CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 4,050 $396K 0.09% -3,207 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,040 $395K 0.04% -1,256 13F-HR Timeline Group Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 4,031 $394K 0.1% -728 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,030 $394K 0.02% -433 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 4,026 $394K 0.14% -510 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,017 $393K 0.02% +376 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,015 $393K <0.01% +85 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,009 $392K 0.01% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,003 $391K 0.04% -15,112 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,000 $391K 0.04% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,973 $388K <0.01% -22,894 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,488 $388K 0.01% +1,123 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,942 $385K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,940 $385K 0.02% -325 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 3,918 $383K 0.17% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,915 $383K 0.02% -491 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 3,914 $383K 0.32% 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 3,914 $383K 0.04% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,895 $381K 0.29% +411 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,881 $379K 0.02% -452 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,880 $379K 0.01% -30 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,872 $379K 0.01% +1,074 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,859 $377K 0.03% +1,111 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,856 $377K 0.33% -368 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 3,846 $376K 0.33% +442 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,842 $376K <0.01% -11,011 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,840 $375K 0.05% -2,368 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 3,832 $375K 0.26% +610 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,807 $372K 0.01% +199 13F-HR Timeline Group EJMK Ventures LLC More: the full row for EJMK Ventures LLC 3,802 $372K 0.23% 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,797 $371K 0.1% +273 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,782 $370K 0.23% 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,781 $370K 0.02% +523 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 3,762 $368K 0.17% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3,760 $368K 0.08% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,750 $367K 0.02% -573 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,745 $366K <0.01% +16 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,730 $365K 0.1% -13,515 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 3,722 $364K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,704 $362K 0.01% +1,505 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,699 $362K 0.01% +80 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 3,659 $358K 0.05% -808 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,651 $357K 0.05% 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,631 $355K 0.37% 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 3,604 $352K 0.1% +92 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,601 $352K 0.05% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,598 $352K 0.07% +23 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,592 $351K 0.07% -1,853 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,590 $351K 0.03% -15 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,591 $350K 0.08% -344 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,576 $350K 0.13% new 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 3,561 $348K 0.01% +751 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,555 $348K 0.01% -4,430 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,552 $347K 0.08% +25 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 3,189 $346K 0.2% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,532 $345K 0.07% -517 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,522 $344K 0.13% -606 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,515 $344K 0.03% new 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,507 $343K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,507 $343K 0.09% -16,222 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 3,502 $342K 0.08% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,501 $342K 0.09% -272 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,486 $341K 0.05% new 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,485 $341K 0.09% -280 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,482 $340K 0.01% -2,433 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 3,459 $338K 0.19% +5 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,442 $336K 0.25% -47 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,440 $336K 0.01% 0 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,429 $335K 0.07% 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,428 $335K 0.12% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 3,421 $334K 0.27% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,420 $334K 0.21% -56 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,416 $334K 0.2% -75 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3,400 $332K 0.05% -92 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,394 $332K 0.01% +190 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,390 $331K 0.06% -350 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,386 $331K 0.01% -1,275 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,385 $331K 0.12% -11 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,365 $329K 0.02% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3,361 $329K 0.03% +110 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 3,342 $327K 0.02% -1,000 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,333 $326K 0.07% -125 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 3,053 $325K 0.19% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,317 $324K 0.12% +149 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,317 $324K 0.05% -434 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,315 $324K 0.02% -537 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,312 $324K 0.01% -539 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,309 $323K 0.03% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,308 $323K 0.01% +67 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 3,290 $322K 0.34% 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 3,287 $321K 0.01% -1,120 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,272 $320K 0.05% -138 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,268 $319K 0.04% -4,091 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 3,253 $318K 0.11% -730 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,246 $317K 0.06% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,247 $317K <0.01% +41 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,234 $316K 0.01% +313 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,230 $316K 0.07% +967 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,226 $315K 0.15% -32 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,222 $315K 0.01% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,210 $314K 0.01% -1,006 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,202 $313K 0.02% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,200 $313K 0.18% -1,445 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,199 $313K 0.1% -1,476 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,193 $312K 0.06% +93 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 3,163 $309K 0.03% -150,749 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,159 $309K 0.01% -734 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,159 $309K 0.01% +1,624 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,137 $307K 0.01% -2 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 3,136 $307K 0.28% 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 3,132 $306K 0.11% +298 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,120 $305K 0.11% -1,064 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,117 $305K <0.01% -278 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 3,116 $305K 0.07% -2,042 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,113 $304K 0.04% new 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 3,100 $303K 0.21% new 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,089 $302K 0.03% -1,306 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,080 $301K <0.01% -2,291 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,069 $300K 0.22% -162 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 3,068 $300K 0.1% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,057 $299K 0.05% -17 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,819 $299K 0.08% -221 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 3,050 $298K 0.25% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,048 $298K 0.01% -161 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,048 $298K 0.01% -114 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 3,038 $297K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,023 $295K 0.14% +13 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,014 $295K 0.03% -95 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,021 $295K 0.02% -665 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,009 $294K 0.02% -2,740 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,005 $294K 0.02% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,000 $293K 0.01% -100 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,000 $293K 0.01% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $293K 0.05% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,000 $293K 0.19% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,994 $293K 0.01% +760 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,757 $293K 0.02% new 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,983 $292K 0.02% new 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,968 $290K 0.1% -931 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,958 $289K 0.06% +48 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,951 $289K 0.07% +2,932 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,944 $288K +22 Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,941 $288K 0.02% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,596 $287K 0.06% -274 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,937 $287K <0.01% new 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 2,935 $287K 0.05% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,916 $285K 0.1% +235 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 2,904 $284K 0.05% -879 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,903 $284K 0.23% -29 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,900 $283K 0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,892 $283K <0.01% new 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 2,892 $283K 0.02% 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,890 $282K 0.12% -18 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,885 $282K 0.07% -85 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,873 $281K 0.05% -153 13F-HR Timeline Group Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 2,873 $281K 0.14% +386 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,864 $280K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,861 $280K 0.02% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,860 $280K 0.1% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,856 $279K 0.09% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,853 $279K 0.07% +620 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $279K <0.01% -2,631 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 2,833 $277K 0.17% +286 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,826 $276K 0.09% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,824 $276K 0.02% 0 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 2,818 $275K 0.14% 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,813 $275K 0.08% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,811 $275K 0.06% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,809 $275K 0.02% -7,400 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 2,808 $274K 0.08% +2,005 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,800 $274K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,798 $274K 0.01% -2,960 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,800 $274K 0.06% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,625 $272K 0.03% +4 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 2,783 $272K 0.17% 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 2,767 $270K 0.11% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,756 $269K 0.02% new 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,754 $269K <0.01% -71 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,752 $269K 0.09% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,744 $268K 0.01% -116 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,736 $267K 0.01% -638 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,732 $267K <0.01% -2,963 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,529 $267K 0.03% -641 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,729 $267K 0.03% +165 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 2,728 $267K 0.13% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,726 $266K 0.02% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,720 $266K 0.01% +351 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,720 $266K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,718 $266K 0.01% -104 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,698 $263K <0.01% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,684 $262K 0.06% -221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,679 $262K 0.09% -795 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,506 $260K 0.01% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,655 $260K 0.25% +164 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,442 $259K 0.02% -9 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,640 $258K 0.02% +83 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,635 $258K 0.09% -2,383 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,635 $258K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,635 $258K 0.02% +66 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 2,632 $257K 0.05% new 13F-HR Timeline