Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,677 $1.19M 0.01% -3,697 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,676 $1.19M 0.04% +1,864 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,672 $1.19M 0.01% +436 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,656 $1.18M -26,747 Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 2,600 $1.17M 0.06% 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 2,599 $1.16M 0.34% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,575 $1.15M 0.02% -3,342 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,554 $1.14M 0.01% -3 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 2,503 $1.11M 0.03% -8,114 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,482 $1.11M 0.03% +459 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,445 $1.09M 0.14% +7 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,440 $1.09M 0.18% -1,044 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,401 $1.07M 0.01% +67 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,379 $1.06M 0.55% -105 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,355 $1.05M 0.04% +570 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,353 $1.05M 0.01% +125 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,337 $1.04M 0.03% -1,393 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 2,323 $1.03M 0.5% +7 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,310 $1.03M 0.08% -4 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,292 $1.02M 0.02% -36 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,282 $1.02M -93 Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,256 $1.02M 0.05% -1,672 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 2,277 $1.01M 0.26% -125 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,277 $1.01M 0.06% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,261 $1.01M 0.01% -229 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,260 $1.01M 0.35% -144 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,256 $1M 0.13% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,256 $1M 0.01% -353 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,242 $998K 0.39% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,225 $990K 0.32% -135 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,220 $988K 0.04% -8,650 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,219 $988K 0.03% +345 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,207 $982K 0.05% +1,078 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 2,200 $979K 0.07% new 13F-HR/A Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 2,196 $978K 0.01% -7 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 2,150 $957K 0.72% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,147 $956K 0.01% -234 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,144 $954K 0.01% -127 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,120 $943K 0.2% +125 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,105 $937K 0.41% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,105 $937K <0.01% +270 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 2,099 $935K 0.04% -1,050 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,079 $925K 0.01% +788 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,076 $924K 0.02% +135 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,071 $922K 0.25% -84 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,062 $918K 0.01% +1 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,057 $916K 0.25% +32 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,056 $915K 0.39% +201 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,046 $911K 0.12% +839 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,030 $904K 0.05% 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,013 $896K 0.03% -8,992 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 2,011 $895K 0.16% -3,179 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,007 $893K 0.01% -105 13F-HR Timeline Group Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 2,193 $887K 0.35% +40 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,967 $876K 0.08% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,959 $872K 0.02% -87 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,939 $863K 0.04% -5 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,899 $845K 0.3% +397 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 1,896 $844K 0.17% +32 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,889 $841K 0.02% -15 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,880 $837K <0.01% -371 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,863 $829K 0.03% -75 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,858 $827K 0.02% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,855 $826K 0.05% -373 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,910 $825K 0.02% new 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,840 $819K 0.55% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,835 $817K 0.01% -148 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,804 $803K 0.03% +284 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,792 $798K 0.24% +46 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,784 $794K 0.05% -19 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,756 $782K 0.01% -62 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,752 $780K 0.28% +428 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,742 $775K <0.01% -27,853 13F-HR Timeline Group Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 1,733 $771K 0.64% -609 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,727 $769K 0.09% +75 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,726 $768K 0.09% -30 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,724 $767K 0.01% +118 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,722 $767K 0.01% -4,676 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,719 $765K 0.17% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,714 $763K 0.01% +951 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,707 $760K 0.68% -3 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,705 $759K 0.11% -59 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,704 $759K 0.23% +1,557 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,700 $757K 0.3% +150 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,691 $753K 0.25% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,668 $752K 0.03% +574 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,688 $751K 0.01% +128 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,130 $750K 0.05% +380 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,686 $750K 0.02% -167 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,682 $749K 0.27% -50 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,679 $747K 0.01% -61 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,667 $742K 0.01% +112 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,624 $731K 0.07% +436 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,623 $722K 0.01% -85 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,613 $718K 0.14% -3 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,612 $718K 0.01% -25 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,597 $711K 0.06% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 1,592 $709K 0.05% -4 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,565 $697K 0.01% -1 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 1,562 $695K 0.1% -161 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,553 $691K 0.34% +168 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,550 $690K 0.01% -342 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 1,544 $687K <0.01% -477 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,543 $687K <0.01% +580 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,542 $686K 0.04% -3,459 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,524 $678K 0.01% +167 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,544 $674K 0.01% -151 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 1,504 $669K 0.02% -40 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,501 $668K 0.01% +711 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,490 $663K 0.23% -3 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 1,479 $658K 0.09% -81 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,478 $658K 0.26% -24 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,476 $657K <0.01% -4,080 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,473 $656K 0.14% -613 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,470 $654K 0.04% +352 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,465 $652K 0.15% +254 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,465 $652K 0.35% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,458 $649K 0.03% +123 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,091 $644K 0.01% +1,733 13F-HR Timeline Group Marathon Wealth Advisors LLC More: the full row for Marathon Wealth Advisors LLC 1,442 $642K 0.26% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,435 $639K 0.03% -185 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 1,433 $638K 0.12% -137 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,429 $636K 0.02% new 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 1,420 $632K 0.32% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,418 $631K 0.06% -719 13F-HR Timeline Group Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 1,401 $624K 0.05% +92 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,383 $616K 0.08% +7 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,372 $611K 0.04% -17 13F-HR Timeline Group TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,215 $609K 0.02% -499 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,368 $609K 0.03% -228 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,389 $606K 0.06% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,359 $605K 0.07% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,353 $602K 0.22% new 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,351 $601K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,344 $598K +229 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,343 $598K <0.01% -221 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 1,340 $596K 0.22% +86 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,339 $596K 0.01% -17,594 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,333 $593K 0.05% -36 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,320 $588K 0.06% -1,851 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,318 $587K 0.05% -18 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,313 $585K 0.26% -11 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 1,304 $580K 0.63% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,303 $580K 0.04% -3,017 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,300 $579K 0.04% -2,553 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,297 $577K 0.01% -199 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,292 $575K 0.01% -452 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,290 $574K 0.5% -5 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,403 $573K 0.02% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,282 $571K 0.47% -14 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,276 $568K 0.03% +48 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,273 $567K 0.02% +1 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 1,261 $562K 0.05% +448 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,253 $558K 0.02% +791 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 1,251 $557K 0.09% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,245 $554K 0.01% -287 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,238 $553K 0.02% +681 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,235 $550K 0.02% -372 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,230 $548K 0.03% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,223 $544K 0.04% -58,885 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,220 $543K 0.01% +427 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,215 $541K 0.04% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,204 $536K 0.32% +67 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,202 $535K 0.02% -848 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,194 $531K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,191 $530K 0.04% -45 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,190 $530K 0.12% -1,742 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,179 $525K 0.05% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,170 $521K 0.01% +593 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,161 $517K <0.01% 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,156 $515K 0.36% -96 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,140 $507K 0.05% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,136 $506K 0.02% +291 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,135 $505K 0.03% +567 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,129 $503K 0.16% -86 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,128 $502K 0.2% +53 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 1,125 $501K 0.21% +170 13F-HR Timeline TOBAM More: the full row for TOBAM 1,122 $499K 0.12% +1,117 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,121 $499K <0.01% -122 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,118 $498K 0.03% new 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,116 $497K 0.03% +91 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,115 $496K 0.12% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,115 $496K 0.07% -70 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,111 $495K 0.11% -2,688 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,108 $493K 0.02% -1,269 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,106 $492K 0.02% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,100 $490K 0.05% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,070 $482K 0.01% -44,644 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,076 $479K 0.02% +161 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,071 $477K 0.14% +34 13F-HR Timeline Compound Planning, Inc. 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