Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,765 $1.35M 0.05% -186 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,750 $1.34M 0.09% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,747 $1.34M 0.21% +1,165 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,737 $1.33M 0.09% -347 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,719 $1.32M 0.13% +260 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,701 $1.31M 0.03% -6,228 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,698 $1.31M 0.04% -73 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,696 $1.31M 0.02% -87 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,696 $1.31M 0.16% -27 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,670 $1.3M 0.07% +39 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,666 $1.3M 0.2% -18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,666 $1.3M 0.01% +68 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,662 $1.3M 0.04% +217 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,660 $1.29M 0.06% -468 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,651 $1.29M 0.02% -80 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,631 $1.28M 0.03% +200 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,618 $1.27M 0.22% +628 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,615 $1.27M 0.04% -440 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,610 $1.27M 0.18% -228 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $1.27M 0.04% -245 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,599 $1.26M 0.01% +1,475 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,561 $1.25M 0.01% +89 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,556 $1.24M 0.38% +59 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,487 $1.24M 0.25% +367 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,536 $1.23M 0.24% +35 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,529 $1.23M 0.42% -34 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,523 $1.23M 0.51% -7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,512 $1.22M 0.14% +185 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,498 $1.22M 0.04% -150 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,497 $1.22M 0.24% -25 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,482 $1.21M 0.46% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,470 $1.2M 0.33% +311 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,469 $1.2M 0.44% -128 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,457 $1.2M 0.08% +45 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,450 $1.19M 0.2% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,445 $1.19M 0.04% -28 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 2,445 $1.19M 0.82% -577 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,422 $1.18M 0.11% -3 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,412 $1.17M 0.03% +352 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,411 $1.17M 0.05% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,410 $1.17M 0.05% -300 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,378 $1.16M 0.04% -60 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,359 $1.15M 0.01% -62 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,357 $1.15M 0.08% +980 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,492 $1.15M 0.37% +11 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,341 $1.14M 0.15% +124 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,332 $1.13M 0.05% +696 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,329 $1.13M 0.09% +614 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,321 $1.13M 0.08% -422 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,300 $1.12M 0.07% -136 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,297 $1.12M 0.16% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,282 $1.11M <0.01% -59,451 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,305 $1.11M 0.29% -6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,267 $1.1M 0.01% +68 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,296 $1.1M 0.12% +12 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,250 $1.1M 0.08% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,240 $1.09M 0.06% -145 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,272 $1.09M 0.2% -84 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,231 $1.09M 0.18% -756 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,230 $1.09M 0.69% +45 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,225 $1.08M 0.37% +801 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,225 $1.08M 0.32% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,213 $1.08M 0.03% -124 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,211 $1.08M 0.06% -794 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,187 $1.06M 0.03% +296 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,183 $1.06M 0.16% +126 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,150 $1.06M 0.03% +271 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,179 $1.06M 0.77% -5 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,176 $1.06M 0.03% -61 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,175 $1.06M 0.19% -103 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,165 $1.05M 0.15% -72,080 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,154 $1.05M 0.42% -60 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,151 $1.05M 0.05% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,151 $1.05M 0.11% -4,556 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,137 $1.04M 0.03% -575 13F-HR/A Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,136 $1.04M 0.31% +80 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,134 $1.04M 0.03% +1,210 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,130 $1.04M 0.36% +272 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,128 $1.04M 0.02% +48 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,124 $1.03M 0.06% +234 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,123 $1.03M 0.01% +1,076 13F-HR/A Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,117 $1.03M 0.04% +1,096 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 2,108 $1.03M 0.49% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,106 $1.03M 0.25% +554 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 2,120 $1.02M 0.19% -204 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,090 $1.02M 0.35% +1,394 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,079 $1.01M 0.29% +332 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,077 $1.01M 0.8% +1,013 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,067 $1.01M 0.05% +28 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,052 $999K 0.07% -921 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,038 $992K 0.65% +341 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,014 $980K 0.07% +82 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,008 $978K 0.14% +56 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,005 $976K 0.01% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,002 $974K 0.14% -131 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 2,000 $973K 0.59% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,000 $973K 0.39% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,000 $973K 0.04% -202 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,993 $970K 0.08% +119 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,990 $968K 0.25% -16 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,985 $968K 0.02% -13 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 1,971 $960K -93 Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,955 $958K 0.07% +34 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,966 $957K 0.16% +372 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,964 $956K 0.12% +69 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,957 $953K 0.04% -439 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,955 $951K 0.24% -8 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,950 $949K 0.07% +43 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,948 $948K 0.2% -84 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,937 $943K 0.03% -4,263 13F-HR Timeline Group Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,935 $942K 0.31% +624 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,931 $940K 0.8% -2 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,928 $938K 0.2% -63 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,925 $937K 0.05% +22 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,925 $937K 0.03% -59 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,909 $929K 0.31% -266 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,908 $929K 0.12% +84 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,897 $923K 0.31% +215 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,896 $923K 0.49% -27 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,892 $921K 0.08% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,892 $921K 0.04% -38 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 1,887 $918K 0.4% new 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,874 $912K 1.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,871 $911K 0.01% +14 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,865 $908K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,865 $908K 0.39% -30 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,858 $904K 0.16% -2,663 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,856 $904K 0.08% +7 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,849 $900K 0.05% -1,510 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,838 $895K 0.02% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 1,833 $892K 0.15% -197 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,824 $888K 0.08% +22 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,822 $887K 0.05% +66 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,818 $885K 0.13% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,814 $883K 0.02% -231 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,802 $877K 0.04% -8 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,802 $877K 0.1% -9 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,792 $872K 0.03% +875 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,792 $872K 0.49% -29 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,786 $869K 0.22% -1,709 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 1,779 $866K 0.38% -5 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,730 $864K 0.3% -18 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,773 $863K 0.12% -17 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,768 $860K 0.06% -233 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,765 $859K 0.14% -393 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,756 $855K 0.05% 0 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 1,752 $853K 0.05% -542 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 1,749 $851K 0.46% +11 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,742 $848K 0.05% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 1,737 $845K 0.44% +2 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,734 $844K 0.03% -178 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,733 $843K 0.07% -85 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,725 $840K 0.09% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,725 $840K 0.2% -49 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,725 $840K 0.52% +5 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,723 $839K 0.31% +11 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 1,720 $837K 0.23% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,715 $835K 0.19% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,707 $831K 0.09% -137 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,703 $829K 0.34% -9 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,700 $827K 0.04% 0 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 1,700 $827K 2.45% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,698 $826K 0.15% 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,697 $826K 0.12% +24 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,681 $818K 0.06% -3,306 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,680 $818K 0.13% 0 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 1,674 $815K 0.18% +578 13F-HR Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 1,656 $806K 0.49% +2 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,647 $802K 0.03% -48 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,641 $799K 0.27% -1 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,637 $797K 0.24% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,631 $794K 0.01% -84 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,624 $790K 0.16% +353 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,621 $789K 0.66% +1,146 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,613 $785K 0.01% +6 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 1,600 $779K 0.17% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,600 $779K 0.05% -2,667 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,598 $778K 0.27% -36 13F-HR Timeline CONNING INC. in group CONNING INC. 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Paul & Associates, LLC 1,559 $759K 0.26% +120 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,555 $757K 0.03% +199 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,555 $757K 0.21% +36 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 1,555 $757K 0.44% -12 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,550 $754K 0.01% +328 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,548 $753K 0.02% +22 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,541 $750K 0.35% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,536 $748K 0.15% +367 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,537 $748K 0.19% -241 13F-HR Timeline West Family Investments, Inc. 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