REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,284 $606K <0.01% -4,280 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,915 $586K 0.01% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 10,632 $571K 0.05% -24,608 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,535 $566K 0.2% -527 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,364 $556K 0.01% +1,251 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 10,111 $542K -3,202 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,073 $541K 0.01% -158 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 9,970 $536K 0.06% +915 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,823 $527K 0.05% -150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,676 $519K 0.01% +333 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,417 $506K 0.02% 0 13F-HR Timeline Group LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 9,411 $505K 0.05% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 9,291 $499K 0.13% +2,401 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,228 $495K 0.03% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 9,103 $489K 0.1% -13 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,075 $487K 0.04% -20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,063 $487K <0.01% +1,789 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,957 $481K 0.26% +57 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 8,919 $479K 0.02% -16,000 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 8,882 $477K 0.04% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,817 $473K 0.03% +4,458 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,797 $472K 0.01% -330 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,755 $470K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 8,587 $461K 0.09% -502 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 8,552 $459K 0.12% +1,011 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,506 $457K 0.2% -549 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,470 $455K <0.01% +1,235 13F-HR/A Timeline LETKO, BROSSEAU & ASSOCIATES INC More: the full row for LETKO, BROSSEAU & ASSOCIATES INC 8,400 $452K 0.01% -260,762 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,412 $452K 0.03% +3,446 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,400 $451K 0.45% -200 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,330 $447K 0.02% +16 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,254 $443K 0.03% +21 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8,186 $439K 0.04% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,139 $437K 0.08% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,079 $434K 0.13% -27 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 8,002 $430K 0.05% +598 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,819 $420K 0.01% +1,351 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 7,715 $414K 0.24% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 7,660 $411K 0.06% -20,442 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 7,618 $409K <0.01% new 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,616 $409K <0.01% +1,520 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,601 $408K 0.01% +41 13F-HR Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 7,540 $405K 0.21% +600 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,530 $404K 0.05% +34 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,516 $403K 0.32% +15 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,347 $394K 0.11% -262 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 7,336 $394K 0.17% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,309 $392K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 7,292 $391K 0.05% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,266 $390K <0.01% +1,565 13F-HR Timeline Group Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,232 $388K <0.01% -543,623 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,210 $387K 0.01% +616 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,209 $387K 0.26% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,128 $383K 0.01% +482 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,088 $380K <0.01% +98 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,060 $379K 0.01% +701 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,053 $379K 0.2% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,010 $376K <0.01% +311 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 6,983 $375K 0.27% -527 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,850 $368K 0.01% +263 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,830 $367K 0.04% -200 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,822 $366K <0.01% +31 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,467 $361K 0.02% +532 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,676 $359K 0.1% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,675 $358K <0.01% -2,000 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,639 $356K 0.39% -280 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,627 $356K 0.02% -7 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 6,578 $353K 0.02% -1,583 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 5,322 $352K 0.06% -10,682 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,553 $352K 0.01% +3,494 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,535 $351K <0.01% +133 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,479 $348K <0.01% -5,661 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,406 $344K 0.15% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,365 $342K <0.01% -326 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 6,304 $338K 0.18% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,273 $337K <0.01% +1,358 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,539 $336K 0.07% -269 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 6,200 $333K 0.16% +1,400 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 6,116 $329K 0.14% -2,800 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,074 $326K 0.07% -38 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,050 $325K <0.01% +1,409 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,040 $324K 0.04% -2,241 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 6,025 $324K 0.08% -10,525 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 5,901 $317K <0.01% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,883 $316K 0.09% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,373 $313K 0.22% +915 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 5,741 $308K 0.12% -2,463 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 5,741 $308K 0.12% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,572 $299K 0.12% -44 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,503 $295K 0.02% -2,141 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,492 $295K <0.01% -41 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,400 $290K 0.25% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,366 $288K 0.1% -253 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,351 $287K 0.03% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,340 $287K 0.02% -551 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,229 $281K 0.02% +373 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 5,207 $280K 0.06% -259 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 5,200 $279K <0.01% 