Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 2,367 $351K 0.19% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,363 $350K 0.13% +161 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,361 $350K 0.09% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,359 $350K 0.01% -164 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,353 $349K 0.07% +5 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,350 $348K 0.01% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,331 $346K 0.31% -46 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 2,334 $346K 0.03% -18 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,319 $344K 0.01% +861 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,309 $342K 0.03% -1,246 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,306 $342K 0.01% +27 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,304 $341K <0.01% +509 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,303 $341K <0.01% -1,307 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,302 $341K 0.01% -878 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,295 $340K 0.01% -2,141 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,280 $338K 0.11% -320 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,279 $338K 0.01% +49 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,279 $338K 0.01% -190 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,279 $338K 0.01% +225 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,274 $337K 0.08% +595 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,274 $337K 0.02% +10 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,243 $336K 0.06% 0 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 2,269 $336K 0.09% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,100 $311K 0.08% -107 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 2,100 $311K 0.03% 0 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 2,098 $311K 0.11% new 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,092 $310K <0.01% -40 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,075 $307K 0.03% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,067 $306K 0.04% -4,304 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,040 $305K 0.05% -60 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 2,050 $304K 0.1% 0 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,049 $304K 0.01% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,049 $304K 0.02% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 2,044 $303K 0.21% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,043 $303K 0.01% new 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,043 $303K 0.03% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,029 $301K 0.03% -3 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,023 $300K 0.03% -15 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,014 $298K 0.11% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,012 $298K 0.04% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,007 $297K 0.03% -20,585 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,002 $297K 0.01% +72 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,001 $297K 0.11% -1,231 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,001 $297K 0.01% +4 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 2,000 $296K 0.26% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 2,000 $296K 0.11% -6 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,994 $295K 0.02% -4 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,989 $295K 0.15% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,988 $295K 0.03% -1,636 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,982 $294K 0.02% -66 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,076 $292K 0.02% -423 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,971 $292K 0.06% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,965 $291K 0.09% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,959 $290K 0.11% -120 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 1,956 $290K 0.07% 0 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,949 $289K 0.22% +330 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,907 $288K 0.03% new 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,938 $287K 0.11% +264 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,932 $286K 0.13% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,923 $285K 0.03% -155 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,919 $284K <0.01% +11 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,915 $284K 0.02% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,915 $284K <0.01% +69 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,914 $284K 0.01% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,912 $283K 0.03% -5 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,793 $282K 0.17% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,900 $281K 0.11% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,897 $281K 0.06% +4 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 1,896 $281K 0.07% 0 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,880 $279K 0.04% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,865 $276K 0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,864 $276K 0.02% -54 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,863 $276K 0.04% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,859 $276K 0.01% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,857 $275K 0.03% +421 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 1,846 $274K <0.01% -3,609 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,843 $273K <0.01% +87 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,836 $272K 0.03% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,833 $272K 0.07% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 1,828 $271K 0.02% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,825 $270K 0.08% 0 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,816 $269K 0.02% +16 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Addison Advisors LLC More: the full row for Addison Advisors LLC 1,813 $269K 0.07% +14 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,806 $268K <0.01% -777 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,802 $267K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,800 $267K 0.11% 0 13F-HR/A Timeline Group FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,798 $266K 0.1% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,798 $266K 0.04% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,797 $266K 0.01% -60 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,791 $265K <0.01% +189 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,790 $265K 0.03% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,790 $265K 0.02% +235 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,788 $265K 0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,780 $264K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,779 $264K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,778 $263K <0.01% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,765 $262K 0.04% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 1,763 $261K 0.03% +150 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,763 $261K 0.01% +92 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,760 $261K <0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,760 $261K 0.02% +657 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,757 $260K 0.01% -9 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 1,755 $260K 0.01% 0 13F-HR Timeline Group VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,751 $259K 0.01% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 1,745 $259K 0.06% -30 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,741 $258K 0.11% -100 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,735 $257K <0.01% -56 13F-HR Timeline Carson Advisory Inc. 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Riley Wealth Advisors, Inc. 1,717 $254K 0.01% -742 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 1,714 $254K 0.1% -83 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,708 $253K 0.01% +17 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,705 $253K 0.01% +522 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,705 $253K 0.04% +3 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,703 $252K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,695 $251K 0.02% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,694 $251K 0.02% new 13F-HR Timeline ETF Store, Inc. 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More: the full row for TD Waterhouse Canada Inc. 1,659 $249K <0.01% -8,815 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,680 $249K 0.01% +1 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,680 $249K 0.02% 0 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,673 $248K 0.36% +261 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,649 $244K 0.01% -67 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,641 $243K 0.03% -377 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,640 $243K 0.12% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,639 $243K 0.05% new 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,627 $241K 0.03% -6,607 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,626 $241K 0.04% -3 13F-HR/A Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,625 $241K 0.24% 0 13F-HR/A Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,604 $238K 0.01% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,600 $237K <0.01% 0 13F-HR/A Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,600 $237K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,597 $237K 0.02% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,597 $237K 0.07% +8 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,594 $236K 0.01% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 1,592 $236K 0.01% +101 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,585 $235K 0.03% 0 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 1,585 $235K 0.07% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,584 $235K 0.02% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 1,579 $234K 0.05% -30 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,654 $234K 0.02% +5 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,575 $233K <0.01% -10 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,575 $233K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,573 $233K 0.01% -12 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,565 $232K 0.05% +28 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,558 $231K 0.09% +6 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 1,542 $228K 0.02% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,541 $228K 0.12% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,539 $228K 0.01% -99 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,539 $228K 0.01% +82 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,535 $228K <0.01% +6 13F-HR Timeline Parallax Volatility Advisers, L.P. 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More: the full row for Pinnacle West Asset Management, Inc. 1,500 $222K 0.15% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,495 $222K 0.05% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,495 $222K 0.15% +5 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,490 $221K 0.02% new 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 1,490 $221K 0.11% -10 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,490 $221K 0.18% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,487 $220K 0.08% +100 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,485 $220K <0.01% +57 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,483 $220K 0.01% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,483 $220K 0.02% +4 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,480 $219K 0.08% +700 13F-HR Timeline