Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,776 $397K 0.01% +1 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,772 $396K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,698 $386K 0.03% +151 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,677 $383K <0.01% +411 13F-HR Timeline Group Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 2,675 $382K 0.14% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,666 $381K 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. 2,661 $381K 0.01% -81 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,625 $375K 0.11% -394 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $375K 0.11% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,586 $370K 0.04% -513 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,585 $370K <0.01% -232 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,583 $369K 0.05% +1,355 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,570 $367K 0.04% +641 13F-HR/A Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,563 $366K 0.08% +491 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,560 $366K 0.01% 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,527 $361K 0.07% -479 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,526 $361K <0.01% -48 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,514 $359K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,506 $358K 0.02% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $357K 0.11% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,493 $356K <0.01% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,486 $355K <0.01% +399 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,480 $355K 0.02% +853 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,473 $354K 0.03% +195 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 2,472 $353K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,457 $351K 0.06% -18 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,436 $348K 0.18% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,419 $346K 0.01% +930 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,382 $341K 0.01% -131 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,377 $340K 0.01% -61 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,376 $340K 0.03% +27 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,363 $338K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,360 $337K 0.06% +28 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,353 $336K 0.07% -129 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,341 $335K 0.19% -230 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,339 $334K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,339 $334K 0.14% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,329 $333K 0.01% -53 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,323 $332K 0.11% +9 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,315 $331K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,300 $329K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,300 $329K 0.1% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,275 $325K 0.01% new 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,273 $325K 0.03% +16 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,259 $323K 0.01% -1 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,244 $321K 0.03% +579 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 2,227 $318K 0.12% +2,150 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,225 $318K 0.02% -309 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,205 $315K 0.08% +25 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 2,200 $315K <0.01% +700 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,200 $314K 0.09% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,194 $314K 0.01% -1,452 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,184 $312K 0.04% +204 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,171 $310K 0.01% +109 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,100 $310K 0.28% -80 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 2,162 $309K 0.16% -100 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,162 $309K 0.01% -743 13F-HR/A Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 2,150 $307K 0.03% -1,100 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 2,109 $302K 0.23% -19 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,103 $301K 0.07% +64 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,091 $299K 0.09% -125 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 2,083 $298K 0.24% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,072 $296K 0.01% +91 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 2,071 $296K 0.02% +106 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 2,057 $294K 0.02% +53 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,972 $294K 0.06% -263 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,052 $293K 0.05% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 2,041 $292K 0.02% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,036 $291K <0.01% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,035 $291K 0.01% -432 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,034 $291K 0.09% +14 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,025 $290K 0.2% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,015 $288K <0.01% +31 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,007 $287K <0.01% +290 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,974 $282K 0.05% +327 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,950 $279K 0.02% +9 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,939 $277K <0.01% +99 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,752 $275K 0.02% -41 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,917 $274K 0.05% new 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 1,913 $273K 0.14% 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,897 $271K <0.01% +551 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,880 $269K 0.02% new 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,879 $269K 0.19% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,871 $268K <0.01% -579 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,868 $267K 0.02% +5 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,853 $265K 0.01% -103 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,864 $263K 0.01% +1 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,824 $261K 0.04% -9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,706 $258K <0.01% -250 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,820 $256K 0.26% -9 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,747 $250K 0.05% -31 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,744 $249K 0.01% +172 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,730 $247K 0.01% +6 13F-HR/A Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,714 $245K 0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,711 $245K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,710 $244K <0.01% -65 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,702 $243K 0.07% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,690 $242K 0.02% 0 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,690 $242K 0.14% +29 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,680 $240K 0.01% +95 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,675 $239K 0.03% +349 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 1,670 $239K 0.08% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,666 $238K 0.02% +10 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,658 $237K <0.01% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,653 $236K 0.05% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 1,638 $234K 0.01% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,629 $233K 0.01% -47 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,626 $232K 0.02% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,608 $230K 0.01% -3 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,605 $229K 0.01% +156 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,578 $226K 0.12% new 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,532 $225K 0.14% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,444 $224K <0.01% +313 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 31 $223K 0.01% -1,530 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,559 $223K 0.1% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,553 $222K 0.11% +55 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,549 $221K 0.16% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,533 $219K 0.1% +28 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,531 $219K <0.01% -27 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,525 $218K 0.01% -22 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,524 $218K 0.04% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,434 $216K 0.07% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,512 $216K 0.01% +52 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,510 $216K <0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,503 $215K <0.01% new 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,500 $214K 0.02% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,500 $214K 0.02% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,495 $214K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,495 $214K 0.02% -54 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,494 $214K 0.01% -52 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,493 $213K <0.01% -133,630 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,490 $213K 0.04% -530 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,481 $212K 0.01% +134 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,479 $211K 0.02% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,476 $211K 0.03% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,475 $211K 0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,474 $211K 0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 1,474 $211K 0.02% -75 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,472 $210K 0.01% new 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 1,450 $210K 0.13% 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,464 $209K 0.11% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,444 $206K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,435 $205K 0.01% -555 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,419 $203K 0.07% +495 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,417 $203K 0.02% +5 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,413 $202K 0.01% new 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,412 $202K 0.06% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,400 $200K 0.05% -165 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,332 $192K 0.01% +169 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,248 $178K 0.14% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,240 $177K 0.09% -7 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,220 $174K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,191 $170K 0.1% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,185 $169K <0.01% +1,062 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,177 $168K 0.1% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,175 $168K 0.08% -191 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,125 $166K 0.01% -200 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,147 $164K 0.02% new 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 1,122 $160K <0.01% +368 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,112 $159K 0.04% +149 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,074 $153K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,067 $153K <0.01% new 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,033 $148K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,023 $146K 0.02% -762 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 1,007 $144K 0.01% +359 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 985 $141K 0.05% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 969 $139K 0.08% +31 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 941 $134K 0.01% +226 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 925 $132K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 925 $132K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 903 $129K 0.01% -58 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 867 $124K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 858 $123K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 842 $120K <0.01% new 13F-HR Timeline Group Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 833 $119K 0.57% +295 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 832 $119K 0.01% -30 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 829 $119K 0.01% +10 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 803 $115K 0.01% -34 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 792 $113K 0.02% +209 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 790 $113K 0.02% +195 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 785 $111K <0.01% +758 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 725 $104K <0.01% +633 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 713 $102K 0.02% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 703 $101K 0.05% +1 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 673 $96.2K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 630 $90.1K 0.03% -10 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 600 $86K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 600 $85.8K <0.01% new 13F-HR/A Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 572 $81.8K new Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 537 $76.8K 0.01% +40 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 500 $71.5K <0.01% +300 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 500 $71K <0.01% +123 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 486 $69.5K 0.01% +396 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 465 $66.5K 0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 450 $64.3K 0.06% 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 444 $63.5K 0.04% -50 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 426 $60.9K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 418 $59.8K <0.01% +41 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 408 $58.3K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 402 $57.5K 0.03% new 13F-HR Timeline