Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,745 $1.18M 0.02% +1,308 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,658 $1.16M 0.03% +754 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,627 $1.16M 0.01% -3,211 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,619 $1.16M 0.13% -700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,587 $1.15M 0.01% -2,233 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,487 $1.14M 0.07% +807 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 8,486 $1.14M 0.17% +240 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 8,484 $1.14M 0.23% +159 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,429 $1.13M 0.01% +158 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 8,428 $1.13M 0.07% +3,400 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,308 $1.12M 0.26% -60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,305 $1.12M 0.05% +1,411 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,245 $1.11M 0.07% -1,663 13F-HR/A Timeline Group Cadence Bank More: the full row for Cadence Bank 8,204 $1.1M 0.07% +46 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 8,120 $1.09M 0.14% -12,629 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,054 $1.08M 0.01% -784 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,003 $1.08M 0.01% +252 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,972 $1.07M 0.35% -10 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 7,951 $1.07M 0.37% +151 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,900 $1.06M 0.02% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 7,889 $1.06M 0.81% -547 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,858 $1.06M 0.2% -33 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 7,300 $1.06M 0.63% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 7,796 $1.05M 0.11% -15,931 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,767 $1.05M 0.02% -9,382 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 7,813 $1.05M 0.33% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,038 $1.05M 0.04% +1,281 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,823 $1.04M 0.3% +145 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 7,667 $1.03M 0.02% -1,300 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 7,628 $1.03M 0.02% -39 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,608 $1.02M 0.46% -459 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,600 $1.02M 0.04% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 7,578 $1.02M 0.23% -763 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,577 $1.02M 0.05% -217 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,572 $1.02M 0.05% -2,088 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,518 $1.01M 0.04% +148 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 7,512 $1.01M 0.01% 0 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 7,513 $1.01M 0.12% -218,696 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,502 $1.01M 0.02% +3,779 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 7,500 $1.01M 0.15% -1,244 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 7,487 $1.01M 0.28% +140 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,449 $1M 0.06% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 7,357 $989K 0.12% +3 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,325 $985K 0.61% -100 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 7,309 $984K +1,508 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,309 $982K 0.04% +1,619 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,298 $981K 0.11% new 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,254 $975K 0.81% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,206 $969K 0.01% +2,038 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,193 $967K 0.02% +4,655 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 7,154 $962K 0.19% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 7,126 $958K 0.01% +139 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,082 $952K 0.05% 0 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 7,072 $951K 0.24% +123 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 7,054 $948K 0.59% -102 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,044 $947K -708 Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,037 $946K 0.07% +19 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,033 $945K 0.03% -347 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 7,011 $942K 0.29% -835 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 7,000 $941K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,959 $935K 0.06% +661 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,941 $933K 0.08% +1,337 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,921 $930K <0.01% -212 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,900 $928K 0.02% +70 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,875 $924K 0.24% -269 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,856 $922K 0.04% +392 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,818 $917K 0.03% -315 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 6,819 $917K 0.02% +3,173 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 6,802 $914K 0.06% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,767 $910K 0.01% +268 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,766 $910K 0.02% -315 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 6,705 $901K 0.14% -1,052 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,687 $899K 0.12% -672 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,653 $894K 0.04% -1,080 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,597 $887K 0.08% -113 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,593 $886K 0.16% +192 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 6,536 $879K 0.23% +228 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 6,517 $876K -1,310 Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 6,500 $874K 0.03% +700 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,493 $873K 0.02% +3,643 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,477 $871K 0.04% +3,616 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,474 $870K 0.09% -77 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 6,456 $868K 0.76% +360 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,437 $865K 0.02% 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 6,412 $862K 0.29% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,376 $857K 0.03% -424 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,302 $847K 0.15% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,265 $842K 0.02% -342 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,234 $838K 0.02% +588 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,201 $834K 0.05% -7 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 6,065 $815K 0.03% -367 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,054 $814K 0.28% +886 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 6,038 $812K 0.57% +140 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 6,034 $811K 0.2% -1,377 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,020 $809K 0.04% -11 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 5,950 $800K 0.03% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,906 $794K 0.44% -1,050 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 5,862 $788K 0.37% +905 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,828 $783K 0.03% -695 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 