EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 33,232 $2.15M 0.07% -45 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 33,027 $2.13M 0.04% -241 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 33,004 $2.13M 0.01% +2,236 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 32,958 $2.13M 1.36% -67,124 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 32,799 $2.12M <0.01% -1,378,191 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 32,190 $2.08M 0.06% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 32,187 $2.08M 0.01% -10,849 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 32,085 $2.07M 0.02% +3,874 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 31,984 $2.07M 0.98% -171 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 31,959 $2.06M 0.06% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 31,459 $2.06M 0.76% -1,276 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 31,671 $2.05M 0.13% -826 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 31,315 $2.02M 0.83% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 31,080 $2.01M 0.1% +8,278 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 30,943 $2M 0.17% new 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 30,805 $1.99M 0.06% -367 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 30,756 $1.99M 1.06% -1,332 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 30,616 $1.98M 0.01% +1,251 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 30,341 $1.96M 0.07% +17,524 13F-HR/A Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 29,906 $1.93M 0.02% +3,790 13F-HR Timeline Group Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 29,742 $1.92M 0.66% +25 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 29,431 $1.9M 0.03% +3,379 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,201 $1.89M 0.01% +5,776 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 28,941 $1.87M 0.01% +19,681 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,687 $1.85M 0.06% +1,746 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 28,622 $1.85M 0.08% +3,996 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 28,356 $1.83M <0.01% -1,188,100 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 28,052 $1.81M 0.21% +33 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 27,916 $1.8M 0.12% -10,611 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 27,433 $1.79M <0.01% +746 13F-HR Timeline Group China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 27,222 $1.76M 0.13% +11,928 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 26,900 $1.74M 0.05% new 13F-HR Timeline Group GAGNON SECURITIES LLC in group GAGNON SECURITIES LLC More: the full row for GAGNON SECURITIES LLC 26,838 $1.73M 0.4% -324 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 26,527 $1.71M 0.01% +3,092 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 26,451 $1.71M 0.03% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 26,390 $1.71M 0.06% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 26,389 $1.7M 0.05% -2,466 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 26,040 $1.68M 1% -230 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 17,005 $1.66M 0.05% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 25,595 $1.65M 0.21% -695 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 25,505 $1.65M 0.3% +1,315 13F-HR Timeline Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 30,267 $1.63M -16,757 Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 25,200 $1.63M 0.05% 0 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 25,163 $1.63M 0.01% +5,831 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 25,130 $1.62M 0.89% -2,401 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 24,934 $1.61M 0.31% +2 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 24,874 $1.61M 0.01% -190,414 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24,541 $1.59M 0.29% +24,121 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 24,340 $1.57M 0.05% -158,822 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 24,101 $1.56M 0.2% -2,810 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 24,012 $1.55M 0.02% -481 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 22,969 $1.49M <0.01% +4,565 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 22,946 $1.48M 0.97% -2,260 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 22,945 $1.48M 0.1% +476 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 22,775 $1.47M 0.03% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 22,744 $1.47M 0.83% -225 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 22,686 $1.47M 0.45% +1,367 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,679 $1.47M 0.05% -626 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 22,636 $1.46M 0.05% +935 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 22,415 $1.45M 0.02% -362 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 22,366 $1.45M 0.18% 0 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 22,256 $1.44M 0.87% -431 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 21,680 $1.4M 0.04% -914 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 21,610 $1.4M 1.18% +400 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 21,553 $1.39M 0.08% +20,478 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 21,514 $1.39M 0.52% +3,377 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,331 $1.38M 0.02% -112 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 21,315 $1.38M 0.46% +328 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 21,036 $1.36M -3,787 Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 20,633 $1.33M 0.14% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,524 $1.33M 0.02% +908 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 20,288 $1.31M 0.01% +301 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 20,084 $1.3M 0.36% -427 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 19,994 $1.29M 0.77% +100 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 19,949 $1.29M 0.03% new 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 19,681 $1.27M 0.14% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,046 $1.23M 0.04% +1,538 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 19,008 $1.23M 0.02% -13,486 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 19,000 $1.23M 0.15% 0 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 18,888 $1.22M 0.04% -5,760 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 18,872 $1.22M 0.06% +1,004 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18,101 $1.22M 0.02% -1,811 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 18,782 $1.21M 0.01% -539 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 18,600 $1.2M 0.02% +15,142 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Empirical Finance, LLC More: the full row for Empirical Finance, LLC 18,421 $1.19M 0.06% -38 13F-HR/A Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 18,150 $1.17M 0.13% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 18,142 $1.17M 0.61% -68 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 18,000 $1.16M 0.18% 0 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 18,000 $1.16M 0.1% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 17,888 $1.16M 0.02% -449 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,860 $1.15M 0.06% +822 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 17,755 $1.15M 0.04% +14,116 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 17,483 $1.13M 0.21% -287 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 17,468 $1.13M 0.44% +100 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 17,377 $1.12M 0.11% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 17,302 $1.12M 0.18% -1,200 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 17,299 $1.12M 0.01% -871 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,000 $1.1M 0.02% +596 