Haven Private, LLC More: the full row for Haven Private, LLC 13,274 $647K 0.28% +365 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,047 $636K 0.02% -1,459 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 13,013 $634K -529 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,764 $622K <0.01% +620 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 12,727 $620K 0.43% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 14,324 $612K 0.36% +6,103 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 12,561 $612K 0.04% +767 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,516 $610K 0.3% -1,521 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 12,483 $609K 0.3% +939 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 12,445 $606K 0.07% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 12,400 $604K 0.08% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 12,380 $603K <0.01% +530 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,050 $587K 0.01% +85 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 12,016 $586K 0.02% -5,988 13F-HR Timeline Group Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 11,942 $583K 0.2% -10,950 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 11,892 $579K 0.23% +2,382 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,835 $577K 0.01% -1,607 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,812 $576K 0.01% +2,496 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,611 $566K <0.01% -153 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 11,596 $565K 0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 11,326 $552K 0.05% +49 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,210 $546K 0.12% -108,271 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 11,100 $541K 0.01% -473 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,957 $534K 0.01% -234 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,893 $531K 0.11% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,735 $523K <0.01% +1,120 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,720 $522K 0.2% -5,011 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,609 $517K 0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,592 $516K <0.01% -740 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 10,460 $510K 0.52% -191 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 11,350 $507K 0.1% +125 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10,276 $501K 0.06% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,197 $497K <0.01% +1,822 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 10,157 $495K 0.03% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 10,055 $490K 0.16% -257 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 10,000 $487K 0.02% +1,578 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,962 $485K 0.01% -73 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 9,733 $474K 0.21% 0 13F-HR/A Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,700 $473K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 9,678 $472K 0.01% -97 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,640 $470K 0.01% -6,330 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,582 $467K 0.01% -1,389 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 9,563 $466K 0.02% -1,655 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,000 $464K <0.01% 0 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,495 $463K 0.3% +406 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,482 $462K 0.03% -288 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 9,400 $458K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 9,290 $452K 0.15% +2,700 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,240 $450K 0.01% new 13F-HR/A Timeline Wolfstich Capital, LLC More: the full row for Wolfstich Capital, LLC 9,103 $449K 0.39% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 9,203 $448K <0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,170 $447K 0.02% +1,789 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,047 $441K 0.01% +166 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,000 $439K 0.01% +868 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 8,999 $439K 0.02% -12,330 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,915 $434K 0.04% -5,895 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,886 $433K 0.02% 0 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 8,900 $433K 0.04% -2,000 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,812 $429K 0.04% -893 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 8,700 $424K 0.18% -8,000 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,592 $420K 0.04% -443 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,555 $417K 0.01% +1,533 13F-HR/A Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 8,500 $414K 0.07% -7,100 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 8,437 $411K 0.37% -135 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,334 $410K 0.01% +42 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 8,199 $400K 0.13% +386 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,064 $397K 0.03% +96 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,061 $396K <0.01% +13 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,033 $391K 0.01% +544 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,023 $391K 0.01% +986 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,000 $390K 0.27% 0 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 7,993 $389K 0.11% -93 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,980 $389K 0.03% +691 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 7,841 $382K 0.01% +1,509 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,630 $372K 0.01% +224 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 7,353 $356K 0.02% +59 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 7,270 $354K <0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,228 $352K 0.05% +603 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,185 $350K 0.01% new 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 7,182 $350K 0.08% 0 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 7,110 $350K 0.02% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 7,161 $349K 0.04% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,149 $348K 0.01% -630 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 7,116 $347K 0.28% -829 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,073 $345K 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 7,046 $343K 0.01% +122 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,045 $343K 0.05% +617 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,033 $343K 0.04% +203 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 6,971 $340K 0.12% -1,457 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,901 $339K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,673 $325K 0.01% +784 13F-HR/A Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,645 $324K 0.02% +446 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,589 $321K 0.01% +1,091 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 6,490 $316K 0.04% -353 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,784 $314K 0.01% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,430 $313K 0.07% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 6,380 $311K 0.08% -72 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,363 $310K 0.02% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 