AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,489 $720K 0.01% -826 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 11,043 $717K 0.31% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,373 $713K 0.03% -20 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 11,369 $712K 0.01% +1,556 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 11,323 $709K 0.06% -528 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,920 $709K 0.04% -166 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 10,727 $707K 0.04% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 11,154 $699K 0.08% -759 13F-HR Timeline Senator Investment Group LP More: the full row for Senator Investment Group LP 11,129 $697K 0.02% -488,871 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 11,107 $696K 0.1% -13 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 11,094 $695K 0.09% -657 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 11,068 $693K 0.06% +242 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 11,039 $692K 0.02% +2,459 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 11,022 $691K 0.02% -403 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,015 $690K 0.01% -245 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 11,000 $689K 0.05% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 10,900 $683K 0.1% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,829 $678K 0.02% +226 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,827 $678K 0.35% -303 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 10,258 $675K 0.58% 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,778 $675K 0.25% -300 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,738 $673K -210 Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,681 $669K 0.07% +370 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,655 $668K 0.32% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 10,631 $666K 0.53% -155 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,608 $665K 0.02% +120 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,596 $664K 0.22% -67 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,501 $658K 0.17% +273 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 10,500 $658K 0.07% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,493 $657K 0.01% +322 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 10,489 $657K 0.07% +106 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,485 $657K 0.07% +1 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,459 $655K 0.04% +7 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 10,387 $651K 0.23% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 10,367 $649K 0.24% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10,357 $649K 0.14% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,342 $648K 0.12% +1,066 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,313 $646K 0.03% +30 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,308 $646K 0.03% -6,471 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,675 $643K 0.02% -3,686 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 8,900 $642K 0.4% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,233 $641K 0.17% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,157 $636K 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 9,753 $636K 0.06% -8,276 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,133 $635K 0.08% -19 13F-HR Timeline CAUSEWAY CAPITAL MANAGEMENT LLC More: the full row for CAUSEWAY CAPITAL MANAGEMENT LLC 10,132 $635K 0.01% -325,502 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 10,105 $633K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,066 $631K 0.02% -301 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 10,057 $630K 0.04% -494 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,034 $629K 0.04% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 10,000 $626K 0.27% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,962 $624K 0.26% +541 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,921 $622K 0.02% +859 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,902 $620K 0.02% +6,152 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 9,900 $620K 0.42% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,810 $615K 0.02% -2,062 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 9,770 $612K 0.1% -64 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 9,770 $612K 0.06% +5,974 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,767 $612K 0.16% -130 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,764 $612K 0.38% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,712 $608K 0.13% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 9,662 $605K 0.04% +9,324 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 9,658 $605K 0.03% -225 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,674 $605K 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,601 $602K 0.05% +6 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 9,551 $598K 0.15% +26 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,543 $597K 0.16% -5 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,525 $597K 0.02% -8,880 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 9,518 $596K 0.16% +153 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,494 $595K <0.01% -308 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,489 $594K 0.01% -52 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,485 $594K 0.07% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,483 $594K 0.04% -162 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,395 $589K +1,459 Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 9,365 $587K 0.01% +8 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9,325 $584K 0.04% -100 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 9,316 $584K 0.01% -379 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,307 $583K 0.23% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 9,290 $582K 0.18% +5 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 9,250 $580K 0.02% 0 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,250 $580K 0.1% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,218 $578K <0.01% -4,797 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,191 $576K 0.04% -435 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 9,094 $570K 0.05% +1,373 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,090 $569K 0.26% -85 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 9,063 $568K 0.28% +53 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,055 $567K 0.02% 0 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,050 $567K 0.32% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,951 $561K 0.16% +42 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,888 $557K 0.02% +564 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,886 $557K 0.01% -665 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,868 $556K 0.02% +3,274 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,845 $554K 0.01% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 8,938 $549K 0.01% 13F-HR/A Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8,706 $545K 0.15% -553 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,655 $542K 0.54% -95 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,648 $542K 0.04% -3,366 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,388 $541K 0.12% +68 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 8,626 $540K 0.15% +1,815 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,605 $539K 