Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,343 $618K 0.01% +721 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 9,228 $610K 0.04% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,215 $609K 0.01% +4,086 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,173 $606K <0.01% +942 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,127 $603K 0.02% +189 13F-HR Timeline Group VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 9,116 $603K 0.14% -52 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,113 $602K 0.01% +2,973 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,095 $601K 0.07% -11 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,089 $601K 0.14% -46 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 9,055 $599K 0.07% +335 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 9,055 $599K 0.3% +682 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 8,982 $594K 0.02% +729 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 8,916 $590K 0.2% -8,484 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,900 $588K 0.38% -101 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 8,755 $579K 0.04% -266 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 8,743 $578K 0.01% +857 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 8,675 $574K 0.01% -12,000 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,601 $569K 0.01% 0 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 8,600 $569K 0.63% +200 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 7,474 $560K <0.01% 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,314 $550K 0.03% +1,305 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 8,281 $547K 0.08% -5 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,233 $544K 0.04% +37 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,204 $542K 0.24% -8,097 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 8,161 $539K 0.04% -1,324 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,139 $538K 0.12% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,106 $536K 0.2% new 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 7,715 $510K 0.29% 0 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,644 $505K 0.04% +26 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,609 $503K 0.2% -262 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,560 $500K 0.01% -570 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,541 $499K 0.14% +255 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 7,510 $496K 0.41% -1,012 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,501 $496K 0.45% -45 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,496 $496K 0.06% -53 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 7,404 $489K 0.06% +701 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,309 $483K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,274 $481K <0.01% +212 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,235 $478K <0.01% +2,149 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,209 $477K 0.35% +1,901 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,030 $465K 0.06% -1,240 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 6,992 $462K 0.31% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,990 $462K <0.01% -80 13F-HR/A Timeline Group Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,940 $458K 0.21% -45 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,919 $457K 0.53% -19 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,890 $455K 0.09% -56 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,791 $449K <0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,691 $442K 0.01% -159 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,646 $439K 0.01% +339 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,634 $439K 0.03% -1 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,594 $436K 0.02% -498 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,587 $435K 0.02% -93 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,699 $435K <0.01% +488 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,559 $434K 0.01% -3,625 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,468 $428K 0.01% +298 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,406 $424K 0.19% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,402 $423K <0.01% -249 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,359 $420K 0.01% -225 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 6,304 $417K 0.26% 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,112 $404K 0.1% +116 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,096 $403K <0.01% +192 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,382 $399K 0.05% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,997 $396K 0.1% +77 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 5,891 $389K 0.04% +424 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,808 $384K 0.09% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,701 $377K <0.01% -334 13F-HR Timeline Group Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,687 $376K 0.34% -113 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,669 $375K <0.01% +588 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 5,619 $371K 0.14% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,616 $371K 0.18% -15 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,547 $367K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,533 $366K <0.01% -1,281 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,466 $361K 0.09% -2 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,400 $357K 0.35% -1,300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,396 $357K <0.01% +325 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,351 $354K 0.04% -23 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,327 $352K 0.01% new 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,326 $352K 0.12% +1,482 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,258 $348K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,226 $345K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,200 $344K 0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,200 $344K 0.17% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,010 $331K 0.02% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 5,019 $331K 0.01% -165 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,005 $331K 0.06% -2 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 5,000 $331K 0.02% +164 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,985 $330K 0.01% -655 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,966 $328K 0.01% new 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 4,940 $327K 0.09% +29 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,935 $326K 0.02% +103 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,915 $325K <0.01% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $322K <0.01% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,856 $321K 0.02% -199 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,835 $320K 0.02% new 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,800 $317K 0.16% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,762 $315K 0.01% -20 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 4,722 $312K <0.01% +25 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,718 $312K 0.01% -200 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,717 $312K 0.01% -569 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,710 $311K 0.07% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,678 $309K 0.02% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,641 $307K <0.01% -2,168 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,630 $306K 0.17% 0 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 4,607 $304K 0.02% -2,013 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,499 $297K 0.01% -605 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,493 $297K <0.01% new 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,467 $295K 0.05% -929 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,458 $295K 0.01% -1,284 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,359 $288K 0.02% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,246 $281K 0.13% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,228 $280K 0.02% -264 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,216 $279K 0.01% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,169 $276K <0.01% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,146 $274K <0.01% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 4,112 $272K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,107 $272K <0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 4,099 $271K 0.07% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,088 $270K 0.03% -18,240 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,073 $269K <0.01% new 13F-HR/A Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $264K 0.05% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 4,000 $264K 0.05% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,952 $261K 0.03% -87 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,930 $260K 0.06% -182 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,923 $259K 0.01% new 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 3,911 $259K new Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,874 $256K 0.01% +788 13F-HR/A Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 3,866 $256K <0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 3,860 $255K 0.06% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,830 $253K 0.21% -2,119 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,816 $252K <0.01% -7,522 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,806 $252K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,785 $250K <0.01% +189 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,775 $250K 0.01% new 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,759 $249K 0.15% new 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,759 $249K 0.17% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,756 $248K 0.01% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,737 $247K 0.04% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,726 $246K 0.09% new 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 3,706 $245K 0.06% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,688 $244K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,556 $235K 0.02% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,526 $233K 0.03% new 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 3,500 $231K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,478 $230K 0.01% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,399 $225K 0.02% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,368 $223K 0.05% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,360 $222K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,360 $222K 0.02% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,353 $222K <0.01% new 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,328 $220K 0.01% -300 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,301 $220K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,310 $219K 0.01% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,255 $215K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,241 $214K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,213 $212K 0.01% new 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,169 $210K 0.13% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 3,146 $208K 0.02% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,145 $208K <0.01% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,125 $207K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,125 $207K 0.02% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,458 $206K 0.12% -852 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,100 $205K <0.01% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 3,100 $205K 0.08% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,089 $204K <0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,080 $204K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,059 $202K <0.01% +2,012 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,051 $202K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,000 $198K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,982 $197K 0.01% new 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,983 $196K 0.01% +483 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 2,887 $191K <0.01% -335 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,803 $185K <0.01% +1,643 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,700 $178K 0.11% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,678 $177K 0.02% -1,531 13F-HR Timeline Group 10Elms LLP More: the full row for 10Elms LLP 2,650 $175K 0.11% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,646 $175K <0.01% +300 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,475 $164K 0.07% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,385 $158K <0.01% +20 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 2,256 $149K <0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,245 $148K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,226 $147K <0.01% -412 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $137K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,071 $137K <0.01% +407 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,065 $137K <0.01% 0 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,058 $136K 0.05% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,033 $134K 0.01% -157 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,002 $132K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,000 $132K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,969 $130K <0.01% +65 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,719 $114K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,718 $114K 0.06% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 1,660 $110K 0.05% +835 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,645 $109K <0.01% -1,252 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,609 $106K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $106K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,555 $103K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,513 $100K 0.07% -227 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,493 $98.7K 0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,402 $92.7K 0.05% 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,199 $79.3K 0.03% 0 13F-HR Timeline