Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12,968 $2.21M 0.78% +1,494 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,963 $2.21M 0.06% +173 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 12,867 $2.19M +47 Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 12,624 $2.19M 0.29% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 12,797 $2.18M 0.06% +5,136 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 12,783 $2.18M 0.08% +9,112 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,762 $2.18M 0.28% +830 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 12,739 $2.17M 0.45% -105 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 12,736 $2.17M 0.87% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 12,700 $2.17M 0.08% 0 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 12,680 $2.16M 1.96% +968 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 12,575 $2.15M 0.43% 0 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. 12,574 $2.14M 0.05% -225 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,527 $2.14M 0.04% -2,333 13F-HR Timeline Group Panoramic Capital, LLC More: the full row for Panoramic Capital, LLC 12,500 $2.13M 2.67% new 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 12,461 $2.13M 2.03% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 12,447 $2.12M 1.23% +1,804 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 12,363 $2.11M 0.83% +1,470 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,307 $2.1M 0.1% -1,634 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 12,175 $2.08M 0.36% -93,795 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,134 $2.07M 0.11% -417 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 12,122 $2.07M 0.59% -55 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,079 $2.06M 0.05% -1,072 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 11,315 $2.06M -2,039 Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,071 $2.06M 0.13% -60 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,031 $2.05M 0.15% -499 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 11,939 $2.04M 0.44% 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 11,916 $2.03M 2.09% +1,053 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11,870 $2.02M 0.1% -140 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 11,857 $2.02M 0.04% +165 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,854 $2.02M 0.09% -420 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 11,811 $2.01M 0.13% +4,499 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 11,749 $2M 0.18% -1,262 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 11,639 $1.99M 0.26% -743 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,614 $1.98M 0.15% -864 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,585 $1.98M 0.08% -568 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 11,589 $1.97M 1.05% -2,129 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 11,518 $1.96M 0.32% +586 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,502 $1.95M 0.06% -1,209 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 11,325 $1.93M 0.75% new 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 11,275 $1.92M 0.03% +4,777 13F-HR Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 11,265 $1.92M 0.8% -3,590 13F-HR Timeline Kerusso Capital Management LLC More: the full row for Kerusso Capital Management LLC 11,253 $1.92M 1.22% +288 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 11,132 $1.9M 0.16% +321 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 10,631 $1.89M 0.05% +690 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 11,089 $1.89M 0.21% -743 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 11,082 $1.89M 0.38% +2,111 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 11,000 $1.88M 3.78% -4,000 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 10,930 $1.86M 0.04% +1,300 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 10,916 $1.86M 1.33% -127 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,899 $1.86M 0.02% +634 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,821 $1.85M 0.08% +778 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 10,814 $1.84M 0.05% +2,702 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 10,663 $1.82M 0.9% +440 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,803 $1.82M 0.05% +3,330 13F-HR Timeline CTC LLC More: the full row for CTC LLC 10,520 $1.79M 0.29% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10,498 $1.79M 0.06% -110 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 10,458 $1.78M 0.07% -555 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 10,436 $1.78M 0.17% +236 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 10,409 $1.78M 0.12% -59,117 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,360 $1.77M 0.03% -703 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 10,340 $1.76M 0.37% -35 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,333 $1.76M 0.02% +2,323 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 10,312 $1.76M 0.14% -85 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,298 $1.76M 0.13% -999 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,256 $1.75M 0.14% -20 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 10,213 $1.74M 1.05% +993 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 10,148 $1.73M 0.23% +179 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,095 $1.72M -85 Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 10,079 $1.72M 0.24% +119 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 10,064 $1.72M 0.43% +67 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,062 $1.72M 0.05% +5,117 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 10,062 $1.72M 0.16% +505 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 10,057 $1.72M 0.69% +516 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 10,054 $1.71M 0.1% +3,228 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,038 $1.71M 0.07% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,911 $1.69M +190 Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,880 $1.69M 0.13% +642 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 9,859 $1.68M 0.43% -65 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 9,857 $1.68M 0.36% +170 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 9,834 $1.68M 2.26% +790 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,830 $1.68M 0.26% -671 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 9,826 $1.68M 1.24% -5 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,818 $1.67M 0.28% -1,152 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 9,800 $1.67M 0.08% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,739 $1.66M 0.01% +447 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 9,708 $1.66M 0.03% +60 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,705 $1.66M 0.06% +1,710 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 9,681 $1.65M 0.11% -402 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 9,677 $1.65M 0.46% -236 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,625 $1.64M 0.18% +150 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,616 $1.64M 0.69% +160 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10,196 $1.64M 0.06% +1,524 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 9,590 $1.64M 0.57% +77 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,570 $1.63M 0.04% +249 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 9,547 $1.63M 0.4% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 9,531 $1.63M 0.05% +4,793 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 9,502 $1.62M 1.09% -416 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,496 $1.62M 0.03% +91 