Heritage Trust Co More: the full row for Heritage Trust Co 4,945 $626K 0.06% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,924 $623K 0.06% -472 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,830 $611K 0.19% +17 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,811 $609K 0.03% -7 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 4,779 $605K 0.13% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,759 $602K 0.03% +422 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,744 $600K 0.05% -19 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,721 $597K 0.02% +932 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,718 $597K 0.04% +589 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 4,678 $592K 0.09% new 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,609 $583K <0.01% +223 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,602 $583K 0.01% +705 13F-HR/A Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 4,600 $582K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,597 $582K 0.07% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,697 $580K 0.01% +4,549 13F-HR Timeline Group ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,580 $580K 0.01% new 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,548 $576K <0.01% +806 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,472 $566K 0.04% +1,163 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,456 $564K <0.01% +661 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,454 $564K 0.01% -29,417 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,430 $561K 0.5% -110 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,428 $560K <0.01% -3,877 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 4,361 $552K 0.17% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,353 $551K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,351 $551K 0.09% +2,129 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,269 $540K 0.05% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,243 $537K 0.01% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 4,165 $527K <0.01% -204 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,163 $527K 0.14% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,160 $527K 0.06% +188 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,159 $526K 0.13% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,124 $522K 0.08% -3,123 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,117 $521K 0.08% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,105 $520K 0.06% +208 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,062 $514K 0.03% +78 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,062 $514K 0.01% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 4,017 $508K 0.2% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,012 $508K 0.28% -251 13F-HR/A Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,000 $506K 0.01% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,984 $504K <0.01% -1,547 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 3,975 $503K 0.03% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 3,965 $502K 0.31% 0 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,947 $500K 0.04% 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,906 $494K 0.01% +413 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,900 $494K 0.03% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,867 $489K 0.03% +14 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,860 $489K 0.05% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,852 $488K 0.01% +1,024 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,830 $485K 0.19% -219 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,798 $481K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,785 $479K 0.03% +1,208 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,759 $476K <0.01% +1,503 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,755 $475K 0.41% -580 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,750 $475K 0.19% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,739 $473K 0.03% +1,151 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,727 $472K 0.33% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,720 $471K 0.09% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,717 $470K 0.02% -69 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,701 $468K <0.01% +456 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,695 $468K 0.04% -961 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,651 $462K 0.11% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,636 $460K 0.05% +1,196 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,627 $459K 0.06% +160 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,618 $458K 0.01% +683 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,603 $456K 0.01% -491 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,585 $454K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,579 $453K 0.01% -39 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,572 $452K 0.02% -76 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,571 $452K 0.02% -16 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,545 $449K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,632 $448K 0.02% +1,069 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,508 $443K 0.08% -759 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,500 $443K 0.02% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,500 $443K 0.09% new 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 3,500 $443K 0.31% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,498 $443K 0.02% +9 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,477 $440K 0.02% +482 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $440K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,470 $439K 0.02% +581 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,470 $439K 0.27% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,466 $439K <0.01% -9,046 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,451 $437K 0.39% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,451 $437K 0.06% -652 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,439 $435K 0.02% -18,749 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,430 $434K 0.04% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,420 $433K 0.1% -50 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,417 $433K 0.01% +184 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,464 $428K 0.07% new 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,370 $427K 0.03% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,357 $425K 0.03% -58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,350 $424K 0.04% +2 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,337 $422K 0.02% +412 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,303 $418K 0.03% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,297 $417K 0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,291 $417K <0.01% +549 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,290 $416K <0.01% +22 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,248 $411K 0.01% +1,219 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,247 $411K 0.01% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,212 $407K 0.01% -302 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,175 $402K 0.01% +19 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,175 $399K 0.11% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,153 $399K 0.01% +1,296 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,138 $397K 0.19% -5 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,116 $394K 0.12% +147 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,104 $393K 0.05% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 3,080 $390K 0.06% 0 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,075 $389K 0.09% new 13F-HR/A Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,051 $386K 0.1% +15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,041 $385K 0.06% -209 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,010 $381K 0.02% +795 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,000 $380K 0.06% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,956 $374K 0.08% +250 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,974 $374K 0.09% -10,888 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,954 $374K 0.19% +12 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,925 $370K 0.01% +610 13F-HR Timeline Group 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 2,869 $363K 0.01% 0 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 2,853 $361K <0.01% -3 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,853 $361K 0.02% -546 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,840 $359K 0.06% +514 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,837 $359K 0.03% +68 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,821 $357K 0.05% +163 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,808 $355K 0.1% 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,805 $355K <0.01% +5 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 2,805 $355K 0.28% +42 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,805 $355K 0.01% +416 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,803 $355K 0.09% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,794 $354K 0.15% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,779 $352K 0.03% +43 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,725 $351K <0.01% +608 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,770 $351K 0 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,757 $349K <0.01% -288 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,752 $348K 0.03% +124 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,729 $345K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,719 $344K 0.01% 0 13F-HR Timeline Group BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,718 $344K 0.1% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,685 $340K 0.05% -84 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,195 $334K 0.01% -185 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,636 $334K 0.03% -207 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,627 $332K 0.01% +713 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,574 $326K 0.18% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,573 $326K <0.01% -1,387 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,557 $324K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,552 $323K 0.01% -1,446 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,535 $321K 0.08% new 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,525 $320K 0.09% -300 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,510 $318K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,500 $316K 0.01% 0 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $316K 0.02% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,500 $316K 0.04% 0 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,055 $316K 0.02% +187 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 2,467 $312K 0.03% +16 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,448 $310K <0.01% +166 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,433 $308K <0.01% -856 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,424 $307K 0.13% 0 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,407 $305K 0.18% +818 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,405 $304K 0.01% -501 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,404 $304K 0.02% 0 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,403 $304K 0.1% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,400 $304K 0.01% -200 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,400 $304K 0.21% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,382 $301K 0.03% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,340 $296K 0.02% -7,110 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,340 $296K 0.02% +106 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,945 $295K 0.02% +101 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,318 $293K <0.01% +67 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,318 $293K 0.01% -108 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,306 $292K 0.16% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,304 $292K 0.03% +433 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,300 $291K 0.03% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,992 $290K 0.02% +46 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,289 $290K 0.01% -61 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,269 $287K 0.05% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,260 $286K <0.01% +15 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,249 $285K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 2,235 $283K 0.02% +512 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,217 $281K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,200 $278K 0.04% -26 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,175 $275K 0.03% -25 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,165 $274K 0.02% +34 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,164 $274K <0.01% +1,076 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,161 $273K 0.02% -34 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,160 $273K 0.01% -490 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,155 $273K <0.01% +160 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,143 $271K 0.03% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,137 $270K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,127 $269K 0.01% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,118 $268K 0.02% +14 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 2,100 $266K 0.03% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 2,100 $266K 0.06% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,095 $265K 0.01% -19 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,092 $265K 0.04% -100 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,083 $264K 0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 2,072 $262K 0.01% +378 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,069 $262K 0.03% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,062 $261K 0.04% +331 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,024 $256K 0.07% +1,719 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,022 $256K 0.01% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,015 $255K 0.02% -30 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,001 $253K 0.01% +60 13F-HR/A Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 2,000 $253K 0.02% 0 13F-HR Timeline