HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,765 $857K 0.01% +295 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,751 $853K 0.1% +2,365 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,722 $847K 0.02% +26 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,710 $844K 0.04% -200 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,697 $841K 0.13% +2,028 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,694 $840K 0.2% +102 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 3,676 $836K 0.21% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,622 $834K 0.01% -175 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,657 $832K 0.12% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,598 $819K 0.02% -20,172 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,593 $817K 0.38% -42 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,568 $812K 0.01% -16 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,566 $811K 0.18% -231 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 3,561 $810K 0.27% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,558 $809K 0.02% +349 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,552 $808K 0.01% +1,371 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,550 $808K 0.08% +570 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,542 $806K 0.09% -24 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,511 $799K 0.01% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,510 $799K 0.01% -5,412 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,492 $794K 0.18% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,453 $786K 0.02% +42 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,451 $785K 0.23% -139 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,449 $785K 0.01% +72 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,447 $784K 0.02% +39 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,413 $776K 0.06% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,397 $773K 0.67% +22 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,388 $771K 0.65% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,359 $764K 0.06% -1,885 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,358 $764K 0.09% +12 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,347 $761K 0.41% +35 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,336 $759K 0.05% -126 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,286 $748K 0.02% -2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,275 $745K 0.26% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,269 $744K 0.05% -155 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,238 $737K 0.04% -397 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,235 $736K 0.05% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,232 $735K 0.18% +907 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 3,198 $728K 0.01% +455 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,187 $725K 0.31% -257 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,171 $721K 0.02% -612 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,126 $711K 0.1% -805 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,119 $710K 0.01% -420 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,105 $706K 0.06% -41 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,100 $705K 0.05% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,095 $704K 0.01% -347 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,055 $704K 0.03% +590 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,074 $699K 0.14% +49 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,064 $697K 0.04% +21 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,055 $695K 0.11% -151 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 3,024 $688K 0.01% -1,544 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,991 $687K 0.07% -51 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,014 $686K 0.02% +200 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 3,014 $686K 0.04% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,991 $684K <0.01% +1,859 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,994 $681K 0.01% -238 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,990 $680K 0.56% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,990 $675K 0.02% +291 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,961 $674K 0.14% +446 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,951 $671K 0.17% -228 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,947 $671K 0.04% +791 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,938 $668K 0.48% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,937 $668K 0.53% -75 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,924 $665K <0.01% +537 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,914 $663K 0.09% -85 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,899 $660K 0.07% +1,011 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,857 $650K 0.01% +452 13F-HR/A Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,825 $643K 0.5% -18 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,823 $642K 0.01% +745 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,819 $641K 0.19% +334 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,811 $639K 0.01% +342 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,810 $639K 0.01% -755 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,783 $633K 0.04% -1,057 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,761 $628K 0.01% +962 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,728 $621K 0.55% 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,721 $619K <0.01% 13F-HR/A Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,721 $619K 0.22% +854 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,689 $612K 0.03% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,686 $611K 0.16% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,684 $611K 0.03% -348 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,665 $606K 0.02% -264 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,699 $601K 0.07% +361 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,634 $599K 0.03% +575 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $597K 0.14% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,619 $596K 0.04% +137 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 2,596 $591K 0.06% +284 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,596 $591K 0.24% -38 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,471 $586K 0.44% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,550 $580K 0.01% +5 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,530 $576K 0.17% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,513 $572K 0.01% +340 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,511 $571K 0.06% -118 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $569K 0.14% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,498 $568K 0.02% -3,107 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,480 $564K 0.01% +162 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,436 $554K 0.24% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,405 $547K <0.01% +271 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,386 $543K <0.01% +1,490 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,375 $540K 0.05% -425 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 2,372 $540K 0.07% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,372 $540K 0.02% +241 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,350 $535K 0.08% +278 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,326 $529K 0.01% +363 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,317 $527K 0.1% +69 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,317 $527K 0.01% +92 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,306 $525K 0.08% +116 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,301 $523K 0.1% -94 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,282 $519K 0.01% +396 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,274 $517K <0.01% +360 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,274 $517K 0.04% -54 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,269 $516K 0.1% +21 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,243 $510K 0.3% -422 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,241 $510K 0.07% +153 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,239 $509K 0.01% +450 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,221 $505K 0.04% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,209 $503K 0.11% -3,741 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,202 $501K 0.04% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,200 $500K 0.13% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,196 $500K 0.11% -40 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,193 $499K 0.41% +69 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,068 $498K 0.02% -441 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,173 $494K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,172 $494K 0.02% -217 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,164 $492K 0.26% -174 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,164 $492K 0.03% +1,037 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,146 $488K 0.24% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,144 $488K 0.09% -616 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,142 $487K 0.62% -30 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,108 $480K 0.02% new 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,100 $478K 0.12% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,134 $478K 0.01% +368 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,090 $475K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,080 $473K 0.11% +98 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,059 $468K 0.1% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,055 $468K 0.02% -19 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 2,050 $466K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,020 $464K 0.02% -40 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,033 $462K 0.01% +22 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,030 $462K 0.06% +68 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,020 $460K 0.18% -46 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,013 $458K 0.01% +51 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,012 $458K 0.02% +139 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,001 $455K 0.45% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,999 $455K 0.1% 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,998 $455K 0.03% -92 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,986 $452K 0.15% -46 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,983 $451K 0.02% +21 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,976 $450K 0.01% -576 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,974 $449K 0.33% -12 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,942 $442K 0.02% +984 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,915 $436K <0.01% +267 13F-HR Timeline Group Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 1,915 $436K 0.2% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,912 $435K 0.02% -140 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 1,910 $435K 0.26% -1,348 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,908 $434K 0.02% +10 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,894 $431K 0.03% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,893 $431K 0.33% +37 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,892 $430K 0.12% -54 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 1,888 $430K 0.27% -93 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,879 $427K 0.25% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,860 $423K 0.02% +756 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,854 $422K 0.35% +59 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,842 $419K 0.19% +72 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,840 $419K 0.02% +226 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,832 $417K 0.01% -199 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,831 $417K 0.07% +81 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,825 $415K 0.01% -1 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,822 $415K <0.01% -418 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,801 $410K <0.01% +538 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,799 $409K 0.01% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,760 $400K 0.07% -15 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 1,759 $400K 0.12% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,748 $398K 0.01% +245 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,732 $394K 0.06% +1,702 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,730 $394K 0.01% +845 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,727 $393K 0.2% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,726 $393K 0.01% +1,458 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,716 $390K <0.01% +162 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,712 $389K 0.02% +187 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,709 $389K 0.01% -2 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,702 $387K 0.07% +501 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,699 $386K 0.03% -5 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,690 $384K 0.03% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,683 $383K 0.12% +1 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,683 $383K 0.26% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,680 $382K 0.1% +70 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,670 $380K <0.01% -3,440 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,664 $379K 0.09% -429 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,642 $374K <0.01% +152 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,640 $373K 0.02% -261 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,635 $372K 0.05% +126 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,629 $371K 0.01% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,620 $369K 0.02% +103 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,617 $368K 0.07% -27 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,612 $367K 0.02% +359 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,611 $367K <0.01% -94 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,607 $366K 0.03% -2,782 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,602 $364K 0.02% +34 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,590 $362K 0.02% -12 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,579 $359K 0.04% -14 13F-HR Timeline