Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 14,248 $1M 0.04% +254 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 14,208 $998K 0.36% new 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 14,203 $998K 0.63% -1,427 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 14,158 $994K 0.02% -97 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 14,156 $994K 0.17% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 14,137 $993K 0.42% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,018 $985K 0.4% -750 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 14,014 $984K 0.76% -396 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 14,008 $984K 0.04% +969 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 13,988 $982K 0.21% +4,913 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 12,428 $979K 0.84% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 13,935 $979K 0.17% +3,671 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,892 $976K 0.03% +4,255 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,889 $976K 0.09% -98 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 13,876 $975K 0.07% -132 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 13,867 $974K 0.24% -156 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 13,839 $972K 0.26% +130 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 13,793 $969K 0.13% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,780 $968K 0.04% +53 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,765 $967K 0.06% +2,138 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 13,751 $966K 0.65% -6,739 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 13,725 $964K 0.68% -99 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 13,659 $959K 0.31% +178 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 13,658 $959K 0.29% -906 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 16,948 $957K 0.66% -1,104 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 13,622 $957K 0.32% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 13,562 $953K 0.09% +14 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 13,559 $952K 0.02% +4,124 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 13,536 $951K 0.1% -2,190 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 13,519 $950K 0.06% -106 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 13,514 $949K 0.07% -835 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 13,507 $949K 0.09% -2,396 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 13,485 $947K 0.56% -750 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 13,467 $946K 0.1% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 13,439 $944K 0.03% 0 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,397 $941K 0.31% +91 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manske Wealth Management More: the full row for Manske Wealth Management 13,383 $940K 0.37% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 62,652 $935K 0.31% +43,650 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 13,298 $934K 1.38% 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 13,286 $933K 0.26% -6,996 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 13,271 $932K 0.92% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 13,261 $931K 0.86% +400 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 13,227 $929K 0.65% -492 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 13,220 $929K 0.18% -10 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 13,217 $928K 0.14% -99 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,207 $928K 0.08% -6,619 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 13,195 $927K 0.07% -1,223 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 13,190 $926K 0.28% new 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 13,171 $925K 0.05% +879 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 13,170 $925K 0.08% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 13,154 $924K 0.03% -835 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 13,145 $923K 0.05% -85 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 13,117 $921K 0.77% -300 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 13,080 $919K 0.13% -658 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 12,800 $916K 0.31% 0 13F-HR Timeline Long Focus Capital Management, LLC More: the full row for Long Focus Capital Management, LLC 13,000 $913K 0.07% -90,000 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 12,936 $909K 0.06% -36,724 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,933 $908K 0.06% +73 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 12,895 $906K 0.64% 0 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 12,875 $904K 0.45% +18 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 12,855 $903K 0.15% -43 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 12,837 $902K 0.2% +6,515 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,819 $900K 0.02% -179 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 12,796 $899K 0.44% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 12,785 $898K 0.5% -136 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 12,744 $895K 0.07% -5,795 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 12,699 $892K 0.63% +3,348 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 12,679 $891K 0.02% -94 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 12,658 $889K 0.04% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,669 $889K 0.02% +7,893 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 12,611 $886K 0.09% +50 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 12,595 $885K 0.22% +15 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 12,527 $880K 0.03% -5,430 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 12,516 $879K 0.42% -1,455 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12,510 $879K 0.03% -320 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,506 $878K 0.09% -1,325 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 12,471 $876K 0.24% -37,510 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 12,460 $875K 0.5% +164 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,438 $874K 0.01% -142 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 12,428 $873K 0.77% -465 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 12,414 $872K 0.07% -1,260 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 12,400 $871K 0.09% +1,692 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 12,350 $867K 0.4% -24 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,272 $862K 0.02% +472 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 12,253 $861K 0.17% -26,862 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 12,232 $859K 0.06% +3,154 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,277 $859K 0.19% -113 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 12,203 $857K 0.17% -28 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 12,201 $857K 0.03% +40 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 12,165 $854K 0.15% -100 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 12,159 $854K 0.02% +311 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 12,140 $853K 0.06% -10,076 13F-HR/A Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 12,086 $849K 0.02% +621 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 12,068 $848K 0.03% +214 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 12,064 $847K 0.89% 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 12,051 $846K 0.44% -191 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 12,000 $843K 0.13% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,984 $842K 0.08% +2,800 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 11,924 $838K 0.76% 