Brooklyn Investment Group More: the full row for Brooklyn Investment Group 12,246 $788K 0.1% +7,846 13F-HR/A Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,966 $770K 0.03% new 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 11,958 $770K 0.01% +167 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,600 $747K 0.05% +4,682 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,570 $745K 0.03% +1,829 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 11,534 $742K 0.03% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 11,500 $740K 0.8% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,466 $738K <0.01% -1,117 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 11,392 $733K -160,544 Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,350 $730K 0.04% -1,157 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 11,310 $728K 0.01% -417 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 11,133 $717K 0.08% -2,487 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 11,100 $714K 0.01% -300 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 10,977 $706K 0.01% -67,885 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,970 $706K 0.02% -200 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 10,781 $694K 0.14% +2,916 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 10,282 $690K <0.01% -725 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,507 $677K <0.01% -9,564 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,498 $676K 0.02% -458 13F-HR Timeline Group WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 10,393 $669K 0.54% +1,397 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,287 $662K 0.01% +2,220 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,187 $656K 0.02% -680 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,167 $654K 0.21% new 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 10,121 $651K 0.02% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 10,113 $651K 0.19% +2,476 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,089 $649K 0.01% -29 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 10,076 $648K 0.01% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,062 $648K 0.01% +749 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,060 $647K 0.05% +8 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 10,048 $647K <0.01% -1,667 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 10,022 $645K 0.18% -500 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 10,000 $644K 0.02% -300 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 9,383 $643K 0.12% +4,682 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,967 $641K 0.03% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,947 $637K 0.01% +6,903 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,725 $626K 0.61% +200 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,717 $625K 0.03% +263 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,637 $620K 0.01% +5,160 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,622 $619K <0.01% -2,561 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9,500 $611K 0.02% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,176 $609K 0.02% +728 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 9,320 $600K 0.02% -2,694 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 9,308 $599K +4,268 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,214 $593K 0.06% -1,147 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 9,149 $589K 0.01% +4,675 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,148 $589K 0.08% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,928 $575K 0.03% -3,350 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 8,841 $569K 0.19% +5,807 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,834 $569K 0.02% +1,119 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,817 $567K 0.05% -254 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 8,771 $565K 0.06% 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,735 $562K <0.01% -80 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 8,663 $558K 0.01% -512 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 8,582 $552K 0.09% -273 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,513 $548K 0.05% -34,099 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,500 $547K 0.11% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 8,473 $545K 0.27% -276 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,410 $539K 0.04% +2 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,359 $538K <0.01% -502 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 8,356 $538K <0.01% -68,032 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,340 $537K 0.02% +3,828 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,209 $528K <0.01% +1,057 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,206 $528K 0.25% -26 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,177 $526K 0.03% -33,827 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 8,100 $521K 0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,988 $514K 0.03% +2,907 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 7,901 $509K 0.01% -6,741 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 7,892 $508K 0.28% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,877 $507K <0.01% +443 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,871 $507K 0.01% -57 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,844 $505K 0.05% +2,732 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 7,800 $502K 0.16% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,707 $496K 0.02% -1,120 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,631 $491K 0.06% +3,370 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,607 $490K 0.01% -1,013 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 7,577 $488K <0.01% +715 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,186 $488K 0.01% +3,725 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 7,571 $487K 0.09% -2,083 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,532 $485K 0.04% -1,107 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 7,503 $483K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,457 $480K <0.01% +62 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 7,319 $471K 0.06% -114 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 7,315 $471K 0.02% +38 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 7,164 $461K 0.02% 0 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 7,049 $454K 0.01% -212 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 7,035 $453K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,944 $447K 0.07% +1,847 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 6,931 $446K 0.09% +8 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,914 $445K 0.05% -56 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,875 $442K <0.01% -624 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,853 $441K 0.03% -141 13F-HR/A Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 6,797 $437K 0.01% -20,978 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,295 $437K 0.01% +684 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,630 $427K 0.01% -1,270 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. 