Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 15,638 $913K 0.2% -934 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 15,378 $898K 0.14% -523 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,375 $898K 0.01% +4,816 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,372 $897K 0.02% -4,711 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 15,300 $893K 0.34% +150 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 15,265 $891K 0.06% -800 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,223 $889K 0.04% -7,702 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,218 $888K 0.36% +1,707 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,095 $881K 0.04% -4,684 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 15,016 $877K 0.1% +344 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 15,000 $876K 0.75% 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 15,000 $876K 0.07% -135,000 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 14,980 $875K 0.34% new 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 14,826 $866K 0.23% +2,686 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 14,759 $862K 0.04% +79 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 14,753 $861K 0.04% -3,491 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,558 $860K 0.03% -220 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,722 $859K 0.07% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,574 $851K <0.01% -2,833 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 14,456 $844K 0.01% -605 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 14,429 $842K 0.06% -51,635 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,415 $842K 0.01% -2,618 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 14,390 $840K 0.02% +2,590 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,388 $840K 0.03% -445 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 14,383 $840K 0.01% -919 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14,340 $837K 0.06% -890 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 14,324 $836K 0.01% -17,011 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 14,312 $836K +1,056 Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,246 $832K 0.01% +957 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 14,167 $827K 0.01% +55 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 14,153 $826K 0.15% -3,744 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 14,151 $826K 0.52% 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 14,117 $824K 0.13% +4,138 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,089 $823K 0.02% +5 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,067 $821K 0.06% -18,735 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 14,030 $819K 0.02% -11,524 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13,779 $804K 0.3% -305 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 13,569 $792K 0.73% +1,333 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 13,544 $791K 0.1% -1,046 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 13,519 $789K 0.02% -225 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,912 $787K 0.03% -9,361 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 13,451 $785K 0.11% +5,475 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 13,381 $781K 0.38% -25 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,328 $778K 0.04% -788 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 13,115 $775K 0.01% -7,122 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 13,222 $772K 0.23% -6 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 13,166 $769K 0.26% -784 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,165 $769K 0.42% -1,560 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 13,150 $768K 0.36% +7,500 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 13,139 $767K 0.16% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,066 $763K 0.02% -815 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 12,761 $762K 0.01% -113,154 13F-HR Timeline Group LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,015 $760K 0.51% -853 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 13,018 $760K 0.31% 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 12,974 $757K 0.16% -2,502 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 12,966 $757K 0.01% -1,334 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 12,939 $755K 0.04% -3,774 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,868 $751K 0.47% +2,535 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 12,803 $747K 0.16% -7,678 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 12,802 $747K 0.09% -793 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,774 $746K 0.1% 0 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 12,753 $745K 0.34% -142 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,735 $743K 0.37% -14,005 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 12,716 $742K 0.08% +7,203 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 12,712 $742K 0.04% -1,189 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 12,687 $741K 0.03% -4,655 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 12,641 $738K 0.2% -425 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,627 $737K 0.03% -154 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 12,624 $737K 0.04% -6,207 13F-HR Timeline Group HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 12,500 $730K 0.5% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 12,445 $727K 0.03% +1,351 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 12,433 $726K 0.1% -54,319 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 12,403 $724K 0.07% +418 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,360 $722K 0.05% +9,243 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,330 $720K 0.03% -631 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 12,252 $715K 0.09% +1,003 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 12,189 $711K 0.11% -2,166 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 12,154 $710K 0.47% +3,867 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 12,151 $709K 0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 12,122 $708K 0.64% +62 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,099 $706K 0.01% +6,588 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,031 $702K 0.04% -4,500 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,372 $700K 0.02% +2,823 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,963 $698K 0.01% -778 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 11,958 $698K -7,973 Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 11,904 $695K 0.01% -2,354 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,821 $690K 0.03% -1,933 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,798 $689K 0.01% +4,660 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 11,762 $687K 0.45% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 11,733 $685K 0.04% +5,574 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 12,057 $684K 0.21% -561 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,687 $682K 0.13% +50 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,644 $680K 0.01% -625 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 11,510 $672K 0.19% -14,502 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 11,438 $668K 0.38% -6,690 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,389 $665K 