Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 18,129 $1.29M 0.12% -4 13F-HR Timeline CX Institutional More: the full row for CX Institutional 18,133 $1.29M 0.04% -12,761 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 18,125 $1.29M 0.03% -160 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 18,075 $1.29M 0.98% +2,968 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 17,960 $1.28M 0.01% -336 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 17,822 $1.27M 0.01% -1,145 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 17,725 $1.26M 0.23% +123 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 17,675 $1.26M 0.03% new 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 17,637 $1.26M 0.15% -13,942 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 17,600 $1.26M 0.03% +271 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 17,573 $1.25M 0.04% -1,493 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,563 $1.25M 0.05% +1,268 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,408 $1.24M 0.02% -1,391 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,384 $1.24M 0.01% +550 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,359 $1.24M 0.01% +708 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 16,585 $1.22M 0.02% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 17,060 $1.22M 0.06% -41 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 17,060 $1.22M 0.02% -1,034 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,010 $1.21M 0.15% -300 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 16,925 $1.21M 0.01% +1,231 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 16,873 $1.2M 0.31% +125 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 16,828 $1.2M 0.05% +12,641 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,918 $1.2M 0.01% +792 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 16,755 $1.2M 0.04% -11,546 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,753 $1.2M 0.03% -504 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 16,700 $1.19M 0.03% -2,200 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 16,599 $1.18M 0.1% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 16,538 $1.18M 0.46% -432 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 16,523 $1.18M 0.13% new 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 16,360 $1.17M 0.46% +3,792 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 16,313 $1.16M 0.05% +697 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 16,279 $1.16M 0.02% +3,146 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,213 $1.16M 0.11% -2,582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 16,074 $1.15M 0.1% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,049 $1.14M 0.02% +1,024 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,019 $1.14M 0.05% -535 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 16,015 $1.14M 0.03% -465 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 15,959 $1.14M 0.29% -25,146 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 15,985 $1.14M 0.03% -6,420 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 15,864 $1.13M 0.03% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 15,771 $1.12M 0.07% 0 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 15,736 $1.12M 0.1% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,728 $1.12M 0.01% -2,159 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 15,580 $1.11M 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 15,549 $1.11M 0.03% +12,381 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 15,487 $1.1M 0.49% +1,848 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,454 $1.1M 0.02% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 15,435 $1.1M <0.01% -1,699 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 15,422 $1.1M 0.28% -280 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 15,255 $1.09M 0.04% -4,200 13F-HR Timeline Group Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 15,209 $1.09M 0.09% +5,855 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,149 $1.08M 0.3% -120 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,771 $1.07M 0.01% +1,895 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 14,812 $1.06M 0.66% +3,097 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,762 $1.05M 0.02% +1,526 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,759 $1.05M 0.01% +11,020 13F-HR Timeline Group East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 14,742 $1.05M 0.35% -386 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) 14,705 $1.05M 0.03% +6,152 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 14,700 $1.05M 0.04% +1,250 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 14,684 $1.05M 0.1% -24,887 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,648 $1.04M 0.02% -3,262 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,620 $1.04M 0.01% -46 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 14,607 $1.04M 0.51% +130 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 14,578 $1.04M 0.08% -75 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,384 $1.03M 0.02% +3,123 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 14,416 $1.02M 0.16% +2,290 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,307 $1.02M 0.01% -450 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 14,276 $1.02M 0.51% -148 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 14,169 $1.01M <0.01% +837 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 14,147 $1.01M 0.13% +1,395 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 14,108 $1.01M 0.18% -40 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,000 $999K 0.06% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,962 $996K 0.05% +23 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,920 $993K 0.09% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,121 $991K 0.02% +2,638 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 13,390 $990K -97 Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 13,884 $990K 0.04% -2,763 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,859 $989K 0.11% -800 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,841 $987K 0.1% +770 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 13,801 $984K 0.49% new 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 13,745 $980K 0.02% -1,217 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 13,636 $973K 0.02% -1,595 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,485 $962K 0.09% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 13,366 $953K 0.01% +142 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 13,302 $949K 0.03% +5,047 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,283 $947K 0.03% +5,485 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,200 $942K 0.05% +118 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,193 $941K 0.01% -2,040 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,122 $936K -2,909 Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,857 $932K 0.18% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,044 $930K 0.66% -483 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 13,033 $930K 0.55% 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,921 $922K 0.04% -100 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 12,854 $917K 0.52% +264 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 12,802 $913K +2,181 Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 12,800 $913K 0.09% -2,346 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,731 $908K <0.01% -30 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,600 $899K 0.11% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,442 $887K 0.01% +4,997 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 12,438 $887K 0.76% +1,129 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,424 $886K 0.02% -90 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 12,403 $885K 0.36% +13 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,308 $878K 0.06% +803 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 12,231 $872K 0.36% -787 13F-HR/A Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,164 $868K 0.2% +50 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,141 $866K 0.07% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,123 $865K 0.01% -913 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,010 $857K 0.05% +491 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,001 $856K 0.02% +6,089 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,988 $855K 0.04% +3,161 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 11,962 $853K 0.43% -1,620 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 12,014 $853K 0.12% -1,491 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,880 $847K <0.01% +724 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,807 $842K 0.01% -602 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 11,810 $842K 0.07% +975 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 11,800 $842K 0.08% 13F-HR Timeline Group ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 11,697 $834K 0.34% -675 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 11,680 $833K 0.83% +1,318 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,645 $831K 0.02% -10,967 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,640 $830K 0.02% +1,303 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,613 $828K 0.01% -209 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,504 $821K 0.02% +280 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,502 $820K 0.19% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 10,903 $815K 0.04% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,313 $807K 0.1% -63 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,258 $803K 0.03% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,197 $799K 0.14% +170 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,015 $798K 0.02% -1,217 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 11,172 $797K 0.1% -2,329 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 11,135 $794K 0.06% -190 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 11,100 $792K 0.02% 0 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 11,223 $792K 0.05% +6,529 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,077 $791K 0.05% 0 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,077 $790K 0.29% +215 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,063 $789K 0.17% -2,291 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 11,060 $789K 0.05% -886 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 11,057 $789K 0.13% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 11,013 $786K 0.01% +194 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,006 $785K 0.04% -1,540 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,995 $784K 0.02% +283 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 10,970 $782K 0.75% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,930 $780K 0.03% -77 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 10,916 $779K 0.22% +1,550 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,914 $778K 0.36% +32 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,861 $775K 0.02% +893 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 10,782 $769K 0.4% -400 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 10,757 $767K 0.08% +972 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 10,336 $766K 0.43% +309 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,677 $762K 0.08% -627 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 10,658 $760K 0.01% -482 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,649 $760K 0.21% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,647 $759K 0.48% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,626 $758K 0.01% +2,321 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,596 $756K 0.02% +28 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 10,557 $753K 0.05% -9,734 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 10,513 $750K 0.01% -679 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,509 $750K 0.02% -4,205 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,397 $742K 0.1% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,354 $739K <0.01% +5,208 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,354 $739K 0.08% -187 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,105 $737K 0.02% +2,775 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,331 $737K 0.01% +121 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,308 $735K 0.01% -4,752 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,300 $735K 0.07% -535 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 10,276 $733K 0.07% -456 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,184 $726K 0.01% -19 13F-HR Timeline InvesTrust More: the full row for InvesTrust 10,169 $725K 0.3% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,161 $725K 0.01% -509 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,039 $716K 0.14% -660 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $713K 0.14% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 9,957 $710K 0.03% +240 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,949 $710K 0.03% +662 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,932 $708K 0.01% -1,259 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,732 $708K <0.01% +4,731 13F-HR Timeline Group Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,873 $704K 0.31% +66 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,834 $701K 0.01% -534 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 9,821 $701K 0.21% +3,317 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,811 $700K 0.02% -150 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,747 $695K 0.02% +810 13F-HR/A Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 9,605 $685K 0.12% -495 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 9,600 $685K 0.06% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,595 $684K 0.16% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,578 $683K 0.17% -543 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,439 $681K 0.01% +184 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,511 $678K 0.02% +162 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,479 $676K 0.03% +300 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 9,469 $675K 0.22% -297 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 9,434 $673K 0.08% +344 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,418 $672K 0.01% -2,218 13F-HR Timeline A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 9,408 $671K 0.32% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 9,401 $671K 0.32% -387 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,397 $670K 0.01% -248 13F-HR/A Timeline Directional Asset Management More: the full row for Directional Asset Management 9,385 $669K 0.61% -942 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,368 $668K <0.01% -9,204 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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