Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,704 $803K 0.01% +876 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,662 $800K 0.01% -250 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 10,607 $796K -7,123 Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,601 $795K 0.02% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,383 $779K 0.05% +1,371 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,211 $766K 0.01% -380 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,148 $761K 0.01% +3,692 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,143 $761K 0.03% +1,023 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,119 $759K 0.02% 0 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 8,788 $756K 0.24% -1,958 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,037 $753K <0.01% +6 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 10,032 $753K 0.02% -5,752 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 9,776 $733K 0.02% -1,900 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 9,717 $729K <0.01% +1,554 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 9,667 $725K 0.33% 0 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 9,638 $723K 0.03% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 9,417 $706K 0.09% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,380 $704K 0.04% +400 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,290 $697K 0.04% -463 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 9,156 $687K 0.05% -1,314 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,139 $685K 0.01% +416 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 9,038 $678K 0.01% -306 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8,991 $674K 0.08% -179 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 8,933 $670K 0.02% +26 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 8,861 $665K 0.04% +2,759 13F-HR/A Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 8,854 $664K 0.09% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,849 $664K 0.04% -156 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,829 $662K 0.09% -398 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,813 $661K 0.01% +1,772 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 8,790 $660K 0.01% +13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,715 $654K 0.01% -2,275 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 8,691 $652K 0.03% 0 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 8,667 $650K new Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 8,635 $648K 0.38% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,559 $642K <0.01% -3,961 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 8,488 $637K <0.01% -1,992 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 8,361 $627K 0.1% -182 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 8,274 $621K 0.01% -276 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8,225 $617K 0.01% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,025 $602K 0.01% -4,030 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,022 $602K 0.06% -410 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 7,931 $595K 0.01% +14 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 7,917 $594K 0.11% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,879 $591K 0.09% 0 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,543 $566K 0.15% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,534 $565K 0.01% +1,762 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,503 $563K 0.03% -2,000 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,491 $562K 0.19% +3,107 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 7,419 $556K 0.35% -1,976 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,414 $556K <0.01% +266 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 7,383 $554K 0.29% +768 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,381 $554K 0.51% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,218 $541K 0.02% -286 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 7,041 $528K 0.01% +225 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,958 $522K 0.01% +3,034 13F-HR/A Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,863 $515K 0.04% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,859 $514K 0.01% -9,367 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 6,790 $509K 0.27% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,716 $504K 0.06% +5,437 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,645 $498K <0.01% -19,088 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,618 $496K 0.04% +47 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,527 $491K 0.01% -601 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 6,533 $490K 0.23% +531 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,527 $490K 0.01% -5,237 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,472 $485K 0.01% -273 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,456 $484K 0.04% -343 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,408 $481K 0.03% -497 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 6,356 $477K 0.02% -395 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,323 $474K 0.03% +6,180 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,284 $471K <0.01% -300 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,263 $470K 0.01% -3,796 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,222 $467K 0.01% +363 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 6,189 $464K 0.01% +779 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,183 $464K 0.02% -7 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,148 $461K <0.01% +276 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,141 $461K 0.01% -3,626 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 6,021 $452K 0.04% -205 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 6,000 $450K 0.02% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 5,937 $445K 0.02% +190 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 5,915 $444K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,899 $442K 0.05% -8,806 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,869 $440K <0.01% +1,104 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,770 $433K 0.01% +250 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,728 $430K <0.01% -26,408 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,732 $430K 0.24% -656 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,706 $428K 0.01% +2,811 13F-HR/A Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,668 $425K -359 Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,104 $422K <0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,629 $422K <0.01% -26,900 13F-HR Timeline Group Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 5,612 $421K 0.04% +2,442 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 5,579 $418K 0.04% -209 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,432 $407K 0.01% +1,601 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 5,420 $406K <0.01% +3,920 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,393 $404K 0.02% -153 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,392 $404K 0.02% +22 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,363 $402K 0.01% +231 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,362 $402K 0.01% -349 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,303 $398K 0.06% +2,521 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 5,165 $387K -3,127 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,161 $386K <0.01% -1,865 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,133 $385K 0.05% -255 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,122 $384K 0.05% 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,378 $383K 0.01% 13F-HR/A Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 5,038 $378K 0.24% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,024 $377K 0.02% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,838 $363K 0.01% +1,270 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,823 $362K <0.01% +299 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,796 $360K 0.1% +269 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,793 $359K 0.01% +40 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,791 $359K 0.01% +1,749 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,780 $358K 0.22% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,743 $356K 0.03% -22 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,708 $353K 0.01% -88 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,701 $353K <0.01% -533 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,628 $347K 0.15% new 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,590 $344K 0.31% -94 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,584 $344K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,577 $343K 0.03% +1,007 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 4,538 $340K 0.28% -47 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,535 $340K 0.03% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,510 $338K 0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,510 $338K 0.01% -464 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,483 $336K 0.01% -136 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,399 $335K 0.34% +84 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,453 $334K 0.1% -50 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 4,396 $330K 0.05% -75 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 4,395 $330K 0.13% new 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,366 $327K 0.21% +912 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 4,359 $327K 0.04% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,350 $326K 0.01% 0 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,264 $320K <0.01% -6,213 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,254 $319K 0.02% 0 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,253 $319K 0.01% -2,240 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,198 $315K 0.06% -3,465 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,125 $309K 0.06% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,124 $309K 0.02% +723 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,114 $309K 0.01% -157,328 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,111 $308K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,084 $306K 0.14% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,005 $300K <0.01% -99 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 3,996 $300K +277 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,987 $299K 0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,978 $298K 0.16% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,974 $298K 0.01% +50 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,895 $292K 0.08% -15 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,880 $291K 0.01% +23 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,874 $291K 0.02% +2 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,871 $290K <0.01% -957 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,845 $288K 0.03% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,837 $288K 0.12% 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 3,830 $287K 0.03% -14,625 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,812 $286K 0.02% 0 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 3,803 $285K 0.01% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,800 $285K 0.01% 0 13F-HR Timeline Group ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,792 $284K 0.01% -1,836 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,763 $282K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 3,761 $282K 0.03% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,753 $281K 0.04% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,735 $280K 0.03% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,714 $279K 0.01% -130 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,686 $276K 0.01% 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,679 $276K 0.01% -336 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,426 $275K 0.01% +91 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,615 $271K 0.05% -63 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,608 $271K 0.02% -4 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,534 $265K 0.01% -57 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 3,525 $264K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,405 $255K <0.01% -7,086 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,167 $254K 0.01% -2,592 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,372 $253K 0.02% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 3,360 $252K 0.11% -93 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,346 $252K 0.01% +137 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,341 $251K <0.01% +93 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,311 $248K <0.01% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,303 $248K 0.02% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,256 $244K 0.02% -130 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,253 $244K 0.11% +3 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,237 $243K 0.01% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,215 $241K 0.02% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,171 $238K 0.02% +491 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,134 $235K 0.01% 0 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 3,120 $234K 0.04% +8 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,093 $232K 0.05% -595 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,015 $226K 0.01% -19 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,010 $226K 0.03% -137 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,996 $225K 0.01% -1,936 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,983 $224K 0.01% -852 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,962 $222K 0.03% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,928 $220K 0.02% +7 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,927 $220K 0.12% -151 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,925 $219K 0.02% new 13F-HR Timeline Cambridge Advisors Inc. 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