Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 35,365 $1.53M 0.64% -647 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 35,117 $1.52M 0.7% +11,789 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 35,110 $1.52M 0.56% -1,736 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 35,097 $1.52M 0.01% +616 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 35,089 $1.52M 0.02% +20,126 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 35,062 $1.52M 0.59% -943 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 34,929 $1.52M 0.41% -1,202 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 34,843 $1.51M new Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 34,739 $1.51M 0.24% -2,310 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,906 $1.47M 0.02% +697 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,777 $1.47M <0.01% -1,276 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,603 $1.46M 0.01% +7,507 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 33,442 $1.45M 0.78% -1,767 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 33,128 $1.44M 0.73% -96 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 32,892 $1.43M 0.72% 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 32,629 $1.42M 0.03% -26,307 13F-HR Timeline Group BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 32,500 $1.41M 1.84% +17,500 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 30,085 $1.41M 0.22% +1,871 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 32,175 $1.4M 0.06% +19,315 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 32,081 $1.39M 0.07% -697 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 31,966 $1.39M 0.01% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 35,526 $1.38M 0.44% -1,196 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 31,557 $1.37M 1.08% -128 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 31,556 $1.37M 0.18% -3,530 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 31,417 $1.36M 0.02% -714,442 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 31,260 $1.36M 0.02% +6,678 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 31,200 $1.35M 0.01% +3,937 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 30,802 $1.34M 0.3% -5,475 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 30,655 $1.33M 0.13% -1,012 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 31,080 $1.33M 0.56% +34 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 30,600 $1.33M 0.04% 0 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 30,575 $1.33M 0.01% -32,228 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 30,508 $1.32M 0.92% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 30,290 $1.31M 0.04% new 13F-HR/A Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 30,245 $1.31M 1.23% +50 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 27,673 $1.31M 0.07% +2,882 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 30,104 $1.31M 0.17% +2,385 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 30,099 $1.31M 0.02% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 29,985 $1.3M 0.22% -797 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 29,726 $1.29M 0.76% -500 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 29,594 $1.28M 0.06% +6,235 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 29,451 $1.28M 0.09% +72 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 29,448 $1.28M 0.09% +1,094 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 29,367 $1.27M 0.48% +425 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 29,296 $1.27M 0.01% -5,777 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 29,270 $1.27M 0.26% +224 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 28,912 $1.25M 0.34% +768 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 28,791 $1.25M +262 Timeline BCS Wealth Management More: the full row for BCS Wealth Management 28,776 $1.25M 0.31% -1,452 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 28,404 $1.23M 0.25% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 28,126 $1.22M 0.1% +901 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 25,919 $1.22M 0.07% +8,605 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 28,013 $1.22M 0.06% +5,090 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 28,000 $1.21M 0.15% 0 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 27,966 $1.21M 0.01% -6,524 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 27,865 $1.21M 0.18% -4,262 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 27,799 $1.21M 0.23% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 27,771 $1.2M 0.01% -33 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 27,096 $1.19M 0.51% -285 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 27,510 $1.19M 0.17% -1,090 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 27,376 $1.19M 0.23% +12 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 27,367 $1.19M 0.07% +11,083 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 27,321 $1.18M 0.1% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 27,270 $1.18M 0.1% -31,786 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 27,224 $1.18M 0.75% -205 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 27,151 $1.18M 0.32% -110 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 27,000 $1.17M 0.03% +5,000 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 27,000 $1.17M 0.14% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 26,845 $1.16M 0.01% -965 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 26,806 $1.16M 0.03% +5,208 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,804 $1.16M 0.02% +418 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 26,747 $1.16M 0.24% +1,847 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 26,445 $1.15M 0.15% -277 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 26,409 $1.15M 0.15% +1,212 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 26,382 $1.14M 0.04% -370 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 25,929 $1.13M 0.54% +5,202 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 26,100 $1.13M 0.22% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 26,081 $1.13M 0.07% -2,775 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 26,060 $1.13M 0.16% +5,255 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 26,040 $1.13M 0.1% +1,732 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 25,967 $1.13M 0.04% -25 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 25,929 $1.12M 0.06% -1,293 13F-HR Timeline Group RBF Capital, LLC More: the full row for RBF Capital, LLC 25,900 $1.12M 0.06% 0 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 25,681 $1.11M 0.01% -319 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 25,609 $1.11M 0.16% -1,131 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 25,413 $1.1M 0.4% -1,071 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 22,877 $1.09M 0.8% -849 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 25,099 $1.09M 0.03% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 25,008 $1.08M 0.04% -9,299 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 25,008 $1.08M 0.46% new 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 24,900 $1.08M 0.43% -600 13F-HR Timeline BANK OZK More: the full row for BANK OZK 24,892 $1.08M 0.45% -4,801 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 24,754 $1.07M 0.08% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 24,709 $1.07M 0.17% -970 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 24,691 $1.07M 0.03% +10,205 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 24,681 $1.07M 0.01% -94 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 24,644 $1.07M 0.07% +209 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 24,642 $1.07M <0.01% -8,621 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 24,606 $1.07M 0.03% +442 