ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 1,546 $409K 0.14% -83 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,544 $408K 0.05% +79 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,540 $407K 0.07% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,533 $405K 0.16% -87 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,531 $405K 0.46% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,528 $404K 0.19% -675 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 1,525 $403K 0.04% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,525 $403K 0.04% -2,127 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,525 $403K 0.03% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,520 $402K 0.12% +4 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,518 $402K 0.02% -1,590 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,518 $401K <0.01% +113 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,516 $401K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,515 $401K 0.02% -18 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,509 $399K 0.05% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,500 $397K 0.06% -50 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,496 $396K 0.04% -14 13F-HR/A Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,495 $395K 0.15% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 1,495 $395K 0.18% -9 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,491 $394K 0.02% -48 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,484 $392K 0.07% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,478 $391K 0.01% +212 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,470 $389K 0.01% -257 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,460 $386K 0.18% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,457 $385K 0.04% -306 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,455 $385K 0.03% -10 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,451 $384K 0.01% +47 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 1,450 $383K 0.12% -86 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,447 $383K 0.28% new 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,446 $382K 0.01% -301 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 1,444 $382K 0.08% new 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,441 $381K 0.01% +395 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 1,441 $381K 0.14% -193 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,441 $381K 0.34% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,424 $377K 0.02% +50 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,417 $375K 0.01% -172 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,412 $373K 0.04% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,400 $370K 0.1% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,396 $369K 0.01% +224 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,396 $369K 0.06% 13F-HR Timeline Group Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,394 $369K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,394 $369K 0.09% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 1,389 $367K 0.13% -2 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,387 $367K 0.03% -9 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,384 $366K 0.05% +27 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,383 $366K 0.17% -108 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,382 $365K 0.01% -38 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,379 $365K 0.2% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,364 $361K 0.02% -391 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,361 $360K 0.01% +125 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,351 $357K 0.11% +48 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,346 $356K 0.02% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,345 $356K 0.04% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,337 $354K 0.03% -3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,336 $353K 0.03% -25 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,336 $353K 0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,332 $352K 0.01% +55 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,332 $352K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,329 $352K 0.01% -172 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,338 $350K 0.27% +341 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,318 $349K 0.08% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,316 $348K 0.17% +250 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,315 $348K 0.01% -85 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 1,312 $347K 0.01% -863 13F-HR/A Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,311 $347K 0.16% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,304 $345K 0.12% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,303 $345K 0.02% +403 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,296 $343K 0.03% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,396 $342K 0.14% +12 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 1,459 $341K 0.16% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,286 $340K 0.06% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,285 $340K 0.12% +367 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,325 $339K 0.02% -53 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,279 $338K 0.24% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,276 $337K 0.08% -45 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,265 $335K 0.04% -22 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,264 $334K 0.02% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,263 $334K 0.01% +100 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,263 $334K 0.02% -125 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,258 $333K 0.04% +48 13F-HR/A Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,254 $332K 0.07% +24 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,253 $331K 0.16% +4 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,244 $329K 0.34% -57 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,244 $329K 0.05% +59 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,239 $328K 0.17% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,240 $328K 0.04% +165 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,237 $327K 0.15% -922 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,236 $327K 0.13% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,231 $325K 0.14% +1 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,229 $325K 0.1% -88 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,225 $324K 0.24% -25 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,223 $323K 0.05% +308 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,222 $323K 0.07% -452 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,218 $322K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,218 $322K 0.07% -3 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,218 $322K 0.07% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,212 $321K 0.27% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,212 $321K 0.04% new 13F-HR/A Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,208 $319K 0.02% -160 13F-HR Timeline NESTEGG ADVISORS, INC. More: the full row for NESTEGG ADVISORS, INC. 1,202 $318K 0.34% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,201 $318K 0.02% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,200 $317K 0.09% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,200 $317K 0.25% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,198 $317K 0.06% +176 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,199 $317K 0.03% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,196 $316K 0.01% +6 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,195 $316K <0.01% +255 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 1,195 $316K 0.09% +31 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 1,191 $315K 0.04% -312 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,191 $315K 0.03% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,188 $314K 0.18% -35 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,187 $314K 0.06% +38 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,184 $313K 0.05% 0 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 1,182 $313K <0.01% +4 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,171 $310K 0.02% +155 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,167 $309K 0.07% -117 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,167 $309K 0.03% -19 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,166 $308K <0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,163 $308K 0.05% +25 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,162 $307K <0.01% -105 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,161 $307K 0.14% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,160 $307K 0.26% -2 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 1,143 $306K 0.22% +3 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,155 $306K 0.28% +4 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,246 $305K 0.07% -134 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,154 $305K 0.13% 0 13F-HR/A Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,151 $304K 0.01% -658 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,148 $304K 0.04% -9 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,146 $303K 0.05% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,146 $303K 0.08% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,145 $303K 0.13% new 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,144 $303K 0.01% -8,052 13F-HR/A Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,143 $302K <0.01% -127 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1,143 $302K 0.32% -167 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,142 $302K 0.04% -528 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,141 $302K 0.01% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,311 $302K 0.05% 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,137 $301K <0.01% +19 13F-HR Timeline Group Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,136 $300K 0.23% -25 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,121 $296K 0.02% +2 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,119 $296K 0.07% +1 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1,116 $295K 0.11% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,115 $295K 0.03% -248 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,114 $295K <0.01% -64,918 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,114 $295K 0.14% +11 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,108 $293K 0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,107 $293K 0.04% -15 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,106 $292K 0.03% -214 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 1,171 $292K 0.06% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,104 $292K 0.07% +4 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,103 $292K 0.02% +73 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,103 $292K 0.03% 0 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,097 $290K 0.24% -167 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,104 $289K 0.07% +33 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,083 $286K <0.01% -2 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,083 $286K 0.03% -47 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,101 $285K 0.01% -953 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,076 $285K 0.05% +65 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,070 $283K 0.01% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,066 $282K 0.02% +33 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,065 $282K 0.07% +116 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,065 $282K 0.06% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,062 $281K 0.09% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,059 $280K 0.02% +130 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,051 $278K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,050 $278K 0.02% +333 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,050 $278K 0.01% +218 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,050 $278K 0.02% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,049 $277K 0.15% -178 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,044 $276K 0.07% new 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,040 $275K <0.01% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,023 $274K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,036 $274K 0.02% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,033 $273K 0.05% -125 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,033 $273K 0.07% +89 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,032 $273K 0.03% -12 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,031 $273K <0.01% +78 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,031 $273K 0.02% +195 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 1,027 $272K 0.22% +3 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,024 $271K 0.05% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,023 $271K 0.04% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,020 $270K 0.02% +29 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,020 $270K 0.32% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,020 $270K 0.08% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,019 $269K 0.04% +27 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,017 $269K 0.02% +1 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,016 $269K 0.03% +68 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 1,015 $268K 0.02% -7 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,013 $268K 0.08% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,013 $268K 0.05% +4 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 1,005 $266K 0.19% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,004 $266K 0.13% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,004 $266K 0.12% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,001 $265K 0.04% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 1,000 $264K 0.02% 0 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,000 $264K 0.04% new 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 1,000 $264K 0.09% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,000 $264K 0.02% 0 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 999 $264K 0.01% -394 13F-HR Timeline Group Financial Council, LLC More: the full row for Financial Council, LLC 994 $263K 0.14% 0 13F-HR Timeline