0.15% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,590 $538K 0.12% -38 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 8,571 $537K 0.23% -2,834 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8,548 $536K 0.01% -5,034 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 8,540 $535K 0.36% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 8,502 $533K 0.04% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,489 $532K 0.05% -1,445 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 8,419 $527K 0.05% +74 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,416 $527K 0.02% -2,772 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 8,376 $525K 0.12% +344 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,358 $524K 0.04% 0 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,350 $523K 0.04% -49 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,298 $520K 0.14% +5 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,264 $518K 0.03% +1,179 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 8,236 $516K 0.4% 0 13F-HR/A Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,210 $514K 0.24% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,634 $514K 0.04% -16,269 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 7,779 $513K 0.35% -529 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,179 $512K 0.16% -2,395 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 8,141 $510K 0.05% -187 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 8,130 $509K 0.03% +144 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 8,102 $508K 0.1% -811 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,088 $507K 0.01% -304 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 7,682 $506K 0.35% +1,135 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 8,005 $502K 0.2% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,965 $499K 0.3% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,973 $499K 0.15% +1,193 13F-HR Timeline MOTCO More: the full row for MOTCO 7,961 $499K 0.05% -11 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 7,939 $497K 0.32% +374 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 7,935 $497K 0.22% 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 7,901 $495K 0.36% -371 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 7,896 $495K 0.13% -649 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 7,884 $494K 0.08% -86 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,876 $493K 0.02% +27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,857 $492K 0.01% -40 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 7,840 $491K 0.04% +3,603 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,836 $491K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,833 $491K 0.02% -2,207 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 7,824 $490K <0.01% +4,512 13F-HR/A Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,821 $490K 0.4% +134 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 7,816 $490K 0.04% -134 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,775 $487K 0.33% +50 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 7,765 $486K 0.39% 0 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 7,747 $485K 0.16% +453 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,741 $485K 0.32% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 7,705 $483K 0.46% 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 7,701 $482K 0.35% -150 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 7,667 $480K 0.17% -118 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7,655 $480K 0.07% -469 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,599 $476K 0.01% -69 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,526 $471K 0.01% -3,084 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,524 $471K 0.02% -4,986 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,504 $470K <0.01% -4,100 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,500 $470K 0.01% +4,076 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,463 $468K 0.01% +2,545 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,458 $467K 0.01% +190 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7,456 $467K 0.06% -89,791 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,449 $467K 0.05% +129 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,444 $466K 0.23% -968 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 7,442 $466K <0.01% +34 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 7,438 $466K 0.01% +3,186 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,435 $466K 0.09% +1,026 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 7,400 $464K <0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,311 $458K 0.01% -2,729 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,293 $457K 0.01% +25 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,284 $456K 0.06% -250 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,065 $456K 0.1% -525 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,274 $456K 0.01% -615 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,267 $455K <0.01% -42 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,194 $451K 0.01% -543 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,172 $449K 0.01% -37 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,137 $447K 0.25% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,125 $446K 0.01% -383 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,103 $445K 0.12% -14,366 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 7,074 $443K 0.17% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,065 $443K 0.03% +200 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,043 $441K 0.04% -5,372 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 7,042 $441K 0.07% -4,919 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 7,032 $441K 0.01% +38 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 7,026 $440K <0.01% 0 13F-HR Timeline Group Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 7,000 $439K 0.19% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,994 $438K 0.06% -1,688 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 6,994 $438K 0.4% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,925 $434K 0.01% -28,790 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,919 $433K 0.01% -1,434 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,912 $433K 0.03% +285 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 6,910 $433K 0.1% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,901 $432K 0.06% -4,864 13F-HR/A Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,876 $431K 0.06% +61 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,838 $428K 0.03% -800 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,826 $428K 0.01% +5 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 6,762 $424K 0.09% +118 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,749 $423K 0.02% -1,957 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,748 $423K 0.35% 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 6,734 $422K 0.02% +678 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,733 $422K 0.04% -455 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,726 $421K 0.04% +25 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,713 $421K 0.03% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 6,711 $420K 0.13% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 6,696 $420K 0.04% +558 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 6,694 $419K <0.01% -321 13F-HR Timeline