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,454 $1.61M 0.12% +4,457 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,430 $1.61M 0.03% +2,837 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 9,420 $1.61M 0.39% +1,922 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 9,387 $1.6M 0.44% -421 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 9,504 $1.6M 0.03% +849 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 9,352 $1.6M 0.05% -418 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,347 $1.59M 0.05% -327 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,317 $1.59M 0.12% -46 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 222,944 $1.58M 0.14% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,182 $1.57M 0.19% +1,885 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,164 $1.56M 0.04% -343 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,071 $1.55M 0.05% -1,340 13F-HR Timeline Group HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 9,057 $1.54M 0.29% -147 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 9,023 $1.54M 0.11% +133 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 9,011 $1.54M 0.04% +789 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,000 $1.53M 0.3% -12,000 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 8,995 $1.53M 0.1% +550 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 8,952 $1.53M 1.19% +431 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 8,943 $1.53M <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 8,930 $1.52M 0.42% -1,038 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,893 $1.52M 0.07% -455 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 8,892 $1.52M 0.58% -377 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,878 $1.51M 0.98% -38 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,844 $1.51M 0.06% -2,749 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,836 $1.51M 0.34% +1 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 8,822 $1.5M 0.76% -55 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 8,799 $1.5M 0.85% +340 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 8,780 $1.5M 0.56% +500 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,746 $1.49M 0.19% -457 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,742 $1.49M 0.23% +2,927 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,740 $1.49M 0.04% -1 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 8,735 $1.49M 0.37% 0 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 8,625 $1.47M 0.85% -150 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,600 $1.47M 0.13% -11 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,594 $1.47M 0.7% +28 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,554 $1.46M 0.02% -256 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,515 $1.45M 0.15% +226 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 8,505 $1.45M 1.38% -527 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 8,464 $1.44M 0.05% -787 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,459 $1.44M 0.06% +208 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,407 $1.43M 0.08% new 13F-HR Timeline Group MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 8,400 $1.43M 1.27% +300 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,373 $1.43M 0.87% -7,399 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,325 $1.42M 0.02% -4,104 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,302 $1.42M 0.01% +1,008 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 8,300 $1.42M 0.75% -325 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 8,285 $1.41M 0.05% 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 8,284 $1.41M 0.73% +75 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,266 $1.41M 0.47% -1,291 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,250 $1.41M 0.05% -171 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 8,238 $1.4M 0.33% new 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 7,707 $1.4M 0.69% 0 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,220 $1.4M 0.16% -91 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8,220 $1.4M 0.59% +705 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 8,217 $1.4M 1.03% +2,186 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,182 $1.4M 0.09% -24 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 8,150 $1.39M 0.41% -180 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 8,148 $1.39M 0.17% +6,728 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 8,852 $1.39M 1.16% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 8,120 $1.38M 0.24% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 8,109 $1.38M 0.32% -133 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,100 $1.38M 1.11% -40 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 8,013 $1.37M 0.08% -6,803 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 7,974 $1.36M 0.04% +23 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 7,892 $1.35M 0.38% -101 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,883 $1.34M 0.1% +244 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 7,860 $1.34M 0.12% +314 13F-HR/A Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 7,851 $1.34M 0.02% -419 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,834 $1.34M 0.05% +36 13F-HR Timeline Group Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 7,830 $1.34M 0.66% -721 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 7,823 $1.33M 0.02% -1,064 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,797 $1.33M 0.01% +717 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 7,756 $1.32M 0.4% +148 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 7,742 $1.32M 1.61% -2,550 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,691 $1.31M 0.03% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,678 $1.31M 0.04% -1,444 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 7,674 $1.31M 0.16% -1,531 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,650 $1.3M 0.09% -76 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,642 $1.3M 0.18% +2,479 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,627 $1.3M 0.07% -247 13F-HR/A Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,618 $1.3M 0.09% +222 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 7,613 $1.3M 0.49% +683 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,602 $1.3M 0.25% -1,190 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,580 $1.29M 0.13% +367 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,563 $1.29M 0.08% -50 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,509 $1.28M 0.24% +237 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 7,504 $1.28M 1.53% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,495 $1.28M 0.05% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,412 $1.26M 0.01% -4,582 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,927 $1.26M 0.11% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 7,372 $1.26M 0.57% -170 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 7,370 $1.26M 0.15% -1,075 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 7,360 $1.26M 0.28% +675 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,357 $1.25M 0.1% +3,670 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 7,350 $1.25M 0.4% -746 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 7,347 $1.25M 0.47% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,315 $1.25M 0.13% -8,012 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 7,309 $1.25M 0.29% -205 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 7,300 $1.25M 0.04% -600 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 7,180 $1.22M 0.33% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 7,174 $1.22M 0.67% +100 13F-HR Timeline