FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 7,917 $1.36M 0.09% -1,260 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,917 $1.36M 0 Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 7,906 $1.36M 0.39% +55 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,851 $1.35M 0.09% +2,679 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 7,841 $1.35M 0.03% +1,534 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,812 $1.35M 0.2% +2,465 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 7,776 $1.34M 0.2% +228 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,736 $1.33M <0.01% -311 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 7,718 $1.33M 0.01% -2,101 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 7,700 $1.33M 0.14% +1,200 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 7,681 $1.32M 0.12% new 13F-HR Timeline Group GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 7,666 $1.32M 0.24% +4,156 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,653 $1.32M 0.03% +116 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 7,594 $1.31M 0.18% +1,763 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,562 $1.3M 0.1% -58 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 7,535 $1.3M 0.49% -78 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,456 $1.28M 0.03% -2,638 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,422 $1.28M 0.01% -2,024 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,270 $1.25M 0.04% -50 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,244 $1.25M 0.03% +2,034 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,227 $1.24M 0.16% +1,102 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 7,167 $1.23M 0.44% +1,527 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,155 $1.23M 0.01% -65 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 7,127 $1.23M 1% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,108 $1.22M 0.01% -2,164 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,053 $1.21M 0.12% -52,694 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 7,031 $1.21M <0.01% -377 13F-HR Timeline Group GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 7,028 $1.21M 0.02% -52 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,018 $1.21M 0.07% -459 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 7,000 $1.21M 0.04% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 6,910 $1.19M 0.42% -220 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,898 $1.19M 0.42% +1,399 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,791 $1.18M +1,448 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,870 $1.18M 0.01% +2,180 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,815 $1.17M 0.04% -1,457 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,699 $1.17M 0.24% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 6,782 $1.17M 0.04% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,755 $1.16M 0.03% +3,176 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,737 $1.16M 0.03% +4,852 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,685 $1.15M 0.06% +325 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,661 $1.15M 0.06% -120 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,722 $1.15M 0.01% +6,722 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,639 $1.14M 0.22% +1,168 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 6,610 $1.14M <0.01% -973,615 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,607 $1.14M 0.04% +4,384 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 6,569 $1.13M 0.3% +1,581 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,513 $1.12M 0.03% -1,215 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,452 $1.11M 0.03% +973 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 6,233 $1.11M 0.4% +4,148 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,435 $1.11M 0.47% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,433 $1.11M 0.68% +130 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,432 $1.11M 0.35% +965 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 6,430 $1.11M 1.5% 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 6,419 $1.11M 0.16% -46,460 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,395 $1.1M 0.1% -9 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,389 $1.1M 0.01% -2,246 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,361 $1.1M 0.08% -63 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 6,357 $1.09M <0.01% +446 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 6,352 $1.09M 0.09% +1,269 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,318 $1.09M 0.01% +875 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,308 $1.09M 0.03% 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 6,237 $1.07M 0.64% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,233 $1.07M 0.04% +2,882 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,200 $1.07M 0.04% -2,015 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,185 $1.07M 0.66% +765 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,177 $1.06M 0.01% +360 13F-HR/A Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 6,159 $1.06M 0.37% +886 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 6,155 $1.06M 0.37% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,127 $1.06M 0.01% -4,955 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 6,121 $1.05M 0.54% +873 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 6,082 $1.05M 0.12% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,052 $1.04M 0.02% +35 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 6,032 $1.04M 0.03% +385 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,013 $1.04M 0.01% -28 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 5,979 $1.03M 0.17% -20,085 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 5,962 $1.03M 0.01% -106 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 5,943 $1.02M 1.15% 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,936 $1.02M 0.02% +1,699 13F-HR Timeline Private Harbour Investment Management &… More: the full row for Private Harbour Investment Management & Counsel, LLC 5,907 $1.02M 1.05% -78 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 5,903 $1.02M 0.3% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,894 $1.02M 0.02% -3,082 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 5,889 $1.01M 0.4% +780 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 5,887 $1.01M 0.24% -490 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,877 $1.01M 0.03% -42,028 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,875 $1.01M 0.02% +2,722 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,829 $1.01M 0.24% -1,154 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,836 $1.01M 0.06% -340 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,823 $1M 0.01% +1,211 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,779 $996K 0.01% +179 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,707 $983K 0.05% -78 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,677 $978K 0.03% +634 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,643 $972K 0.04% -490 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 5,643 $972K 0.09% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,607 $966K 0.1% 13F-HR/A Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 5,600 $965K <0.01% new 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 5,594 $964K 0.32% -314 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,567 $959K 0.05% -60 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 5,542 $955K 0.07% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,531 $953K 0.01% new 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,512 $949K 0.07% -9,238 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 5,500 $947K 0.08% 0 13F-HR Timeline Group Baker Chad R More: the full row for Baker Chad R 5,420 $934K 0.17% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,402 $930K 0.22% +40 13F-HR Timeline BARROW HANLEY MEWHINNEY & STRAUSS LLC More: the full row for BARROW HANLEY MEWHINNEY & STRAUSS LLC 5,391 $929K <0.01% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,390 $928K 0.25% +3,176 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,355 $922K 0.06% +166 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,306 $914K 0.03% -213 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,294 $912K 0.02% -642 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,253 $905K 0.01% -2,274 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,242 $903K 0.02% -6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,209 $897K 0.01% -111 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,177 $892K 0.06% -470 13F-HR Timeline United Bank More: the full row for United Bank 5,149 $887K 0.34% +993 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 5,101 $879K 0.01% new 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 5,087 $876K 0.09% 0 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,086 $876K 0.31% +3,277 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,075 $874K 0.37% +2,458 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,049 $870K 0.1% +483 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,040 $868K 0.01% +63 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 5,031 $867K 0.71% -406 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,884 $863K 0.02% +133 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,320 $862K 0.16% +2,156 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 5,000 $861K 0.34% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,920 $847K 0.01% -306 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,908 $845K +1,973 Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,900 $844K 0.33% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,872 $839K 0.01% +360 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,838 $833K 0.03% +1,718 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 4,808 $828K 0.32% -6,745 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,765 $821K -5,549 Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,731 $815K 0.31% +999 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,717 $813K 0.03% -27 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 4,672 $805K 0.07% -110 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 4,649 $801K 0.25% +549 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,642 $800K 0.49% +1,261 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,639 $799K 0.01% -1,590 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 4,621 $796K 0.39% -83 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,619 $796K 0.08% +180 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,589 $790K 0.01% +736 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,585 $790K 0.09% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 4,564 $786K 0.35% +86 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,548 $783K 0.03% 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,280 $774K 0.41% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,430 $763K 0.05% -3,820 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 4,411 $760K 0.24% +94 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 4,400 $758K 0.03% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,392 $757K 0.01% new 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,391 $756K 0.26% 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,363 $752K 0.18% -3,632 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooper Financial Group More: the full row for Cooper Financial Group 4,362 $751K 0.09% -519 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,359 $751K -1,147 Timeline Versor Investments LP More: the full row for Versor Investments LP 4,336 $747K 0.13% +1,833 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,326 $745K 0.03% +911 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,317 $744K 0.04% +2,552 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,307 $742K 0.41% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,299 $741K 0.04% +3,590 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 4,289 $739K 0.04% -777 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,270 $736K 0.01% +213 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,959 $734K 0.02% +980 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,203 $724K 0.05% +627 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,163 $717K 0.03% +244 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,162 $717K 0.01% +233 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 4,157 $716K 0.08% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,155 $716K 0.11% -242 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,137 $713K 0.03% -3,654 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,125 $711K 0.11% -25,233 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,115 $709K 0.04% 0 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 4,088 $704K 0.44% -436 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,084 $703K 0.03% -48 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,046 $697K 0.06% -12 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,000 $689K 0.01% +1,987 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) 3,996 $688K 0.02% -7,248 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 3,992 $688K 0.14% +2,018 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3,955 $681K 0.12% -43,864 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,935 $678K 0.16% +1,730 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,934 $678K 0.01% -858 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 3,930 $677K 0.42% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,927 $676K 0.06% +61 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 3,911 $674K 0.07% +100 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 3,898 $671K 0.05% -509 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,891 $670K 0.01% -190 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,887 $670K 0.69% +76 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 3,885 $669K 0.24% -78 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 3,452 $668K 0.17% -670 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 3,850 $663K 0.07% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,800 $655K 0.14% new 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,777 $651K 0.07% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,754 $647K 0.39% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,756 $644K 0.03% -105 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 3,735 $643K 0.08% +1,266 13F-HR/A Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,787 $638K 0.11% 0 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 3,703 $638K 0.4% -95 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,686 $635K 0.02% +702 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,659 $630K 0.02% -267 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,649 $629K 0.19% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,625 $624K 0.27% +45 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,614 $623K 0.01% -1,639 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,605 $621K 0.03% -3 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,596 $619K 0.03% -1,250 13F-HR/A Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,592 $619K 0.11% +570 13F-HR Timeline