Choate Investment Advisors More: the full row for Choate Investment Advisors 17,020 $4.02M 0.08% -2,802 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,002 $4.02M 0.35% +157 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 16,975 $4.01M 0.91% +9 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 16,969 $4.01M 2.78% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,959 $4.01M 0.06% -3,211 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 16,867 $3.99M 0.27% -281 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 16,854 $3.98M 0.92% +884 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 16,821 $3.97M 0.04% -6,704 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 16,769 $3.96M 0.12% +5 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 16,655 $3.94M 0.3% -210 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 16,584 $3.92M 0.49% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,386 $3.91M 0.1% 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 16,518 $3.9M 0.84% -237 13F-HR Timeline BAILARD, INC. 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More: the full row for Edgestream Partners, L.P. 16,205 $3.83M 0.11% new 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 16,100 $3.81M 0.5% +95 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 16,090 $3.8M 0.42% -2,610 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 16,072 $3.8M 1.11% +1,456 13F-HR Timeline MUFG SECURITIES AMERICAS INC. 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More: the full row for SS&H Financial Advisors, Inc. 15,738 $3.72M 1.13% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 15,616 $3.69M 1% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 15,541 $3.67M 0.41% +391 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 15,448 $3.65M 0.53% -465 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 15,387 $3.64M 0.37% -16,779 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 15,380 $3.64M 0.34% new 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 15,332 $3.62M 0.38% -16,101 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,315 $3.62M 0.21% -299 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 15,217 $3.6M 1.71% -9,252 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 15,212 $3.6M 0.2% +777 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,166 $3.59M 0.08% -1,206 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 15,153 $3.58M 0.32% +257 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 15,107 $3.57M 0.09% +105 13F-HR/A Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 15,083 $3.57M 1.59% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,029 $3.55M 0.13% +1,370 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 15,018 $3.55M 0.33% +141 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 15,000 $3.55M 0.26% 0 13F-HR Timeline Group Barbara Oil Co. 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More: the full row for TAGStone Capital, Inc. 14,661 $3.47M 1.37% +84 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 14,651 $3.46M 0.75% -1,655 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 14,607 $3.45M 0.13% -2,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LOUISBOURG INVESTMENTS INC. 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More: the full row for BCS Private Wealth Management, Inc. 14,156 $3.35M 1.2% +1,264 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 14,121 $3.34M 0.58% -230 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 14,107 $3.33M 1.35% +4,515 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 14,090 $3.33M 2.45% -320 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 14,079 $3.33M 0.17% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 14,061 $3.32M 0.81% +53 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. 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More: the full row for Northstar Group, Inc. 13,872 $3.28M 0.48% -163 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 13,688 $3.24M 0.27% -192 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,675 $3.23M 0.73% +688 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,616 $3.22M 0.06% -1,035 13F-HR/A Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 13,498 $3.19M 1.08% +1,976 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 13,468 $3.18M 0.27% -60 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,443 $3.18M 0.22% +12,941 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 13,422 $3.17M 0.35% +33 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 13,393 $3.17M 1.96% +181 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 13,378 $3.16M 0.08% new 13F-HR Timeline Valley Brook Capital Group, Inc. 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More: the full row for Turn8 Private Wealth Inc. 13,112 $3.1M 2.22% -1,691 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,093 $3.09M 0.22% +191 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 13,087 $3.09M 0.15% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 13,082 $3.09M 0.35% -2,688 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 13,032 $3.08M 0.14% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 13,018 $3.08M 0.1% -271 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 12,987 $3.07M 0.44% -413 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,980 $3.07M 0.11% -888 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 12,976 $3.07M 0.17% -1,049 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,969 $3.07M 0.52% +1,061 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 12,942 $3.06M 0.01% +4,760 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 12,915 $3.05M 1% -764 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 12,777 $3.02M 1.95% -1,500 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 12,755 $3.01M 0.14% -157 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 12,734 $3.01M 0.8% +1,219 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,698 $3M 0.23% -111 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,686 $3M 0.04% -3,522 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 12,661 $2.99M 0.16% -52 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 12,617 $2.98M 1.41% +94 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,603 $2.98M 0.1% -200 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 12,575 $2.97M 1.22% -114 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 12,563 $2.97M 0.58% -125 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,520 $2.96M 0.06% +7,914 13F-HR Timeline Slow Capital, Inc. 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More: the full row for Valmark Advisers, Inc. 11,673 $2.76M 0.04% +828 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 11,640 $2.75M 0.53% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,640 $2.75M 0.08% -4,825 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 11,614 $2.75M 0.05% -151 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 12,415 $2.74M 0.61% +225 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,556 $2.73M 0.17% +133 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 11,530 $2.73M 0.54% 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 11,500 $2.72M 0.09% +200 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,485 $2.71M 0.04% +664 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 11,430 $2.7M 0.1% -217 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 11,406 $2.7M 1.1% new 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 11,382 $2.69M 0.28% -150 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 11,369 $2.69M 0.08% +735 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 11,351 $2.68M 0.07% -35,415 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 11,306 $2.67M 0.38% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,289 $2.67M 0.04% -1,642 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 11,257 $2.66M 0.22% +26 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 11,226 $2.65M 0.37% -182 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,114 $2.63M 0.07% +793 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,056 $2.61M 0.31% -1,197 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 11,050 $2.61M 0.5% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 11,037 $2.61M 0.06% -659 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 11,519 $2.61M 0.53% -131 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 11,015 $2.6M 1.31% -25 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,001 $2.6M 0.08% +688 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 10,995 $2.6M 0.04% +9,841 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,980 $2.6M 0.18% +360 13F-HR Timeline Confluence Wealth Services, Inc. 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