J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,980 $827K 0.07% +1,127 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,923 $817K 0.05% -100 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,904 $814K 0.03% +116 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 4,904 $814K 0.1% +622 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,888 $810K 0.09% +1,572 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 4,869 $808K 0.52% -8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,858 $806K 0.06% +2,733 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,854 $806K 0.07% +129 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,848 $805K 0.07% +226 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 4,949 $804K 0.42% +2,285 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,834 $802K 0.03% -427 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,826 $801K 0.01% -586 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,803 $797K 0.75% -21 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 4,788 $795K 0.76% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,787 $795K 0.03% -661 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,760 $790K 0.58% -249 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,736 $786K 1.14% +321 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 4,766 $784K 0.39% +387 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,713 $782K 0.12% +273 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,595 $775K 0.21% -1,156 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,667 $775K 0.06% +40 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,647 $771K 0.19% +216 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,630 $769K 0.05% +579 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 4,624 $768K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,621 $767K 0.08% +2,241 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 4,594 $765K 0.25% -2,528 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,599 $763K 0.3% +3,187 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,580 $760K 0.16% +2,111 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 4,558 $757K 0.62% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,554 $756K 0.3% new 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 4,540 $754K 8.94% new 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 4,533 $752K 0.18% 0 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 4,507 $748K 0.25% +236 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,502 $747K 0.49% +26 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 4,796 $747K 4.41% +1,141 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 4,483 $744K 0.02% -128,328 13F-HR/A Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 4,471 $742K 0.93% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,470 $742K 0.79% +4,370 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. One Wealth Map LLC More: the full row for One Wealth Map LLC 5,011 $741K 0.49% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 4,447 $738K 0.09% +493 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 4,445 $738K 0.06% +181 13F-HR Timeline Group FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 4,437 $737K 0.08% -167 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,435 $736K <0.01% -269 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,422 $734K 0.05% +85 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,409 $732K 0.33% +359 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 4,405 $731K 0.82% -1,662 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,400 $730K 0.03% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,395 $730K 0.07% +485 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,375 $726K 0.2% -132 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,370 $725K 0.14% -237 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,352 $722K 0.03% +512 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,346 $721K 0.1% +357 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,336 $720K 0.01% -7,295 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 4,330 $719K 0.08% -1,033,150 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,327 $718K 0.09% +1,772 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,305 $715K 0.14% -102 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 4,303 $714K 0.09% new 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 4,300 $714K 0.2% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 4,294 $713K 0.22% -176 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 4,288 $712K 0.2% -42 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 4,271 $709K 0.15% -1,102 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,268 $708K 0.01% +694 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 4,262 $707K 0.56% +729 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 4,257 $707K 0.06% +120 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,250 $706K 0.09% -607 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,245 $705K 0.02% -312 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 4,234 $703K 0.04% -20,515 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 4,231 $702K 0.26% -25 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,226 $701K 0.06% +438 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,212 $699K -8,565 Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 4,210 $699K 0.22% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,181 $697K 0.01% -910 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,158 $690K 0.14% -790 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 4,156 $690K 0.07% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 4,138 $690K 0.18% +205 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,086 $689K 0.13% +1,271 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,151 $689K 0.04% -22,800 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,134 $689K 0.02% +30 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,119 $684K 1.05% -2,176 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,120 $684K 0.85% +2,765 13F-HR/A Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,105 $681K 0.16% +100 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 4,069 $675K 0.25% new 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,059 $674K 0.6% -166 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,058 $674K 0.17% +129 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,055 $673K 0.04% new 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 3,404 $672K 0.12% -209 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,047 $672K 0.05% +99 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,045 $671K 0.55% -68 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,033 $669K 0.13% +85 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,015 $666K 0.05% +1,533 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 4,000 $664K 0.16% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 3,996 $663K 0.68% +260 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,980 $661K 0.43% +25 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 3,784 $660K 0.37% +74 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,972 $659K 0.44% +55 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,957 $657K 0.27% -343 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,944 $655K 0.39% -1,609 13F-HR Timeline Group United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 3,941 $654K 0.14% +101 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3,931 $653K 0.34% +184 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3,926 $652K 0.37% +55 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,916 $650K 0.21% +874 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,914 $650K 0.03% -187 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,908 $649K 0.01% +331 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 3,906 $648K 0.23% +1,780 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,902 $648K 0.04% -424 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,901 $648K 0.06% +215 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 3,877 $644K 0.08% +60 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,873 $643K 0.06% -4,790 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 3,857 $643K 0.16% -103 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 3,854 $640K 0.21% +320 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,852 $639K 0.2% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,843 $638K 0.14% -157 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,631 $636K 0.03% -14 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,826 $635K 0.04% -90 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 3,823 $635K 0.4% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,817 $634K 0.03% -83 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,803 $631K 0.15% -136 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 3,771 $628K 0.14% +1,985 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,760 $624K 0.04% -95 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 3,730 $619K 0.08% +2,686 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3,727 $619K 0.33% +99 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,714 $617K 0.09% +127 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,708 $615K 0.03% +25 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,707 $615K 0.09% +592 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,668 $609K 0.1% +267 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,665 $608K 0.03% +79 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,631 $605K 0.04% +368 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,461 $604K 0.02% +153 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,639 $604K 0.01% -789 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,633 $603K 0.03% +509 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,628 $602K 0.08% -60 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,612 $602K 0.03% -6,186 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,602 $600K 0.36% -191 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,578 $594K 0.03% +449 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,574 $593K 0.16% +460 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,566 $592K 0.1% +20 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 3,564 $592K 0.28% -2,354 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 3,561 $591K 0.31% +38 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,553 $590K 0.34% new 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,540 $588K 0.21% -300 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,529 $586K 0.21% -96 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,525 $585K 0.09% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,512 $583K 0.06% -40 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,510 $583K 0.08% +136 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,503 $581K 0.05% +1,769 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,514 $581K 0.09% +436 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 3,487 $579K 0.09% +804 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 3,501 $579K 0.01% new 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 3,483 $578K 0.05% -15 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,480 $578K 0.37% -25 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,473 $577K 0.17% new 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 3,470 $576K 0.2% +1,776 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,468 $576K 0.04% -79 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,467 $576K 0.05% +601 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,400 $575K 0.06% +546 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 3,460 $574K 0.11% +73 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 3,472 $573K 0.08% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 3,427 $569K 0.73% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,362 $567K 0.16% -2,626 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,415 $567K 0.01% +409 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,414 $567K 0.02% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,397 $564K 0.01% +705 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 3,390 $563K 0.15% +724 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,382 $561K 0.56% -75 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 3,334 $553K 0.08% +8 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,311 $550K 0.16% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,308 $549K 0.53% +861 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,306 $549K 0.04% +88 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 3,290 $546K 0.02% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,289 $546K 0.32% +49 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,282 $545K 0.08% -330 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,610 $544K 0.23% 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,266 $542K 0.36% +262 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,264 $542K 0.01% +197 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,263 $542K 0.02% +253 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 3,250 $540K 0.54% +243 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 3,239 $538K 0.2% +197 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,229 $536K 0.11% +570 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,229 $536K 0.04% +746 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,220 $535K 0.25% +475 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,194 $532K 0.23% -174 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 3,200 $531K 0.36% -3,900 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,183 $531K 0.05% +21 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,195 $530K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,195 $530K 0.31% +1,360 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,195 $530K 0.09% +2 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 3,004 $530K 0.28% -65 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,891 $529K 0.22% 0 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 3,189 $529K 0.04% -8 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 3,186 $529K 0.37% -173 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,186 $529K 0.23% +190 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 3,185 $529K 0.06% +31 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 3,175 $527K 0.13% 0 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,170 $526K 0.03% +1,006 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,166 $526K 0.03% +884 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 3,165 $525K 0.09% 0 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 3,161 $525K 0.07% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,160 $524K 0.09% +103 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 3,150 $523K 0.31% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,147 $522K 0.05% +572 13F-HR Timeline