Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 9,944 $1.04M 0.55% -677 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 9,921 $1.04M 0.27% -770 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,913 $1.03M 0.04% -3,189 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,889 $1.03M 0.01% +4,741 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,874 $1.03M 0.07% +3,794 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,683 $1.03M 0.09% +359 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,863 $1.03M 0.02% -1,416 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,854 $1.03M 0.04% +3,548 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 9,846 $1.03M 0.54% -136 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 9,822 $1.03M 0.01% -21,835 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,765 $1.02M 0.11% -943 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 9,764 $1.02M 0.02% -8,183 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,756 $1.02M 0.05% +1,130 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 9,695 $1.01M 0.17% +561 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,696 $1.01M 0.17% +111 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,692 $1.01M 0.09% -2,832 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,618 $1M 0.03% +796 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 9,682 $1M 0.13% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 9,613 $1M 0.19% +902 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 9,609 $1M 0.07% -150 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,595 $1M 0.03% +2,187 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 9,568 $999K 1.25% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 9,507 $992K 0.14% -2,141 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 9,477 $989K 0.69% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 9,370 $978K 0.07% +6,450 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 9,281 $969K 0.46% +179 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,274 $968K 0.07% -16 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,262 $967K 0.01% +7,260 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,216 $962K 0.1% -778 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 9,203 $960K 0.02% -146 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,165 $956K 0.08% -2,847 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,940 $953K 0.13% +406 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 9,099 $950K 0.06% +687 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,080 $948K 0.95% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,062 $946K 0.14% -544 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 9,052 $945K 0.23% -570 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,030 $942K 0.03% +910 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 9,016 $941K 0.05% +1,972 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,950 $934K 0.06% +1,270 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 9,852 $932K 0.41% new 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,847 $926K 0.24% -943 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 8,830 $921K 0.47% -1,178 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 8,805 $919K 0.02% -1,564 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 8,770 $915K 0.28% +1,175 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 8,704 $908K 0.08% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,687 $907K 0.25% +66 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,677 $906K 0.05% +227 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,655 $903K 0.04% -1,638 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,615 $899K 0.04% +2,905 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,611 $899K 0.02% -2,748 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,587 $896K 0.23% -1,164 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,512 $888K 0.03% +332 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,507 $888K 0.3% +3,342 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,504 $887K 0.01% -1,640 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 8,481 $885K 0.06% +1,511 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 8,476 $885K 0.08% -36 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,463 $883K 0.26% -140 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,459 $883K 0.04% +4,538 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 8,396 $876K 0.26% -3,362 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 8,363 $873K 0.02% -33,730 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,352 $872K 0.01% -102,686 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 8,337 $870K 0.06% -3,312 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 8,312 $867K 0.15% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,271 $863K 0.78% +988 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 8,235 $862K 0.01% +5,740 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 8,263 $862K 0.33% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,241 $860K 0.48% +2 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,207 $857K 0.27% +1,058 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 8,186 $854K 0.01% +10 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 8,177 $853K 0.42% +273 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,174 $853K 0.04% -98 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,164 $852K 0.03% -17,164 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 8,144 $850K 0.05% -1,421 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,111 $846K 0.1% +1,310 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,108 $846K 0.03% -54 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,083 $844K 0.5% +1,890 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 8,065 $842K 0.55% -215 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,036 $839K 0.04% -42 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,989 $834K 0.04% -619 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 7,988 $834K 0.45% +46 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,935 $828K 0.08% -2,951 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,826 $817K 0.06% +611 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 7,790 $813K 0.01% -12,075 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,714 $805K 0.03% -789 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 7,681 $802K 0.32% +126 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 7,669 $800K 0.21% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 7,666 $800K 0.15% -194 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 7,642 $798K 0.16% +172 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,617 $794K 0.01% -1,000 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 7,606 $794K 0.39% +130 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 7,600 $793K 0.08% -50 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,561 $789K 0.03% +1,649 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 7,559 $789K 0.03% -195 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 7,533 $786K 0.33% -1,149 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,529 $786K 0.04% -1,898 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 7,523 $785K 0.14% +68 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,505 $783K 0.28% -755 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,489 $782K 0.02% -2,161 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,438 $776K 0.31% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,402 $772K 