COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,700 $372K 0.03% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 9,558 $366K 0.02% -66 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,548 $366K 0.01% 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 8,364 $365K 0.08% -905 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 9,507 $364K 0.11% -303 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 9,465 $363K 0.22% new 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 9,097 $363K 0.25% -894 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,400 $360K 0.13% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,316 $357K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,273 $356K 0.03% +3,887 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 9,261 $355K 0.15% +482 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,235 $354K 0.02% -117 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,183 $352K 0.09% +168 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,177 $352K 0.01% +578 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 8,548 $349K 0.13% -475 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,071 $348K 0.02% +1,950 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,038 $347K 0.08% -225 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,970 $346K 0.01% -638 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,025 $346K 0.05% 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 9,157 $346K 0.09% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,001 $345K 0.01% +4,641 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,948 $343K 0.01% +74 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,902 $341K 0.16% 0 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 8,900 $341K 0.12% new 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,880 $340K 0.11% -150 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 8,846 $339K 0.01% -6,658 13F-HR/A Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,780 $337K 0.02% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,777 $337K 0.01% -710 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,741 $335K 0.2% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,653 $332K 0.02% -457 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 8,611 $330K 0.03% -2,522 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,600 $330K 0.02% +1,347 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 8,577 $329K 0.12% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 8,546 $328K 0.03% +8,092 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 8,498 $326K 0.18% +297 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,482 $325K <0.01% +647 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 8,514 $325K 0.01% 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,464 $325K 0.02% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 8,450 $324K 0.12% +3,000 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,402 $322K 0.02% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,716 $321K <0.01% +2,615 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8,333 $319K 0.17% -1,496 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,300 $318K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 8,256 $317K 0.02% -355 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 8,251 $316K 0.09% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,519 $314K 0.06% +350 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,300 $314K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,200 $314K 0.16% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,175 $313K 0.02% +6,722 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,023 $308K 0.08% -5,360 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,000 $307K 0.18% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,000 $307K 0.08% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,996 $307K 0.01% +1,500 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 7,968 $305K 0.2% +1,057 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,957 $305K 0.09% +557 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,954 $305K 0.16% -19 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,948 $305K 0.01% -1,478 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 7,918 $304K 0.05% -19 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7,843 $301K 0.05% +282 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 7,788 $299K 0.05% +1,366 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,689 $295K 0.01% -697 13F-HR/A Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 8,149 $294K 0.07% +800 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 7,663 $294K 0.03% -3,846 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 7,626 $292K 0.09% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,575 $290K 0.2% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 7,559 $290K 0.04% +587 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 7,529 $289K 0.01% -5,671 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 7,525 $289K 0.03% +2,075 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,522 $288K 0.09% +3,102 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,506 $288K 0.1% +163 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 7,496 $287K 0.06% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,464 $286K 0.02% +1,075 13F-HR/A Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,464 $286K 0.03% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 7,442 $285K 0.03% +1,508 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,426 $285K 0.08% -80 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 7,404 $284K 0.02% -543 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,344 $282K 0.02% +396 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,344 $282K 0.02% +33 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 7,321 $281K 0.02% -175 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,312 $280K 0.02% -332 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,296 $280K 0.05% -1,258 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,222 $277K 0.02% +1,453 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 7,217 $277K 0.07% +1,645 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 7,150 $274K 0.14% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,142 $274K 0.06% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,131 $273K 0.06% -22 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 7,064 $273K 0.08% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,114 $273K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,113 $273K 0.02% -99 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,053 $270K 0.02% +539 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,052 $270K 0.04% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,045 $270K 0.01% -46 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 7,032 $270K 0.11% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,006 $269K 0.02% +814 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,000 $268K 0.02% +1,328 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,942 $266K 0.01% -566 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 6,938 $266K 0.09% -481 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,034 $266K <0.01% 13F-HR/A Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,934 $266K 0.04% -485 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,918 $265K 0.03% +55 