6,310 $307K 0.04% -1,276 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,290 $307K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,277 $306K 0.02% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 6,240 $304K 0.16% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,200 $302K 0.01% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,662 $300K 0.02% -66 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,131 $299K <0.01% -586 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,077 $296K 0.01% -87,393 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,000 $292K 0.36% new 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 5,958 $290K 0.03% -3,067 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 5,912 $288K 0.23% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 5,881 $287K 0.1% -437 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,837 $284K 0.17% +100 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 5,269 $283K -1,596 Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,737 $280K 0.05% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 5,683 $277K 0.14% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,801 $277K 0.02% -487 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,656 $276K 0.1% -4,338 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,627 $274K <0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,589 $272K <0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,527 $269K 0.06% -10,000 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 5,518 $268K 0.03% -2,598 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,500 $268K 0.05% new 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 7,843 $265K 0.15% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,362 $261K 0.07% new 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 5,242 $255K 0.18% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 5,201 $253K 0.1% -1,854 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,211 $253K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 5,186 $253K 0.05% -578 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,174 $252K 0.02% -35,487 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,129 $250K 0.03% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 5,077 $250K 0.15% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,276 $249K 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 5,034 $245K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,027 $245K 0.02% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,026 $245K 0.09% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 5,000 $244K 0.04% new 13F-HR Timeline VectorGlobal IAG, Inc. More: the full row for VectorGlobal IAG, Inc. 5,000 $244K 0.06% 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 4,953 $242K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,881 $238K 0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,879 $238K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,851 $236K 0.04% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,817 $235K 0.01% new 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 4,765 $232K 0.01% -3,893 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,639 $228K 0.13% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,680 $228K <0.01% new 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,617 $225K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,612 $225K 0.03% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,607 $224K 0.01% new 13F-HR Timeline Interval Partners, LP More: the full row for Interval Partners, LP 4,606 $224K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,598 $224K <0.01% +42 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,592 $224K 0.02% -79 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 4,538 $221K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,516 $220K 0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,483 $218K 0.02% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 4,440 $218K 0.06% new 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 4,460 $217K 0.14% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,442 $216K <0.01% +1,915 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,409 $215K <0.01% new 13F-HR Timeline Group Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 4,400 $214K 0.19% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,380 $213K <0.01% -44,845 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,335 $211K 0.01% new 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 4,277 $208K 0.11% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,274 $208K 0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,221 $206K <0.01% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,212 $205K 0.02% -2,479 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,300 $205K <0.01% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 4,181 $203K 0.02% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,157 $203K 0.05% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,156 $202K <0.01% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 4,136 $202K 0.03% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,131 $201K 0.02% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 4,065 $198K 0.11% -1,545 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $195K 0.04% 0 13F-HR Timeline Bernzott Capital Advisors More: the full row for Bernzott Capital Advisors 4,000 $195K 0.09% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,600 $177K 0.02% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 3,600 $175K 0.03% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,444 $168K <0.01% -5,090 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,026 $147K <0.01% -29,931 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,810 $137K <0.01% -304 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,527 $123K 0.01% +1,084 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,400 $117K 0.07% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,385 $116K <0.01% +127 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,149 $114K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,240 $109K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,185 $106K <0.01% +2,162 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,113 $104K <0.01% -416 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,103 $102K 0.04% 0 13F-HR Timeline PICKERING ENERGY PARTNERS LP More: the full row for PICKERING ENERGY PARTNERS LP 2,000 $97.5K 0.2% new 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,995 $97.2K <0.01% -29 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,000 $97K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,908 $93K <0.01% -812 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,805 $88K <0.01% +125 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,762 $85.9K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,759 $85.7K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,732 $84.4K <0.01% +542 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,690 $82.4K <0.01% -548 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,689 $82.3K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,579 $76.9K 0.02% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,500 $73.1K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,426 $69.5K <0.01% +243 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,000 $67.9K 0.02% 0 13F-HR Timeline