OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 9,726 $486K 0.03% 0 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 9,557 $478K 0.01% -9,994 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 9,554 $478K <0.01% -1,135 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 9,193 $460K <0.01% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 8,731 $437K 0.03% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,653 $433K 0.01% -595 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,540 $427K 0.03% -85 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 8,404 $422K 0.01% -129 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,394 $420K 0.01% +2,697 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 8,390 $420K 0.11% +1,480 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 8,321 $416K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,000 $400K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 7,865 $393K 0.01% +1,024 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 7,756 $388K <0.01% -8,188 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 7,537 $377K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 7,481 $374K 0.01% +489 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 7,446 $372K <0.01% -1,100 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. 7,262 $363K <0.01% -61 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,258 $363K <0.01% new 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 7,150 $358K 0.03% -3,010 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 7,133 $357K <0.01% +206 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 7,114 $356K <0.01% -832 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,906 $345K <0.01% -1,226 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,489 $325K <0.01% +75 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,493 $325K <0.01% -295 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,424 $321K <0.01% +6,069 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 6,290 $315K 0.02% -3,391 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,912 $296K <0.01% -170 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,868 $294K <0.01% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,833 $292K 0.03% -56 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 5,752 $285K <0.01% new 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,545 $277K 0.01% -1,333 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,530 $277K <0.01% +295 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,519 $276K 0.02% -68 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,517 $276K 0.01% -1,405 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,397 $270K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,369 $269K 0.01% -16 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 5,282 $264K 0.03% +750 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 5,231 $262K 0.01% +350 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 5,183 $259K <0.01% +38 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,064 $253K 0.01% +2 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 5,000 $250K 0.12% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,950 $248K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,842 $242K 0.01% +349 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,814 $241K 0.01% +14 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,596 $230K <0.01% +2,804 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 4,589 $230K <0.01% -5,993 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,319 $229K <0.01% -241 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,483 $224K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,447 $222K <0.01% new 13F-HR/A Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,387 $219K 0.01% -2,165 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 4,352 $218K 0.03% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,215 $211K <0.01% -21,463 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,202 $210K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,164 $208K <0.01% new 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,160 $208K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,137 $207K <0.01% new 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 3,699 $185K 0.09% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,620 $181K 0.1% +275 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 2,769 $138K 0.01% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,658 $133K 0.02% -6,178 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2,625 $131K <0.01% new 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,013 $101K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,833 $91.7K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,708 $85.4K 0.01% +234 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,668 $83.4K <0.01% +218 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,554 $78.8K <0.01% +165 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,352 $67.6K 0.01% -6,100 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,300 $65K <0.01% -500 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,300 $65K <0.01% -6,000 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,213 $60.7K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,113 $56K <0.01% +602 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,096 $55K 0.01% -1,967 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,042 $52.1K <0.01% 0 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,025 $51.4K <0.01% +252 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,015 $50.8K <0.01% +326 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $50K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 957 $47.9K <0.01% -96 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 766 $38.3K <0.01% -622 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 763 $38K <0.01% -21 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 550 $27.5K <0.01% -1,400 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 528 $26K <0.01% -121 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 500 $25K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 450 $22.5K <0.01% -2,464 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 448 $22.4K <0.01% -226 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 421 $21.1K <0.01% +81 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 400 $20K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 333 $16.7K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 326 $16.3K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 308 $15.4K <0.01% +3 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $15K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 274 $13.7K <0.01% +156 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 273 $13.7K <0.01% +145 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 257 $12.9K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 242 $12.1K <0.01% new 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 241 $12.1K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 201 $10.8K <0.01% new 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 208 $10.4K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 207 $10.4K <0.01% +181 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 200 $10K <0.01% 0 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 180 $9K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 179 $8.95K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 176 $8.8K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 166 $8.3K <0.01% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essential Partners LLC More: the full row for Essential Partners LLC 161 $8.05K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 149 $7K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 136 $6.82K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 129 $6.45K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 125 $6.25K <0.01% -30 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 117 $5.85K <0.01% -94 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 115 $5.75K <0.01% -1 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 110 $5.5K <0.01% -357 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 108 $5.4K <0.01% -87 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 101 $5.05K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 100 $5K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 95 $4.75K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 93 $4.65K <0.01% +5 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 91 $4.55K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 87 $4.36K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 86 $4.31K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 82 $4.1K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 99 $4K <0.01% +12 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 72 $3.6K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 65 $3.25K <0.01% -31 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 52 $2.62K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42 $2.1K <0.01% +10 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 40 $2K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36 $1.8K <0.01% -18 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $1.7K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $1.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 31 $1.55K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24 $1.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20 $1K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 20 $1K <0.01% -9 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 18 $900 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 17 $850 <0.01% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12 $600 <0.01% -1,144 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $501 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $501 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $500 <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 9 $471 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $401 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 7 $351 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $300 <0.01% +2 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $252 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $250 <0.01% +3 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5 $250 <0.01% -50 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 3 $151 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $150 <0.01% new 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 19 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 61,190 $3.06K +8,662 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.