NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,960 $1.55M 0.1% -2 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,944 $1.54M 0.22% -57 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,943 $1.54M 0.06% +22 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,941 $1.54M 0.03% +813 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 2,938 $1.54M 0.76% -40 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,889 $1.51M 0.08% -87 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,875 $1.5M 0.16% +1,150 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,865 $1.5M 0.63% -17 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,870 $1.5M 0.18% +23 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,859 $1.49M 0.09% 0 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 2,843 $1.49M 0.87% 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,829 $1.48M 0.11% +36 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,828 $1.48M 0.17% +10 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,825 $1.48M 0.21% -526 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,808 $1.47M 0.09% -20 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,804 $1.47M 0.54% +335 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,780 $1.45M 0.06% +1,920 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,765 $1.44M 0.21% -2,262 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,764 $1.44M 0.42% -246 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,744 $1.43M 0.52% -1,272 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,701 $1.41M 0.03% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,698 $1.41M 0.05% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,694 $1.41M 0.23% +76 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,688 $1.4M 0.18% -326 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,687 $1.4M 0.16% -9 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,685 $1.4M 0.13% -34 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,682 $1.4M 0.07% -1,260 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,681 $1.4M 0.08% +11 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,651 $1.39M 0.34% -9,934 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,645 $1.38M 0.09% -92 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,634 $1.38M 0.2% -32 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,619 $1.37M 0.15% -165 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,613 $1.37M 0.46% +388 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,604 $1.36M 0.08% +147 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,600 $1.36M 0.04% 0 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,600 $1.36M 0.51% +600 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,580 $1.35M 0.02% -86 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,574 $1.35M 1.01% +1,011 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,546 $1.33M 0.06% -114 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 2,545 $1.33M 0.85% +100 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,024 $1.33M 0.03% +141 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,537 $1.33M 0.14% +25 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,536 $1.33M 0.25% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,523 $1.32M 0.35% +53 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,516 $1.31M 0.39% -40 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,514 $1.31M 0.04% -315 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,504 $1.31M 0.18% -106 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,497 $1.3M 0.25% 0 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,482 $1.3M 0.32% -10 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,469 $1.29M 0.51% +315 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,459 $1.29M 0.02% -387 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,402 $1.28M 0.03% +252 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 2,450 $1.28M 0.21% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,443 $1.28M 0.06% +143 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,440 $1.28M 0.03% +515 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,421 $1.27M 0.07% -3,199 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,413 $1.26M 0.02% -238 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,404 $1.26M 0.14% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,402 $1.26M 0.12% -20 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,388 $1.25M 0.04% +10 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 2,369 $1.24M 0.27% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,359 $1.23M 0.01% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,346 $1.23M 0.09% +17 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,345 $1.23M 0.09% +352 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,340 $1.22M 0.33% +261 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 2,331 $1.22M 0.31% +26 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,331 $1.22M 0.01% -268 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,305 $1.2M 0.47% +1,975 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,299 $1.2M 0.06% +175 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 2,299 $1.2M 0.47% 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,297 $1.2M 0.16% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,290 $1.2M 0.05% -120 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,283 $1.19M 0.03% +70 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,279 $1.19M 0.02% +12 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 2,273 $1.19M 0.31% +48 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,267 $1.18M 0.21% -5 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 2,259 $1.18M 0.34% +1,807 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,257 $1.18M 0.13% +679 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,248 $1.17M 0.06% +8 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,245 $1.17M 0.65% 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 2,240 $1.17M 1.31% 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,231 $1.17M 0.67% +1 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,222 $1.16M 0.07% -135 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,221 $1.16M 0.09% 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,213 $1.16M 0.6% +317 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,203 $1.15M 0.28% +97 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,193 $1.15M 0.09% +1,490 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 2,192 $1.15M 0.12% -23,501 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,191 $1.14M 0.02% -3,414 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,190 $1.14M 0.07% -21 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 2,188 $1.14M 0.38% +468 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,177 $1.14M 0.19% -54 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,159 $1.13M 0.16% -6 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,081 $1.13M 0.12% -215 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,153 $1.13M 0.15% -188 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,153 $1.13M 0.03% -34 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,150 $1.12M 0.33% +14 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 2,150 $1.12M 0.47% +371 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 2,145 $1.12M 0.77% -34 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,137 $1.12M 0.4% +7 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,134 $1.12M 0.04% -311 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,128 $1.11M 0.17% -55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,126 $1.11M 0.19% -49 13F-HR/A Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,102 $1.1M 0.65% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,100 $1.1M 0.84% +23 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,099 $1.1M +767 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,094 $1.09M 0.03% -82 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 2,000 $1.09M 0.95% 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,083 $1.09M -2,579 Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 2,077 $1.09M 0.33% 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,060 $1.08M +89 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,057 $1.07M 0.01% -5,219 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,050 $1.07M 0.15% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,032 $1.06M 0.14% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,023 $1.06M 0.2% +95 13F-HR Timeline DIMENSION CAPITAL MANAGEMENT LLC More: the full row for DIMENSION CAPITAL MANAGEMENT LLC 2,017 $1.05M 0.15% +9 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,000 $1.05M 0.08% new 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 2,000 $1.05M 0.6% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,999 $1.05M 0.07% -322 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,994 $1.04M 0.17% +28 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 1,991 $1.04M 0.32% +56 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 1,985 $1.04M 0.92% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,984 $1.04M 0.04% -83 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 1,971 $1.03M 0.23% +971 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,933 $1.03M 0.07% -22 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,957 $1.02M 0.2% +242 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,955 $1.02M 0.23% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,941 $1.01M 0.47% -167 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,940 $1.01M 0.02% -197 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,931 $1.01M 0.87% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,930 $1.01M 0.12% +22 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,931 $1.01M 0.04% -26 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,909 $997K 0.21% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,907 $997K 0.06% +403 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,904 $995K 0.05% -21 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,902 $994K 0.21% -88 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 1,901 $994K 0.93% 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,892 $989K 0.08% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,891 $988K 0.01% +1,231 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,888 $987K 0.07% +23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,886 $986K 0.33% +327 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 1,874 $979K 0.11% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,858 $971K 0.14% -144 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,856 $970K 0.28% 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,856 $970K 0.08% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,854 $969K 0.32% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,848 $966K 0.3% -61 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,838 $961K 0.03% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,838 $961K 0.31% -59 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,835 $959K 0.06% -115 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,831 $957K 0.17% +491 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,831 $957K 0.54% +39 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,818 $950K 0.14% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,807 $944K 0.27% +672 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,805 $943K 0.05% +53 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,804 $943K 0.1% +2 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,802 $942K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,801 $941K 0.01% +188 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 1,800 $941K 0.63% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,798 $940K 0.06% -216 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 1,788 $934K 0.44% +2 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,783 $932K 0.11% -181 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,782 $931K 0.06% -40 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,782 $931K 0.04% -1,329 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 1,780 $930K 0.13% -2,100 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,780 $930K 0.06% +12 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,778 $929K -46 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,776 $928K 0.06% 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,772 $926K 0.13% -1 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,764 $922K 0.15% +1,145 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,762 $921K 0.09% -389 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,756 $918K 0.04% -244 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 1,747 $913K 0.62% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,744 $912K 0.16% +1,094 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,744 $911K 0.32% +1,221 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 1,742 $910K 0.29% -2,323 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,742 $910K 0.05% -14 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,742 $910K 0.05% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 1,740 $909K 0.26% -125 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 1,733 $906K 0.01% +1,297 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,727 $903K 0.38% +24 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,709 $893K 0.09% +2 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 1,707 $892K 0.55% 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 1,706 $892K 0.26% 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,700 $888K 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 $888K 2.42% 0 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,699 $888K 0.56% -26 13F-HR Timeline Edgestream Partners, L.P. 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