CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 11,234 $1.53M 0.02% +10,744 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 11,205 $1.53M 0.15% +891 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 11,183 $1.53M 0.04% +2,483 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 11,115 $1.52M 0.63% 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 11,030 $1.5M 0.35% +7,130 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,952 $1.49M 0.02% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,895 $1.49M 0.12% -171 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,803 $1.47M 0.11% +10 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 10,796 $1.47M 0.03% +829 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 10,758 $1.47M 0.06% +529 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 10,729 $1.46M 0.05% +2,090 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 10,663 $1.45M 0.01% +5,605 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,654 $1.45M 0.05% -440 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,400 $1.42M 0.01% +1,124 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 10,240 $1.4M 0.16% -33,584 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,040 $1.37M 0.09% +326 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 9,998 $1.36M 0.01% +227 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 9,976 $1.36M 0.02% -7,389 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 9,854 $1.34M 0.04% -449 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,774 $1.33M 0.07% -2,769 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 9,757 $1.33M 0.42% new 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,743 $1.33M 0.16% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,696 $1.32M 0.02% -87 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,582 $1.3M 0.02% +3,617 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 9,519 $1.3M 0.37% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 9,457 $1.29M 0.43% +5,983 13F-HR Timeline Thomas J. Herzfeld Advisors, Inc. More: the full row for Thomas J. Herzfeld Advisors, Inc. 9,450 $1.29M 0.41% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,396 $1.28M 0.06% +5,897 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 9,353 $1.28M 0.36% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9,315 $1.27M 0.09% +315 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) 9,280 $1.27M 0.03% +3,919 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 9,226 $1.26M 0.17% +1,492 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,181 $1.25M 0.01% -9,928 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 9,096 $1.24M <0.01% +3,376 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 9,091 $1.24M 1.62% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,206 $1.24M 0.08% +1,699 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 9,053 $1.23M +1,469 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,888 $1.21M 0.02% +281 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 8,817 $1.2M 0.83% +49 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,746 $1.19M 0.03% -292 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,734 $1.19M 0.01% +61 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,701 $1.19M 0.12% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 8,685 $1.18M 0.07% -113 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,662 $1.18M 0.15% -25 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 8,650 $1.18M 0.01% 0 13F-HR Timeline Group OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 8,608 $1.17M 0.01% -3,092 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 8,529 $1.16M 1.12% -89 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 8,445 $1.15M 0.1% +4 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 8,433 $1.15M 0.31% +5,697 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 8,387 $1.14M 0.17% +482 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,300 $1.13M 0.09% +4,529 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 8,356 $1.13M <0.01% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,087 $1.1M 0.22% -564 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 8,000 $1.09M 0.11% 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,904 $1.08M 0.3% +732 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,903 $1.08M 0.11% +15 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,893 $1.08M +525 Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 7,847 $1.07M 0.39% +827 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 7,839 $1.07M 0.16% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,828 $1.07M 0.01% -172 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 7,800 $1.06M 0.14% -48 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,667 $1.05M 0.31% +33 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 7,630 $1.04M 0.04% +165 13F-HR Timeline Group 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 7,500 $1.02M 0.1% new 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 7,368 $1M 0.16% new 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 7,211 $983K 0.03% new 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 7,144 $974K 0.03% +400 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,287 $973K <0.01% -795 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 7,135 $973K 0.18% new 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 7,099 $972K 0.07% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,115 $970K 0.01% +432 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 7,061 $963K 0.1% +56 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,054 $962K 0.01% +298 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 6,962 $949K 0.05% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 6,862 $936K 0.17% +1,139 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 6,760 $922K 0.16% +450 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,666 $909K 0.01% 0 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,974 $906K 0.05% -687 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 6,614 $902K 0.37% +1,604 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 6,611 $902K <0.01% +254 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,605 $901K 0.03% +279 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,602 $900K 0.07% -4,427 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 6,600 $900K 0.43% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,560 $895K 0.02% -393 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,547 $893K 0.01% -2,064 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 6,522 $889K 0.37% +295 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,414 $875K 0.03% -137 13F-HR/A Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 6,400 $873K 0.18% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 6,396 $872K 0.02% +4,220 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 6,367 $868K 0.44% -1,300 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,167 $868K 0.02% +3,444 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,311 $861K <0.01% +1,386 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,298 $859K 0.35% -17 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 6,266 $854K 0.27% -6,072 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 6,249 $852K 0.02% -8,421 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,227 $849K <0.01% +2,971 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,204 $846K 0.02% -442 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,038 $823K 0.26% 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,939 $810K 0.03% -318 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 5,900 $805K 0.13% new 13F-HR Timeline Group Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 5,865 $800K 0.18% -118 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,854 $798K 0.01% +964 13F-HR/A Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,849 $798K 0.14% -153 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,835 $796K 0.31% -6,500 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,808 $792K <0.01% -1,284 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 5,799 $791K 0.13% +21 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,796 $790K 0.02% -1,383 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,795 $790K 0.03% +987 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 5,750 $784K 0.01% -112 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 5,682 $775K 0.42% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,676 $773K 0.01% +655 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,639 $769K 0.26% +789 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,473 $746K 0.02% -73 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,398 $736K 0.07% -1,000 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 5,392 $735K 0.34% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,807 $725K 0.04% +626 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,246 $715K 0.05% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,220 $712K 0.01% +95 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,201 $709K 0.01% +18 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 5,192 $708K 0.02% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 5,399 $707K 0.25% -325 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 5,146 $702K 0.03% -171 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,135 $700K 0.14% -887 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,121 $698K 0.01% +99 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 5,092 $694K <0.01% +237 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 5,055 $689K 0.02% -28 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,055 $689K 0.09% +590 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,927 $672K 0.01% -8,883 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,916 $670K 0.08% -101 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 4,914 $670K 0.5% +1,355 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,904 $669K 0.07% +313 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,893 $667K 0.31% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 4,832 $659K 0.05% +161 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,816 $656K 0.07% +1,227 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,797 $654K 0.02% -39 13F-HR/A Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,781 $652K 0.03% -968 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,771 $651K 0.08% -2,055 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,758 $649K 0.01% +565 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 4,950 $649K 0.11% 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,744 $647K 0.03% +1,887 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,678 $638K 0.02% -7 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,675 $638K 0.01% -541 13F-HR Timeline SIB LLC More: the full row for SIB LLC 4,633 $632K 0.33% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,625 $631K 0.02% +141 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,818 $629K 0.02% +98 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,568 $623K 0.02% -370 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,806 $623K 0.12% +2,145 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,551 $621K 0.02% +264 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 4,535 $618K 0.02% +456 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,520 $616K 0.01% +731 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 4,520 $616K 0.9% 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 4,509 $615K 0.03% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,502 $614K <0.01% -19 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,488 $612K 0.01% new 13F-HR/A Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 4,482 $611K 0.52% 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 4,460 $608K 0.11% -1 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 4,436 $605K 0.51% -146 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,427 $604K -429 Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 4,424 $603K 0.03% +380 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 4,414 $602K 0.08% +217 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,414 $602K 0.05% -215 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,823 $597K 0.24% +2,880 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,310 $588K <0.01% +89 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,306 $586K 0.01% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,298 $586K 0.04% -1,160 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,292 $585K 0.02% -2,526 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,290 $585K 0.02% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,284 $584K 0.09% +87 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,283 $584K 0.28% +43 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,252 $580K 0.01% 0 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 4,250 $580K 0.72% new 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,248 $579K 0.03% -9,315 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,223 $576K 0.01% +9 13F-HR/A Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,147 $566K -1,896 Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,114 $561K 0.06% -1,205 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,103 $560K 0.18% -36 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,044 $551K <0.01% 0 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,043 $551K 0.2% -546 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,020 $548K 0.28% +70 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 4,000 $545K 0.11% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,984 $543K 0.03% 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 3,904 $532K 0.1% -1,137 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,841 $524K 0.04% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,847 $524K 0.01% 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,840 $524K 0.01% -13,761 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,836 $523K 0.01% -2,273 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,815 $520K 0.05% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,797 $518K 0.17% +219 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,969 $514K 0.03% -270 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,751 $512K 0.02% -60 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,750 $511K 0.41% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,734 $509K 0.09% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,719 $507K 0.01% -5 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,681 $502K 0.01% -592 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,678 $502K 0.02% -367 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,664 $500K 0.02% +1,974 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,663 $500K 0.07% +282 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 3,649 $498K 0.05% new 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,645 $497K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,634 $496K 0.01% +3,376 13F-HR Timeline