AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,244 $617K 0.01% +493 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,201 $610K 0.55% -300 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,185 $608K 0.02% +683 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,169 $606K 0.05% +1,045 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,146 $602K 0.02% +290 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,138 $601K 0.1% -3,566 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,127 $600K 0.01% -836 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,000 $581K 0.01% -597 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,985 $579K 0.05% -36 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,985 $579K 0.01% -1 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,976 $578K 0.01% +26 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,966 $576K <0.01% +384 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,962 $576K 0.02% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,888 $565K 0.02% +79 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,829 $556K 0.32% -401 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,818 $555K 0.03% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,743 $544K <0.01% +320 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 3,710 $539K 0.05% +1,750 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,630 $527K 0.04% +100 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,568 $518K 0.01% -82,302 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,562 $518K 0.01% -257 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,550 $516K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,531 $513K 0.01% -1,564 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,515 $511K 0.05% +1,276 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,481 $506K <0.01% +39 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,442 $500K <0.01% +60 13F-HR Timeline Group BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,437 $499K 0.27% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,921 $498K <0.01% +133 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,420 $497K 0.03% +332 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,403 $494K <0.01% -395 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,377 $491K <0.01% +495 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,356 $488K <0.01% +71 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,346 $486K 0.02% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,303 $480K <0.01% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,299 $479K 0.02% +811 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 3,179 $462K <0.01% -163 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,115 $453K 0.03% +166 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,104 $451K 0.01% new 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3,104 $451K 0.03% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,067 $446K 0.02% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,029 $440K 0.25% -4,837 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,008 $437K 0.18% -143 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,000 $436K 0.04% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,992 $435K 0.03% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,917 $424K 0.01% +503 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,888 $420K 0.07% +454 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,829 $411K <0.01% -380 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,822 $410K 0.03% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,818 $409K 0.01% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,812 $409K 0.05% -5 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,764 $402K 0.01% -40 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 2,760 $401K 0.01% -1,722 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 2,717 $400K 0.05% +5 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,753 $400K 0.02% -41 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,710 $394K <0.01% -372 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,700 $392K 0.02% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,680 $389K 0.01% +737 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,666 $387K 0.02% -14 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,566 $373K 0.01% -11 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,546 $370K <0.01% -67,081 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,545 $369K 0.04% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,500 $363K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,483 $361K <0.01% -17 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,478 $360K 0.01% +321 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,478 $360K 0.04% -118 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,471 $359K 0.04% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,471 $359K 0.02% -1,691 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,429 $353K 0.01% -386 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 2,388 $347K 0.03% -200 13F-HR Timeline B&I Capital AG More: the full row for B&I Capital AG 2,375 $345K 0.76% new 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 2,325 $338K 0.16% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,326 $338K 0.01% -53 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 2,325 $338K <0.01% -20,649 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,310 $336K <0.01% +752 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,310 $336K 0.01% +88 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,302 $335K <0.01% -337 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,280 $331K 0.07% -374 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,267 $329K <0.01% -199 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,249 $327K 0.07% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,244 $326K 0.03% -518 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,238 $325K 0.02% -51 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,232 $324K 0.09% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,231 $324K 0.01% -27 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,231 $324K <0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,220 $323K 0.01% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 2,200 $320K 0.04% +100 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,196 $319K <0.01% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,184 $317K <0.01% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,154 $313K 0.01% -25 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,140 $311K <0.01% -11 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,138 $311K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,085 $303K 0.03% -610 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,069 $301K 0.01% +463 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,043 $297K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,030 $295K 0.04% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,024 $294K <0.01% +109 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,023 $294K 0.06% -92 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,015 $293K 0.01% +2 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 2,000 $291K 0.13% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,995 $290K <0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,988 $289K 0.01% +396 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 1,971 $286K 0.05% +42 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,958 $284K 0.01% +607 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 1,942 $282K 0.08% 0 13F-HR Timeline LDR Capital Management LLC More: the full row for LDR Capital Management LLC 1,929 $280K 0.32% +380 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,925 $280K 0.05% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,918 $279K 0.02% -47 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,909 $277K 0.03% +436 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,898 $276K 0.01% -450 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,881 $273K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,865 $271K <0.01% +63 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,855 $270K <0.01% -167 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,839 $267K 0.04% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,831 $266K 0.08% -7 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,825 $265K <0.01% -4 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,825 $265K 0.05% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,824 $265K 0.01% -111 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 1,813 $263K 0.01% -139 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,796 $261K 0.13% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 1,795 $261K 0.13% -59 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,785 $259K <0.01% +264 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,784 $259K <0.01% +19 13F-HR Timeline Group Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 1,778 $258K 0.06% -84 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,771 $257K 0.02% -215 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,765 $256K 0.13% -450 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,947 $255K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,768 $255K 0.01% +152 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,750 $254K 0.1% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,745 $254K 0.05% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,712 $249K <0.01% +12 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,682 $244K <0.01% -83 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,647 $239K 0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,640 $238K <0.01% 0 13F-HR Timeline Group IRON Financial LLC More: the full row for IRON Financial LLC 1,637 $238K 0.1% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,635 $237K 0.05% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,626 $236K 0.01% 0 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 1,626 $236K 0.04% +1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,620 $235K <0.01% -343 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,612 $234K 0.01% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,610 $234K 0.14% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,600 $232K 0.02% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,581 $230K 0.18% 0 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 1,559 $227K 0.04% -55 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,559 $227K 0.04% -55 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,543 $224K 0.04% -1,074 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 1,543 $224K 0.01% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,542 $224K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,504 $223K 0.01% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,527 $222K 0.01% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,527 $222K 0.06% new 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 1,518 $221K <0.01% -1,614 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,507 $219K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,503 $218K 0.01% -128 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,499 $218K <0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,490 $216K <0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,481 $215K 0.01% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,481 $215K 0.05% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,453 $211K 0.01% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,452 $211K 0.06% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,425 $207K <0.01% +90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Havemeyer Place LP More: the full row for Havemeyer Place LP 1,423 $207K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,419 $206K <0.01% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,414 $205K 0.02% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,411 $205K 0.03% new 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 1,390 $202K 0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,384 $201K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,350 $196K 0.06% +150 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,320 $192K <0.01% -86 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,145 $166K 0.08% +308 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,111 $161K <0.01% +130 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,110 $161K <0.01% -188 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 1,081 $157K 0.09% +50 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,012 $147K <0.01% +4 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 965 $140K <0.01% +104 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 944 $137K 0.06% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 932 $135K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 903 $131K 0.01% -34 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 886 $129K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 868 $126K 0.01% +565 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 864 $126K <0.01% +11 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 773 $112K <0.01% +27 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 772 $112K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 768 $112K 0.01% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 741 $108K 0.02% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 715 $104K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 706 $103K <0.01% 0 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 694 $101K <0.01% -312,049 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 692 $101K 0.01% -72 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 691 $100K 0.04% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 671 $97.5K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 650 $94.4K 0.04% -83 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 626 $91K 0.07% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 625 $90.8K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 600 $87.2K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 600 $87.1K <0.01% -500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 587 $85.3K <0.01% 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 574 $83.4K 0.05% -8 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 568 $82.5K 0.03% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 561 $81.5K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 552 $80.2K <0.01% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.