Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 4,754 $562K 0.02% -3,508 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,732 $560K <0.01% +49 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,704 $557K 0.18% +1,425 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 4,695 $556K <0.01% new 13F-HR Timeline Group Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 4,690 $555K 0.5% -796 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 4,680 $554K 0.49% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 4,673 $553K <0.01% +662 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 4,653 $551K 0.12% +119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,622 $547K 0.01% -673 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 4,857 $535K <0.01% -123 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 4,500 $533K 0.05% 0 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,491 $532K <0.01% -292 13F-HR Timeline Group Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,300 $509K 0.23% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,286 $507K 0.01% -5,746 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,276 $506K <0.01% -2,008 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,275 $506K 0.01% +735 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,265 $505K 0.05% -275 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,226 $500K 0.24% +293 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 4,188 $496K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,092 $485K 0.07% +688 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,090 $484K 0.02% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,030 $477K 0.05% +710 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,964 $469K 0.03% +1 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 3,960 $469K 0.13% +1,235 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 3,929 $465K <0.01% -7,536 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,927 $465K 0.04% -542 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,903 $462K 0.07% -28 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,889 $460K <0.01% -54,736 13F-HR/A Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,871 $458K 0.12% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,864 $456K <0.01% +3,844 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 3,814 $452K <0.01% -632 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,807 $451K <0.01% -822 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,796 $449K 0.03% +212 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,775 $447K 0.01% -61 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,771 $447K 0.07% +224 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 4,400 $445K 0.28% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,733 $443K 0.01% -146 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 3,725 $441K 0.23% +26 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,724 $441K 0.01% -293 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3,720 $440K 0.46% -23 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,062 $440K 0.01% +1,863 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,700 $438K 0.2% -10 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 3,686 $436K <0.01% -10,075 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,675 $435K <0.01% +1,595 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,652 $432K 0.02% +2,599 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,600 $426K <0.01% -2,798 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 3,597 $426K 0.03% -196 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,583 $424K 0.01% +75 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,571 $423K 0.01% +738 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,565 $422K 0.01% -100 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 3,550 $420K 0.22% +20 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,539 $419K 0.03% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,522 $417K 0.03% -2,528 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,519 $417K 0.01% new 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,500 $414K <0.01% -1,090 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,541 $414K <0.01% +918 13F-HR/A Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,477 $412K 0.18% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,439 $407K 0.03% -85 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,390 $401K 0.03% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,368 $399K 0.01% 0 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 3,302 $391K 0.03% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 3,165 $375K 0.04% +197 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,133 $371K 0.07% -579 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 3,124 $370K 0.2% -2,700 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,117 $369K 0.05% +832 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,113 $369K 0.01% +116 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,106 $368K <0.01% 0 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 3,083 $365K 0.02% -438 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,054 $362K 0.02% +47 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,043 $360K 0.01% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,035 $359K <0.01% new 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,006 $356K 0.04% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,000 $355K 0.03% 0 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 2,993 $354K 0.01% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,995 $354K <0.01% -139 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,955 $350K 0.05% -40 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,947 $349K 0.01% -149 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,923 $346K 0.01% +1,554 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 3,002 $345K 0.14% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,868 $340K 0.04% new 13F-HR/A Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 2,786 $330K 0.13% +22 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,777 $329K 0.01% +449 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,740 $324K 0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,733 $324K 0.01% +2,255 13F-HR Timeline Coho Partners, Ltd. More: the full row for Coho Partners, Ltd. 2,714 $321K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,714 $321K 0.02% -998 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,668 $316K 0.04% -125 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,654 $314K 0.01% -16,998 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 2,610 $309K 0.1% -450 13F-HR/A Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,577 $305K 0.06% -346 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,570 $304K <0.01% -1,924 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,543 $301K <0.01% -46 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,505 $297K 0.01% -284 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,500 $296K 0.02% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,523 $294K 0.01% -152 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,452 $290K 0.1% +443 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 2,450 $290K 0.11% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,495 $288K 0.01% new 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 $287K 0.03% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,404 $285K 0.01% -327 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,364 $280K 0.13% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 2,353 $279K 0.06% +1,997 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,347 $278K 0.23% -2,676 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,342 $277K <0.01% +28 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 2,342 $277K 0.21% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,339 $277K 0.01% -315 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,331 $276K <0.01% -117 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 2,320 $275K 0.07% 0 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 2,316 $274K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,310 $274K <0.01% -4,276 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 2,304 $273K 0.14% +4 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,304 $273K 0.05% -4 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,289 $271K 0.02% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,285 $271K 0.03% +150 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,279 $270K 0.01% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 2,271 $269K 0.32% -50 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 2,259 $267K 0.04% -96 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,257 $267K 0.05% +200 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,250 $266K 0.03% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,205 $261K 0.02% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,205 $261K 0.08% new 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,200 $261K 0.07% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,192 $260K 0.01% -168 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,185 $259K <0.01% -69,762 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,169 $257K 0.01% -4 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,146 $254K 0.05% -336 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,144 $254K 0.01% -335 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 2,179 $253K 0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,129 $252K <0.01% +85 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,126 $252K <0.01% new 13F-HR/A Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,120 $251K 0.1% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,104 $249K 0.01% +66 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,100 $249K 0.11% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,081 $247K <0.01% new 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 2,079 $246K 0.1% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,078 $246K 0.01% 0 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,071 $245K <0.01% -543 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,055 $243K <0.01% +142 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,027 $240K -298 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,023 $240K 0.01% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,023 $240K 0.02% -209 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,019 $239K <0.01% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,015 $239K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,015 $239K 0.01% new 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,002 $237K 0.06% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,011 $237K 0.1% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,000 $237K <0.01% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 2,000 $237K 0.01% -300 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 2,000 $237K 0.08% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,995 $236K 0.07% -710 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,976 $234K 0.01% +118 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,964 $233K <0.01% -34 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,963 $232K 0.07% -100 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,930 $229K 0.03% -1,540 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,921 $227K 0.03% -146 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,916 $227K 0.01% -71 13F-HR/A Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,904 $225K 0.02% +84 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,891 $224K 0.05% -1,020 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,884 $223K 0.03% +313 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,882 $223K 0.02% -352 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,877 $222K 0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,874 $222K 0.04% +18 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,845 $218K <0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,835 $217K 0.06% -3,282 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 1,828 $216K 0.18% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,819 $215K 0.03% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,804 $214K <0.01% -33 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 1,778 $211K 0.05% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,770 $210K 0.17% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,756 $208K 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,755 $208K <0.01% -317 13F-HR/A Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,749 $207K 0.03% -30 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,743 $206K 0.03% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,743 $206K 0.01% -82 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,742 $206K 0.02% -336 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,741 $206K 0.02% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,723 $204K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,721 $204K 0.01% -232 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,715 $203K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,715 $203K <0.01% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,712 $203K 0.08% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,747 $201K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,695 $201K 0.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 1,695 $201K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,615 $191K 0.01% +126 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,587 $188K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,553 $184K 0.08% +350 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,545 $183K 0.01% +84 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,519 $180K <0.01% -91 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,500 $178K 0.02% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,481 $175K 0.01% -4,971 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,458 $173K 0.05% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,289 $153K <0.01% -961 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,278 $151K 0.01% -500 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,250 $148K 0.02% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,271 $148K 0.01% -107 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,222 $145K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,212 $144K 0.02% -15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,208 $143K 0.01% +366 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,174 $139K 0.01% -71 13F-HR Timeline