6,621 $426K 0.01% +956 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,580 $423K 0.04% 0 13F-HR/A Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,515 $419K 0.28% -97 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,505 $419K <0.01% +204 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,503 $419K 0.03% +176 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 6,500 $418K 0.06% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,448 $415K 0.02% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,442 $415K 0.08% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,440 $415K <0.01% +417 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,400 $412K 0.01% -137 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 6,367 $410K 0.34% -60 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,335 $408K 0.02% +856 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,342 $407K <0.01% +1,050 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,170 $397K 0.04% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,125 $394K 0.13% -1,500 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 6,023 $388K 0.27% +409 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 6,000 $386K 0.08% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,982 $385K 0.02% -59 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,952 $383K 0.01% +518 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,842 $376K <0.01% +397 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,837 $376K 0.06% -5,285 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,812 $374K <0.01% -1,943 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,739 $369K 0.04% -194 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,668 $365K 0.06% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 5,593 $360K 0.02% +173 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,582 $359K 0.05% +330 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,559 $357K <0.01% -147 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,522 $355K <0.01% +157 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,508 $355K 0.01% +1,711 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,497 $354K <0.01% -323 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,377 $346K 0.01% +1,112 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 5,370 $346K 0.01% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,316 $342K 0.01% -44,661 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,307 $342K 0.01% -115 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 5,300 $341K 0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,303 $341K 0.01% +461 13F-HR/A Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 5,277 $340K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,267 $339K <0.01% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,200 $335K 0.25% 0 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 5,200 $335K 0.1% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,113 $329K 0.01% +855 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 5,057 $325K 0.01% +406 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,045 $325K 0.05% +39 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 5,043 $325K <0.01% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 4,806 $322K 0.02% -279 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,000 $322K 0.26% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,987 $321K 0.02% -511 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,958 $319K <0.01% +796 13F-HR/A Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,900 $315K 0.19% -300 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 4,872 $314K 0.24% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,840 $312K 0.02% -63 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,836 $311K 0.01% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,776 $307K 0.02% +290 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 4,765 $307K 0.18% -3,669 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,675 $301K 0.03% +923 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,664 $300K <0.01% -326 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,669 $300K 0.02% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,665 $300K 0.01% -26 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,620 $297K 0.01% -742 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 4,604 $296K 0.05% +1,289 13F-HR/A Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 4,600 $296K 0.05% new 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,591 $295K 0.11% -1,624 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,550 $293K <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,518 $291K 0.01% -1,053 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,403 $283K 0.05% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,400 $283K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,218 $282K 0.01% -254 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,377 $282K 0.01% -13,512 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,364 $281K 0.05% -19,704 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. 4,309 $277K 0.01% -2,691 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,279 $275K 0.03% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,272 $275K 0.01% -855 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 4,272 $275K 0.2% 0 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 4,269 $275K 0.14% -15,265 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 4,267 $275K 0.02% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,264 $274K 0.01% +135 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,261 $274K 0.06% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,216 $271K 0.04% -81 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,170 $268K 0.07% -460 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,164 $268K <0.01% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 4,141 $267K 0.14% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,062 $261K <0.01% +121 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,031 $259K 0.02% -445 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,763 $259K 0.01% -278 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,000 $257K 0.06% 0 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,000 $257K 0.13% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 4,000 $257K 0.11% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 3,994 $257K 0.05% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,990 $257K 0.05% -12,656 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,976 $256K <0.01% -469 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,975 $256K 0.01% +250 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,870 $249K 0.02% -3,180 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,852 $248K 0.02% -17 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,750 $241K 0.05% -500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,730 $240K 0.01% +711 13F-HR/A Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,719 $239K 0.03% -948 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,716 $239K 0.01% -537 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,700 $238K <0.01% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 3,690 $237K 0.1% -320 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,687 $237K 0.02% new 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,681 $237K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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