Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 11,427 $142K 0.06% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,425 $142K <0.01% +3,005 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,439 $142K 0.01% -7,990 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,361 $141K 0.02% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,312 $141K <0.01% -15,494 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,254 $140K 0.06% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 11,142 $139K 0.02% +91 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,116 $138K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 10,965 $137K 0.03% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,863 $135K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,835 $135K <0.01% new 13F-HR/A Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,740 $134K 0.06% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,618 $132K <0.01% +91 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 10,593 $132K 0.01% -4,925 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 10,576 $132K <0.01% -20 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,504 $131K 0.01% +722 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 10,448 $130K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,445 $130K <0.01% +624 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,400 $129K 0.06% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 10,229 $127K 0.38% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 10,090 $126K <0.01% +7,317 13F-HR Timeline Group AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 10,116 $126K 0.03% +35 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 10,000 $125K 0.07% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 10,030 $125K 0.02% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 10,008 $125K 0.01% -302 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 10,000 $124K 0.03% 0 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 10,000 $124K 0.06% new 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,000 $124K 0.05% 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 9,511 $118K 0.01% -9,000 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 9,122 $114K 0.03% +6,228 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,008 $112K 0.01% -4,017 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,930 $111K <0.01% +13 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,907 $111K 0.01% +555 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,816 $110K <0.01% +524 13F-HR Timeline Group U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 8,700 $108K 0.01% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 8,608 $107K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,348 $104K <0.01% -404 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,017 $99.8K 0.01% +684 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,825 $97.4K <0.01% new 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 7,586 $94K <0.01% +6,342 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,472 $93K 0.01% -1,421 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7,273 $90.5K 0.01% -630 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 7,025 $87.5K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,894 $85.8K <0.01% +86 13F-HR Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 6,800 $84.7K 0.08% -2,000 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,107 $83.9K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 6,675 $83.1K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,400 $79.6K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,394 $79.6K 0.01% -81 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,373 $79.3K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,100 $75.9K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,450 $72.3K <0.01% +491 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,749 $71.6K <0.01% +500 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,737 $71.4K <0.01% new 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 5,680 $70.7K <0.01% -115 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5,500 $68.5K 0.01% +5,000 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,425 $67.5K 0.01% +95 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,602 $66.3K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,116 $64K <0.01% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,491 $63.3K <0.01% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,000 $62.2K 0.04% 0 13F-HR Timeline Lagoda Investment Management, L.P. More: the full row for Lagoda Investment Management, L.P. 4,800 $59.8K 0.04% +800 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,777 $59.5K 0.01% +97 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,760 $59.3K <0.01% -3,247 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,587 $57.1K <0.01% -119 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4,426 $55.1K 0.02% +3,034 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,103 $51.1K <0.01% -180 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 4,000 $49.8K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 3,975 $49.5K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3,972 $49.5K 0.02% +2,843 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,911 $48.7K <0.01% -52 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,792 $47.2K <0.01% +1,702 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 3,644 $45.4K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,575 $44.5K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,459 $43K <0.01% +160 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,352 $41.7K <0.01% -884 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3,349 $41.7K 0.01% -383 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,299 $41.1K 0.02% +275 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,191 $39.7K <0.01% +441 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,179 $39.6K <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3,174 $39.5K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,171 $39.5K <0.01% +1,287 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,119 $38.8K <0.01% +176 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,110 $38.7K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 2,861 $38K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,060 $38K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 3,000 $37K 0.01% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,967 $36.9K 0.01% -1,965 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,932 $36.5K <0.01% +249 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,827 $35.2K <0.01% -968 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,808 $35K 0.01% -16 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,800 $34.9K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2,733 $34K 0.03% +1,091 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,530 $31.5K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,506 $31.2K <0.01% -12 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,492 $31K <0.01% -373 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,329 $29K <0.01% +42 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,286 $28.5K 0.01% +2,000 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,254 $28.1K 0.02% -1,698 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,240 $27.9K <0.01% -348 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,129 $26.5K <0.01% +127 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2,090 $26K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,082 $25.8K <0.01% -691 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,982 $24.7K 0.01% +1,882 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,959 $24.4K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,950 $24.3K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,812 $23K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 1,837 $22.9K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,770 $22K <0.01% -192 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,760 $21.9K <0.01% -109,404 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,716 $21.4K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,796 $21.3K 0.01% -257 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,708 $21.3K <0.01% +195 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,620 $20.2K <0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 1,614 $20.1K 0.05% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,588 $19.8K <0.01% 0 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,576 $19.6K 0.01% +26 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1,620 $19.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,559 $19.4K 0.01% -477 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,504 $18.7K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,493 $18.6K <0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,470 $18K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,430 $17.8K <0.01% +600 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,500 $17.3K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,340 $16.7K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,288 $16K <0.01% -70 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,287 $16K <0.01% -7 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,321 $16K <0.01% -30 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,239 $15.4K 0.01% -46 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,175 $14.6K <0.01% 0 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,086 $14.4K 0.01% +393 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,142 $14.2K <0.01% +1,096 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,114 $13.9K <0.01% +50 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,086 $13.5K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,086 $13.5K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,083 $13.5K 0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,007 $13.4K 0.01% +1,000 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,063 $13.2K <0.01% +451 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 1,050 $13.1K <0.01% -15 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,050 $13.1K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,000 $12.4K 0.01% +225 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1,006 $12K 0.01% +750 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 1,000 $12K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 940 $11.7K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 938 $11.7K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 914 $11.4K <0.01% +250 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 910 $11.3K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 902 $11.2K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 895 $11.1K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 880 $11K <0.01% -6,200 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 860 $10.7K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 848 $10.6K 0.01% +206 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 827 $10.3K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 819 $10.2K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 811 $10.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 809 $10.1K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 744 $9.26K <0.01% -1,000 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 740 $9.21K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 755 $9K 0.01% -797 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 750 $9K <0.01% -100 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 713 $8.88K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 705 $8.78K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 700 $8.71K <0.01% -474 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 683 $8.5K <0.01% +78 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 675 $8.4K <0.01% -620 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 645 $8.03K <0.01% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 611 $8K <0.01% +200 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 624 $7.77K 0.01% +100 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 601 $7.48K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 600 $7.47K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 572 $7.12K <0.01% -6 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 596 $7K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 557 $6.93K <0.01% -120 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 555 $6.91K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 530 $6.6K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 521 $6.49K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 516 $6.42K <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 500 $6.22K <0.01% 0 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 500 $6.22K <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 500 $6.22K <0.01% 0 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 500 $6.22K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 500 $6.22K <0.01% +390 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 500 $6.22K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 500 $6.22K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 500 $6.22K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 440 $6K <0.01% +200 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 77 $6K <0.01% -483 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 466 $5.8K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 456 $5.68K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 452 $5.63K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 443 $5.51K <0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 437 $5.44K <0.01% +417 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 430 $5.36K <0.01% -67 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 410 $5.11K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 410 $5K <0.01% -144 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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