Keel Point, LLC More: the full row for Keel Point, LLC 923 $575K 0.03% +34 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 914 $569K 0.01% +183 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 907 $565K 0.01% -11 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 907 $565K 0.01% +205 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 906 $564K 0.01% -117 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 902 $562K 0.07% -4 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 902 $562K 0.07% +22 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 894 $557K 0.11% +875 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 890 $554K 0.01% +244 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 888 $553K 0.06% +1 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 884 $550K <0.01% -31 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 865 $549K 0.03% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 866 $539K 0.24% +11 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 865 $539K 0.04% 0 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 863 $537K 0.17% +134 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 835 $530K 0.19% -1,000 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 845 $526K <0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 843 $525K 0.38% +1 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 843 $525K 0.19% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 835 $520K 0.01% -26 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 826 $514K 0.02% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 819 $510K 0.02% +36 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 812 $506K 0.04% +2 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 805 $501K 0.05% +21 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 799 $498K 0.08% -9 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 793 $494K 0.07% -15 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 786 $489K 0.01% +187 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 779 $485K 0.01% -37 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 774 $482K 0.05% +3 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 760 $473K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 759 $473K 0.02% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 752 $468K 0.07% +77 13F-HR Timeline CX Institutional More: the full row for CX Institutional 748 $466K 0.01% -63 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 747 $465K 0.02% +25 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 744 $463K 0.01% -101 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 743 $462K 0.12% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 742 $462K 0.02% -30 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 737 $459K 0.03% +37 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 719 $448K 0.12% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 714 $446K 0.02% -33 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 709 $441K <0.01% -16 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 704 $439K 0.01% -267 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 702 $437K 0.02% +85 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 702 $437K 0.03% +18 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 700 $436K 0.06% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 700 $436K 0.24% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 700 $436K 0.21% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 699 $435K 0.06% +106 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 696 $433K 0.13% -24 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 689 $429K 0.01% -245 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 682 $425K <0.01% -579 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 681 $424K <0.01% -103 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 676 $421K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 674 $420K 0.16% -132 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 674 $420K 0.13% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 642 $418K 0.01% +148 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 667 $415K 0.01% +21 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 660 $412K 0.26% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 659 $410K 0.15% +46 13F-HR Timeline Group SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 656 $408K 0.16% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 653 $407K 0.04% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 650 $405K 0.13% new 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 650 $405K 0.08% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 647 $403K 0.04% -6 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 645 $402K 0.01% new 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 637 $397K 0.06% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 634 $395K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 630 $392K 0.04% -19 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 628 $391K <0.01% -19,513 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 624 $388K 0.01% -18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 620 $386K 0.04% +3 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 616 $384K 0.03% +42 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 612 $381K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 611 $381K <0.01% -213 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 608 $379K 0.05% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 608 $379K 0.03% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 602 $375K 0.02% -31 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 600 $374K 0.06% 0 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 600 $374K <0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 598 $372K <0.01% -43 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 595 $370K 0.08% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 594 $370K 0.25% -27 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 590 $368K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 590 $367K 0.05% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 589 $367K 0.01% -206 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 585 $364K <0.01% +69 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 582 $362K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 582 $362K 0.05% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 1,944 $361K 0.23% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 572 $356K 0.2% -47 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 572 $356K 0.07% +61 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 570 $355K 0.01% +57 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 569 $354K 0.02% -15 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 561 $350K <0.01% +92 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 560 $349K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 559 $348K 0.02% +20 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 535 $348K 0.01% -88 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 558 $347K 0.15% +89 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 556 $346K 0.1% +2 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 550 $342K 0.02% +25 13F-HR/A Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 549 $342K 0.05% new 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 536 $334K 0.05% +119 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 536 $334K 0.07% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 532 $332K 0.02% +105 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 529 $329K 0.14% 0 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 528 $329K 0.19% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 526 $328K 0.01% +100 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 526 $328K 0.02% -51 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 526 $328K 0.01% -1,320 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 523 $326K 0.01% +319 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 523 $326K 0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 522 $325K 0.03% +27 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 522 $325K 0.01% +19 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 515 $325K 0.05% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 516 $321K 0.01% -244 13F-HR Timeline Group Ariston Services Group More: the full row for Ariston Services Group 516 $321K 0.19% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 516 $321K 0.02% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 502 $313K <0.01% -169 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 502 $312K 0.02% +94 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 500 $311K 0.02% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 500 $311K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $311K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 499 $311K 0.04% +5 13F-HR Timeline City State Bank More: the full row for City State Bank 497 $309K 0.08% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 494 $308K 0.01% +5 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 494 $308K 0.28% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 494 $307K 0.01% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 493 $307K 0.05% 0 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 465 $307K 0.3% 13F-HR Timeline Ehrenkranz Partners L.P. More: the full row for Ehrenkranz Partners L.P. 492 $306K 0.35% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 488 $304K 0.06% +59 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 486 $303K <0.01% +65 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 486 $303K 0.07% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 484 $301K <0.01% -325 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 484 $301K 0.09% +54 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 479 $298K 0.01% +188 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 478 $298K 0.01% +9 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 478 $298K 0.01% +64 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 475 $296K 0.17% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 469 $292K 0.01% +52 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 468 $291K 0.01% +25 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 465 $290K 0.11% +2 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 465 $290K 0.07% -23 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 462 $288K <0.01% +67 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 462 $288K 0.03% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 460 $286K <0.01% -41 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 458 $285K 0.17% +1 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 455 $283K 0.02% new 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 454 $283K 0.06% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 453 $282K 0.03% -20 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 453 $282K 0.01% -27 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 446 $278K 0.01% -2 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 440 $274K 0.51% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 435 $271K 0.02% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 435 $271K 0.19% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 434 $270K 0.02% +92 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 430 $268K 0.17% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 426 $265K <0.01% +52 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 425 $265K 0.02% +32 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 424 $264K <0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 424 $264K <0.01% +3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 424 $264K 0.01% +16 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 423 $264K 0.01% +39 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 421 $262K <0.01% +2 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 421 $262K 0.09% -3 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 420 $262K 0.01% -99 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 418 $260K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 416 $259K 0.03% -1 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 413 $257K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 417 $257K 0.02% 0 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 412 $257K +60 Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 404 $252K 0.03% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 401 $250K 0.04% +7 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 400 $249K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 400 $249K 0.02% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 400 $249K 0.17% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 400 $249K 0.04% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 397 $247K <0.01% -42 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 397 $247K <0.01% -6 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 395 $246K 0.04% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 394 $245K <0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 388 $243K <0.01% -253 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 388 $242K 0.01% -8,812 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 387 $241K 0.01% -8 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 386 $240K <0.01% -53 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 385 $240K <0.01% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 384 $239K 0.08% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 384 $239K 0.02% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 381 $238K 0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 381 $237K 0.02% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 381 $237K 0.03% -55 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 380 $236K 0.05% 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 373 $232K 0.02% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 369 $230K <0.01% -38 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 369 $230K 0.01% -3 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 368 $229K 0.01% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 368 $229K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 368 $229K 0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 364 $227K 0.07% 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 363 $226K <0.01% 0 13F-HR Timeline Group