LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,840 $267K 0.07% -182 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,827 $266K 0.05% 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,824 $266K 0.07% -785 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,821 $265K 0.08% +6 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 2,817 $265K 0.26% +86 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 2,800 $263K 0.14% -289 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,790 $262K 0.01% +106 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 2,790 $262K 0.08% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,785 $262K 0.1% -15 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,777 $261K 0.17% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,770 $260K 0.02% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,759 $259K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,756 $259K 0.02% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,753 $259K 0.03% -207 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,752 $259K 0.1% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,747 $258K 0.01% +218 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,745 $258K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,729 $258K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,742 $258K 0.03% +23 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 2,733 $257K 0.19% +7 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,731 $257K 0.03% new 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 2,726 $256K 0.12% +6 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,615 $256K 0.07% 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,725 $256K <0.01% +622 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,728 $256K 0.01% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,708 $255K 0.04% +16 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,699 $254K 0.05% +119 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,688 $253K 0.01% -100 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 2,686 $253K 0.02% -100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,666 $251K <0.01% -242 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,658 $250K 0.01% +140 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,654 $250K 0.04% -31 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,647 $249K 0.06% -187 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,644 $249K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,641 $248K <0.01% +169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,640 $248K 0.01% +3 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,637 $248K 0.19% +285 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,468 $248K 0.02% +83 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,628 $247K 0.02% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,640 $247K 0.05% -44 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 2,665 $246K 0.19% +8 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2,616 $246K 0.09% +175 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,602 $245K 0.06% -448 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,602 $245K 0.05% +17 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2,595 $244K 0.23% 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 2,572 $242K 0.01% -135 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,568 $241K 0.22% -112 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 2,565 $241K 0.17% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 2,561 $241K 0.07% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,542 $239K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,540 $239K 0.04% -328 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,529 $238K 0.13% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,512 $236K 0.06% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,497 $236K 0.08% +355 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,501 $235K 0.02% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,487 $234K 0.03% -100 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,486 $234K 0.05% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,482 $233K 0.04% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,310 $233K 0.07% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,477 $233K 0.07% 0 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 2,460 $231K 0.13% +205 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,457 $231K 0.07% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,436 $229K 0.06% -2,557 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,426 $228K <0.01% -8,231 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 2,382 $224K 0.03% -29 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 2,377 $224K 0.08% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,373 $223K 0.01% -82 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,350 $221K 0.06% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,349 $221K 0.02% -5,768 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,323 $218K 0.08% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,316 $218K 0.03% -44 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,305 $217K 0.01% +57 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,304 $217K 0.06% +22 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 2,300 $216K 0.01% -225 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,298 $216K 0.06% +1 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,298 $216K 0.02% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,297 $216K 0.06% +85 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,300 $216K 0.08% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,294 $216K 0.17% 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 2,290 $215K 0.04% -36 13F-HR Timeline FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 2,282 $215K 0.14% -50 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,272 $214K 0.02% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,271 $214K 0.08% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 2,252 $212K 0.09% +3 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 2,240 $211K 0.36% -8 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,236 $210K 0.13% +81 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,235 $210K <0.01% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 2,223 $209K 0.18% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,220 $209K 0.02% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 2,208 $208K 0.4% +75 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,202 $207K 0.05% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 2,200 $207K 0.04% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,198 $207K 0.05% +100 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,198 $207K 0.02% -61 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,194 $206K 0.02% new 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 2,182 $205K 0.03% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,177 $205K 0.54% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,170 $204K 0.02% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,170 $204K 0.13% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,174 $204K 0.02% new 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 1,968 $202K 0.12% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 2,139 $201K 0.11% +29 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,136 $201K 0.14% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,128 $200K 0.13% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,111 $199K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,109 $198K <0.01% +128 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,059 $194K 0.01% -9 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,026 $191K 0.01% +14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,020 $190K 0.02% +352 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $188K 0.02% -34 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 1,949 $183K 0.05% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,867 $176K 0.07% -194 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,794 $169K <0.01% -198 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,727 $162K 0.08% -500 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,707 $161K 0.06% +22 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,701 $160K 0.06% +1,247 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,673 $158K 0.11% -70 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 1,646 $155K 0.09% +392 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,637 $154K 0.01% +931 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,600 $150K 0.01% +540 13F-HR Timeline Group Bray Capital Advisors More: the full row for Bray Capital Advisors 1,592 $150K 0.04% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1,570 $148K 0.11% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,559 $147K 0.04% +337 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,488 $140K 0.03% +182 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,448 $136K 0.02% +260 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,447 $136K 0.02% +52 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,422 $134K 0.01% -4 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 1,380 $129K <0.01% -30,588 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,358 $128K 0.05% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,338 $126K 0.04% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,314 $124K 0.01% +16 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,313 $123K 0.01% -52 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,307 $123K 0.04% -765 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,306 $123K 0.01% +201 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,273 $120K 0.15% 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,262 $119K 0.01% +65 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,257 $118K 0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,254 $118K <0.01% +290 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,249 $117K <0.01% +200 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,238 $116K <0.01% new 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,211 $114K <0.01% 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,206 $113K 0.02% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,188 $112K 0.04% +20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,181 $111K 0.05% -192 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,167 $110K 0.04% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,115 $105K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,088 $102K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,069 $101K <0.01% +290 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,067 $100K 0.01% +96 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,059 $99.6K <0.01% +600 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 1,059 $99.5K 0.06% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,054 $99.1K 0.02% -26 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,053 $99K 0.01% -142 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 982 $92.3K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 972 $91.4K <0.01% +275 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 928 $87.3K 0.09% 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 919 $86.4K 0.01% +263 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 915 $86K <0.01% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 916 $86K 0.01% +118 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 902 $84.8K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 900 $84.6K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 842 $83.5K 0.04% 13F-HR Timeline Boit C F David More: the full row for Boit C F David 867 $81.5K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 845 $79.5K 0.03% +5 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 829 $77K <0.01% +802 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 809 $76.1K 0.01% -337 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 800 $75.2K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 777 $73.1K 0.01% 0 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 770 $72.4K 0.02% -200 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 766 $72K 0.01% +66 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 746 $70.2K <0.01% +233 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 741 $69.7K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 740 $69.6K 0.04% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 720 $67.7K 0.01% -31 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 690 $64.9K 0.02% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 684 $64.3K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 684 $64.3K <0.01% -1,283 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 680 $64K 0.04% +6 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 678 $63.8K <0.01% -233 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 651 $61.2K 0.01% +8 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 632 $59.4K 0.04% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 629 $59.2K 0.11% -886 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 620 $58K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 612 $57.6K 0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 612 $57.6K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $56.4K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 600 $56.4K 0.03% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 590 $55.5K 0.01% +88 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 590 $55.5K <0.01% +345 13F-HR Timeline Group Trust Co More: the full row for Trust Co 588 $55.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 587 $55.2K 0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 580 $54.5K 0.03% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 578 $54.4K 0.02% +14 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 578 $54.4K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 566 $53.2K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 558 $52.5K 0.03% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 553 $52K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 560 $52K 0.05% +70 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 550 $51.7K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 548 $51.5K 0.01% 0 13F-HR Timeline