BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $402K 0.14% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,461 $401K 0.16% +24 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,423 $398K 0.01% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 5,399 $397K 0.03% -788 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,400 $397K <0.01% -400 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,383 $395K 0.02% +1,137 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,375 $395K -207 Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,333 $392K 0.03% -686 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,263 $387K 0.13% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,241 $385K 0.05% -270 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,142 $378K 0.08% -216 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,086 $374K <0.01% -198 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $372K 0.04% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,065 $372K 0.09% -9 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,001 $367K 0.18% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,005 $367K 0.01% +740 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,929 $362K 0.01% 0 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,910 $361K 0.04% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,908 $360K 0.01% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 4,873 $358K 0.07% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,849 $356K 0.05% -46 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,793 $352K 0.01% +81 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,758 $349K <0.01% +1 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,721 $347K 0.02% +73 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,701 $345K 0.09% -445 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,680 $344K 0.01% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $341K 0.03% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,644 $341K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,614 $339K <0.01% -61 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,560 $335K 0.01% -550 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,552 $334K 0.02% -24,033 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $333K 0.15% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,485 $329K 0.01% -40 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,484 $329K 0.04% +639 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 4,409 $324K 0.91% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,398 $323K 0.01% -2,437 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 4,286 $315K <0.01% -19,604 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,247 $312K <0.01% +541 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,240 $311K 0.18% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,223 $310K 0.02% -100 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,220 $310K 0.23% +41 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,219 $310K <0.01% +40 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 4,091 $300K 0.13% +411 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,091 $300K 0.18% +916 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,080 $300K 0.03% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,052 $298K 0.24% -7 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $297K 0.12% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $294K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GMT Capital Corp More: the full row for GMT Capital Corp 3,960 $291K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,951 $290K 0.05% +449 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,922 $288K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,886 $285K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,795 $279K <0.01% -550 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $276K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,719 $273K <0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,708 $272K 0.08% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,650 $270K 0.08% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,670 $270K <0.01% +656 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,623 $266K 0.12% -47 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,618 $266K 0.03% -27 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $266K 0.04% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,612 $265K 0.01% -1,115 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,609 $265K 0.14% -384 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,605 $265K 0.01% +600 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $262K 0.09% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,561 $262K 0.02% +14 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,559 $261K <0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,530 $259K 0.02% -19 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,526 $259K 0.02% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,521 $259K 0.09% new 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,518 $258K <0.01% +73 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,492 $256K 0.01% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,459 $254K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,455 $254K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,448 $253K 0.02% -1,600 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,402 $250K 0.02% -19 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,325 $244K 0.02% -1,300 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,279 $241K 0.01% new 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,269 $240K 0.04% -106 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,258 $239K 0.09% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,246 $238K 0.26% -550 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,234 $238K 0.15% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,181 $234K 0.02% -278 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,178 $233K 0.01% new 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,171 $233K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,155 $232K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,151 $231K <0.01% +509 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,150 $231K 0.08% +34 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,113 $229K <0.01% new 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,110 $228K 0.02% new 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,108 $228K <0.01% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,255 $226K <0.01% -3,695 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,072 $226K 0.01% +1,628 13F-HR Timeline Group WorthPointe, LLC More: the full row for WorthPointe, LLC 3,062 $225K 0.09% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,050 $224K 0.12% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,048 $224K 0.04% +2,648 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $224K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,042 $223K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,037 $223K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,026 $222K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $220K 0.05% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,994 $220K 0.04% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,981 $219K <0.01% new 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,963 $218K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,956 $217K 0.01% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,953 $217K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,916 $216K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $212K 0.07% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,885 $212K 0.07% new 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,850 $209K <0.01% new 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,850 $209K 0.12% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,847 $209K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,812 $207K 0.01% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,793 $205K 0.03% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,778 $204K <0.01% -7,064 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,744 $202K 0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,740 $201K 0.05% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,712 $199K 0.02% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,546 $187K <0.01% -1,177 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,471 $181K <0.01% +47 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,304 $169K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,273 $167K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,244 $166K 0.06% -125 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,202 $162K 0.02% +2,193 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,088 $153K <0.01% +5 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,070 $152K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,076 $152K 0.01% -57 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,063 $152K <0.01% -756 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,819 $133K 0.01% -114 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,641 $121K <0.01% +22 13F-HR Timeline Trust Co More: the full row for Trust Co 1,630 $120K 0.01% -160 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,600 $118K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,557 $114K 0.09% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 1,133 $112K 0.03% -3,267 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,371 $101K 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,361 $100K 0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,333 $97.9K <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,295 $95.1K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,270 $93.3K 0.01% +708 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,252 $92K 0.03% 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,200 $88.1K 0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,121 $82.3K 0.02% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,118 $82.1K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 1,105 $81.2K 0.08% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 131 $79.5K <0.01% +46 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,075 $78.7K 0.02% +12 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,051 $77.2K <0.01% -361 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,004 $73.7K 0.05% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,003 $73.7K <0.01% -54 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $73.5K 0.03% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,133 $70.4K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 934 $68.6K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 929 $68.2K 0.05% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 883 $64.9K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 853 $62.7K <0.01% +35 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 823 $60.4K <0.01% -95 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 801 $58.8K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $58.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 727 $53.4K 0.04% +35 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 713 $52.4K <0.01% +285 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 700 $51.9K 0.03% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 671 $49.3K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 670 $49.2K 0.04% -1,723 13F-HR Timeline TOBAM More: the full row for TOBAM 490 $49K 0.02% +151 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 644 $47.3K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 627 $46.1K <0.01% +116 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 605 $44.4K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 600 $44.1K 0.02% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 600 $44.1K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 594 $43.6K 0.01% -356 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 568 $41.7K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 561 $41.2K 0.02% -68 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 561 $41.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 541 $39.7K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 537 $39.4K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 525 $38.1K <0.01% +456 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 517 $38K <0.01% -1,878 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $36.7K 0.02% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 500 $36.7K 0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 496 $36.4K <0.01% 0 13F-HR Timeline 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 486 $35.7K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 480 $35.3K <0.01% +150 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 463 $34.3K 0.02% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 458 $33.6K 0.02% +131 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 450 $33.1K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 442 $32.5K <0.01% -48 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 437 $32.1K 0.02% +221 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 436 $32K <0.01% -48 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 431 $31.7K <0.01% new 13F-HR/A Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 428 $31.4K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $31.1K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $29K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 376 $28K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 338 $24.8K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 332 $24.4K <0.01% -20 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 329 $24.2K <0.01% +206 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 325 $23.9K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 324 $23.8K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 320 $23.5K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 308 $22.6K <0.01% new 13F-HR Timeline