CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 40,994 $1.57M 0.78% -560 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 40,976 $1.57M 0.01% -54,957 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 40,622 $1.56M 0.06% -31,430 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 40,315 $1.55M 0.03% +14,359 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 39,888 $1.53M 0.02% -2,094 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 39,487 $1.52M 0.2% -2,278 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 39,185 $1.5M 0.65% +768 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 39,074 $1.5M 0.78% +82 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 38,884 $1.49M 0.23% -1,300 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 38,814 $1.49M 0.03% -21,735 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 38,811 $1.49M 0.19% -24,051 13F-HR Timeline Privium Fund Management B.V. More: the full row for Privium Fund Management B.V. 38,805 $1.49M 0.27% +19,108 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 38,615 $1.48M 0.4% +53 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 38,153 $1.46M 0.04% -6,669 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 38,152 $1.46M 0.33% +69 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,100 $1.46M 0.01% +3,568 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 38,051 $1.46M 0.04% -5,015 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 37,926 $1.46M 0.25% +150 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 37,909 $1.45M 0.03% +10,053 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 38,500 $1.45M 2.25% -292,050 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 37,238 $1.43M 0.56% 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 37,154 $1.43M 0.02% +4,075 13F-HR Timeline InvesTrust More: the full row for InvesTrust 36,954 $1.42M 0.55% -3,011 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 36,875 $1.42M 0.07% new 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 36,194 $1.4M 0.62% 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) 36,311 $1.39M 0.03% -5,461 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 36,301 $1.39M 0.03% +17,181 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 36,298 $1.39M 0.06% +34 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 36,242 $1.39M 0.03% +24,033 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 35,765 $1.37M 0.01% +5,009 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 35,613 $1.37M 0.13% -4,180 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 35,563 $1.36M 0.03% -469 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 35,443 $1.36M 0.01% +2,033 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,446 $1.36M 0.01% -3,213 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 35,406 $1.36M 0.02% +1,306 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 35,405 $1.36M 0.04% -4,361 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 35,214 $1.35M 0.79% -2,730 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 35,006 $1.34M 0.09% -2,082 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 34,819 $1.34M 0.33% -1,428 13F-HR Timeline Group Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 34,700 $1.33M 0.94% -300 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 34,649 $1.33M 0.02% new 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 34,400 $1.32M 0.28% -2,000 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 34,350 $1.32M 0.08% -12,041 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 34,023 $1.31M 0.03% -7,694 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 33,660 $1.29M 0.1% +24,410 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 33,606 $1.29M 0.01% -2,329 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 33,308 $1.29M 0.03% new 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 33,440 $1.28M 0.02% 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,157 $1.28M 0.05% +6,041 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,171 $1.27M 0.01% -11,959 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 32,681 $1.25M 0.04% -81,141 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 32,549 $1.25M 0.8% -60 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 32,148 $1.24M 0.03% -57 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 32,314 $1.24M 0.07% -200 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 32,103 $1.23M 0.03% +10,624 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 31,675 $1.22M 0.06% -24,505 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 30,220 $1.21M 0.1% 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 31,357 $1.2M 0.27% -520 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 31,319 $1.2M 0.92% +3,079 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 31,252 $1.2M 0.32% +1,036 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 30,720 $1.18M 0.08% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 30,718 $1.18M 0.05% -446,305 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 30,663 $1.18M 0.13% +131 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 30,661 $1.18M 0.07% -9,450 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 30,628 $1.18M 0.01% -15,031 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 30,547 $1.17M 0.04% -2,830 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 30,463 $1.17M 0.05% +3,075 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,355 $1.17M 0.01% -23,556 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 30,227 $1.16M 0.02% -22,490 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 30,164 $1.16M 0.03% -29,472 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 30,144 $1.16M 0.12% +1,749 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 28,466 $1.14M 0.18% +309 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 29,495 $1.13M 0.24% -1,387 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 29,230 $1.12M 0.07% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 29,153 $1.12M 0.2% -698 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 29,105 $1.12M 0.07% -2,302 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 28,992 $1.11M 0.02% +661 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 28,966 $1.11M 0.01% +4,705 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 28,800 $1.11M 0.02% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 28,674 $1.1M 0.54% +853 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 28,649 $1.1M 0.06% +5,812 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 28,530 $1.09M 0.67% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 28,400 $1.09M 0.48% -3,650 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 28,219 $1.08M 0.01% +619 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 28,195 $1.08M 0.02% -3,921 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 27,697 $1.06M 0.01% +2,718 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 27,461 $1.06M 0.02% +1,771 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 27,572 $1.06M 0.01% +3 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 27,535 $1.06M 0.05% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 27,290 $1.05M 0.06% -3,186 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 27,229 $1.05M 0.07% +2,986 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 26,994 $1.04M 1.08% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 26,776 $1.03M 0.01% -857 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 26,758 $1.03M 0.05% -45,952 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 26,722 $1.03M 0.03% -2,876 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 26,600 $1.02M 0.83% -13,060 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 26,422 $1.01M 0.07% -2,134 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,355 $1.01M 0.01% -1,197 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 26,350 $1.01M 0.24% +13,300 