Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,800 $528K 0.03% +1,392 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 7,771 $526K 0.02% 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 7,588 $525K 0.28% -830 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,745 $525K 0.26% -115 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,689 $521K 0.02% -1,816 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,580 $513K 0.02% 0 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 7,519 $509K 0.11% -96,207 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,495 $508K 0.04% +79 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,412 $502K 0.01% +554 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 7,371 $499K 0.06% -257 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,358 $498K 0.01% +2 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 7,300 $494K 0.13% 0 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 7,238 $490K 0.42% 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,110 $482K 0.05% -1,556 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 7,095 $481K 0.4% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,093 $480K <0.01% +2,758 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,053 $478K 0.02% +687 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,048 $477K 0.04% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 7,111 $474K 0.03% new 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 6,922 $469K -116 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,915 $468K 0.02% -46 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,912 $468K 0.01% +292 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 6,881 $466K 0.08% -4,370 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,877 $466K 0.01% +454 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 6,712 $455K 0.46% -616 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,687 $453K 0.01% +338 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,664 $451K 0.01% +248 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,646 $450K 0.01% +2,293 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,520 $442K 0.01% -89 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,511 $441K 0.07% +51 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 6,500 $440K 0.17% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,480 $439K 0.01% +213 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,392 $433K 0.02% +486 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,387 $433K 0.03% +239 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,383 $432K 0.03% -7,087 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,331 $429K 0.03% +419 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6,296 $426K 0.14% +462 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,277 $425K 0.04% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,241 $423K 0.01% -253 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,239 $423K 0.02% -5 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 6,150 $417K 0.22% -100 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,142 $416K 0.01% +1,916 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,059 $410K <0.01% -2,017 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 6,014 $407K 0.29% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,003 $407K <0.01% -326 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 5,969 $404K 0.05% -432 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,947 $403K 0.27% -227 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 5,770 $391K 0.15% -1,927 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,752 $390K 0.01% +706 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,713 $387K 0.02% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,715 $387K <0.01% +303 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 5,711 $387K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,624 $381K 0.01% +453 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,578 $378K 0.03% -740 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 5,572 $377K 0.1% -260 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,561 $377K 0.17% -149 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,442 $369K 0.01% -288 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,409 $366K 0.01% +590 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,399 $366K 0.02% -611 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,452 $362K 0.03% -317 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,329 $361K 0.01% +131 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,308 $360K 0.01% +348 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,296 $359K 0.05% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,308 $358K 0.02% +427 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,250 $356K <0.01% -29,290 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,220 $354K <0.01% +57 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 5,188 $351K 0.16% -5 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,127 $347K 0.02% +848 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,081 $344K 0.07% +42 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,071 $343K 0.17% +691 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,037 $341K 0.02% +1,651 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,037 $341K 0.1% -1,796 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,661 $340K 0.01% -26,137 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 5,006 $339K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 5,000 $339K 0.13% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,977 $337K 0.02% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,975 $337K 0.01% -170 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 4,972 $337K 0.04% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 4,894 $331K 0.18% -3,922 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,890 $331K 0.1% new 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,878 $330K 0.04% new 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,841 $328K 0.06% -178 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,837 $328K 0.01% -200 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,867 $322K 0.07% +43 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 4,728 $320K 0.37% +400 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,720 $320K 0.01% +109 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,717 $319K 0.01% +37 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,714 $319K 0.02% -1,520 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,709 $319K 0.01% -123,372 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,709 $319K <0.01% -1,000 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,703 $319K 0.03% +1,780 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,698 $318K 0.01% -551 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,667 $316K 0.01% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,666 $316K 0.05% -452 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 4,622 $313K 0.04% -187 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,614 $312K 0.04% -116 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,597 $312K 0.01% -464 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,600 $312K 0.01% 0 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,595 $311K 0.05% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,570 $310K 0.02% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 4,548 $308K 0.06% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,543 $308K 0.01% -471 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,519 $306K <0.01% +407 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 4,490 $304K 0.05% +372 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 4,484 $304K 0.27% -151 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,482 $304K 0.01% -14,367 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,448 $301K 0.01% -392 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 4,413 $299K <0.01% -114 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 4,446 $299K 0.28% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,401 $298K 0.01% +37 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,418 $297K 0.02% +514 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 4,373 $296K 0.08% +388 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,371 $296K 0.02% +18 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,399 $295K 0.03% -1,580 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,360 $295K 0.02% -125 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,371 $294K 0.01% -40 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,339 $294K 0.03% +248 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,328 $293K <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. 4,436 $293K 0.06% -188 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,302 $291K 0.01% -15,478 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,300 $291K 0.19% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,281 $290K 0.04% +42 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,271 $289K 0.05% +344 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,228 $286K 0.01% +123 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,201 $285K 0.03% +160 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,175 $283K <0.01% +45 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,170 $282K 0.3% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 4,160 $282K 0.04% +11 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,141 $280K 0.01% +15 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,126 $280K 0.03% +16 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,057 $275K 0.11% -7,298 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,056 $275K 0.03% -150 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 4,049 $274K 0.02% +2,031 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 4,032 $273K 0.01% new 13F-HR Timeline Group Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 4,032 $273K 0.19% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,013 $272K 0.14% -212 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 4,000 $271K 0.18% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 3,980 $270K 0.04% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,969 $269K 0.06% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,951 $268K 0.01% +632 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,930 $266K 0.07% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,921 $266K 0.01% +166 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 3,913 $265K 0.05% -173 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,905 $264K 0.22% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,902 $264K 0.01% -309 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,902 $264K 0.37% -1,239 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,891 $264K <0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,878 $263K 0.01% -358 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,875 $262K 0.02% +402 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,864 $262K 0.01% 0 13F-HR Timeline PZENA INVESTMENT MANAGEMENT LLC More: the full row for PZENA INVESTMENT MANAGEMENT LLC 3,860 $261K <0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,857 $261K 0.01% +1,440 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,842 $260K 0.01% +612 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,830 $259K 0.01% -938 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,828 $259K 0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,815 $258K 0.04% +3 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,798 $257K <0.01% -67 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 3,796 $257K 0.02% +203 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,782 $256K 0.05% -570 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,771 $255K 0.01% +60 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 3,743 $254K 0.08% -759 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,736 $253K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,734 $253K <0.01% +110 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 3,720 $252K 0.03% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,703 $251K 0.23% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,670 $249K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,670 $249K 0.01% +796 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 3,654 $247K <0.01% 0 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 3,622 $245K 0.02% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 3,598 $244K 0.09% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,593 $243K <0.01% -167 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,561 $241K 0.01% -1,838 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,543 $240K 0.15% -452 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 3,400 $239K 0.16% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,529 $239K 0.02% -14 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,516 $238K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,508 $238K 0.03% +1,263 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,502 $237K 0.06% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,501 $237K 0.05% +13 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,493 $237K 0.04% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,489 $236K 0.1% -57 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,485 $236K 0.02% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,479 $236K <0.01% -2,824 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,468 $235K 0.25% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 3,420 $232K 0.13% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 3,408 $231K 0.15% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,400 $230K 0.11% -5,118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,393 $230K 0.02% +35 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,386 $229K 0.02% -791 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,384 $229K 0.02% 0 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,383 $229K 0.01% -7 13F-HR/A Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,378 $229K <0.01% new 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,351 $227K 0.03% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,346 $227K 0.01% -3 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,332 $226K 0.02% -74 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,321 $225K 0.02% new 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 3,319 $225K <0.01% -18,559 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,319 $225K 0.07% -1,911 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,300 $224K 0.01% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,289 $223K 0.04% -1,640 13F-HR Timeline