Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 24,078 $691K 0.51% -1,812 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 23,931 $687K 0.03% +2,420 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,915 $686K 0.05% -10,290 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 23,862 $685K 0.04% +11,108 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,218 $684K 0.01% -941 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 23,792 $683K 0.49% +71 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 23,663 $679K 0.03% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 23,485 $674K 0.06% +4,954 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 23,428 $673K 0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 23,382 $671K 0.02% +893 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 23,339 $670K 0.09% +3,761 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 23,330 $670K 0.02% +2,312 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 23,313 $669K 0.14% +1,685 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 23,312 $669K 0.23% +2,360 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,103 $663K 0.04% +1,666 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 23,046 $662K 0.25% -246 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 23,045 $662K 0.22% +1,738 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 26,526 $660K 0.57% +3,096 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 22,988 $660K 0.2% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 23,242 $660K 0.16% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 22,822 $655K 0.1% +1,145 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 22,807 $655K 0.14% -2,474 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,780 $654K 0.08% -3,637 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 22,717 $652K 0.01% -8,002 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 22,690 $651K 0.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 22,687 $651K 0.05% -271 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 22,620 $649K 0.05% +65 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 22,611 $649K 0.55% +41 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,722 $648K 0.09% +2,648 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 21,758 $645K 0.04% -2,235 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 22,419 $644K 0.03% -517 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 22,365 $642K 0.25% 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 22,315 $641K 0.02% +2,925 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 22,310 $640K 0.28% -249 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 22,192 $637K 0.02% -1,676 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 22,130 $635K 0.05% -17,243 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 22,091 $634K 0.05% +3,141 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 21,958 $630K <0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 21,952 $630K 0.09% -9,622 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 21,866 $628K 0.12% -1,459 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 21,779 $625K 0.08% -366 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 21,703 $623K 0.46% +3,198 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,675 $622K 0.06% +5,111 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 21,637 $621K 0.04% +1,942 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 21,600 $620K 0.03% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,963 $618K 0.02% +4,739 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,517 $618K 0.02% -79 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 21,502 $617K 0.01% -26,385 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 21,500 $617K 0.06% 0 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 21,500 $617K 0.35% -28,995 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 21,425 $615K 0.08% +142 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,308 $612K 0.03% -1,503 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 21,300 $612K 0.03% -513 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21,285 $611K 0.01% -2,861 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,083 $605K 0.03% -2,786 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 21,015 $603K 0.42% -52 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 20,995 $603K 0.04% +3,699 13F-HR Timeline 111 Capital More: the full row for 111 Capital 20,916 $600K 0.15% -20,778 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 20,891 $600K 0.03% -3,517 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 20,641 $593K 0.19% +3,995 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 20,604 $592K 0.05% -16,671 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 20,581 $591K 0.23% -2,395 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 20,567 $590K 0.04% +2,999 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 20,547 $590K 0.3% -499 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 20,489 $588K 0.09% +5,809 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20,447 $587K 0.06% -227 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 20,809 $585K 0.03% -666 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 20,277 $582K 0.59% +4,127 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,234 $581K 0.06% +1,377 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 20,128 $578K 0.03% -45 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,124 $578K 0.01% +647 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 20,048 $576K 0.06% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 20,054 $576K 0.05% -2,553 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 18,159 $574K 0.07% -40,010 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 19,959 $573K 0.02% +109 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 19,943 $573K 0.05% +2,957 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 19,937 $572K 0.02% +2,777 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 19,817 $569K 0.01% -1,200 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 19,753 $567K 0.12% -4,842 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 19,652 $564K 0.56% -514 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 19,596 $563K 0.31% +11,031 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 19,721 $561K 0.07% new 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 19,540 $561K 0.05% 13F-HR Timeline Group Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 19,469 $559K 0.09% -74 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 19,455 $559K 0.06% +8,934 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 19,434 $558K 0.32% +3,891 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 19,316 $555K 0.01% +3,233 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 19,305 $554K 0.31% +725 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 19,296 $554K 0.03% +86 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 19,250 $553K 0.03% +1,000 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 19,229 $552K 0.04% -61 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 19,205 $551K 0.04% -196 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 19,178 $551K 0.08% +7,949 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 19,138 $549K 0.43% +7,760 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19,123 $549K 0.01% +2,898 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,089 $548K 0.01% -9,597 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 19,600 $547K 0.01% -385 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 19,064 $547K 0.07% +8,014 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 18,971 $545K 0.12% +16 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 18,843 $544K 0.12% +79 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 18,864 $542K 0.13% -380 