GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,778 $459K 0.01% +37 13F-HR Timeline Group Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 3,781 $459K 0.11% +265 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 3,779 $459K 0.25% +36 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 3,765 $457K 0.29% +38 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,740 $454K <0.01% -1,124 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,697 $449K <0.01% +650 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,695 $448K 0.16% 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,693 $448K 0.02% -168 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,684 $447K 0.01% +231 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 3,606 $438K 0.23% +148 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,604 $437K 0.07% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,578 $434K 0.19% +33 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,546 $430K <0.01% +1,183 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,538 $429K 0.11% -233 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,516 $427K 0.01% -152 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,462 $420K 0.14% +20 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 3,434 $417K 0.07% +132 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,383 $410K 0.25% +48 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,367 $408K <0.01% -3,795 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,326 $404K <0.01% -90,612 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,281 $398K 0.03% -49 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,280 $398K 0.29% -325,320 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,250 $394K 0.01% +29 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,238 $393K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,220 $391K 0.08% +20 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,186 $382K 0.07% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 3,125 $379K <0.01% +51 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 3,119 $378K <0.01% +31 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,115 $378K 0.05% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,069 $376K <0.01% +1,124 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,074 $373K 0.02% +12 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,986 $362K <0.01% -124 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,849 $361K 0.01% +376 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,907 $353K 0.01% +341 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,892 $351K <0.01% -267 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 2,888 $350K 0.28% -1,931 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,860 $347K <0.01% +35 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,817 $342K <0.01% +155 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,797 $339K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,762 $335K <0.01% new 13F-HR Timeline Group Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,759 $335K 0.14% +27 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,714 $329K 0.01% +29 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,698 $327K 0.01% -2,387 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,441 $327K 0.15% -78 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,671 $324K <0.01% 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,654 $322K 0.03% -5,478 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,632 $319K 0.01% -12 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,617 $318K 0.02% -528 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,563 $311K 0.02% +25 13F-HR Timeline Aware Super Pty Ltd as trustee of Aware… More: the full row for Aware Super Pty Ltd as trustee of Aware Super 2,543 $309K <0.01% -1,569 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,534 $307K 0.03% +1,048 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,518 $306K 0.21% -30 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,515 $305K 0.06% +11 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,500 $303K <0.01% new 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 2,481 $301K 0.04% +46 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,474 $300K <0.01% -41 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,404 $292K 0.02% new 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,858 $289K 0.03% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,370 $288K <0.01% -115 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,370 $288K 0.04% +182 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,355 $286K 0.01% -53 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,348 $285K <0.01% +420 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 2,344 $284K 0.02% new 13F-HR/A Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,280 $277K 0.05% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,242 $272K <0.01% +22 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 2,231 $271K 0.04% +9 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,225 $270K <0.01% +21 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,099 $269K 0.01% +22 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,203 $267K <0.01% +22 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 2,198 $267K 0.02% -11 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,175 $264K <0.01% -20 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,169 $263K 0.01% +60 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 2,151 $261K 0.01% -202 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,893 $260K 0.02% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,140 $260K 0.02% +20 13F-HR/A Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,125 $258K 0.08% +20 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,123 $258K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,103 $255K <0.01% -481 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,097 $254K 0.01% +20 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,097 $254K 0.01% +20 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,093 $254K 0.01% +105 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,064 $250K 0.09% -12 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 2,051 $249K 0.17% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,025 $246K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,022 $245K 0.01% -66 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,022 $245K 0.06% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,017 $245K 0.01% -196 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,810 $244K 0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,382 $244K 0.03% -16 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,975 $240K 0.03% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 1,963 $238K 0.09% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,851 $237K <0.01% +20 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,954 $237K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,952 $237K 0.02% +258 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,950 $237K 0.08% +19 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,942 $236K 0.01% -635 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,910 $232K 0.04% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,908 $232K <0.01% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,888 $229K <0.01% new 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,886 $229K <0.01% +18 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,884 $229K 0.03% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,881 $228K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,861 $226K <0.01% -203 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,812 $222K <0.01% new 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 1,823 $221K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,811 $220K 0.03% new 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 1,780 $216K 0.03% new 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,772 $215K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,745 $212K 0.06% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,742 $211K 0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1,737 $211K 0.02% +163 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,737 $211K 0.12% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,733 $210K 0.09% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,725 $209K 0.05% +17 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,724 $209K <0.01% -1,020 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 1,714 $208K 0.02% new 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,685 $207K 0.03% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,693 $205K 0.03% new 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,691 $205K 0.11% +16 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 1,687 $205K 0.12% new 13F-HR Timeline AXA Investment Managers S.A. More: the full row for AXA Investment Managers S.A. 1,685 $204K <0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,617 $196K 0.01% +1,184 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,543 $187K 0.01% -8 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 1,542 $187K 0.15% +65 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,460 $177K 0.01% +14 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 1,394 $169K <0.01% -10,722 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,375 $167K <0.01% +14 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,543 $156K 0.06% -52 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,267 $154K 0.01% +12 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,254 $152K 0.01% +899 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,211 $147K 0.01% +24 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,176 $143K 0.01% +21 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,154 $140K 0.01% +11 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,108 $134K <0.01% +426 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,087 $132K 0.01% +8 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,038 $126K <0.01% -5 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,026 $125K 0.01% +10 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,014 $123K <0.01% -111 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,010 $123K <0.01% new 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 984 $119K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 974 $118K <0.01% +77 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 965 $117K 0.01% -94 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 963 $117K <0.01% +6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 904 $110K 0.01% +612 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 856 $104K <0.01% +685 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 800 $97.1K 0.01% +7 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 790 $95.9K 0.01% +2 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 776 $94.2K 0.03% +7 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 684 $83K <0.01% +60 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 642 $77.9K 0.01% +637 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 642 $77.9K <0.01% +5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 635 $77.1K <0.01% -9 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 602 $73.1K 0.03% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 603 $73K 0.05% -1,199 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 575 $69.8K <0.01% +6 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 544 $66K <0.01% +64 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 533 $65.2K 0.01% +219 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 527 $64K 0.02% +5 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 495 $60K <0.01% -107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 494 $60K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 487 $59.1K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 474 $57.5K <0.01% +1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 463 $56.8K 0.03% -264 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 455 $55.2K 0.01% +3 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 452 $54.9K <0.01% +329 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 418 $53.7K <0.01% +4 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 427 $51.8K 0.02% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 416 $50.5K <0.01% +4 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 407 $49.4K <0.01% +24 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 385 $46.7K 0.02% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 373 $45.3K <0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 360 $44K 0.02% +84 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 354 $43K 0.01% +3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 332 $40.3K <0.01% +3 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 328 $39.8K <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 313 $38K <0.01% +3 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 303 $36.8K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 288 $35K 0.02% +2 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 279 $34K <0.01% -5 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 269 $32.6K <0.01% +2 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 268 $32.5K <0.01% +2 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 248 $30.2K 0.01% +2 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 245 $29.7K 0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 244 $29.6K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 242 $29.3K <0.01% +2 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) 232 $28.2K <0.01% -1,250 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 222 $26.9K <0.01% -94 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 213 $25.9K 0.02% +84 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 209 $25.4K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 209 $25.4K 0.01% +2 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 204 $24.8K <0.01% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 189 $22.9K <0.01% +42 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 186 $22.6K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 183 $22.2K <0.01% +28 13F-HR Timeline Group GHP Investment Advisors, Inc. 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