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 17,000 $1.1M 0.05% -53,000 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 16,867 $1.09M 0.38% -2,389 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 16,690 $1.08M <0.01% +1,689 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 16,673 $1.08M 0.01% -2,161 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 16,370 $1.06M 0.01% +10,414 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 17,600 $1.06M 0.04% -2,400 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 16,317 $1.05M 0.01% +13,166 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 16,272 $1.05M 0.02% +519 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 15,726 $1.02M 0.01% -209,699 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 15,584 $1.01M 0.09% -270 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 15,567 $1.01M 0.01% -165 13F-HR Timeline Group Taproot Management LP More: the full row for Taproot Management LP 15,395 $995K 0.19% -65,974 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 15,367 $993K 0.02% -1,798 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 15,255 $986K 0.04% -2,834 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 14,984 $968K 0.14% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 14,750 $953K 0.05% +8,850 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 14,595 $943K 0.04% -100 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 14,519 $938K 0.02% -533 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,417 $933K 0.02% -1,442 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 14,353 $927K 0.05% +273 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 14,271 $922K 0.2% +183 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,199 $917K 0.01% +1,043 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 14,139 $914K 0.23% -340 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 13,698 $885K 0.24% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,460 $870K <0.01% +8,321 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 13,406 $866K 0.03% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,280 $858K 0.01% -17,446 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 13,016 $841K 0.08% 0 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 13,000 $840K 0.25% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,948 $837K 0.03% +338 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 12,923 $835K 0.23% new 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 12,909 $834K 0.06% -29 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 12,889 $833K 0.09% +52 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 12,759 $824K 0.09% +5,496 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,542 $810K 0.04% +118 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 12,483 $807K <0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,445 $804K 0.02% new 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,427 $803K 0.01% +266 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 12,400 $801K 0.06% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 12,249 $801K <0.01% +9,640 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,368 $797K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,257 $792K 0.01% -1,584 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,223 $790K 0.03% +1,028 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 12,187 $787K 0.01% +6,081 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 12,180 $787K 0.08% -156 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 12,000 $775K 0.07% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 11,970 $773K 0.36% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 11,920 $770K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,717 $757K 0.03% -117 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 11,706 $756K 0.49% -133 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 11,678 $755K 0.01% +1,994 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,654 $753K 0.02% -903 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,706 $752K 0.1% +8,003 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 11,572 $748K 0.01% -12,545 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,417 $738K 0.02% -1,715 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,385 $736K 0.24% +50 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 11,364 $734K 0.05% -1,652 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,341 $733K 0.02% -1,267 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,231 $726K 0.01% -693 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,223 $725K 0.06% +10,791 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,370 $720K 0.02% +1,732 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 11,141 $720K 0.01% -1,419 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 11,099 $717K 0.16% +1,050 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 11,081 $716K 0.07% -491 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 11,075 $716K 0.3% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 11,068 $715K 0.16% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,017 $712K 0.02% +1,115 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 11,006 $711K 0.48% +90 13F-HR Timeline Buckland Partners Management Co LLC More: the full row for Buckland Partners Management Co LLC 11,000 $711K 0.43% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 10,943 $707K 0.01% +178 13F-HR Timeline 111 Capital More: the full row for 111 Capital 10,755 $695K 0.17% +2,397 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,704 $695K 0.05% +2,348 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 10,728 $693K 0.03% -23 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,679 $690K 0.01% +814 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 10,653 $688K 0.13% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,595 $685K 0.07% new 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 10,536 $681K 0.46% -50 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 10,540 $680K 0.01% new 13F-HR Timeline Group POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 10,507 $679K 0.02% -634 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 10,500 $678K 0.12% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,458 $676K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 10,435 $674K 0.01% +6,473 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,414 $673K 0.01% +586 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 10,378 $671K 0.05% +49 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,317 $667K 0.01% +572 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 10,256 $663K 0.01% -6 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 10,190 $658K 0.02% +3,795 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 10,148 $656K 0.02% +414 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,128 $654K 0.11% +1,002 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,012 $647K 0.47% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,864 $637K <0.01% -176 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,727 $628K +882 Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 9,720 $628K 0.02% -22,215 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9,679 $625K 0.3% +197 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 9,635 $623K 0.02% -128 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 9,592 $620K 0.01% +1,198 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 9,440 $610K 0.54% +150 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 9,399 $607K 0.03% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 9,300 $601K 0.02% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,265 $599K <0.01% +1,031 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,224 $596K 0.02% +1,239 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,215 $595K 0.01% +81 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.