Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,533 $545K 0.05% +109 13F-HR Timeline CARLSON FINANCIAL, INC. More: the full row for CARLSON FINANCIAL, INC. 3,522 $543K 0.31% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,515 $542K 0.12% -5,911 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 3,515 $542K 0.46% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 3,511 $541K 0.17% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,508 $541K 0.04% +8 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,492 $538K 0.29% 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,491 $538K 0.08% +199 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,488 $538K 0.27% +1,115 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 3,480 $536K 0.16% +10 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,479 $536K 0.16% -871 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 3,478 $536K 0.61% +2,178 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 3,469 $535K 0.11% 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,466 $534K 0.16% 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. 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More: the full row for FEDERATED HERMES, INC. 3,150 $486K <0.01% +350 13F-HR Timeline Group SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3,149 $485K 0.32% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3,145 $485K 0.03% +27 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,141 $484K 0.4% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 3,130 $483K 0.28% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,119 $481K 0.15% +2,778 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,105 $479K 0.21% +114 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 3,100 $478K 0.02% new 13F-HR Timeline Signet Investment Advisory Group, Inc. 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Inc More: the full row for Hofer & Associates. Inc 3,040 $469K 0.25% 0 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 3,035 $468K 0.27% 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 3,031 $467K 0.24% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,031 $467K 0.02% +7 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,027 $467K 0.01% -538 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,019 $465K 0.02% +26 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,006 $463K 0.17% -600 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 2,999 $462K 0.1% 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 2,979 $459K 0.21% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 3,056 $459K 0.05% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,966 $457K 0.21% -544 13F-HR Timeline Financial Engines Advisors L.L.C. 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Co. More: the full row for Symphony Financial, Ltd. Co. 2,873 $446K 0.06% -2,291 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 2,882 $444K +1,516 Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,881 $444K 0.16% +18 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,870 $442K 0.16% -346 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 2,869 $442K 0.19% -35 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,012 $442K 0.01% +31 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,865 $442K 0.1% +6 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 2,856 $440K 0.1% -25 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 2,852 $440K 0.2% new 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,851 $439K 0.07% +25 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,849 $439K 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for First Heartland Consultants, Inc. 2,811 $433K 0.03% +11 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,808 $433K 0.06% +208 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,800 $432K 0.05% -200 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,800 $432K 0.25% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,774 $428K 0.06% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,773 $427K 0.05% +3 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,770 $427K 0.06% -86 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 2,766 $426K 0.07% +4 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 2,750 $424K 0.31% +171 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,737 $423K 0.14% +630 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,733 $421K 0.04% +48 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,732 $421K 0.13% +600 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,728 $420K 0.03% -511 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,717 $419K 0.04% +374 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 2,717 $419K 0.08% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,713 $418K 0.04% +70 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 2,707 $417K 0.1% -16 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,704 $417K 0.04% -295 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,698 $416K 0.03% -608 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,692 $415K 0.21% +36 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,691 $415K 0.09% 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,684 $414K 0.09% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 2,681 $413K 0.41% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,680 $413K 0.02% -3,570 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,674 $412K 0.05% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,408 $411K 0.06% +813 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,668 $411K 0.03% -150 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,661 $410K 0.07% -196 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,658 $410K 0.03% +97 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,656 $409K 0.06% +1,303 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,655 $409K 0.06% +855 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,641 $407K 0.01% -411,116 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,628 $405K 0.21% +136 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 2,622 $404K 0.02% +107 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,609 $402K 0.04% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,605 $402K 0.06% -130 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 2,600 $401K 0.12% 0 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 2,593 $400K 0.17% +13 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 2,591 $399K 0.12% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,585 $398K 0.24% +75 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,580 $398K 0.05% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,573 $397K 0.27% 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 2,569 $396K 0.05% -606 13F-HR Timeline Avory & Company, LLC More: the full row for Avory & Company, LLC 2,560 $395K 0.25% -174 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,557 $394K 0.05% -57 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,548 $393K 0.07% +962 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,547 $393K 0.05% +101 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 2,545 $392K 0.06% -100 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 2,542 $392K 0.08% -153 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,538 $391K 0.02% +100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,537 $391K 0.02% +49 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,535 $391K 0.16% 0 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,530 $390K 0.1% +50 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,527 $390K 0.01% 0 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 2,523 $389K 0.19% 13F-HR/A Timeline Essex LLC More: the full row for Essex LLC 2,512 $387K 0.07% +607 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,512 $387K 0.02% +214 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,506 $386K 0.02% -75 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,424 $385K 0.08% +45 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,492 $384K 0.15% +344 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 2,487 $383K 0.09% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 2,487 $383K 0.13% -163 13F-HR Timeline Prota Financial, LLC More: the full row for Prota Financial, LLC 2,483 $383K 0.28% 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,483 $383K 0.13% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,478 $382K 0.09% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,470 $381K 0.09% 0 13F-HR Timeline Breachway Investments LLC More: the full row for Breachway Investments LLC 2,468 $380K 0.4% 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 2,454 $378K 0.05% 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,453 $378K 0.02% +83 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 2,446 $377K 0.11% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,444 $377K 0.12% -138 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 2,443 $377K 0.07% +86 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,439 $376K 0.03% +39 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 2,433 $375K 0.3% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.