Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 9,342 $1.08M 0.03% -233 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 9,297 $1.07M <0.01% -495,246 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,250 $1.07M 0.16% +7,342 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 9,175 $1.06M 0.85% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,170 $1.06M 0.03% +1,005 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 9,000 $1.04M 0.32% -2,300 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,975 $1.03M 0.01% +1,302 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 8,853 $1.02M 0.18% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,833 $1.02M +864 Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,784 $1.01M 0.07% -2,717 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 8,752 $1.01M 0.37% new 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 8,749 $1.01M 0.55% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,654 $997K 0.03% +2,849 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 8,631 $995K 0.02% -219 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,846 $986K 0.05% +695 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 8,525 $982K 0.06% +1,369 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,328 $960K <0.01% +185 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 8,322 $959K +91 Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,271 $953K 0.02% -11,305 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,191 $944K 0.08% +216 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 8,151 $939K 0.55% 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 8,135 $937K <0.01% -2,429 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 8,143 $931K 1.93% +2,435 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 8,009 $923K 0.04% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 8,006 $923K 0.2% +4,656 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 8,000 $922K 0.56% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,922 $913K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 7,878 $908K 0.04% +252 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 7,874 $907K 0.42% +5,597 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,828 $902K 0.04% -1,166 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,823 $902K 0.13% +5,728 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,794 $898K 0.01% +2,732 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,790 $898K 0.02% +485 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,762 $894K 0.06% +2,324 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 7,719 $890K 0.21% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,695 $887K 0.05% +1,547 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,607 $876K <0.01% +2,871 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,533 $868K 0.02% +75 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 7,493 $863K 0.02% -26,473 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 7,473 $861K 0.08% +1,789 13F-HR Timeline IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 7,460 $860K 0.96% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,425 $856K 0.06% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,410 $854K 0.06% new 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 7,361 $848K 0.14% new 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,347 $847K 0.7% 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,295 $841K 0.01% -2,255 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 7,278 $839K 0.01% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 7,271 $838K 0.59% -326 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,236 $834K 0.03% -1,704 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 7,190 $829K <0.01% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,176 $827K 0.04% new 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 7,176 $827K 0.17% -474 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 7,168 $826K 0.11% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,153 $824K 0.01% +738 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 7,100 $818K 0.1% -50,879 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 7,061 $814K 0.51% +1,463 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 7,010 $808K 0.52% +40 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $807K 0.3% +2,000 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,954 $801K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,943 $800K 0.06% -2,089 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 6,946 $800K 0.2% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 7,191 $792K 0.39% +975 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 6,762 $779K 0.69% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 6,756 $779K -105 Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,732 $776K 0.02% -4,800 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,709 $773K 0.04% -168 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,707 $773K 0.04% +4,495 13F-HR/A Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,691 $771K 0.06% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 6,645 $766K 0.13% +46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 6,598 $760K 0.02% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,619 $760K 0.01% -9,371 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,573 $757K 0.05% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6,557 $756K 0.21% +865 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 6,548 $755K 0.05% +1 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,528 $752K 0.01% +952 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 6,504 $750K 0.29% -778 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,502 $749K 0.02% -1,014 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,477 $746K 0.74% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,852 $744K <0.01% +674 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 6,436 $742K 0.48% +840 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,681 $741K 0.21% -2,229 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 6,318 $728K 0.14% +411 13F-HR Timeline Group GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,290 $725K 0.35% -950 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,246 $720K 0.08% +2,567 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 6,231 $718K 0.04% +2,078 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 6,231 $718K 0.43% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 6,220 $717K 0.06% -580 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,213 $716K 0.01% -1,386 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,213 $716K 0.02% -710 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,190 $713K 0.26% -309 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,186 $713K 0.05% +716 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 6,166 $711K 0.45% 0 13F-HR/A Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 6,016 $693K 0.22% -230 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 6,000 $691K 0.37% 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 6,000 $691K 1.98% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,970 $688K 0.05% -914 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,945 $685K <0.01% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,945 $685K 0.2% +386 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 5,883 $678K 0.57% +728 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,876 $677K 0.02% +479 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 5,800 $668K 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,730 $660K 0.01% +44 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,714 $658K 0.66% 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,689 $656K 0.01% +989 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 5,672 $654K 0.39% -105 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 5,665 $653K 0.01% -11,174 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,656 $652K 0.02% -545 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 5,634 $649K 0.31% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,611 $647K 0.01% +2,187 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 5,539 $638K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,517 $636K 0.05% -1,285 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,434 $626K 0.14% -93 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,348 $616K 0.01% +1,616 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 5,232 $603K 0.43% 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,203 $600K 0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,147 $593K 0.04% -9,172 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,114 $589K <0.01% +2,150 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 5,112 $589K 0.12% +1,652 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,100 $588K 0.03% +787 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 5,020 $579K 0.16% new 13F-HR Timeline Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 5,001 $576K 0.31% -4,373 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 5,000 $576K 0.01% new 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 4,988 $575K <0.01% +486 13F-HR Timeline Group Cache Advisors, LLC More: the full row for Cache Advisors, LLC 4,961 $572K 0.24% 13F-HR/A Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,948 $570K 0.02% -293,075 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,935 $569K 0.23% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,912 $566K 0.06% -361 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,891 $564K 0.18% -885 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,863 $560K 0.01% +4,118 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,860 $560K 0.17% -210 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,849 $559K 0.03% -3,244 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,785 $551K 0.26% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,738 $546K 0.01% +711 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,698 $541K 0.36% -431 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,654 $537K 0.02% +1,125 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 4,655 $536K 0.34% +2,606 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,636 $534K 0.04% +10 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,626 $533K 0.18% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,598 $530K 0.02% +206 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,595 $530K 0.05% -102 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,594 $529K 0.04% +1,726 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,572 $527K 0.02% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,535 $523K 0.07% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,551 $523K 0.05% +2,143 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,501 $519K 0.07% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,500 $519K 0.03% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,492 $518K 0.01% +494 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,478 $516K 0.04% -629 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,319 $507K 0.01% -43,873 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,395 $506K 0.01% +1,110 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,390 $506K 0.05% +3,211 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,388 $506K 0.01% +653 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 4,338 $500K 0.12% +56 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,313 $497K 0.01% +2,619 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 4,304 $496K +823 Timeline Quarry LP More: the full row for Quarry LP 4,267 $492K 0.1% +3,519 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,265 $492K 0.14% -372 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,105 $490K 0.02% +34 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 4,214 $486K 0.09% -272 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,195 $483K <0.01% +1,876 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 4,195 $483K <0.01% +1,876 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,147 $478K 0.01% 0 13F-HR Timeline Group MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 4,140 $477K 0.27% +1,983 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,136 $477K 0.03% +1,536 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,131 $476K 0.04% +134 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,117 $474K 0.02% +7 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,067 $469K 0.01% -2,471 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,067 $469K 0.06% -1,530 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,035 $465K 0.01% -45 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,033 $465K 0.01% -1,647 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,027 $464K 0.03% +955 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 4,000 $461K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 4,000 $461K 0.17% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 4,000 $461K 0.07% -3,500 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,990 $460K 0.23% -600 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,988 $460K 0.33% +85 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,977 $458K 0.05% +256 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,974 $458K <0.01% -531 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,974 $458K 0.05% -5,846 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,952 $455K 0.01% +30 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,945 $455K 0.19% -1,025 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,932 $453K 0.05% -77 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,899 $449K 0.03% -148 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,895 $449K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,887 $448K 0.12% +579 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 3,849 $444K 0.17% -1,406 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,828 $441K 0.02% -93,195 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,787 $436K 0.04% +412 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,786 $436K 0.09% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,751 $433K 0.19% 0 13F-HR Timeline Ellevest, Inc. 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