CW Advisors, LLC More: the full row for CW Advisors, LLC 4,375 $332K <0.01% +253 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,346 $330K <0.01% +77 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,319 $328K <0.01% -254 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,258 $323K 0.02% -175 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 4,257 $323K 0.02% -43 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,249 $322K 0.01% -15,226 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 4,221 $320K 0.02% -33 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,200 $319K 0.02% -9 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,184 $317K 0.02% +267 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,173 $316K 0.02% +16 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,982 $302K <0.01% -447 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 3,960 $300K 0.01% -431 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,956 $300K 0.05% 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 WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,906 $296K <0.01% -348 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,895 $295K 0.13% -125 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,846 $292K 0.01% +430 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,845 $292K 0.3% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,789 $287K 0.01% -247 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,770 $286K <0.01% +298 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 3,751 $284K 0.1% -405 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,729 $283K 0.08% +7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,702 $281K 0.01% -701 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,699 $281K <0.01% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,656 $277K 0.1% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,643 $276K 0.01% +102 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,631 $275K <0.01% -500 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,613 $274K 0.02% +246 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,560 $270K 0.02% -1,000 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,559 $270K <0.01% +114 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,556 $270K 0.01% +55 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,551 $269K <0.01% +9 13F-HR/A Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,537 $268K <0.01% -1,820 13F-HR Timeline Group Humankind Investments LLC More: the full row for Humankind Investments LLC 3,513 $266K 0.06% +242 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,494 $265K 0.05% -173 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,476 $264K <0.01% -780 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,474 $263K <0.01% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,467 $263K 0.01% new 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,646 $263K 0.02% -214 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,463 $263K <0.01% +185 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,440 $261K 0.01% -2,727 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,436 $261K 0.01% -25 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,380 $256K <0.01% -601 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,361 $255K 0.02% +5 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,353 $254K 0.01% -73 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,334 $253K 0.06% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,325 $252K <0.01% -1,190 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,318 $252K 0.09% new 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,311 $251K <0.01% -1,128 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,293 $250K 0.01% -1,059 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,287 $249K 0.03% -785 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,278 $249K <0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,277 $249K 0.01% -5 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,274 $248K <0.01% -577 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,244 $246K <0.01% -428 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,227 $245K <0.01% +68 13F-HR/A Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 3,203 $243K 0.06% -3,331 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 Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,121 $237K 0.07% -25 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,080 $234K <0.01% -261 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,075 $233K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,070 $233K 0.01% -1,575 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,067 $233K 0.01% -690 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,067 $233K 0.02% +620 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,048 $231K 0.21% -50 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,040 $231K 0.05% -17,534 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,014 $229K 0.01% -294 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,009 $228K 0.01% +100 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,001 $228K 0.02% -147 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,000 $228K 0.18% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,994 $227K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,978 $226K <0.01% +150 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,975 $226K <0.01% -78 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,953 $224K 0.01% +16 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,898 $220K <0.01% -7 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,876 $218K 0.06% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,820 $214K 0.02% -1 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,808 $213K 0.06% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,767 $210K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,727 $207K <0.01% -115 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,708 $205K 0.01% -229 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,680 $203K <0.01% -810 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,642 $200K 0.04% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,604 $197K 0.01% -15 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 2,525 $191K 0.01% -1,100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,483 $188K 0.01% -106 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,468 $187K <0.01% +647 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 2,438 $185K 0.04% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,384 $181K <0.01% -137 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,376 $180K 0.01% +249 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,358 $180K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,349 $178K 0.09% +188 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 HM PAYSON & CO More: the full row for HM PAYSON & CO 2,297 $174K <0.01% -1,164 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,247 $170K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,224 $169K <0.01% +141 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,223 $169K 0.01% new 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,141 $162K +790 Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,104 $160K 0.01% -591 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,052 $156K <0.01% -876 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,938 $147K 0.01% -510 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,901 $144K 0.03% +26 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,844 $140K 0.02% -6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,826 $138K 0.02% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,810 $137K 0.06% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,806 $137K 0.01% -671 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,770 $134K <0.01% -2,754 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,739 $132K 0.02% +23 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,728 $131K <0.01% -45 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,709 $130K <0.01% +39 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,644 $125K <0.01% +60 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,604 $122K 0.01% -104 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,564 $118K <0.01% -399 13F-HR Timeline Group Samson Rock Capital LLP More: the full row for Samson Rock Capital LLP 1,500 $114K 0.46% -31,500 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,497 $114K <0.01% -3,617 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,447 $110K <0.01% +915 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,346 $102K 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,339 $102K <0.01% -1,798 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,329 $101K 0.06% -457 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,303 $98K <0.01% -1,078 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 94,724 $94.7K 0.14% +93,125 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,244 $94.3K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,225 $92.9K <0.01% +526 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,206 $91.5K <0.01% +267 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,177 $89.3K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,147 $87K 0.01% -57 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,133 $85.9K <0.01% -188 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,125 $85.3K <0.01% -59 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,062 $81K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,056 $80.1K <0.01% -200 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,050 $79.6K 0.01% +97 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,042 $79K 0.05% -3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,040 $78.9K 0.01% +28 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,024 $77.7K <0.01% -4 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,015 $77K <0.01% +415 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,003 $76.1K <0.01% -1,951 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,000 $75.8K <0.01% new 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 999 $75.8K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 957 $72.6K 0.01% -266 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 950 $72K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 946 $71.7K <0.01% +9 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 917 $71.4K 0.02% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 912 $69.2K 0.01% -281 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 LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 902 $68.4K <0.01% -75 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 896 $68K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 877 $66.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 858 $65.1K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 857 $65K <0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 857 $64.7K <0.01% +857 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 831 $63K 0.03% -144 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 825 $62.6K <0.01% +378 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 821 $62.3K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 798 $60.5K 0.02% -240 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 790 $59.9K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 764 $57.9K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21 $57.9K <0.01% -553 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 750 $56.9K <0.01% -4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 748 $56.7K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 748 $56.7K 0.04% -182 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 738 $56K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 728 $55.2K 0.01% -3 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 696 $52.6K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 690 $52.3K 0.01% -10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 686 $52K 0.01% -7 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 675 $51.2K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 669 $50.7K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 665 $50.4K 0.01% -77 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $49.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 650 $49.3K 0.02% +100 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 636 $48.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 589 $45.9K <0.01% -49 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 604 $45.8K <0.01% -160 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 603 $45.7K <0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 602 $45.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 598 $45.4K <0.01% +559 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 597 $45.3K <0.01% -152 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 575 $43.6K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 570 $43.2K <0.01% +115 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 554 $42K 0.01% +517 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 548 $41.6K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 532 $40.3K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 532 $40.1K <0.01% -2 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 524 $39.7K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 523 $39.7K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 503 $38.1K 0.01% +399 13F-HR Timeline Boit C F David More: the full row for Boit C F David 500 $37.9K 0.02% -90 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 500 $37.9K 0.02% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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