PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 18,201 $749K 0.05% -229 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,181 $748K 0.02% -97 13F-HR Timeline American Trust More: the full row for American Trust 18,147 $747K 0.18% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 18,124 $746K 0.21% +495 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,089 $744K 0.09% +59 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,076 $744K 0.09% +11 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 17,984 $740K 0.02% +460 13F-HR Timeline Group Invst, LLC More: the full row for Invst, LLC 17,960 $739K 0.1% -523 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 17,860 $735K 0.02% +4,378 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 17,814 $733K 0.01% +4,538 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,813 $733K <0.01% -3,257 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 17,740 $730K 0.05% +13 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 17,668 $727K 0.23% +11 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 17,663 $727K 0.4% -458 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 17,632 $726K 0.07% +796 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 17,597 $724K 0.42% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 18,763 $724K 0.14% +1,264 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 17,523 $721K 0.03% -10,490 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 17,509 $720K 0.04% +710 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,466 $719K 0.02% +350 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 17,293 $712K 0.19% +5,660 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 17,100 $704K 0.14% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 17,066 $702K 0.28% +6,989 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 16,799 $699K 0.06% +4,078 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 16,803 $692K 0.55% +81 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 16,759 $690K 0.06% +1,558 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 16,711 $688K 0.01% +2,078 13F-HR Timeline Group GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 16,700 $687K 0.01% 0 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,626 $684K 0.01% +2,380 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 16,600 $683K 0.1% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,587 $683K 0.06% +309 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 16,572 $682K 0.38% +1,285 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 16,500 $679K 0.16% +1,214 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 16,499 $679K 0.01% +1,644 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,328 $672K 0.36% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,316 $671K 0.19% -436 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 16,266 $669K 0.05% +109 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,242 $668K 0.12% -19 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,218 $667K 0.09% +394 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,999 $658K 0.02% -593 13F-HR Timeline Group Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 15,994 $658K 0.11% -1,008 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 15,980 $658K 0.53% 0 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,849 $652K 0.15% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 15,828 $651K 0.06% +1,238 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,821 $651K 0.02% +29 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15,802 $650K 0.01% +127 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 15,766 $649K 0.01% +2,291 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 15,702 $646K 0.14% -586 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 15,700 $646K 0.09% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 15,654 $644K 0.33% -2,285 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 15,634 $643K 0.21% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 15,604 $642K 0.02% -168 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 15,485 $637K 0.25% +2,124 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,437 $635K 0.02% +197 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,410 $634K 0.01% +4,965 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 15,397 $634K 0.01% +1,698 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,368 $632K 0.09% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 15,328 $631K 0.04% -723 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 15,324 $631K 0.05% -463 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 15,234 $627K 0.03% +832 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,205 $626K 0.06% +1,181 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 15,462 $626K 0.01% +1,769 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 15,188 $625K 0.1% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 15,421 $624K 0.06% +917 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 15,145 $623K 0.03% -1,975 13F-HR Timeline Busey Bank More: the full row for Busey Bank 15,133 $623K 0.02% -508 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 15,054 $620K 0.89% new 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 15,039 $619K 0.01% -922,042 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 15,041 $619K 0.42% -845 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,009 $618K <0.01% +378 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 15,000 $617K 0.02% -1,500 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 14,973 $616K <0.01% 0 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 14,930 $614K 0.21% +4,788 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 14,808 $609K 0.12% +1,128 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 14,748 $609K 0.02% -214,338 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 14,791 $609K <0.01% +1,133 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,777 $608K 0.02% -135 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 14,775 $608K 0.54% +151 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 14,769 $608K 0.01% +13,957 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,990 $607K 0.19% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,723 $606K 0.09% +690 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 14,712 $605K 0.08% -1,093 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,707 $605K 0.31% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,659 $603K 0.02% -9,226 13F-HR Timeline Group Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,585 $600K 0.34% 0 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 14,562 $599K 0.14% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 14,521 $598K 0.14% -18 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 14,420 $593K 0.06% +468 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 16,348 $592K 0.35% -13,737 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 14,365 $591K 0.21% +2,410 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,353 $591K 0.01% +6,274 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 14,341 $590K 0.67% -194 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,294 $588K 0.05% -122 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,251 $586K 0.07% -2,566 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,053 $578K 0.04% +6,690 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 14,024 $577K 0.27% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,928 $573K 0.04% -1,560 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 13,899 $572K 0.25% +1,929 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 13,842 $570K 0.04% -787 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,300 $569K 0.26% -478 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 13,822 $569K 0.31% -306 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,795 $568K 0.04% -626 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,777 $567K 0.05% -47 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,717 $564K 0.06% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 13,697 $564K 0.26% -3,625 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,691 $563K 0.04% +1,176 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 13,599 $560K 0.01% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 13,576 $559K 0.21% -650 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 13,520 $556K 0.21% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 13,493 $555K 0.03% -2,530 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,476 $555K 0.1% -215 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 13,481 $555K 0.27% -3,593 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13,410 $552K 0.14% +1 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 13,397 $551K 0.05% +2,277 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,356 $550K 0.04% +350 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,338 $549K 0.04% +315 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,265 $546K 0.02% +475 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,123 $540K 0.17% 0 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 13,122 $540K 0.32% -1,979 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,120 $540K 0.01% +1,677 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 13,081 $538K 0.02% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 13,051 $537K 0.05% +92 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,956 $533K 0.23% -1,533 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 12,950 $533K 0.01% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 12,939 $532K 0.07% +1,266 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,934 $532K 0.01% -1,174 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 12,925 $532K 0.29% -1,000 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,907 $531K 0.05% +3 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 12,876 $530K 0.19% -477 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 12,875 $530K 0.02% -1,856 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,800 $527K 0.26% +70 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 12,712 $523K 0.11% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,608 $520K 0.23% +1,077 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,624 $519K 0.11% -387 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 12,615 $519K 0.02% +2,781 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,613 $519K 0.01% +10 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,590 $518K <0.01% +99 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,561 $517K 0.01% -10,255 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,552 $517K 0.35% +17 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 12,537 $516K -6,193 Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 12,535 $516K 0.26% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,522 $515K 0.15% -18 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 12,508 $515K 0.02% -1,977 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,498 $514K 0.02% +250 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 12,448 $512K 0.05% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,447 $512K 0.06% -2,394 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 12,384 $510K 0.08% -2,691 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,295 $506K 0.1% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 12,276 $505K 0.08% -2,400 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,213 $503K 0.04% -313 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,124 $499K 0.11% new 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 12,122 $499K 0.04% +1,297 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,092 $498K 0.06% +1,615 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,119 $497K 0.01% -3,754 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 12,059 $496K 0.09% -65 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 12,031 $495K 0.01% +1,798 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 12,000 $494K 0.4% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 11,775 $485K 0.02% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,767 $484K 0.05% +226 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,756 $484K 0.03% +248 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,659 $480K 0.19% 0 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 11,653 $480K 0.11% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,622 $478K 0.39% 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,592 $477K 0.12% -291 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 11,590 $477K 0.05% -2,500 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,549 $475K 0.02% -1,414 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,510 $474K 0.03% +2,764 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 13,300 $467K 0.11% -4,969 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 11,352 $467K 0.01% -600 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 11,279 $464K 0.03% -739 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 11,226 $462K 0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 11,114 $457K 0.43% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,113 $457K 0.19% -16 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,111 $457K 0.03% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,084 $456K 0.07% +37 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,083 $456K 0.11% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,815 $455K 0.45% -143 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,040 $454K 0.02% +420 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 11,017 $453K 0.06% +324 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,993 $452K 0.01% +1,942 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 10,957 $451K 0.03% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,947 $450K 0.26% +144 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,925 $450K 0.02% +605 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 10,881 $448K 0.05% +3,141 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,856 $447K 0.02% +1,695 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,851 $447K 0.01% 0 13F-HR Timeline Group Verum Partners LLC More: the full row for Verum Partners LLC 10,766 $443K 0.12% +201 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 10,769 $443K 0.02% +971 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,691 $440K 0.01% -145 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 10,666 $439K 0.03% -239,899 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,610 $437K 0.47% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,606 $436K 0.14% -1,036 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,564 $435K 0.01% +3,136 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,549 $434K 0.01% -29,696 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,532 $433K 0.01% -53 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 10,508 $432K 0.17% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,466 $431K 0.1% -1,752 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 10,394 $428K 0.01% -609 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,361 $426K 0.03% +229 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 10,361 $426K 0.29% +7 13F-HR Timeline