JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,158,056 $320M 0.02% -77,721 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,809,096 $268M 6.42% -8,048 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,683,473 $250M 0.02% +9,857 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,058,045 $157M 0.01% +87,508 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 849,334 $126M 0.03% +49,537 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 778,465 $116M -42,242 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 660,667 $98M 0.02% +16,959 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 384,758 $57.1M 1.05% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 303,821 $45.1M 0.01% +1,765 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 259,550 $41.1M 2.04% -836,588 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 267,652 $39.7M 1.43% +13,168 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 266,937 $39.6M 0.13% -26,827 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 253,985 $37.7M 0.01% +3,815 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 236,232 $35.1M 0.01% -2,810 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 224,022 $33.2M 0.06% +6,224 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 188,675 $29.2M 2.33% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 191,223 $28.4M 0.03% +20,780 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 159,584 $23.7M 0.04% -317 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 119,586 $17.7M 0.06% -2,000 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 118,272 $17.6M 1.14% -4,880 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 107,475 $15.9M 0.02% -1,224 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 106,017 $15.7M 0.58% -40,576 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 102,700 $15.2M 0.2% 0 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 102,208 $15.2M <0.01% -40,744 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 95,576 $14.8M 0.33% +73 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 97,025 $14.4M <0.01% -947 13F-HR/A Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 93,244 $13.8M 0.07% -695 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 78,438 $11.6M 0.07% +6,398 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 76,642 $11.4M 0.02% -2,515 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 76,408 $11.3M 0.02% -8,003 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 74,554 $11.1M 0.01% -10,265 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 72,010 $10.7M 0.01% -1,016 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 70,137 $10.4M 1.09% +1,220 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 68,498 $10.2M 0.05% +15,736 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,492 $9.57M 0.01% +40,324 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 60,117 $8.92M 0.02% +4,340 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 59,214 $8.79M 0.65% -1,560 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 57,527 $8.54M 0.1% -18,665 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 55,000 $8.16M 0.19% -60,995 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 52,809 $7.84M 0.23% +1,796 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 52,795 $7.83M 4.95% +807 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 51,528 $7.65M 1.24% +798 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,785 $7.54M 0.01% +33,278 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 49,284 $7.32M 0.02% -4,670 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 46,842 $6.95M 0.09% +1,707 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 44,996 $6.68M 0.83% -2,870 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 41,328 $6.13M 1.52% new 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 39,899 $5.92M 0.81% -11,956 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 39,883 $5.92M 3.51% -1,628 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 38,564 $5.72M 3.62% +178 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 35,702 $5.3M 0.09% -4,999 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 35,650 $5.29M 0.01% -7,871 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 35,106 $5.21M 0.08% -1,268 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 34,517 $5.12M 1.25% -3,831 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 33,185 $4.92M 1.06% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,851 $4.87M 0.07% +272 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,681 $4.85M 0.01% +888 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 32,562 $4.83M 2% -597 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 32,163 $4.77M 2.76% -162 13F-HR Timeline Astor Investment Management LLC More: the full row for Astor Investment Management LLC 32,048 $4.76M 2.53% +3,575 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 31,418 $4.66M 2.23% +7,335 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 31,103 $4.62M 0.02% +1,999 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 30,925 $4.59M 0.43% -89 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 30,561 $4.53M 0.01% new 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 28,284 $4.2M 1.17% +117 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 26,500 $3.93M 0.95% +90 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26,235 $3.89M 0.29% +25,807 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,908 $3.84M 1.5% -426 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 25,506 $3.78M 0.49% -182 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 24,915 $3.69M <0.01% +1,347 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 24,325 $3.61M <0.01% new 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,704 $3.52M 0.05% -594 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 22,912 $3.4M 0.02% +10,819 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 22,657 $3.36M 1.14% +4,746 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,536 $3.34M 0.02% -412 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,183 $3.14M 1.52% +3,514 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,405 $3.04M 0.77% +1,589 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,241 $3M 0.09% -925 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 20,217 $3M 0.07% -379 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 20,005 $2.97M 0.05% +101 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 19,065 $2.83M 4.36% -175 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,062 $2.83M 0.04% -182 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 18,969 $2.81M 0.01% -1,334 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 18,953 $2.81M 0.99% +115 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 18,427 $2.73M 1.15% +6,707 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,182 $2.7M 0.25% +382 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 17,773 $2.64M 2.04% -161 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 