5,825 $783K 0.8% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,793 $779K 0.01% -68 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,831 $777K 0.01% +375 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,778 $777K 0.18% +3,037 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,746 $772K 0.14% +1,956 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 5,697 $766K 0.1% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,688 $765K 0.01% -300 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 5,777 $763K 0.21% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 5,670 $762K 0.36% +61 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,669 $762K 0.02% +1,172 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 5,669 $762K 0.35% +162 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,667 $762K 0.07% -939 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,649 $759K 0.01% +351 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,642 $758K 0.06% -866 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,634 $757K -956 Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,585 $751K 0.07% -20,976 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,582 $750K 0.01% +3,208 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,581 $750K 0.02% 0 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,577 $750K 0.06% +1,206 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,567 $748K 0.03% -1,560 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 5,559 $747K 0.04% +296 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,558 $747K 0.1% +17 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,556 $747K 0.03% +817 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 5,500 $739K 0.27% 0 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 5,498 $739K 0.27% +540 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 5,460 $734K 0.08% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,433 $730K 0.02% -638 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,423 $729K 0.03% +3,898 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,400 $726K 0.38% -35,000 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,394 $725K 0.04% +2,200 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,346 $719K 0.02% +2,575 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,300 $712K 0.03% 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 5,296 $712K 0.18% +157 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,501 $709K 0.04% +165 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,240 $704K 0.03% +1,106 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,219 $702K 0.05% +520 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,218 $701K 0.02% -2,330 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,068 $700K 0.09% new 13F-HR/A Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 5,202 $699K 0.4% -208 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,195 $698K 0.04% +1,280 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 5,194 $698K 0.14% -18 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 5,188 $697K 0.53% -25 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,142 $691K 0.05% -872 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,116 $688K 0.03% -3,131 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,087 $684K 0.27% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5,059 $680K 0.52% +489 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 5,050 $679K 0.18% -5 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,024 $675K 0.03% 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,015 $674K 0.04% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,000 $672K 0.22% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 5,000 $672K 0.51% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 4,994 $671K 0.27% +1,839 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,637 $670K 0.46% -50 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 4,947 $665K 0.04% -155 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,947 $665K <0.01% +759 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,934 $663K 0.01% +1,136 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,879 $655K 0.05% +775 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,868 $654K 0.02% -4 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,853 $652K 0.32% +157 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4,822 $648K 0.06% +37 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 4,811 $647K 0.23% -99 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,774 $642K 0.1% +74 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,748 $638K 0.21% -45 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,730 $636K 0.15% +142 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,710 $633K 0.49% +136 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,274 $631K 0.02% +291 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,690 $630K 0.05% -301 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,665 $627K 0.09% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,662 $627K 0.03% +242 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 4,658 $626K 0.29% +99 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,647 $625K 0.05% +192 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,641 $624K 0.02% -11,339 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,616 $620K 0.01% -254 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 4,612 $620K 0.04% -5 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 4,594 $618K 0.11% new 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 4,593 $617K 0.13% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,561 $613K 0.05% +767 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,550 $612K 0.01% -464 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,540 $610K 0.02% -40 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 4,538 $610K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 4,538 $610K 0.17% +22 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,532 $609K 0.07% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,479 $602K 0.04% -314 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 4,454 $600K 0.07% +1 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,451 $598K <0.01% +491 13F-HR/A Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,448 $598K 0.07% -308 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,448 $598K 0.35% +926 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,441 $597K 0.02% +45 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,437 $596K 0.03% -61 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,411 $593K 0.18% +50 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,403 $592K 0.02% +728 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,399 $591K 0.07% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,395 $591K 0.37% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,375 $588K 0.2% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,370 $587K 0.19% +9 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 4,361 $586K 0.04% +65 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,316 $580K 0.01% +130 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,314 $580K 0.03% -324 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 4,313 $580K 0.21% +803 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,303 $578K 0.19% -5,219 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 4,280 $575K 0.02% 0 13F-HR Timeline