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,916 $265K 0.03% +82 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,901 $265K 0.04% +34 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 6,900 $265K 0.11% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 6,852 $264K 0.01% +90 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,865 $263K 0.01% +86 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,854 $263K 0.07% +762 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,541 $263K 0.03% -193 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 6,441 $262K 0.1% +16 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 6,805 $261K 0.12% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,796 $261K 0.01% +95 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 6,781 $260K 0.11% new 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,753 $259K 0.14% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 6,750 $258K 0.02% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,673 $256K 0.01% -107,303 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 6,663 $255K 0.01% -4,106 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,621 $254K <0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,611 $253K 0.01% +1,166 13F-HR/A Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,571 $252K 0.13% -5 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 6,500 $249K 0.09% 0 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 6,495 $249K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,486 $249K 0.01% +100 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 6,461 $248K 0.01% -3,075 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,422 $246K 0.02% +931 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,418 $246K 0.01% -1,732 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,416 $246K 0.01% new 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,411 $246K 0.04% -894 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 6,410 $246K 0.19% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,401 $245K 0.07% -4,547 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 5,576 $243K 0.02% -1,404 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,319 $242K 0.07% -1,299 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,316 $242K 0.02% -325 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,308 $242K 0.02% +150 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,240 $239K 0.09% +500 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 6,216 $238K 0.05% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,200 $238K 0.01% -972 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,205 $238K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,180 $237K 0.11% +30 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 6,164 $236K 0.05% -5,903 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,135 $235K 0.08% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,206 $235K 0.01% +409 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,114 $234K 0.03% 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 6,074 $233K 0.09% -138 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,055 $232K 0.08% +1,120 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,035 $231K 0.02% -457 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 6,040 $231K <0.01% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,024 $231K 0.11% +223 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,440 $230K <0.01% new 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 6,000 $230K 0.06% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,997 $230K 0.07% +113 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 5,971 $229K 0.04% -38 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,944 $228K 0.03% -3,278 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,877 $227K 0.05% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,896 $226K 0.01% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,897 $226K 0.01% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,897 $226K 0.07% -1,040 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,888 $226K 0.11% -959 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 5,864 $225K 0.01% -300 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 5,850 $224K 0.02% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,827 $223K 0.01% -67 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,793 $222K <0.01% -765 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,740 $222K 0.02% -908 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 5,752 $221K 0.12% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,695 $218K <0.01% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 5,683 $218K 0.03% +650 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,646 $216K 0.03% -4,643 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,632 $216K 0.01% -100 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,630 $216K 0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,252 $216K 0.01% +149 13F-HR Timeline TOBAM More: the full row for TOBAM 5,617 $215K 0.07% -58,363 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 5,582 $215K 0.01% +609 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 5,500 $212K 0.21% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,511 $212K 0.02% -1,111 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,526 $212K 0.03% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,500 $211K 0.02% -300 13F-HR Timeline Group MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,500 $211K <0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 5,500 $211K 0.12% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,461 $209K 0.02% new 13F-HR/A Timeline Defined Financial Planning LLC More: the full row for Defined Financial Planning LLC 5,449 $209K 0.22% 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5,407 $207K <0.01% -1,000,704 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,383 $206K 0.01% +457 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,380 $206K 0.12% -1,430 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 5,366 $206K 0.02% +155 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,348 $205K <0.01% -840 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,320 $204K 0.01% +405 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,300 $203K 0.02% +400 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,246 $203K <0.01% +212 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 5,247 $201K 0.15% +76 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,255 $201K 0.02% -1,000 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,237 $201K <0.01% +209 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 5,075 $195K 0.05% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,022 $193K 0.01% new 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 5,000 $192K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,968 $190K 0.02% -1,280 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4,957 $190K 0.08% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 4,752 $182K 0.03% +2,869 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,663 $179K <0.01% -109 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,648 $178K 0.02% +120 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,559 $175K 0.08% -90 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,494 $172K 0.02% +77 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,428 $170K 0.01% +3,935 13F-HR Timeline