Econ Financial Services Corp More: the full row for Econ Financial Services Corp 10,151 $1.43M 0.76% +22 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,077 $1.42M 0.01% +471 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,991 $1.41M 0.11% -28 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,909 $1.4M 0.09% -19 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,907 $1.4M 0.02% -872 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,897 $1.4M 0.03% -5,627 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,733 $1.38M <0.01% +1,036 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 9,607 $1.36M 0.02% -56 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 9,571 $1.35M +1,944 Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,430 $1.33M 0.15% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,105 $1.29M 0.01% -4,621 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 8,798 $1.24M 0.12% -188 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 8,760 $1.24M 0.17% +150 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,649 $1.22M 0.35% +55 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,622 $1.22M 0.15% +22 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,522 $1.2M 0.02% -282 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,471 $1.2M 0.04% +812 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 8,454 $1.19M 0.02% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 8,360 $1.18M 0.26% -713 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,345 $1.18M 0.04% +559 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,308 $1.17M 0.02% +1,702 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,164 $1.15M 0.02% -1,334 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,142 $1.15M 0.01% +985 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,011 $1.13M <0.01% -45,236 13F-HR/A Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 7,996 $1.13M 0.2% +437 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,961 $1.13M 0.01% +2,490 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,914 $1.12M 0.03% -4,818 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,889 $1.11M 0.01% +1,452 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,788 $1.1M <0.01% +607 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 7,636 $1.08M 0.06% +6,223 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,563 $1.07M 0.1% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,522 $1.06M 0.04% -144 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 7,426 $1.05M 0.02% +3,189 13F-HR/A Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 7,406 $1.05M 0.02% +3,148 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 7,382 $1.04M 0.24% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,310 $1.03M 0.04% -4,035 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,307 $1.03M 0.02% +388 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 7,300 $1.03M 0.04% -10,750 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 7,175 $1.01M 0.15% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,134 $1.01M 0.02% +806 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 6,990 $993K 0.03% new 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,985 $987K 0.01% -669 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,874 $971K 0.03% +2,615 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,866 $970K 0.02% -50 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,860 $969K 0.01% -466 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 6,855 $969K 0.65% -301 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 6,806 $962K 0.38% +156 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,781 $958K 0.01% +2,133 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 6,618 $933K 0.05% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 6,571 $929K 0.08% -152 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 6,543 $925K 0.01% +2,318 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,541 $924K 0.04% -465 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,473 $915K 0.19% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,427 $908K 0.04% +33 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,425 $908K 0.03% +449 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,359 $899K 0.03% -317 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,295 $890K 0.06% +685 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,293 $889K 0.01% -1,396 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,284 $888K 0.03% +2,308 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,267 $886K 0.19% -1,602 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,207 $877K 0.03% -14,357 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,200 $876K 0.01% -434 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 6,197 $876K 0.04% 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,175 $873K 0.04% +58 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,151 $869K 0.01% -32 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,138 $867K <0.01% +507 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,089 $860K 0.05% -1,446 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,051 $855K 0.3% new 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,970 $844K 0.45% -280 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,959 $842K 0.01% +1,747 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,904 $834K 0.03% +168 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,695 $827K 0.05% +267 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,750 $813K 0.01% -1,817 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 5,641 $797K 0.03% +12 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,607 $792K <0.01% -39,305 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,514 $784K 0.02% -762 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,542 $783K 0.08% +453 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,481 $775K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,435 $768K 0.39% +580 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,432 $768K 0.01% -2,333 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,400 $763K 0.01% -27,100 13F-HR Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 5,377 $760K 0.03% -46 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,290 $748K 0.02% -609 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,281 $746K 0.09% +864 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,190 $733K 0.34% -18 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,175 $731K 0.07% -100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,140 $726K 0.01% -9,550 13F-HR/A Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,125 $724K 0.21% -39 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 5,049 $714K 0.26% -278 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,039 $712K 0.03% +192 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,997 $710K 0.54% +51 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,007 $708K 0.01% -117 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 5,000 $707K 0.03% -300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,977 $703K 0.05% +1,784 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,975 $703K 0.01% +68 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,959 $701K 0.14% +2,040 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,949 $699K 0.03% -358 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,941 $698K 0.02% +284 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,886 $690K 0.44% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,863 $687K 0.36% -64 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,795 $678K 0.02% new 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,755 $672K 0.01% -85 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,670 $660K 0.01% -72 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,583 $648K 0.11% -9,909 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,582 $648K 0.04% +324 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,567 $645K 0.01% +74 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,562 $645K 0.01% +2,904 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,557 $644K 0.13% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,527 $640K 0.41% -9 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,492 $635K 0.4% +438 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,481 $633K 0.1% +2,507 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,467 $631K 0.05% -879 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,445 $628K 0.02% +717 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,411 $623K 0.01% +1,501 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,393 $621K 0.08% -1,297 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,364 $617K 0.01% +2,357 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,288 $606K 0.03% -80 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,256 $605K 0.01% -1,289 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,221 $597K 0.03% +211 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 4,120 $582K 0.03% -1,721 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 4,070 $575K 0.06% -30,052 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,022 $568K 0.05% -551 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,020 $568K 0.05% +330 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,997 $567K <0.01% +692 13F-HR/A Timeline Group CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 3,939 $557K 0.01% +487 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,924 $555K 0.59% +143 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,842 $543K 0.03% -7 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3,829 $542K <0.01% +840 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,816 $539K 0.01% +1,557 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,749 $530K 0.02% +1,330 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,739 $528K 0.01% -402 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,701 $523K 0.04% +410 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,696 $522K 0.01% -80 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,681 $521K 0.02% 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,657 $517K 0.1% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,626 $512K 0.01% new 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,598 $508K 0.01% +414 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,511 $496K <0.01% -71 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,493 $494K 0.01% +559 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,492 $493K 0.01% +54 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,481 $492K 0.02% -653 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,480 $492K 0.03% -490 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,462 $489K 0.04% -198 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,442 $486K 0.04% +1,198 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,432 $485K 0.27% +1 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,413 $482K 0.05% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,384 $478K 0.07% -29 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,297 $476K 0.05% -172 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,355 $474K 0.04% +51 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,354 $474K 0.01% -1,103 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,329 $470K <0.01% -403 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,320 $469K 0.01% -29 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,311 $468K 0.01% -61 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,300 $466K 0.03% +320 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,282 $464K 0.08% -46 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,270 $462K 0.02% -383 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,249 $459K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,245 $459K 0.14% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,226 $456K 0.01% +103 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,223 $455K <0.01% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,196 $452K 0.43% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,193 $451K 0.07% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,171 $448K 0.04% +585 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,140 $444K 0.01% +1,125 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,125 $442K 0.05% -75 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,062 $433K <0.01% +385 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,060 $432K 0.07% -976 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,044 $430K 0.02% -61 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,035 $429K 0.03% -1,012 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,026 $428K 0.01% -15 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,021 $427K 0.11% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,008 $425K 0.26% +12 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,942 $416K 0.39% -791 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,936 $415K <0.01% +351 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,915 $412K 0.01% 0 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,912 $411K 0.05% -179 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,869 $405K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,863 $405K 0.36% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,800 $396K 0.04% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,780 $393K 0.01% +708 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,778 $393K 0.01% -83 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,775 $392K 0.01% -1 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,762 $390K 0.18% +87 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,689 $380K 0.03% -500 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,651 $375K 0.07% +194 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $371K 0.11% 0 13F-HR Timeline Machina Capital S.A.S. 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