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,206 $539K 0.04% -484 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,198 $538K 0.01% +4,485 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 18,749 $538K 0.11% +1,850 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18,681 $536K 0.13% +18,054 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 18,501 $531K 0.08% -2,624 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 18,469 $530K 0.19% -35,894 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 18,395 $528K 0.06% -415 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 18,378 $528K 0.18% +3,021 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 18,373 $527K 0.04% -2,536 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 18,365 $527K 0.01% +1,430 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 20,905 $527K 0.04% -1,778 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,322 $526K 0.02% -736 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 18,691 $524K 0.01% new 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 18,226 $523K 0.2% +571 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 18,220 $523K -1,117 Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 18,209 $523K 0.07% new 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 17,764 $522K 0.05% +464 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 18,149 $521K <0.01% -42,980 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 18,121 $520K 0.05% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,028 $518K 0.03% -91 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 17,980 $516K 0.48% +453 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 17,968 $516K 0.04% -3,453 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 17,935 $515K 0.4% +441 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 17,914 $514K 0.25% +2 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 17,873 $513K 0.12% -2,030 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 17,854 $513K 0.04% -1,015 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 17,636 $512K 0.03% +1,928 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 17,796 $511K 0.04% -30,070 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 17,795 $511K 0.03% +400 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,774 $510K 0.01% +95 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17,762 $510K 0.02% -120 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 17,751 $510K 0.05% -533 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,719 $509K 0.02% +2,272 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 17,703 $508K 0.02% +10,384 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 17,669 $507K 0.03% +20 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 17,668 $507K 0.25% +2,445 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 18,139 $507K 0.06% +2,118 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 17,587 $505K 0.05% +1,333 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,480 $502K 0.02% +809 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,437 $501K 0.01% -7,926 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 17,256 $495K 0.14% +1,074 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 17,245 $495K 0.21% +2,208 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 17,237 $495K 0.01% -15,227 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,118 $491K 0.03% +805 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,077 $490K 0.09% -6,400 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 18,972 $488K 0.05% +293 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 16,974 $487K 0.25% +3,661 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 16,963 $487K 0.1% +1,472 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 16,969 $487K 0.02% -1,333 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 16,961 $487K 1.88% +1,010 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 16,960 $487K 0.25% -9,963 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 16,942 $486K 0.02% -37,395 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 16,922 $486K 0.02% -2,425 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 16,921 $486K 0.31% +2,638 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 16,860 $484K 0.03% +328 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,848 $484K 0.05% -3,254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 16,826 $483K 0.12% +154 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 16,814 $483K 0.09% +3,168 13F-HR Timeline Boit C F David More: the full row for Boit C F David 16,772 $482K 0.21% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 16,713 $480K 0.1% -164 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 16,675 $479K 0.55% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 16,652 $478K 0.03% +1,259 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 16,650 $478K 0.01% -990 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 16,623 $477K 0.42% -32,285 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 16,619 $477K 0.18% -196 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 16,587 $476K 0.39% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 16,584 $476K 0.01% -908 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 16,505 $474K 0.13% -218 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,503 $474K 0.02% +737 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 16,496 $474K 0.03% -2,251 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,452 $472K 0.04% -16,275 13F-HR Timeline Group FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 16,445 $472K 0.11% +3,687 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 16,438 $472K -12,339 Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,379 $470K 0.04% -125 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 16,372 $470K 0.05% +1,100 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 16,362 $470K 0.11% +407 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 16,358 $470K <0.01% -76,176 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bangor Savings Bank More: the full row for Bangor Savings Bank 16,336 $469K 0.04% -2,069 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 16,324 $469K 0.16% +3,285 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 16,278 $467K 0.3% -3,319 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,262 $467K 0.02% +2,686 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 16,262 $467K 0.22% -1,559 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 16,241 $466K 0.41% +537 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16,217 $465K 0.22% -324 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 16,209 $465K 0.1% +2,435 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,084 $462K 0.02% -17,689 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,054 $461K 0.01% -1,019 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 16,047 $461K 0.02% +556 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 16,033 $460K 0.14% +1,714 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 16,030 $460K 0.22% -200 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,023 $460K 0.02% -33,240 13F-HR Timeline Group American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 15,986 $459K 0.27% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 15,867 $456K 0.04% +6,399 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 15,835 $455K 0.13% +14 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,840 $454K 0.01% -1,250 13F-HR Timeline Group EDMP, INC. More: the full row for EDMP, INC. 15,794 $453K 0.37% +1,072 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 15,773 $453K 0.03% -18,060 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 15,769 $453K 0.04% +8,834 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 15,732 $452K 0.01% -1,281 13F-HR Timeline