FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,774 $297K 0.01% -1,206 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,741 $295K 0.15% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 8,703 $294K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,651 $292K 0.01% +3,426 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,628 $292K 0.02% -2,845 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,615 $291K 0.01% +2,129 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 8,604 $291K <0.01% -1,232 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 8,580 $290K 0.23% -1,678 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 8,570 $290K 0.04% -12,195 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,560 $289K 0.03% -3,480 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,522 $288K 0.02% -258 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,099 $287K 0.01% -2,260 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,498 $287K <0.01% -641 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,480 $287K 0.13% +2,240 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,464 $286K 0.02% 0 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 8,450 $286K 0.11% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,422 $285K 0.1% +247 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,288 $283K 0.01% -9,845 13F-HR/A Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 8,357 $282K 0.12% +1,983 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,356 $282K 0.02% -2,007 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,349 $282K 0.01% -1,989 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 8,349 $282K 0.05% +57 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,320 $281K 0.06% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,315 $281K 0.13% -98 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 8,300 $281K 0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,300 $280K 0.03% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,278 $280K 0.02% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 8,268 $279K 0.05% -3,946 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 8,255 $279K 0.08% -300 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,187 $279K 0.06% -101 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,235 $278K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 8,203 $277K 0.14% -200 13F-HR/A Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 8,160 $276K 0.11% +1,641 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,130 $275K 0.01% -346 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 8,130 $275K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,095 $274K 0.02% +21 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 8,066 $273K 0.05% +166 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8,024 $271K 0.15% -38 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,971 $271K 0.01% +100 13F-HR Timeline Group WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,000 $270K 0.14% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,000 $270K 0.07% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,978 $270K 0.04% +907 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 7,948 $269K 0.01% -750 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,930 $268K 0.02% -1,295 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,926 $268K 0.1% +1,511 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,901 $267K 0.06% +745 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,802 $267K 0.1% -616 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 7,256 $266K 0.09% +1,062 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 7,840 $265K 0.21% -8,548 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 7,770 $263K 0.17% +85 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,675 $259K 0.02% -286 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,630 $258K <0.01% -6,198 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 7,533 $257K <0.01% +1,976 13F-HR Timeline Group Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 7,586 $256K 0.13% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,512 $256K 0.09% -3,065 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 7,532 $255K 0.02% -1,140 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,515 $254K 0.05% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 7,501 $254K 0.02% -1,524 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 7,482 $253K 0.09% 0 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,464 $252K 0.02% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,454 $252K 0.04% -315 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,393 $250K 0.05% -29 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,371 $249K 0.01% +294 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 7,364 $249K 0.07% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,361 $249K 0.01% -32 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,293 $246K <0.01% +377 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 7,275 $246K 0.12% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,271 $246K 0.03% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,255 $245K 0.01% 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,126 $241K 0.08% +44 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 7,124 $241K 0.06% -56,824 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,043 $240K 0.02% +1,369 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,038 $238K 0.11% -433 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,015 $237K 0.02% -260 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,980 $236K 0.03% -2,725 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,968 $236K 0.03% -69 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 6,938 $235K 0.08% -10 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,911 $234K 0.03% new 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 6,900 $233K 0.08% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,879 $233K <0.01% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,847 $231K 0.12% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,827 $231K 0.03% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,735 $229K 0.02% -1,141 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,768 $229K <0.01% +1,378 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,719 $228K 0.01% +974 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,706 $227K 0.04% +1,039 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 6,699 $226K 0.07% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,850 $226K 0.01% -522 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,677 $226K 0.01% -740 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,669 $225K 0.01% -53,418 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,205 $225K 0.02% +45 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,637 $224K 0.07% -13,195 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,633 $224K <0.01% -10,621 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 6,500 $220K 0.07% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 6,457 $218K 0.1% -218 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,414 $217K 0.01% +2,909 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,408 $217K 0.08% +104 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,402 $216K 0.01% +139 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,400 $216K 0.01% -634 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 6,381 $216K 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,157 $215K 0.01% +394 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,352 $215K 0.01% -154,773 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,351 $215K 0.03% +1,000 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,346 $215K 0.01% +500 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,323 $214K 0.02% -500 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,317 $214K 0.02% -4,948 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,298 $213K <0.01% -27,245 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 6,058 $213K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,298 $213K 0.03% -1,205 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,264 $212K 0.01% -1,322 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 6,262 $212K 0.05% -1,566 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,241 $211K 0.04% +1,034 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 6,233 $211K 0.01% -962 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,210 $210K 0.1% +20 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,197 $209K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,194 $209K 0.01% -465 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 6,166 $208K 0.07% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,158 $208K 0.01% -966 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,144 $208K 0.15% +6,112 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,137 $207K 0.01% -13,254 13F-HR Timeline Group Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 6,074 $205K 0.08% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,009 $203K 0.02% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,007 $203K 0.17% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,000 $203K 0.06% +5,493 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,766 $202K <0.01% +3,170 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,971 $202K <0.01% +819 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5,957 $201K 0.01% -78 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,934 $201K 0.02% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 5,921 $200K 0.01% -1,950 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,863 $198K 0.02% -88 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,810 $198K 0.02% -11,041 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,762 $195K 0.01% -575 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,488 $185K 0.01% -1,152 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 5,463 $185K 0.02% -23,903 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,400 $183K 0.02% -100 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 5,395 $182K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,377 $182K 0.02% -3,025 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,281 $179K 0.01% -6,405 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,272 $178K 0.02% -182 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,000 $169K 0.02% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,534 $166K 0.09% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,908 $166K 0.02% -19 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,615 $156K <0.01% +278 13F-HR/A Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,500 $153K 0.05% 0 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 4,500 $152K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,460 $151K 0.02% -9,800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elequin Capital, LP More: the full row for Elequin Capital, LP 4,419 $149K 0.02% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,363 $147K 0.04% +489 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,263 $144K 0.07% -394 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,232 $143K 0.03% -17,623 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 4,163 $141K <0.01% +200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,152 $140K <0.01% -22,914 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,083 $138K <0.01% -1,411 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,050 $137K 0.01% +2,450 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 4,040 $137K <0.01% +3,071 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,019 $136K 0.01% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,870 $132K 0.08% +249 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,884 $131K 0.03% -1,251 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 3,754 $127K 0.05% -165 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,728 $126K 0.09% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 3,698 $125K 0.03% -6,934 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,648 $123K 0.02% +208 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,580 $121K 0.03% +113 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,560 $120K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 3,529 $120K 0.01% -12,427 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,539 $120K <0.01% +600 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,530 $119K 0.09% -357 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,500 $118K 0.01% +272 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 3,471 $117K 0.06% -243 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,394 $115K 0.02% +3,102 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 3,362 $114K 0.11% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,328 $112K 0.06% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,172 $107K <0.01% -139 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 101,400 $101K 0.15% +98,400 13F-HR/A Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,900 $98K 0.02% -456 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,883 $97.4K 0.01% +163 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,838 $95.9K 0.01% +4 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,804 $94.8K 0.02% -58 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,786 $94.1K <0.01% +27 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,821 $94K 0.04% -183 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 2,770 $93.6K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 2,742 $92.7K 0.06% 0 13F-HR/A Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,705 $91.4K 0.08% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 553 $90K 0.01% -1,493 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,615 $88.4K 0.03% -635 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2,568 $87.5K 0.03% +1,884 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,587 $87K 0.02% +2,551 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 2,531 $85.5K 0.06% +1,614 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,451 $83K <0.01% +1,972 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2,424 $81.9K 0.06% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,406 $81.3K <0.01% -213,287 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,364 $79.9K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,359 $79.7K 0.04% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,328 $78.7K 0.06% +48 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,289 $77.4K <0.01% -34 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,234 $76.1K 0.03% +223 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,239 $75.7K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,226 $75.2K 0.02% +850 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,220 $75K 0.01% -32 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,213 $74.8K 0.03% 0 13F-HR Timeline