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,020 $999K 0.01% +11,416 13F-HR Timeline Group RENASANT BANK More: the full row for RENASANT BANK 25,983 $997K 0.68% -1,353 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 25,899 $994K 0.01% +5,845 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 25,686 $986K 0.04% -6,609 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 25,667 $985K 0.89% 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 25,600 $983K 0.8% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,028 $961K 0.05% -2,763 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 25,000 $960K 0.11% new 13F-HR Timeline SOUTHPORT MANAGEMENT, L.L.C. in group SOUTHPORT MANAGEMENT, L.L.C. More: the full row for SOUTHPORT MANAGEMENT, L.L.C. 25,000 $960K 3.35% 0 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 24,771 $951K 0.23% -61 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 24,649 $946K 0.04% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,633 $945K 0.02% +1,491 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 24,458 $938K 0.01% -245 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 24,338 $934K 0.02% -1,717 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 18,935 $931K 0.18% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 24,118 $926K 0.08% new 13F-HR Timeline ION Fund Management Ltd in group ION Fund Management Ltd More: the full row for ION Fund Management Ltd 24,000 $921K 0.12% 13F-HR Timeline Group Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 23,761 $918K 0.18% +12,003 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 23,907 $918K +5,685 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 23,733 $911K 0.01% +779 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 23,531 $903K 0.02% -1,417 13F-HR/A Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 23,450 $900K 0.3% +15,000 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 23,341 $896K 0.01% new 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 23,278 $893K 0.56% -3,803 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 22,800 $882K 0.21% -500 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 22,567 $870K 0.01% -656 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 22,646 $869K 0.06% -1,350 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 22,232 $853K 0.02% +110 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 22,184 $851K 0.12% -500 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 21,849 $839K 0.32% -374 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 21,791 $836K 0.01% +15,041 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 21,748 $835K 0.57% +800 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 21,707 $833K 0.05% +4,043 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,678 $832K 0.04% -1,657 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,673 $832K 0.02% -1,746 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,667 $832K 0.01% -91,620 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 21,550 $827K 0.01% -1,636 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 21,526 $826K 0.16% -792 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 21,426 $822K 0.06% +551 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 21,425 $822K 0.03% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,232 $820K 0.02% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 21,159 $812K 0.24% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 21,145 $812K 0.07% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 21,085 $809K 0.03% -2,750 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 21,022 $807K 0.08% -5,681 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,007 $806K 0.04% 0 13F-HR Timeline Group Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 20,909 $802K 0.17% -12,562 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 20,818 $799K 0.06% -31 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 20,804 $798K 2.57% -13 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 20,768 $797K 0.01% -738 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 20,682 $794K 0.05% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 20,679 $794K <0.01% -936 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 20,568 $789K 0.66% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 20,534 $788K 0.01% +1,733 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 20,484 $786K 0.78% 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 20,459 $785K 0.14% +63 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 20,295 $779K 0.02% -1,089 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 20,200 $775K 0.23% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 20,001 $773K 0.02% -2,312 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 20,132 $773K -18,069 Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,124 $772K 0.02% +599 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 20,021 $768K 0.01% +2,338 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 20,010 $768K 0.13% -3,590 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 15,129 $767K 0.11% -215 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 19,982 $767K 0.12% -1,113 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 19,704 $756K 0.18% -398 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 19,696 $756K 0.02% -3,618 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 19,398 $744K -2,040 Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 19,390 $744K 0.76% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,074 $732K 0.04% +9,970 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,014 $730K 0.03% -15,108 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,358 $728K 0.02% +560 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,832 $723K 0.02% -8,767 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 18,691 $717K <0.01% -630 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 18,592 $714K 0.06% -5,117 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,581 $713K <0.01% -29,450 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 18,580 $713K 0.03% -14,532 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 18,479 $709K 0.19% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 18,427 $707K 0.25% -14,450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 18,262 $701K 0.05% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,079 $694K 0.01% -833 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 18,061 $693K <0.01% new 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 17,999 $691K 0.43% -1,204 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,108 $686K 0.03% +9,146 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 17,776 $682K 0.5% +4,147 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,629 $677K 0.03% +2,643 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 17,538 $673K 0.02% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 17,133 $658K 0.1% -4,868 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 16,918 $649K 0.15% -151 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 16,834 $646K 0.01% -7,749 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 16,800 $645K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,799 $645K 0.04% -533 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 16,791 $644K 0.05% +738 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 16,725 $642K 0.03% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 16,613 $638K 0.07% +8,826 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,574 $636K 0.02% +254 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 16,478 $632K 0.08% -15 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 16,440 $631K <0.01% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 16,427 $630K 0.06% +2,618 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,369 $628K 0.01% -2,347 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 16,344 $627K 0.46% +248 13F-HR Timeline