17,384 $2.58M 0.95% new 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 17,097 $2.55M 0.3% -19,131 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,858 $2.5M 0.05% -49 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,760 $2.34M 0.02% +220 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,428 $2.29M 0.07% +1,394 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 15,138 $2.25M 0.38% -350 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 14,946 $2.22M 0.03% -3,042 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,812 $2.2M <0.01% +1,140 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,639 $2.17M 0.61% +70 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 14,600 $2.17M 0.27% -125,548 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 14,477 $2.15M -3,854 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,352 $2.13M 0.01% -1,842 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 13,870 $2.06M 0.11% -4,472 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,627 $2.02M 0.02% -7,213 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,535 $2.01M 0.02% +7,807 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 13,535 $2.01M 0.02% +7,807 13F-HR/A Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 13,190 $1.96M <0.01% 0 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 12,728 $1.89M 0.01% +712 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 12,698 $1.88M 0.65% +132 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,612 $1.87M 0.23% -2,743 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,499 $1.85M 0.11% -1,188 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,481 $1.85M 1.2% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,475 $1.85M 0.01% +170 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 12,273 $1.82M 0.01% +6,271 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 12,246 $1.82M 0.04% new 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,871 $1.76M 1.41% -140 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,643 $1.73M 0.07% -31,239 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,359 $1.69M 0.01% +135 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,039 $1.64M 0.16% -138 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 10,990 $1.63M 0.2% -1,290 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,888 $1.62M 0.07% -386 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,867 $1.61M <0.01% +387 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,806 $1.6M 0.02% -1,532 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 10,771 $1.6M 0.02% +3,609 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,704 $1.59M 0.2% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 10,289 $1.53M <0.01% -182 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 10,257 $1.52M 1.01% +2,321 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,223 $1.52M 0.27% -92 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.52M 0.1% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,727 $1.44M 0.06% +7,394 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,717 $1.44M 0.01% -428 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 9,685 $1.44M 0.14% +3,917 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,609 $1.43M 0.05% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 9,546 $1.42M 0.05% -159 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,493 $1.41M 0.05% -305 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,489 $1.41M 0.01% +922 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,262 $1.37M 0.04% +4,350 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,153 $1.36M 0.17% +86 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,879 $1.32M 0.02% -580 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,603 $1.28M 0.01% +756 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,365 $1.24M 0.1% -171 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,344 $1.24M 1.45% -558 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 8,038 $1.19M 0.49% +154 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,021 $1.19M 0.03% -860 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,509 $1.18M 0.07% -284 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,901 $1.17M 0.08% +14 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,860 $1.17M 0.01% +387 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,611 $1.13M 0.17% +143 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,592 $1.13M 0.54% +870 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,427 $1.1M 0.02% +290 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,403 $1.1M 0.12% -227 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 7,384 $1.1M 0.4% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 7,213 $1.07M 0.35% -263 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.07M 0.6% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,200 $1.07M <0.01% 0 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 7,082 $1.05M 0.09% -49 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 6,909 $1.03M <0.01% -3,334 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,870 $1.02M <0.01% -2,135 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 6,827 $1.01M <0.01% -165 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,769 $1M 0.26% +265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,707 $995K <0.01% +792 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,577 $976K <0.01% new 13F-HR/A Timeline Group KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,554 $973K 1.11% -154 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 6,477 $961K 0.42% -3,784 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,462 $959K <0.01% -4,305 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,427 $954K 0.03% -1,023 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 6,377 $946K 0.02% +578 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,292 $934K 0.03% +480 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,235 $925K <0.01% +522 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $920K 0.09% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,136 $911K 0.02% -90 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,133 $880K 0.07% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 5,928 $880K 0.56% -486 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 5,893 $874K 0.01% -284 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,883 $873K 0.03% -263 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $855K 0.01% new 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 5,706 $847K 0.33% -82 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,582 $828K 0.02% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 5,550 $824K 0.39% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,544 $823K 0.05% +259 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,524 $820K -18,685 Timeline StoneX Group Inc. in group StoneX Group Inc. 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