0.04% 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,291 $659K 0.09% -21,229 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 11,214 $655K 0.05% -1,696 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,205 $654K 0.02% +17 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 11,143 $651K 0.04% -445 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,055 $645K 0.1% -2,084 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 11,024 $644K -5,964 Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 11,000 $642K 0.31% 0 13F-HR Timeline Group TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 11,000 $642K 0.04% 0 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 10,986 $641K 0.05% -1,923 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 10,965 $640K 0.18% -6,037 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,916 $637K 0.09% -21,535 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,886 $635K 0.09% +3,090 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 10,870 $635K 0.15% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 10,761 $628K 0.03% -3,189 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,730 $626K 0.01% -2,807 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,621 $620K 0.04% -1,934 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 10,605 $619K 0.01% -46 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,585 $618K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,577 $617K 0.02% +3,797 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,518 $614K 0.02% -2,710 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 10,496 $613K 0.44% +1 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 10,478 $612K 0.59% +2,175 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 10,476 $612K 0.2% 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,456 $610K 0.06% -1,009 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,430 $609K 0.2% -45 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 10,428 $609K 0.3% -1,338 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,423 $608K <0.01% -204 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,418 $608K 0.01% +95 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 10,382 $606K <0.01% -1,425 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,285 $600K <0.01% -264 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,281 $600K 0.03% -2,733 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 10,273 $600K 0.04% -1,814 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 10,229 $597K 0.07% -251 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 10,225 $597K 0.41% +287 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,204 $596K 0.02% -1,597 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,148 $592K 0.01% -1,496 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,118 $591K 0.18% -28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 10,100 $590K 0.15% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 10,083 $589K 0.31% -144 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,072 $588K 0.17% -2,797 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,000 $584K 0.1% new 13F-HR Timeline ParaFi Capital LP More: the full row for ParaFi Capital LP 10,000 $584K 0.16% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 9,975 $582K 0.5% -284 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,944 $581K 0.06% -6,792 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,939 $580K 0.01% -1,693 13F-HR Timeline Group Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 9,924 $579K 0.48% +134 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,916 $579K 0.01% -2,570 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 9,881 $577K 0.63% 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 9,811 $573K 0.04% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 9,773 $571K 0.01% -17,471 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 9,705 $567K 0.39% -560 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 9,672 $565K 0.4% +32 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,657 $564K 0.05% +305 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,438 $561K 0.03% +1,462 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9,612 $561K 0.01% new 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 9,450 $552K 0.44% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,379 $548K 0.03% +60 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 9,374 $547K 0.13% +189 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,288 $542K 0.01% -1,361 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 9,281 $542K <0.01% -9,220 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 9,242 $540K 0.16% +480 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,215 $538K 0.01% -969 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,184 $536K 0.03% -4,036 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 9,160 $535K 0.07% +442 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,152 $534K 0.08% -177 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 9,143 $534K 0.23% -385 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 9,100 $531K 0.03% -2,128 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,090 $531K 0.04% -30,551 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 9,008 $526K 0.05% new 13F-HR Timeline PKO BP BANKOWY Universal Pension Societ… More: the full row for PKO BP BANKOWY Universal Pension Society JSC 9,000 $525K 0.27% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 8,973 $524K 0.29% +5,225 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,949 $522K -6,841 Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 8,944 $522K 0.17% new 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 8,936 $522K 0.01% -10,375 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 8,931 $521K 0.33% -1,085 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,924 $521K 0.01% +644 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,890 $519K 0.02% +85 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 8,869 $518K 0.12% -1,289 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 8,860 $517K 0.03% +1,030 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,788 $513K 0.01% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,783 $513K 0.06% +378 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,656 $505K 0.04% -601 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,632 $504K 0.01% -1,954 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 8,610 $503K 0.13% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 8,566 $500K 0.14% -270 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 8,561 $500K 0.39% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,542 $499K 0.01% -2,240 13F-HR Timeline Provident Living Financial Services, In… More: the full row for Provident Living Financial Services, Inc. 8,532 $498K 0.49% 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 8,521 $497K 0.17% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 8,498 $496K 0.29% -638 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 8,485 $495K 0.09% -4,905 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 8,455 $494K 0.04% +295 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,428 $492K 0.06% -11,447 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,388 $490K 0.03% -468 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. 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