SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6,278 $1.36M 0.06% -98 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 6,259 $1.36M 0.05% -200 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 6,246 $1.35M 0.33% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 6,220 $1.35M 0.33% -13,140 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6,187 $1.34M 0.25% new 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 6,132 $1.33M 0.94% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,125 $1.33M 0.06% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 6,100 $1.32M 0.54% 0 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,000 $1.3M 2.16% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,000 $1.3M 0.07% 0 13F-HR/A Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,000 $1.3M 0.38% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,975 $1.29M 0.01% +212 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,871 $1.27M 0.02% +1,220 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,842 $1.27M 0.01% +2,544 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,789 $1.25M 0.01% -1,838 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,776 $1.25M 0.9% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 5,770 $1.25M 0.18% 0 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 5,680 $1.23M 0.47% -995 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,656 $1.23M 0.03% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,635 $1.22M 0.88% -871 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 6,092 $1.22M 0.23% -16,175 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5,600 $1.21M 0.08% +536 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 5,600 $1.21M 0.02% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,588 $1.21M 0.58% +65 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 5,573 $1.21M 0.17% -343 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,571 $1.21M 0.1% +708 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,568 $1.21M <0.01% +1,183 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,454 $1.18M 0.07% +9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,369 $1.16M 0.02% -75 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,360 $1.16M 0.14% +141 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,348 $1.16M 0.02% +694 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,270 $1.14M 0.01% +255 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 5,229 $1.13M 0.06% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,223 $1.13M 0.01% 0 13F-HR Timeline Group Prana Capital Management, LP More: the full row for Prana Capital Management, LP 5,171 $1.12M 0.03% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 5,168 $1.12M 0.1% -123 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,159 $1.12M 0.01% -1,630 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 5,154 $1.12M 0.02% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,100 $1.1M 0.34% -400 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 5,070 $1.1M 0.42% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,070 $1.1M 0.01% new 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,052 $1.09M 0.15% -501 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 4,952 $1.07M 0.66% -1,126 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,949 $1.07M 0.06% +1,541 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,851 $1.05M <0.01% +542 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,847 $1.05M 0.01% +476 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,845 $1.05M 0.11% -100 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,800 $1.04M 0.08% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,798 $1.04M 0.17% new 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,764 $1.03M 0.1% -2,139 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,732 $1.03M 0.02% +14 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,716 $1.02M 0.05% +2,037 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,701 $1.02M 0.2% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,625 $1.02M 0.03% +2,064 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,691 $1.02M 0.01% +2,161 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 4,676 $1.01M 0.03% new 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,479 $1.01M 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,629 $1M 0.04% -1,055 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,617 $1M 0.17% +2,210 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,514 $993K 0.07% -1,024 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,743 $990K 0.17% +1,467 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 4,557 $987K 0.53% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,550 $986K 0.01% +114 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,512 $977K 0.24% -3,699 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 4,498 $974K 0.03% -958 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,446 $963K 0.11% +963 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,442 $962K 0.04% +16 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,434 $961K 0.13% +311 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,396 $952K 0.02% +21 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,395 $952K 0.13% +854 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 4,390 $951K 0.1% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 4,353 $943K 0.17% -52 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,333 $939K 0.01% -4 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 4,300 $932K 0.03% -400 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,283 $928K 0.03% +1,498 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,279 $927K 0.13% +3 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,257 $922K 0.09% +327 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 4,247 $920K 0.06% -2 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,245 $920K 0.32% +282 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,234 $917K 0.06% +7 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,183 $906K 0.05% +1,584 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 4,174 $904K 0.07% 0 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,148 $898K 0.03% -462 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,134 $895K 0.01% -69 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,102 $889K 0.04% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,099 $888K 0.06% +371 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,064 $880K 0.01% new 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,029 $873K 0.04% -84 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,005 $868K 0.02% +308 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $867K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,924 $863K 0.01% +587 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,979 $862K 0.27% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,966 $859K 0.04% -473 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,918 $849K 0.28% -184 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,911 $847K 0.64% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,891 $843K 0.01% -5,280 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,855 $835K <0.01% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,808 $825K 0.35% +15 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,778 $818K 0.03% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,783 $818K 0.01% +3,756 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,767 $816K 0.01% +138 13F-HR Timeline Group Retireful, LLC More: the full row for Retireful, LLC 3,760 $815K 1.15% +315 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,711 $804K 0.01% +291 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,700 $802K 0.17% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,694 $800K 0.02% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,694 $800K 0.06% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,691 $800K 0.11% +19 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,819 $797K 0.03% +274 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,607 $781K 0.02% +16 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $768K 0.02% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,529 $764K 0.01% +868 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,489 $756K 0.23% -3,186 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,468 $751K 0.01% +139 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,464 $750K 0.02% +755 13F-HR/A Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,458 $749K +230 Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $745K 0.37% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,432 $743K 0.18% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,431 $743K 0.34% +696 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,408 $738K 0.13% new 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 3,403 $737K 0.73% +344 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 3,400 $737K 0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,400 $737K 0.04% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,376 $731K 0.05% +356 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,357 $727K 0.04% +391 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,352 $726K 0.05% +69 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,352 $726K 0.03% +261 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 3,293 $713K 0.01% +1,771 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,271 $709K <0.01% +729 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,267 $708K 0.06% -200 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,267 $708K 0.01% -244 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,248 $704K 0.16% -69 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,216 $697K 0.01% -6,350 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,203 $694K 0.19% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,200 $693K 0.15% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,181 $689K 0.01% -669 13F-HR Timeline TOBAM More: the full row for TOBAM 3,180 $689K 0.18% +3,038 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,172 $687K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,166 $686K 0.04% +876 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,165 $686K 0.01% +18 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,160 $685K 0.05% -26 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 3,159 $684K <0.01% +143 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,146 $682K 0.28% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,117 $675K 0.09% +733 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,110 $674K 0.03% new 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,105 $673K 0.03% +9 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,104 $672K 0.2% +119 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,102 $672K 0.03% +147 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,074 $666K 0.02% -325 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,048 $660K 0.01% +89 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,044 $660K 0.1% -110 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,045 $660K 0.01% +160 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,039 $658K 0.09% -409 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,990 $648K 0.04% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,981 $646K 0.12% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,966 $643K 0.09% +291 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,964 $642K 0.19% -8,583 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,927 $634K 0.1% +14 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,916 $632K 0.06% 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,856 $619K 0.04% -89 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,776 $616K 0.02% +106 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,842 $616K 0.01% +13 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,835 $614K 0.03% +51 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,821 $611K 0.25% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 3,391 $611K 0.09% -354 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,805 $608K 0.01% +81 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,801 $607K 0.01% -2,211 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,752 $596K 0.31% -1,213 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,752 $596K 0.06% -334 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,720 $589K 0.04% -569 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,964 $589K <0.01% new 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,706 $586K 0.01% +1,358 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,701 $585K 0.03% -137 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,699 $585K 0.12% +6 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,683 $581K 0.02% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,666 $578K <0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,614 $566K 0.02% +860 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,605 $564K 0.1% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,587 $560K 0.01% +423 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,583 $560K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,576 $558K 0.02% +127 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,563 $555K 0.05% -114 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 2,544 $551K 0.04% +65 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,530 $548K 0.08% +351 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,520 $546K 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,505 $543K 0.04% +100 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,500 $542K 0.02% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,500 $542K 0.2% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,491 $540K 0.01% +766 13F-HR Timeline Blue Trust, Inc. 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