CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 11,336 $1.05M 0.04% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 11,317 $1.05M 0.22% +967 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,316 $1.05M 0.01% -3,460 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,327 $1.04M 0.03% -108 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,205 $1.04M 0.02% -283 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,197 $1.04M 0.04% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,135 $1.04M 0.05% +84 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 11,100 $1.03M 0.14% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 11,080 $1.03M 0.14% -514 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 11,060 $1.03M 0.05% -2,067 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 11,053 $1.03M 0.1% +387 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,956 $1.02M -734 Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,986 $1.02M 0.07% -326 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 10,891 $1.01M 0.03% -201 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 10,887 $1.01M 0.21% -55 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,879 $1.01M 0.04% -479 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 10,835 $1.01M 0.67% +300 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 10,825 $1.01M 0.15% -737 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,753 $1M 0.11% -74 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,642 $990K 0.06% -268 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 10,638 $989K 0.54% -326 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 10,636 $989K 0.44% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 10,524 $980K 0.04% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 10,521 $978K 0.02% -757 13F-HR/A Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,449 $972K 0.45% -1,561 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,395 $967K 0.03% +125 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 10,370 $964K <0.01% new 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 10,709 $962K 0.06% -10,255 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,341 $962K 0.09% +438 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 10,285 $957K 0.07% -142 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,252 $953K 0.09% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,244 $953K 0.06% -38 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 10,237 $952K 0.28% -16 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,178 $947K 0.01% -1,091 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 10,170 $946K 0.56% -100 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,162 $945K 0.01% +4,192 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,147 $944K 0.02% new 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 10,050 $935K 0.27% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 10,021 $932K 0.43% -405 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 10,000 $930K 0.25% new 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 10,000 $930K 0.85% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 9,997 $930K <0.01% +925 13F-HR Timeline Group SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 9,938 $924K 0.57% 0 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,333 $919K +811 Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 9,813 $913K 0.06% +1,330 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 9,764 $908K 0.47% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,656 $898K 0.02% -574 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 12,201 $897K 0.08% +2,641 13F-HR Timeline Group FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 9,630 $896K 0.2% -5 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9,568 $890K 0.02% +973 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,566 $890K 0.27% +1,233 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 9,549 $888K 0.61% +1,697 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,542 $887K 0.02% -472 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 9,525 $886K 0.11% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 9,518 $885K 0.84% +1 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,487 $882K 0.04% +1,423 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9,441 $878K 0.07% -111 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,422 $876K 0.05% -2,212 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 9,404 $875K 0.04% +132 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 9,400 $874K 0.66% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 9,391 $873K 0.16% -183 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 9,345 $869K 0.02% -11,292 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 9,270 $862K 0.28% -2,468 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,260 $861K 0.15% +2,477 13F-HR Timeline Group Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 9,257 $861K <0.01% +1,053 13F-HR Timeline Group EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 9,250 $860K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,189 $855K 0.05% +88 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,058 $842K 0.03% -638 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 9,049 $842K 0.39% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,010 $838K 0.17% -60 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,926 $830K 0.01% +5,356 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,907 $828K 0.11% -700 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,883 $826K 0.03% +3,804 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,802 $819K 0.05% +2,897 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,779 $816K 0.02% -500 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 8,776 $816K 0.2% -70 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,749 $814K 0.09% -150 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 8,724 $811K 0.07% +1,444 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 8,720 $811K 0.3% -905 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 8,705 $810K 0.01% -2,099 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 8,690 $808K 0.29% +4 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,636 $803K 0.02% +436 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 8,622 $802K 0.06% +48 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,610 $801K 0.12% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,603 $800K 0.48% +746 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,579 $798K 0.18% -30 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,566 $797K 0.02% +690 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 8,556 $796K 0.14% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,530 $793K 0.02% +1,323 13F-HR/A Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,518 $792K 0.03% -59 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 8,507 $791K 0.24% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,501 $791K 0.19% +53 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,492 $790K 0.3% +1,366 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,479 $789K 0.38% +51 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,451 $786K 0.12% +18 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 8,432 $784K 0.05% +56 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,430 $784K 0.7% -144 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,415 $783K 0.08% +19 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 8,367 $778K 0.05% +17 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 8,327 $774K 0.35% -450 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 9,088 $772K 0.05% -372 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,276 $770K 0.02% +66 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 8,247 $767K 0.39% +30 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,214 $764K 0.02% -273 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 8,212 $764K 0.18% 0 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 8,198 $762K 0.43% -1,668 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,166 $759K 0.05% -32 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,166 $759K 0.01% +737 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,155 $758K 0.06% +2,817 13F-HR Timeline Group EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,141 $757K 0.38% +1,465 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 8,138 $757K 0.05% -197 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 8,132 $756K 0.01% +628 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 8,129 $756K 0.43% +1,846 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,452 $754K 0.01% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,079 $751K 0.01% +28 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,046 $748K 0.05% +7,573 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 8,043 $748K 0.91% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 8,032 $747K <0.01% +458 13F-HR Timeline Group R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 8,015 $745K 0.6% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 8,005 $744K 0.16% +590 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 7,989 $743K 0.24% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 7,983 $742K 0.49% +69 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,962 $740K 0.16% -35 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,940 $738K 0.23% +587 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,926 $737K 0.07% -322 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,906 $735K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,903 $735K 0.03% +1,824 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,888 $734K 0.01% +4,185 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,864 $731K 0.15% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,852 $730K 0.01% 0 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 7,844 $729K 0.02% new 13F-HR Timeline Group Vann Equity Management LLC More: the full row for Vann Equity Management LLC 7,820 $727K 0.52% 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,140 $724K 0.05% +3,208 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,781 $724K 0.03% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 7,759 $722K 0.05% -610 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 7,758 $721K 0.11% +17 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,753 $721K 0.01% -83 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,747 $720K 0.02% -4,592 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,668 $713K <0.01% -10 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,731 $713K 0.04% -200 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 7,640 $710K 0.04% -360 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,619 $709K 0.02% +1,395 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7,615 $708K 0.1% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 7,609 $708K 0.48% -84 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 7,600 $707K 0.78% -19,000 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,547 $702K 0.03% -1,663 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,535 $701K 0.04% +2,347 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,520 $699K 0.14% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,516 $699K 0.07% +1,357 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 7,498 $697K 0.45% +547 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,501 $697K <0.01% -40,750 13F-HR Timeline Group Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 8,006 $696K 0.14% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 7,471 $695K 0.45% -185 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,441 $692K 0.08% -3,322 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,436 $692K 0.21% +2 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 7,432 $691K 0.03% -1,194 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,408 $689K 0.24% -13,314 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 7,398 $688K 0.08% -23 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,393 $688K 0.11% -70 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,369 $685K 0.04% -325 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,355 $684K 0.39% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,413 $684K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7,265 $676K 0.03% -271 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,257 $675K 0.03% +3,672 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 7,233 $673K 0.27% -582 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,225 $672K 0.26% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 7,389 $670K 0.05% +2,378 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,200 $670K 0.01% -2,198 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 7,199 $669K 0.11% -710 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 7,163 $666K 0.13% -2,944 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,151 $665K 0.01% +648 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,112 $661K <0.01% -432 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,109 $661K 0.01% -161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,100 $660K 0.07% -2,770 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,097 $660K 0.01% +394 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 7,081 $659K <0.01% 0 13F-HR/A Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 7,074 $658K 0.21% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 7,059 $657K 0.19% -17,222 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,057 $656K 0.24% -73 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,980 $649K 0.14% -108 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 6,973 $648K 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,968 $648K 0.02% +1,065 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,933 $645K 0.21% -685 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 6,927 $644K 0.44% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 6,923 $644K 0.08% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,885 $640K 0.1% -107 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,885 $640K 0.1% -300 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 6,848 $637K 0.04% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,845 $637K 0.01% +1,327 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 6,830 $635K 0.01% -300 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,924 $633K 0.04% +1,494 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 6,785 $632K 0.21% -3,610 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,779 $630K 0.01% +1,290 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 6,770 $630K 0.07% -1,435 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 6,748 $628K 0.44% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 6,740 $627K 0.62% +2,000 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,734 $626K 0.04% -75 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,719 $625K 0.01% -164 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,711 $624K 0.07% -8 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6,665 $620K 0.11% +49 13F-HR Timeline