389K 0.02% -205 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,856 $387K 0.57% -104 13F-HR/A Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,819 $384K 0.19% +837 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,712 $377K 0.02% +422 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 5,599 $370K 0.02% +139 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,589 $369K 0.01% +1,852 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 5,570 $368K 0.21% +440 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,555 $366K 0.07% +78 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,532 $365K 0.02% -381 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 5,523 $365K 0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,511 $364K 0.01% +1,110 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,501 $363K 0.01% +1,229 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,498 $363K <0.01% +916 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,464 $361K 0.01% +841 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,409 $357K <0.01% -1,069 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 5,408 $357K 0.03% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,405 $357K 0.03% +20 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 5,398 $356K 0.01% +1,059 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,350 $353K 0.16% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,287 $349K 0.01% +39 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,271 $348K 0.01% +1,210 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 5,265 $348K 0.16% +109 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 5,240 $347K 0.13% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,252 $347K 0.01% +862 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 5,246 $346K 0.01% -120 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,236 $346K 0.17% +1,778 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,223 $345K 0.01% -1,932 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,201 $343K 0.1% +732 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,178 $342K 0.01% +252 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,123 $338K 0.24% -100 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 5,100 $337K 0.06% -5,531 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,034 $332K 0.01% +2,139 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 4,955 $327K 0.12% -470 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,941 $326K 0.01% +68 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,911 $324K 0.2% -89 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,892 $323K 0.05% +62 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,855 $320K 0.13% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,835 $319K <0.01% -703 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 4,830 $319K <0.01% -13,691 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,815 $318K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,770 $315K 0.01% +317 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,708 $314K 0.37% -93 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,693 $310K 0.01% +12 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,289 $308K 0.18% +134 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,626 $305K 0.01% -331 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,625 $305K 0.02% -3,950 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,610 $304K 0.01% -641 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,596 $303K 0.17% +103 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,596 $303K 0.09% +1,022 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 4,500 $297K 0.2% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,417 $292K 0.01% -30 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,384 $289K <0.01% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,366 $288K 0.03% new 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 4,363 $288K -319 Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,337 $286K <0.01% -149 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,301 $284K 0.02% -100 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,300 $284K 0.25% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,299 $284K <0.01% +190 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 4,288 $283K <0.01% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,286 $283K 0.01% -10 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,284 $283K 0.01% -9,705 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,258 $281K 0.01% +173 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,247 $280K <0.01% +285 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,225 $279K <0.01% -2,108 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,224 $279K 0.01% +231 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,008 $278K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,176 $276K <0.01% -538 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,174 $276K <0.01% new 13F-HR Timeline Group ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 4,168 $275K 0.23% +91 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,946 $272K 0.01% new 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,079 $269K <0.01% new 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,073 $269K <0.01% -613,812 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,063 $268K <0.01% +515 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 4,051 $267K 0.04% -240 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,034 $266K 0.06% -2,023 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,017 $265K 0.08% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,016 $265K 0.01% -282 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,965 $262K 0.02% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 3,962 $262K 0.07% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,954 $261K 0.05% +237 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 3,948 $261K 0.02% new 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,950 $261K 0.02% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,871 $256K 0.01% -290 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,849 $254K <0.01% 0 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,846 $254K <0.01% +496 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,830 $253K 0.01% +188 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,828 $253K 0.02% +2 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,804 $251K 0.01% +1,692 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,800 $251K <0.01% +100 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,800 $251K 0.04% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,793 $250K 0.11% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,738 $247K 0.14% -15,917 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,719 $246K 0.02% -76 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,677 $243K 0.09% +19 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3,649 $241K 0.02% -3 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,633 $241K 0.01% -53 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,567 $235K 0.03% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,547 $234K 0.01% -295 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,515 $232K <0.01% +2,998 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,512 $232K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,492 $231K 0.01% -150 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,423 $226K 0.11% -605 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 3,400 $224K 0.08% new 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,397 $224K 0.1% -553 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,392 $224K 0.02% new 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 3,385 $223K 0.02% +359 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,376 $223K 0.01% -165 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,292 $217K 0.01% new 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 3,284 $217K 0.17% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,274 $216K 0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 3,263 $215K 0.04% +2,616 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,262 $215K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,251 $215K <0.01% new 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,250 $215K 0.17% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,231 $213K <0.01% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 3,227 $213K 0.01% -375 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,207 $212K <0.01% -584 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,204 $211K <0.01% new 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,200 $211K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,200 $211K 0.03% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,189 $211K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,157 $208K <0.01% -6,101 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,150 $208K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,103 $205K <0.01% -93 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,090 $204K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,085 $204K 0.01% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,047 $201K <0.01% new 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,044 $201K <0.01% 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,032 $200K 0.02% -2,789 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,023 $200K <0.01% +300 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,972 $196K -416 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,928 $193K <0.01% new 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,891 $191K 0.01% -414 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 2,831 $187K <0.01% +683 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,747 $181K <0.01% +106 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,711 $179K 0.12% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,684 $177K 0.01% -63 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,502 $165K 0.01% +352 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,437 $161K 0.01% +881 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $158K 0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 2,368 $156K 0.07% +368 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,321 $153K <0.01% -1,000 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,300 $152K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,000 $132K <0.01% -8,000 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,983 $131K <0.01% +564 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,950 $129K 0.05% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,150 $119K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,748 $115K 0.01% -130 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,728 $114K 0.14% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,650 $109K <0.01% -1,804 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,626 $107K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,602 $106K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,601 $106K 0.04% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,522 $100K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,517 $100K 0.01% -135 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,515 $100K 0.05% +747 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $99K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,433 $94.6K <0.01% -59 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,329 $87.7K 0.06% -571 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,316 $86.9K 0.06% +893 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,312 $86.6K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,297 $85.6K <0.01% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,224 $80.7K 0.02% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,200 $79.2K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,200 $79.2K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,160 $76.6K <0.01% -158 13F-HR Timeline