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 11,813 $830K 0.15% -150 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 11,765 $826K 0.03% +1,204 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 11,751 $825K 0.47% +920 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,739 $825K 0.04% +660 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11,694 $821K 0.11% -92 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,674 $820K 0.16% -5,291 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 11,671 $820K 0.06% -28 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,653 $819K 0.19% +414 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 11,630 $817K 0.34% -388 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 11,571 $813K 0.16% -46 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,534 $810K 0.15% -2,426 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 11,534 $810K 0.18% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 11,515 $809K 0.01% -357,676 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,486 $807K 0.06% -311 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,481 $806K 0.08% -536 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,475 $806K 0.47% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,472 $806K 0.28% -83 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 11,462 $805K 0.13% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 11,419 $804K 0.21% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,433 $803K 0.21% -278 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 11,405 $801K 0.1% +9 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 11,403 $801K 0.03% -160,027 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 11,385 $800K 0.1% +898 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 11,338 $796K 0.22% -522 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 11,325 $795K 0.51% +417 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 11,318 $795K 0.45% 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 11,315 $795K 0.09% +1 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,305 $794K 0.11% -61 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 11,293 $793K 0.06% -392 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 11,250 $790K 0.13% -107 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 11,243 $790K 0.26% -93 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 11,225 $788K 0.03% -1,243 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 11,222 $788K 0.72% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,171 $785K 0.45% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 11,151 $783K 0.14% +1 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 11,130 $782K 0.05% +4,859 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,130 $782K 0.03% +4,210 13F-HR/A Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 11,110 $780K 0.21% +44 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,968 $779K 0.07% -415 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11,070 $778K 0.05% -186 13F-HR Timeline 111 Capital More: the full row for 111 Capital 11,054 $776K 0.16% 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 11,032 $775K 0.24% 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 11,016 $774K 0.03% +370 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11,016 $774K 0.08% -1,477 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 11,007 $773K 0.49% +1,107 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 10,972 $771K 0.2% -209 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 10,930 $768K 0.12% +5,978 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 10,901 $766K 0.14% +620 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,884 $764K 0.01% +594 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 10,856 $763K 0.07% -119 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 10,836 $761K 0.3% 0 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 10,800 $759K 0.3% -500 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 10,753 $755K 0.1% -710 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,688 $751K 0.09% -513 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 10,686 $751K 0.01% -1,197,825 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 10,680 $750K 0.87% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 10,669 $749K 0.25% +783 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 10,637 $747K 0.09% -4,281 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 10,641 $747K 0.03% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,632 $747K 0.01% -757 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 10,631 $747K 0.05% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 10,615 $746K 0.07% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,606 $745K 0.07% +1,572 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 10,576 $743K 0.16% +44 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 10,563 $742K 0.14% +5 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,552 $741K 0.19% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 10,523 $739K 0.28% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 10,511 $738K 0.26% -147 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 10,485 $736K 0.06% +2,172 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 10,468 $735K 0.17% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,449 $734K 0.42% -56 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 10,420 $732K <0.01% new 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10,401 $731K 0.04% -100 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,370 $728K 0.13% -135 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 10,350 $727K 0.06% -450 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 10,346 $727K 0.15% +4,301 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 10,335 $726K 0.09% +80 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10,319 $725K 0.08% +431 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 10,290 $723K 0.3% +54 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 10,283 $722K -981 Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,262 $721K 0.16% 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 10,255 $720K 0.15% -1,756 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 10,248 $720K 0.24% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 10,209 $717K 0.22% -2,877 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,897 $712K 0.1% +1,070 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,116 $711K 0.06% +173 13F-HR Timeline Kagan Cocozza Asset Management More: the full row for Kagan Cocozza Asset Management 10,040 $705K 0.59% 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 10,042 $705K 0.07% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,030 $705K 0.05% +5,619 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 10,003 $703K 0.27% -400 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,982 $701K 0.34% -441 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,962 $700K 0.19% +78 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 9,953 $699K 0.27% +217 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,900 $695K 0.35% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 9,886 $694K 0.21% -1,511 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 9,885 $694K 0.39% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 9,884 $694K 0.01% +833 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 9,880 $694K 0.17% +460 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 9,855 $692K 0.06% +3,436 13F-HR/A Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 9,850 $692K 0.04% 0 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 9,830 $690K 0.14% -187 13F-HR Timeline