Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,749 $727K 0.02% +129 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,723 $725K 0.01% -1,862 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,647 $720K 0.04% -584 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,612 $718K 0.01% +1,717 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 10,379 $702K 0.03% -1 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,340 $699K 0.01% +8 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 10,338 $699K 0.09% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 10,335 $699K 0.11% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,302 $698K 0.04% +4,821 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,315 $698K 0.02% -89 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,312 $697K 0.1% +324 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10,306 $697K 0.03% +452 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,288 $696K 0.02% +1,301 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,236 $692K 0.01% -111 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,222 $691K 0.01% +210 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,975 $688K 0.01% -231 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,162 $687K 0.03% +1,188 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,800 $686K 0.1% -13,500 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 10,102 $683K 0.03% +239 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 10,075 $681K 0.06% +3,204 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10,037 $679K 0.13% -100 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 10,008 $677K 0.05% +4,998 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 9,936 $672K 0.31% -39 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,897 $669K 0.05% +16 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,438 $667K 0.04% +3,264 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,835 $665K 0.02% +1,531 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 9,828 $665K 0.14% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 9,811 $664K 0.09% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 9,764 $660K 0.03% +166 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,738 $659K 0.05% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,601 $649K 0.02% +4,226 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 9,561 $647K 0.19% -1,332 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,503 $643K 0.01% +509 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,360 $634K 0.04% -305 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,343 $632K 0.01% -9 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 9,327 $631K -3,758 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,290 $628K 0.03% +1,083 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,275 $627K 0.11% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,242 $625K 0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 9,204 $622K -9,300 Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 9,200 $622K 0.09% -6,400 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,185 $621K 0.03% -66 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,106 $616K 0.08% -416 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 9,682 $615K 0.01% -730 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,069 $613K 0.09% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,057 $612K 0.01% +78 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,037 $611K 0.01% +1,223 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 9,003 $609K 0.23% 0 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 9,715 $607K 0.21% -2,798 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 8,972 $607K 0.11% -50 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,971 $607K 0.01% -150 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,961 $606K 0.1% -64 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,937 $604K <0.01% +1,426 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,870 $600K 0.1% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8,833 $597K 0.05% -82 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 8,827 $597K 0.12% new 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 8,823 $597K 0.24% -319 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,784 $594K 0.04% -1,335 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 8,768 $593K 0.01% -545 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,766 $593K 0.01% -4,319 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,728 $590K 0.01% +16 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,700 $588K 0.09% -673 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,232 $588K 0.02% new 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,630 $584K 0.27% -289 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,618 $583K 0.02% +2,476 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,616 $583K 0.03% -332 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,610 $582K 0.06% -109 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,597 $581K 0.02% -396 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,569 $580K 0.23% +6 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,563 $579K 0.35% +6 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,527 $577K 0.07% -84 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 8,505 $575K 0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,493 $574K 0.32% -69 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,427 $570K 0.01% -177 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,407 $569K 0.02% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,375 $566K <0.01% new 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 8,369 $566K 0.07% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 8,335 $564K 0.01% +743 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,315 $562K 0.35% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,273 $560K 0.14% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,255 $558K 0.01% +759 13F-HR Timeline Group Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 8,062 $545K 0.27% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,058 $545K 0.05% -14,542 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 8,049 $544K 0.03% +496 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 7,978 $540K 0.08% -185 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,947 $537K 0.06% +4,680 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,874 $533K 0.01% -1,937 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,870 $532K 0.09% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,856 $531K 0.02% +11 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,837 $530K 0.02% +1,389 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 7,820 $529K 0.34% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,814 $528K 0.03% +587 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,798 $527K 0.01% -229 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 7,769 $525K 0.29% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 7,750 $524K 0.1% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 7,722 $522K 0.46% -13 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 7,662 $518K 0.01% -29,848 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,587 $513K 0.37% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,571 $512K 0.02% -70 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,505 $508K 0.01% -42 13F-HR Timeline