Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,160 $367K 0.03% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,139 $366K 0.01% -218 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,136 $366K 0.03% new 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,124 $365K 0.03% new 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. 5,119 $364K 0.01% +290 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,101 $363K 0.02% +62 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 5,100 $363K 0.04% -1,100 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,067 $361K 0.04% +918 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 4,390 $360K 0.2% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,046 $359K 0.12% +2,811 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,042 $359K 0.01% -85 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 5,040 $359K 0.12% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,013 $357K 0.01% +197 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,959 $353K 0.01% -1,632 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,929 $351K 0.32% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 4,837 $344K <0.01% -1,372 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,835 $344K <0.01% +16 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 4,820 $343K 0.02% -398 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,804 $342K 0.01% +948 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,781 $340K <0.01% -6,201 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,720 $336K 0.06% +1,352 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,707 $335K <0.01% +247 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,652 $331K 0.04% -614 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,652 $331K 0.01% -2,068 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,627 $329K 0.01% -246 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 4,589 $327K 0.25% 0 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 4,581 $326K 0.04% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,577 $326K <0.01% +55 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 4,547 $324K 0.1% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 4,528 $322K 0.03% -25 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 4,501 $320K 0.15% -137 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,498 $320K <0.01% +898 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,480 $319K 0.13% +321 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 4,479 $319K 0.15% -33,524 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 4,446 $316K 0.12% -147 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,423 $315K 0.19% -350 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,411 $314K 0.02% -57 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,391 $313K 0.01% +964 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,391 $313K 0.07% -98 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,346 $309K 0.02% +64 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,323 $308K 0.04% -9,857 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,314 $307K 0.05% +456 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 4,310 $307K 0.2% -87 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,290 $305K 0.05% -131 13F-HR Timeline Group BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,278 $305K 0.01% -322 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,278 $305K 0.01% -996 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 4,257 $303K <0.01% +1,038 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 4,232 $301K <0.01% +202 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,221 $300K 0.01% -25 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,220 $300K 0.13% -492 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,189 $298K 0.15% +181 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 4,188 $298K +329 Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,188 $298K 0.01% +37 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,181 $298K 0.09% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,150 $295K <0.01% +231 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,149 $295K 0.01% -13,979 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,146 $295K 0.01% -354 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,048 $288K <0.01% +876 13F-HR Timeline TRIAN FUND MANAGEMENT, L.P. in group TRIAN FUND MANAGEMENT, L.P. More: the full row for TRIAN FUND MANAGEMENT, L.P. 4,044 $288K 0.01% 0 13F-HR Timeline Group FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,011 $286K 0.16% +100 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 4,010 $285K 0.07% +351 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $285K 0.08% 0 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,994 $284K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,985 $284K 0.01% +253 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,975 $283K -4,391 Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,946 $281K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,931 $280K <0.01% -2,368 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3,844 $277K 0.02% -201 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,872 $276K 0.01% -57 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 3,826 $273K 0.01% +771 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,782 $269K <0.01% -152 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,781 $269K <0.01% -302 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,770 $268K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,731 $268K 0.01% -510 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,754 $267K <0.01% -112 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 3,750 $267K 0.08% -50 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,737 $266K 0.01% -2,241 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,717 $265K 0.01% -541 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 3,699 $263K 0.22% -780 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,687 $262K 0.04% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 3,682 $262K <0.01% -27,511 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,679 $262K <0.01% -491 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,655 $260K 0.01% new 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,644 $259K 0.03% -2,967 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,644 $259K 0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,640 $259K 0.02% new 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 3,637 $259K 0.02% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 3,635 $259K 0.02% +2,619 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,627 $258K 0.1% -10 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 3,608 $257K 0.1% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,559 $253K 0.1% 0 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 3,559 $253K 0.01% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,536 $252K 0.01% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 3,511 $250K 0.08% -1,530 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,503 $249K 0.02% -172 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,493 $249K 0.02% -74 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,489 $248K 0.03% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,481 $248K 0.05% -492 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,455 $246K 0.01% +383 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,405 $242K 0.01% +134 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,396 $242K <0.01% -2,013 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 3,370 $240K <0.01% 0 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3,336 $237K 0.02% +400 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,329 $237K 0.03% -232 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,301 $235K 0.01% +288 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,769 $235K 0.01% -9,065 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,258 $235K <0.01% -459 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,283 $234K 0.01% -67 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,272 $233K <0.01% -390 13F-HR Timeline Group Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 3,266 $232K 0.14% +4 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,221 $229K 0.02% +7 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,219 $229K 0.01% -116 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,216 $229K <0.01% -6,513 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,290 $226K 0.01% +385 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,177 $226K <0.01% -4,597 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,163 $225K 0.01% +16 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,162 $225K 0.13% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,160 $225K 0.01% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,157 $225K 0.01% -76 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,141 $224K 0.01% +603 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 3,127 $223K 0.04% -220 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,128 $223K 0.01% +9 13F-HR/A Timeline Group Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 3,125 $222K 0.07% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,120 $222K 0.08% +17 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,087 $220K 0.04% new 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 3,087 $220K 0.05% +236 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,084 $220K 0.06% -666 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,061 $218K 0.01% +373 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 3,054 $217K 0.04% 0 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,044 $217K 0.01% +89 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,035 $216K <0.01% 0 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,023 $215K 0.04% new 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 3,019 $215K 0.11% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,007 $214K 0.11% new 13F-HR Timeline FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 3,000 $214K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,993 $213K <0.01% -100 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,994 $213K <0.01% -172 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 2,991 $213K 0.07% -2,103 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,989 $213K 0.01% -568 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 2,984 $212K 0.1% +54 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,979 $212K <0.01% +76 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,965 $211K 0.05% +162 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,964 $211K 0.01% 0 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 2,963 $211K <0.01% +155 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,960 $211K <0.01% -224 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,921 $208K 0.01% -748 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 2,916 $208K 0.2% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,911 $207K <0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,910 $207K <0.01% -4,080 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,910 $207K <0.01% new 13F-HR/A Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,905 $207K 0.02% -20 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,882 $205K 0.01% -97 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,882 $205K 0.02% -396 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 2,879 $205K 0.13% -206 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,876 $205K <0.01% +1,259 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,867 $204K 0.01% -262 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,848 $203K <0.01% -20,978 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,847 $203K 0.01% +494 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,831 $202K 0.01% +1 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 2,830 $201K 0.1% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,821 $201K 0.01% -4 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,790 $199K 0.06% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,766 $197K 0.03% +538 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,729 $194K 0.01% +1,623 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 2,666 $190K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,635 $188K 0.02% -88 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,593 $185K 0.13% +1,133 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,540 $181K 0.03% -125 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,538 $181K 0.02% +8 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,532 $180K <0.01% +628 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,510 $179K +8 Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,420 $172K 0.07% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,393 $170K <0.01% +31 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,389 $170K 0.05% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,384 $170K 0.01% -218 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,309 $164K <0.01% -116 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,257 $161K 0.05% -30 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,247 $160K 0.01% -249 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,247 $160K <0.01% +278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,237 $159K 0.06% +325 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,193 $156K <0.01% -5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,182 $155K 0.02% -21 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,122 $151K 0.02% +4 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,101 $148K 0.2% -25 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,062 $147K <0.01% -21,310 13F-HR Timeline ABS Direct Equity Fund LLC More: the full row for ABS Direct Equity Fund LLC 2,400 $146K 0.11% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,000 $142K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,045 $141K <0.01% -1,666 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,912 $136K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,895 $135K <0.01% +43 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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