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,200 $279K 0.15% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,189 $279K 0.08% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 5,099 $274K 0.07% +159 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,052 $271K 0.02% +824 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,010 $269K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $268K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,975 $267K <0.01% -421 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,831 $259K <0.01% +109 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,817 $259K <0.01% -409 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,800 $258K <0.01% -71,070 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,789 $257K 0.01% +111 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,765 $256K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,759 $255K <0.01% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,718 $253K 0.01% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,713 $253K 0.08% -4,709 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,710 $253K 0.05% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,650 $250K 0.01% -1,019 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,638 $249K 0.1% +8 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,562 $245K 0.01% -200 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,550 $244K 0.01% -167 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,531 $243K <0.01% -33,723 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,467 $240K 0.01% +9 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 4,427 $238K 0.02% 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 4,427 $238K 0.02% -180 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 4,404 $236K 0.07% -922 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,304 $231K 0.02% +1,626 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. 4,307 $231K <0.01% +161 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 4,282 $230K 0.04% +422 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 4,258 $229K 0.01% -1,000 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,249 $228K 0.14% -48,202 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,134 $222K <0.01% -359 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,102 $220K <0.01% +1,022 13F-HR Timeline Group Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 4,092 $220K 0.99% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,073 $219K <0.01% 0 13F-HR/A Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,055 $218K 0.01% +814 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,016 $216K 0.01% +93 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,000 $215K <0.01% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $215K 0.04% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4,000 $215K 0.03% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,000 $215K 0.03% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,969 $213K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,952 $212K 0.02% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,904 $210K -7 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,895 $209K <0.01% +806 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,890 $209K 0.01% -1,110 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,866 $208K <0.01% 0 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,863 $207K 0.04% +608 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,856 $207K 0.01% +100 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,821 $205K 0.01% -678 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,806 $204K <0.01% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 3,790 $203K 0.11% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,773 $203K <0.01% +560 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,754 $202K 0.01% -462 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,733 $200K <0.01% -374 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 3,600 $193K 0.04% -330 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,496 $188K 0.01% -60 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 2,420 $185K 0.05% -148,600 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 3,401 $183K 0.16% +3,400 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,360 $180K 0.02% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 3,345 $180K 0.01% -1,674 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,271 $176K 0.01% -57 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,228 $173K <0.01% +341 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,199 $172K 0.02% +74 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,000 $161K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,978 $160K 0.01% -5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,972 $160K <0.01% -813 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,943 $158K 0.01% -931 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,812 $151K <0.01% +9 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,650 $142K 0.06% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,646 $142K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFSG Corp More: the full row for NFSG Corp 2,550 $137K 0.02% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,322 $135K 0.01% +434 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,475 $133K 0.05% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,385 $128K <0.01% 0 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,256 $121K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,242 $120K 0.02% -3 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,204 $118K <0.01% -22 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,095 $112K <0.01% +30 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,071 $111K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,002 $107K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,000 $107K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $107K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,980 $106K <0.01% +11 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,732 $93K 0.03% +13 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,718 $92.2K 0.04% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,693 $90.9K 0.01% +200 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,634 $87.7K <0.01% +79 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,629 $87.4K <0.01% +462 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,620 $87K <0.01% -6,981 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,618 $86.9K <0.01% +9 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $85.9K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,513 $81K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,443 $77.5K <0.01% -202 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,226 $65.8K 0.04% +531 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,199 $64.4K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $63.2K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,145 $61.5K 0.01% +388 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,120 $60.1K 0.01% 0 13F-HR/A Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,065 $57.2K 0.01% +2 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,040 $55.8K 0.02% -1,018 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,024 $55K <0.01% +349 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,000 $53.7K 0.03% 0 13F-HR Timeline