BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,295 $583K 0.01% -165 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 5,288 $582K 0.01% +74 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 5,186 $571K 0.02% +306 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 5,122 $564K 0.02% -100 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,117 $563K 0.16% new 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 5,120 $563K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,099 $562K 0.01% -1,464 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,075 $559K 0.11% 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,038 $555K 0.06% +1,200 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,023 $553K 0.48% +124 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 5,019 $553K 0.02% -400 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5,002 $551K 0.27% 0 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 5,000 $551K 0.04% 0 13F-HR Timeline Tredje AP-fonden More: the full row for Tredje AP-fonden 4,892 $539K <0.01% -4,891 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,783 $533K <0.01% -221 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,980 $525K <0.01% -76 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,683 $516K <0.01% -19 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 4,680 $515K 0.47% 0 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 4,629 $510K <0.01% -89 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 8,785 $510K <0.01% +4,577 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,590 $505K 0.01% -868 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 4,590 $505K 0.01% +321 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,567 $503K 0.05% -185 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,552 $501K 0.06% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,540 $500K 0.05% -70 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,534 $499K 0.1% -40 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,500 $496K 0.04% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,494 $495K 0.01% +173 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,469 $492K 0.04% +50 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 4,446 $490K <0.01% +759 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,445 $489K 0.06% +832 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,313 $475K 0.02% -1,084 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,227 $465K 0.02% -1,624 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,197 $462K 0.01% -244 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,188 $461K 0.01% 0 13F-HR Timeline BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 4,164 $459K 0.46% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,017 $442K 0.01% -569 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,011 $442K <0.01% -505 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,963 $436K 0.03% -57 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 3,933 $433K 0.19% +117 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,931 $433K 0.06% -1,355 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,879 $428K 0.01% -648 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,871 $426K 0.1% -343 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,836 $422K 0.01% -389 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,793 $418K 0.03% -116 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,743 $412K 0.42% +146 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,712 $409K 0.08% -604 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,712 $409K 0.03% -137 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,710 $409K 0.19% -30 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,699 $407K 0.21% +155 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 3,671 $404K 0.05% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,665 $404K 0.01% -706 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,649 $402K 0.02% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,585 $395K 0.1% -1,139 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,584 $395K 0.02% -32 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,547 $391K 0.06% -83 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 3,540 $390K 0.01% +134 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,539 $390K 0.02% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,530 $389K 0.19% -2,939 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,524 $388K 0.02% -98 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,521 $388K 0.02% -366 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,508 $386K 0.01% -10 13F-HR/A Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,477 $383K 0.14% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,470 $382K 0.05% -1,140 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,470 $382K 0.02% -30 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 3,460 $381K 0.12% +1,300 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,404 $375K 0.05% +162 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,390 $373K 0.02% -2,240 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,368 $371K 0.01% -490 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,320 $366K 0.04% -670 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,302 $364K 0.03% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,279 $361K 0.01% new 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,279 $361K 0.07% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,212 $354K 0.09% -205 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,182 $350K 0.05% -259 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,134 $345K <0.01% +801 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,106 $342K <0.01% -800 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,096 $341K 0.01% -109 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,060 $337K 0.1% -125 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,043 $335K 0.01% -1,000 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,007 $331K 0.02% -52 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,006 $331K 0.03% -1,200 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,000 $330K 0.02% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 3,000 $330K 0.2% 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,997 $330K 0.01% +928 13F-HR/A Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,995 $330K 0.05% -365 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,968 $327K 0.03% +33 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,923 $322K 0.06% -90 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,911 $321K 0.07% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,002 $312K 0.12% -142 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,833 $312K 0.01% -1,282 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 2,809 $309K 0.01% new 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,793 $308K 0.04% -194 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,789 $307K 0.01% -53 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,780 $306K 0.03% new 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,764 $304K 0.13% -108 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,740 $302K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,731 $301K 0.01% +108 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,725 $300K 0.08% 0 13F-HR Timeline Coho Partners, Ltd. More: the full row for Coho Partners, Ltd. 2,714 $299K 0.01% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 2,705 $298K 0.09% -120 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,676 $295K 0.09% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,675 $294K 0.01% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,654 $292K 0.01% -402 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,623 $289K <0.01% -963 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,614 $288K <0.01% -378 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,589 $285K <0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,500 $275K 0.02% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,482 $273K 0.05% -22 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,479 $273K 0.01% +258 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,463 $271K <0.01% -1,196 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,450 $270K 0.1% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,448 $270K <0.01% -1,162 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 2,425 $267K 0.03% +640 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,361 $263K 0.02% -204,841 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,364 $260K 0.13% -33 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,360 $260K 0.01% -268 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,355 $259K 0.04% new 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,342 $258K 0.28% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,328 $256K <0.01% -3,859 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,325 $256K -163 Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,321 $256K 0.3% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,320 $255K 0.06% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,316 $255K 0.02% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,314 $255K 0.01% +54 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,308 $254K 0.05% -1,353 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,300 $253K 0.01% +300 13F-HR Timeline FreeGulliver LLC More: the full row for FreeGulliver LLC 2,300 $253K 0.13% -16 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,297 $253K 0.01% -494 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,289 $252K 0.02% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,285 $252K 0.05% -47 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,279 $251K 0.01% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,253 $248K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,250 $248K <0.01% -756 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,250 $248K 0.03% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,232 $246K 0.02% -4 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,214 $244K <0.01% -709 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,234 $244K 0.03% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,200 $242K 0.07% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,173 $239K 0.01% -35 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 2,150 $237K 0.02% +62 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,139 $236K <0.01% +336 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,135 $235K 0.03% +100 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,132 $234K <0.01% -500 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,126 $234K 0.01% -62 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,120 $233K 0.09% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,100 $231K 0.1% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,080 $229K <0.01% +213 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,079 $229K 0.09% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,078 $229K 0.02% -2,884 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,077 $229K 0.02% +20 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,072 $228K <0.01% -61 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,067 $228K 0.04% -4,646 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,063 $227K 0.07% -50 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,057 $227K 0.04% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,044 $225K <0.01% -98 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,038 $224K <0.01% +62 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,078 $222K 0.01% 0 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,009 $221K 0.08% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,000 $220K <0.01% 0 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,000 $220K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,998 $220K <0.01% -3 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,987 $219K 0.01% -64 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,953 $215K 0.01% +4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,952 $215K <0.01% -788 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,932 $213K <0.01% -3,358 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,913 $211K <0.01% -445 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,909 $210K 0.02% +37 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,858 $205K 0.01% -490 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,856 $204K 0.04% +17 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,845 $203K <0.01% +115 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,837 $202K <0.01% +962 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,827 $201K 0.01% -1 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,825 $201K 0.01% -77 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,820 $200K 0.02% -100 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,819 $200K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,779 $196K 0.02% +1,711 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,778 $196K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,610 $177K <0.01% -172 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,587 $175K 0.07% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,571 $173K 0.02% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,500 $165K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,489 $163K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,470 $162K 0.02% -750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,461 $161K <0.01% +17 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,458 $161K 0.05% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,393 $153K 0.06% +11 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,378 $151K 0.02% -222 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,369 $151K 0.01% -677 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,245 $137K 0.01% -247 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,233 $136K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,227 $135K 0.02% +294 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,222 $135K 0.02% -300 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,199 $132K <0.01% -45 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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