0.38% +1,481 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,354 $767K 0.02% -3,382 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,322 $764K 0.01% -2,446 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,289 $761K 0.15% -459 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,282 $760K 0.04% +61 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 7,254 $757K 0.43% -110 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 7,247 $756K 0.18% -257 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,230 $755K 0.02% +3,658 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,226 $754K 0.02% +2,827 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,196 $751K 0.32% -72 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,236 $750K 0.07% -359 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,175 $749K 0.02% -1,037 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 7,140 $745K 0.87% +131 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 7,132 $744K 0.06% -355 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 7,125 $744K 0.05% +371 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,040 $735K 0.02% -107 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 7,023 $733K 0.27% -4,558 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,644 $730K 0.02% +219 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 6,979 $728K 0.4% +7 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,963 $727K 0.03% -2,233 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,961 $726K 0.02% +1,519 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 6,956 $726K 0.18% +1,076 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,924 $723K 0.03% new 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,918 $722K 0.36% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,916 $722K 0.25% -139 13F-HR Timeline CROBAN More: the full row for CROBAN 6,908 $721K 0.66% +537 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,795 $718K 0.05% +3,356 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,880 $718K 0.23% -1,542 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,874 $717K 0.03% +201 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,874 $717K 0.03% -5,980 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 6,859 $716K 0.19% +543 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,858 $716K 0.02% -34,482 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,846 $714K 0.04% -1 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,839 $714K 0.05% +2,227 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 6,836 $713K 0.4% -1,150 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,834 $713K 0.05% -1,875 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,834 $713K 0.02% +754 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,826 $712K 0.04% -895 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 6,775 $707K 0.15% -345 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,775 $707K 0.04% -361 13F-HR Timeline TOBAM More: the full row for TOBAM 6,762 $706K 0.3% +5,993 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,574 $706K 0.15% +755 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,752 $705K 0.02% +2,147 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 6,746 $704K 0.04% -803 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,736 $702K 0.01% -1,691 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 6,681 $697K 0.07% -560 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,664 $695K 0.02% -1,789 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 6,661 $695K 0.27% -143 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,661 $695K 0.04% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,586 $687K 0.02% -1,548 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 6,576 $686K 0.02% +201 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 6,568 $685K 0.22% +216 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 6,563 $685K 0.44% +388 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,525 $681K 0.16% -75 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,523 $681K 0.01% -630 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,517 $680K 0.09% -10 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 6,429 $671K 0.32% -371 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,396 $667K 0.44% new 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,381 $666K 0.1% -1,415 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,375 $665K 0.04% +369 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,363 $664K 0.14% +140 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,337 $661K 0.02% +285 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,352 $658K 0.01% +3,112 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,274 $655K 0.02% -730 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,239 $651K 0.06% -148 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,228 $650K 0.01% +168 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,226 $650K 0.04% -1,672 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,205 $648K 0.03% -432 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,202 $647K 0.13% -3,305 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 6,167 $644K 0.16% -606 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,672 $641K 0.04% +1,730 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,125 $639K 0.04% +2 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 6,103 $637K 0.08% -8,609 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,080 $635K 0.22% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,053 $632K 0.1% +3,835 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 6,025 $629K 0.07% -364 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 6,021 $628K 0.05% -223 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,018 $628K 0.05% -392 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 6,000 $626K 0.08% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 6,000 $626K 0.25% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,989 $625K 0.16% -533 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 5,987 $625K 0.42% -1 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 5,962 $622K 0.02% -409 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,927 $618K 0.03% +163 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5,906 $616K 0.1% +828 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,906 $616K 0.04% +3 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,892 $615K 0.07% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,864 $612K <0.01% +656 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,859 $611K 0.03% -233 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,835 $609K 0.01% -86 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 5,832 $609K 0.04% +69 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 5,816 $607K 0.01% -1,965 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,809 $606K <0.01% -3,334 13F-HR Timeline Group Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 5,807 $606K 0.37% -224 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 6,502 $605K 0.08% +338 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 5,800 $605K 0.02% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 5,786 $604K 0.17% +1,946 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,780 $603K 0.07% +67 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 5,755 $601K 0.13% new 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 5,707 $596K 0.03% -1,042 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,661 $591K 0.64% 0 13F-HR Timeline Group