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 24,538 $1.06M 0.14% +1,084 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,428 $1.06M 0.03% -1,115 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 24,293 $1.05M 0.14% -406 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 24,235 $1.05M 0.67% -1,162 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,205 $1.05M 0.04% -3,374 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 24,058 $1.04M 0.04% -63,466 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 23,885 $1.04M 0.03% -760 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 23,873 $1.04M 0.25% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 23,746 $1.03M 0.11% +4 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,581 $1.02M 0.03% +14,093 13F-HR/A Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 23,120 $1M 0.25% -10 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 22,955 $996K 0.1% +2,775 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,954 $996K 0.03% -1,026 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 22,952 $996K <0.01% +3,468 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 22,951 $996K 0.77% -79 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 22,933 $996K 0.95% -586 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 22,816 $990K 0.02% -136 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 22,715 $985K 0.21% 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 22,709 $985K 0.1% -692 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 22,687 $984K 0.02% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 22,629 $982K 0.32% -300 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 22,299 $967K 0.81% -310 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 22,280 $967K 0.27% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 22,189 $963K <0.01% -91,353 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 22,109 $959K 0.21% +63 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 22,075 $958K 0.25% -191 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 22,030 $956K 0.1% -1,917 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 21,993 $954K 0.12% 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,888 $950K 0.05% -509 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 21,863 $948K 0.02% +2,893 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,838 $947K 0.04% +105 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 21,815 $946K 0.41% -440 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 21,719 $942K 0.01% +6,465 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 21,536 $934K 0.06% -188 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 21,500 $933K 0.04% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 21,436 $930K 0.02% -4,823 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 21,355 $926K 0.02% +591 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21,282 $923K 0.06% -68 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 21,260 $922K 0.06% +1,354 13F-HR/A Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 21,188 $919K 0.04% +943 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 21,133 $917K 0.74% 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 21,070 $914K <0.01% -1,247 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 20,726 $914K 0.05% +1 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 21,008 $911K 0.11% -24,343 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 20,930 $908K 0.83% 0 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 20,760 $901K 0.03% -23,087 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 20,714 $899K 0.16% +812 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 20,650 $896K 0.04% +886 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,624 $895K 0.03% +157 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 20,600 $894K 0.04% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 20,578 $893K 0.07% +15,660 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 20,554 $892K 0.02% +2,762 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,030 $891K 0.1% -769 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 20,532 $891K 0.07% +82 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 20,525 $890K 0.06% +12,052 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 20,517 $890K 0.23% -675 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 20,294 $880K 0.61% -49 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 20,003 $868K 0.21% -21,981 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 20,000 $868K 0.01% new 13F-HR/A Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 19,951 $865K 0.68% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,943 $865K 0.09% +1,724 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 19,613 $851K 0.01% -410 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 19,529 $847K 0.14% -1,064 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 19,381 $841K 0.54% -5,517 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 19,352 $840K 0.05% -1,058 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 19,165 $831K 0.09% +324 13F-HR/A Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 19,119 $829K 0.32% -5,217 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 19,091 $828K 0.08% -720 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 18,980 $823K 0.02% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 18,927 $821K 0.02% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 18,921 $821K 0.05% -181 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 18,886 $819K 0.01% +8,489 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 18,730 $812K +5,166 Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 18,982 $812K 0.27% +927 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 18,707 $812K 0.01% +469 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 18,619 $808K 0.06% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 18,618 $808K 0.05% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 18,269 $806K 0.17% +30 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 18,527 $804K 0.08% -1,389 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 18,483 $802K 0.1% +93 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,430 $799K 0.05% +209 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,278 $793K 0.02% -1,747 13F-HR Timeline American Trust More: the full row for American Trust 18,147 $787K 0.06% -804 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 18,121 $786K 0.44% -502 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,065 $784K 0.1% +10 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 18,028 $782K 0.03% +2,799 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 17,939 $778K 0.38% +3,925 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 17,804 $772K 0.13% -4,159 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 17,499 $772K 0.17% +246 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,727 $769K 0.05% +1,137 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,690 $767K 0.14% new 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 17,657 $766K 0.24% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 17,629 $765K 0.21% -379 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 17,607 $764K 0.9% -4,067 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,597 $763K 0.45% +2,000 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 17,542 $761K 0.09% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,524 $760K 0.15% +1,405 13F-HR Timeline Group OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 17,322 $751K 0.34% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,772 $751K 0.02% +11 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 17,300 $750K 0.19% -172 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 17,208 $746K 0.29% -957 13F-HR Timeline