LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,676 $350K <0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,668 $348K 0.07% +412 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,665 $348K 0.12% -195 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,665 $348K 0.09% -1,351 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,661 $348K 0.02% -549 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,662 $348K 0.04% -281 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,659 $347K 0.02% +58 13F-HR Timeline Everhart Financial Group, Inc. 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More: the full row for FAS Wealth Partners, Inc. 2,609 $341K 0.02% -29 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,606 $340K 0.05% -2,400 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,586 $338K 0.05% +1,553 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 2,586 $338K 0.26% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,585 $338K 0.16% +62 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,570 $336K 0.17% +332 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,562 $335K 0.02% +594 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,560 $334K 0.25% +123 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,550 $333K 0.13% 0 13F-HR Timeline Group CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,551 $333K 0.17% -7,649 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 2,549 $333K 0.04% -563 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,534 $331K 0.06% +52 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 2,532 $331K 0.02% -26 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,530 $330K 0.02% +338 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,529 $330K 0.16% 0 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 4,000 $329K 0.04% 0 13F-HR Timeline Corecam AG More: the full row for Corecam AG 2,514 $328K 0.28% +252 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,505 $327K 0.08% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,499 $326K <0.01% +948 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,488 $325K 0.2% -927 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,488 $325K 0.02% -1,491 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,488 $325K 0.02% -2,947 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,484 $324K 0.15% -203 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,480 $324K 0.06% -19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RASP WEALTH SOLUTIONS, LLC More: the full row for RASP WEALTH SOLUTIONS, LLC 2,480 $324K 0.11% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,478 $324K 0.03% +82 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 2,472 $323K 0.03% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,472 $323K 0.04% +340 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,470 $323K 0.1% -254 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,470 $323K 0.13% +2,451 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for OAKWORTH CAPITAL, INC. 2,139 $279K 0.01% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,134 $279K 0.04% +80 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,119 $277K 0.02% -890 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,118 $277K 0.16% -158 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,113 $276K 0.01% +4 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,112 $276K 0.02% -18,154 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,109 $275K 0.02% -224 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,109 $275K 0.18% +9 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,100 $274K 0.01% +23 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,093 $273K 0.1% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,093 $273K 0.03% -33,511 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,006 $273K 0.03% new 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 2,089 $273K 0.05% +1 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,085 $272K 0.03% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,077 $271K 0.04% +179 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,074 $271K 0.03% new 13F-HR/A Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,073 $271K 0.21% +407 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,073 $271K 0.04% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 2,054 $268K 0.13% 0 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 2,036 $266K 0.04% +2 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,036 $266K 0.01% -384 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $266K 0.02% 0 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,792 $265K 0.27% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,024 $264K 0.01% +111 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,020 $264K 0.03% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. 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More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,981 $259K 0.08% -89 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 1,979 $258K 0.07% +55 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,978 $258K 0.01% +28 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,975 $258K 0.02% +918 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,973 $258K 0.02% new 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 1,946 $258K 0.08% new 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,971 $257K 0.01% +130 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 1,861 $257K 0.08% +18 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,959 $256K 0.17% -242 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,958 $256K 0.03% new 13F-HR/A Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,954 $255K 0.07% -134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 1,953 $255K 0.12% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,946 $254K 0.09% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,940 $253K 0.01% -685 13F-HR Timeline Group Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 1,937 $253K 0.15% -1,077 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,936 $253K 0.01% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,931 $252K 0.02% 0 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,930 $252K 0.17% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,928 $252K 0.16% -73 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,926 $252K 0.01% +20 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,923 $251K 0.05% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,918 $251K 0.01% -116 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,917 $250K 0.01% -110 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,913 $250K 0.77% -10 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,729 $250K 0.07% +100 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,909 $249K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,908 $249K 0.02% -66 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,895 $247K 0.03% +51 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,894 $247K 0.02% -586 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,893 $247K 0.05% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,883 $246K 0.05% 0 13F-HR/A Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,878 $245K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,875 $245K 0.06% -17 13F-HR Timeline Phillip James Consulting Co. 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