Group Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,414 $501K 0.16% +89 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,407 $501K 0.01% -24 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,400 $500K 0.02% 0 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 7,333 $496K 0.29% -71 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,320 $495K <0.01% -546 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,310 $494K 0.13% -316 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,275 $492K 0.03% +1,666 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 7,258 $491K 0.03% -829 13F-HR/A Timeline Group Community Bank of Raymore More: the full row for Community Bank of Raymore 7,256 $491K 0.34% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,248 $490K 0.02% -397 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,239 $490K 0.02% +1,582 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,233 $489K 0.1% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,229 $489K 0.09% -4,934 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,187 $486K 0.03% -410 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 7,170 $486K <0.01% -12,697 13F-HR Timeline Group Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,155 $484K 0.14% -2,838 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,122 $482K 0.02% -61 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,095 $480K 0.06% -973 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,091 $480K 0.01% +64 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 7,041 $476K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,994 $473K 0.03% +1,226 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,990 $473K 0.1% +50 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 6,948 $470K 0.03% -211 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,909 $467K 0.01% +90 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 7,646 $466K 0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 6,881 $465K 0.06% +1,553 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 6,878 $465K 0.11% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,837 $463K 0.01% -6,043 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 7,250 $462K 0.01% +681 13F-HR Timeline Essex LLC More: the full row for Essex LLC 6,768 $458K 0.08% -327 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,766 $458K 0.13% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 6,750 $457K 0.2% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 6,651 $450K 0.04% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,642 $449K 0.06% -151 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,634 $449K 0.05% +4,800 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,601 $446K 0.01% -1,489 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,589 $446K 0.01% +1,151 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 6,561 $444K 0.19% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,525 $441K 0.09% -1,178 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,475 $438K 0.04% +293 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 6,455 $437K 0.08% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,423 $434K 0.02% -411 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,422 $434K 0.01% +1,140 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,409 $433K 0.01% -333 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,389 $432K 0.11% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,382 $432K 0.01% -103 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,340 $429K 0.02% +300 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,323 $428K <0.01% -300 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 6,313 $427K 0.14% +1,089 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,308 $427K 0.03% -58 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,297 $426K 0.01% +790 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,274 $424K 0.07% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,247 $422K 0.03% +5,398 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,243 $422K 0.1% -16,026 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,229 $421K 0.05% -692 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,226 $421K 0.06% -185 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,191 $419K 0.12% 0 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,181 $418K 0.03% -522 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,152 $416K 0.02% -5,821 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,140 $415K <0.01% new 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,131 $415K 0.05% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,110 $413K 0.07% +77 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,102 $413K 0.01% +277 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 6,102 $413K 1.13% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 6,097 $412K 0.14% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,077 $411K 0.06% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,076 $411K 0.09% +219 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,068 $410K <0.01% -159 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,604 $409K 0.01% +100 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,422 $408K 0.01% +389 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 6,000 $406K 0.05% 0 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 5,995 $405K 0.09% +822 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,989 $405K 0.01% +862 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,979 $404K 0.02% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,967 $404K 0.03% +115 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,942 $402K 0.01% +21 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,915 $400K <0.01% +260 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,885 $398K 0.18% -4 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,856 $396K <0.01% +81 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,856 $396K 0.01% +72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,241 $396K 0.06% +454 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,853 $396K 0.09% -164 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,831 $394K 0.07% +1 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,830 $394K 0.04% +373 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,826 $394K 0.01% new 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,802 $392K 0.11% -5,958 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,789 $392K 0.03% +260 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,782 $391K 0.03% -2,279 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,768 $390K 0.03% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,743 $388K 0.01% -97 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,715 $387K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,238 $384K 0.03% +54 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,676 $384K 0.07% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,673 $384K 0.03% -200 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,667 $383K <0.01% -448,045 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 5,649 $382K 0.01% -800 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,597 $379K <0.01% +157 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,594 $378K 0.01% -2,612 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,592 $378K 0.03% -465 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,591 $378K <0.01% +618 13F-HR Timeline Group