Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,477 $345K 0.03% -77 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,461 $341K 0.06% 0 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,453 $339K 0.2% +202 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,446 $337K <0.01% +37 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,428 $336K 0.03% +101 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,438 $335K 0.04% +2 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,434 $335K 0.21% 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,429 $333K 0.12% +2 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,424 $332K 0.12% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,410 $329K 0.01% -366 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,410 $329K 0.01% 0 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,391 $325K <0.01% -317 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 1,386 $323K <0.01% +443 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,385 $323K 0.01% -2 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,376 $321K 0.01% 0 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,370 $320K 0.24% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,370 $320K 0.01% -97 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,365 $318K <0.01% -81 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,363 $318K 0.01% -1 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,363 $318K 0.01% -155 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,357 $316K 0.03% +429 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,352 $315K 0.01% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,339 $313K 0.15% +2 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,336 $312K 0.04% +334 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,334 $311K 0.06% -19 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,329 $311K 0.01% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 1,308 $305K 0.04% -130 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,305 $304K 0.04% new 13F-HR/A Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,304 $304K 0.07% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,302 $304K 0.06% +129 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,300 $303K 0.02% +131 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,299 $303K 0.13% -61 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,283 $299K 0.01% +124 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,255 $293K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,250 $292K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,228 $291K 0.01% -94 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,247 $291K 0.01% -505 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,234 $288K 0.13% -207 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,232 $287K 0.04% -97 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,200 $280K 0.16% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,193 $278K 0.01% new 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,182 $276K 0.31% +37 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,174 $274K 0.02% -3 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,171 $273K 0.01% -28 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,153 $269K 0.01% -29 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,146 $267K 0.06% -5 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,142 $266K 0.02% -1,726 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,129 $263K 0.01% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,128 $263K 0.09% -1,259 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,121 $262K 0.07% +1 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,100 $261K 0.04% new 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 1,118 $261K 0.06% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,101 $257K 0.01% +52 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,100 $257K 0.02% 0 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,100 $257K 0.03% +85 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,100 $257K 0.18% +100 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,080 $252K <0.01% +66 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,073 $250K 0.02% -624 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,066 $249K 0.08% -45 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,046 $244K <0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,045 $244K <0.01% -11,000 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,028 $240K <0.01% -10 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,023 $239K <0.01% -2,308 13F-HR Timeline Group Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 820 $234K 0.12% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,001 $234K 0.02% -18,755 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,000 $233K 0.02% -1,002 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,000 $233K 0.15% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 998 $233K <0.01% +29 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 984 $231K <0.01% -597 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 987 $230K 0.03% +366 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 985 $230K 0.24% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 980 $229K 0.05% +99 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 978 $228K 0.01% +35 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 978 $228K 0.01% new 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 975 $227K <0.01% -149 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 971 $226K 0.01% -38 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 970 $226K 0.24% +500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 967 $226K 0.01% +246 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 965 $225K 0.06% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 962 $224K 0.26% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 956 $223K <0.01% +12 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 952 $222K 0.04% -93 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 951 $222K 0.03% +165 13F-HR/A Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 948 $221K 0.01% +23 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 946 $221K 0.01% -7 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 942 $220K 0.01% -22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 937 $219K 0.02% +86 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 845 $217K 0.02% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 924 $216K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 921 $215K <0.01% +180 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 919 $214K 0.01% -89 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 913 $213K 0.01% 0 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 906 $211K 0.08% -77 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 905 $211K 0.11% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 900 $210K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 900 $210K 0.02% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 896 $209K <0.01% -119 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 888 $207K 0.01% +51 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 871 $203K <0.01% -40 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 9,813 $201K 0.07% +350 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 859 $200K 0.03% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 859 $200K 0.06% -379 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 851 $199K 0.01% +131 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 846 $197K 0.01% -30 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 836 $195K 0.01% -4 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 800 $187K 0.08% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 791 $185K <0.01% +537 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 785 $183K 0.22% 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 778 $182K <0.01% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 770 $180K 0.08% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 704 $164K 0.02% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 699 $163K 0.1% +3 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 651 $163K <0.01% +59 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 683 $159K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 678 $158K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 660 $154K 0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 651 $152K 0.07% -50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 610 $142K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 603 $140K 0.01% -25 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 602 $140K 0.01% +497 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 555 $129K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 510 $119K 0.01% +113 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 504 $118K 0.01% +71 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 493 $115K 0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 476 $111K 0.01% -52 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 470 $110K 0.05% new 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 463 $108K <0.01% -32 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 446 $104K 0.01% +181 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 442 $103K 0.01% +109 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 390 $91K 0.06% +6 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 383 $88K 0.06% -115 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 352 $82K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 318 $74.2K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 308 $71.9K <0.01% -164 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 307 $71.6K 0.05% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 300 $70K 0.03% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 288 $67.2K 0.01% -9 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 285 $66.5K 0.01% +10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 276 $64.3K 0.01% -46 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 275 $64.2K 0.01% -172 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 274 $63.9K <0.01% -25 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 270 $63K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 258 $60.2K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 250 $58.3K 0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 244 $56.9K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Summer Road LLC More: the full row for Summer Road LLC 240 $55.9K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 231 $53.9K 0.03% new 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 226 $52.8K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 217 $50.6K 0.01% -41 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 208 $48.5K <0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $46.7K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 200 $46.7K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 200 $46.7K 0.01% 0 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 197 $45.9K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 196 $45.7K <0.01% -4 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 195 $45.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 195 $45.5K 0.02% +65 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 195 $45K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 184 $42.9K 0.01% +39 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 184 $42.9K <0.01% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 184 $42.9K <0.01% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 172 $40.1K 0.08% -3 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 166 $38.8K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 161 $37.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 158 $36.9K <0.01% -710 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 152 $35.5K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 151 $35.2K <0.01% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 150 $35K <0.01% -11 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 134 $31.3K <0.01% +15 13F-HR Timeline Quarry LP More: the full row for Quarry LP 132 $30.8K 0.01% -309 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 127 $29.6K <0.01% +27 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 127 $29.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 126 $29.4K 0.01% +6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 123 $29K <0.01% 0 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 124 $28.9K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 121 $28.2K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 117 $27.3K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 116 $27.1K 0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 119 $27K <0.01% -11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 111 $26K <0.01% +17 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 106 $24.7K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 105 $24.5K 0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $23.3K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 100 $23.3K 0.02% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 95 $22.2K 0.02% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 92 $21.5K <0.01% -41 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 91 $21.2K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 91 $21.2K 0.01% +1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $20.5K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $20.2K <0.01% -2,933 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 85 $19.8K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 78 $18.2K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 78 $18.2K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 76 $17.7K 0.01% -11 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 75 $17.5K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 72 $16.8K 0.02% +1 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 71 $16.5K 0.01% +1 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 69 $16K 0.01% -192 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 67 $15.6K 0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $15.4K <0.01% -16 13F-HR Timeline