EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,573 $348K <0.01% -699 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,565 $347K 0.05% -451 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,560 $347K 0.03% +1,231 13F-HR/A Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,549 $346K 0.12% -264 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,524 $344K 0.01% -3,042 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,515 $343K <0.01% -15,160 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,506 $343K <0.01% -120 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,506 $343K 0.02% -3,678 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,500 $342K 0.16% -101 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,454 $339K 0.03% -3 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,439 $338K <0.01% -3,061 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,433 $337K 0.02% -191 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,429 $337K <0.01% -753 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,403 $335K 0.02% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,391 $334K 0.02% -672 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,352 $331K 0.01% +159 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 4,306 $327K 0.02% +525 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,300 $327K 0.02% -981 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,269 $325K <0.01% +47 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,266 $324K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,256 $324K <0.01% -4,355 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,254 $323K <0.01% -711 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,254 $323K 0.02% -230 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,209 $320K 0.02% +1,082 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,191 $319K 0.16% new 13F-HR Timeline Group SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 4,160 $316K 0.05% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,157 $316K 0.03% +110 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,156 $316K 0.12% -12 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,131 $314K 0.01% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 4,122 $312K <0.01% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,072 $310K 0.04% new 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,036 $307K 0.01% +140 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,529 $306K <0.01% +339 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,020 $306K 0.14% -155 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,001 $304K 0.01% -39 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,981 $303K <0.01% +408 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,956 $301K 0.06% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,923 $298K 0.03% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,917 $298K 0.02% +192 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,851 $293K <0.01% -4 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,845 $292K 0.32% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,781 $288K <0.01% -5,501 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,757 $286K 0.01% +37 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,722 $283K 0.09% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,672 $279K <0.01% +246 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,667 $279K 0.05% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,656 $278K 0.11% 0 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,625 $276K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,542 $269K <0.01% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,541 $269K 0.01% -235 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,534 $269K 0.17% +184 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,501 $267K 0.01% -237 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,490 $265K 0.01% -90 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,477 $264K 0.01% -70 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,472 $264K <0.01% +360 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,461 $263K <0.01% -64 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,461 $263K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,445 $262K <0.01% -921 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,426 $261K 0.01% -144 13F-HR/A Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,416 $260K 0.01% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,367 $256K 0.03% -90 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,860 $256K 0.02% +425 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,356 $255K 0.02% +90 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,341 $254K 0.01% +483 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,330 $253K 0.01% -138 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,308 $252K 0.02% -119 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,282 $250K 0.01% -56 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,278 $249K <0.01% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,271 $249K 0.06% -186 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,211 $244K 0.11% -293 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,175 $241K 0.02% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,159 $240K <0.01% -755 13F-HR/A Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,148 $239K 0.02% -881 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,146 $239K 0.08% +46 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,137 $239K <0.01% +2,264 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,191 $239K 0.01% new 13F-HR Timeline Group LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,100 $236K <0.01% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,098 $236K 0.26% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,075 $234K 0.04% -11 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,053 $232K <0.01% -396 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,000 $228K 0.2% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,992 $228K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,989 $227K <0.01% -575 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,970 $226K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,954 $225K <0.01% -373 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,937 $223K 0.01% +2,400 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,937 $223K 0.01% -58 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,928 $223K <0.01% -686 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,909 $221K 0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,905 $221K <0.01% -922 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,897 $220K <0.01% -225 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,855 $217K <0.01% -709 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,842 $216K 0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,828 $215K 0.01% -879 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,821 $215K 0.03% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,808 $214K 0.07% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,751 $209K <0.01% -367 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,738 $208K <0.01% -372 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,728 $207K 0.01% -347 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,714 $206K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,695 $205K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,642 $201K 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,619 $199K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,589 $197K 0.01% -490 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,578 $196K <0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,521 $192K <0.01% -1,396 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,477 $188K 0.01% -13,244 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,448 $186K 0.02% -37 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,447 $186K 0.02% +407 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 2,438 $185K 0.05% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,381 $181K <0.01% -7,262 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,358 $181K 0.01% -279 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,347 $178K 0.11% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,161 $164K 0.1% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,153 $164K 0.04% 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,127 $162K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,083 $158K <0.01% +125 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,963 $150K <0.01% +287 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,875 $143K 0.03% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,850 $141K 0.02% +6 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,821 $139K <0.01% +1,064 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,820 $138K 0.08% -430 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,810 $138K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,786 $136K 0.09% -2 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,773 $135K <0.01% +170 13F-HR/A Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,716 $130K 0.02% +7 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,708 $130K 0.01% -25 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,670 $127K <0.01% +64 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,648 $125K <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,599 $122K 0.1% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,590 $121K <0.01% +1,172 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,584 $120K <0.01% 0 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 1,497 $114K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,351 $103K <0.01% -143 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 1,346 $102K 0.02% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,321 $100K <0.01% -307 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,291 $98.2K 0.05% -25 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,256 $95.5K <0.01% -58 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,244 $94.6K 0.01% -346 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,223 $93K 0.01% -537 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,204 $91.6K 0.01% -229 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,193 $90.7K 0.02% +1,035 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,185 $90.1K <0.01% +504 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,184 $90K <0.01% 0 13F-HR/A Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,177 $89.5K 0.01% -5 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,045 $79.5K 0.05% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,038 $78.9K 0.02% +187 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,028 $78.2K <0.01% -13,622 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,012 $77K 0.01% -2 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 999 $76K 0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 977 $74.3K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 975 $74.1K 0.04% +12 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 955 $72.6K 0.01% +241 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 953 $72.4K 0.01% +62 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 950 $72.2K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 939 $71.4K <0.01% -159 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 937 $71.2K <0.01% +171 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 930 $70.7K 0.06% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 903 $69K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 896 $68.1K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 858 $65.2K 0.03% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 829 $63K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 821 $62.4K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 790 $60.1K 0.01% -18 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 764 $58.1K <0.01% -1,595 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 877 $57.8K <0.01% +804 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 754 $57.4K <0.01% +4 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 750 $57K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 749 $57K <0.01% +62 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 748 $56.9K 0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 742 $56.4K 0.01% -3,583 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 738 $56.1K 0.01% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 731 $55.6K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 704 $53.5K 0.01% +235 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 696 $53.5K <0.01% -2,314 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 700 $53.2K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 699 $53.2K <0.01% +169 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 693 $52.7K 0.01% -85 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 693 $52.7K -249 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 675 $51.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 671 $51K 0.01% -268 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 669 $50.9K 0.01% -20 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $49.4K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 649 $49.4K <0.01% -601 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 647 $49.2K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 638 $48.7K <0.01% -97 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 636 $48.3K <0.01% 0 13F-HR/A Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 603 $45.9K <0.01% +50 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 600 $45.6K <0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 590 $44.9K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 580 $44.1K 0.03% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 575 $43.7K 0.02% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 574 $43.6K <0.01% -220 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 563 $42.8K 0.01% +495 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 556 $42.3K <0.01% -16 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 555 $42.2K <0.01% -78 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 550 $41.8K 0.02% new 13F-HR Timeline S.A. 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