Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 97,274 $2.8M 0.01% -316,880 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 95,940 $2.76M <0.01% -16,084 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 95,774 $2.76M 0.03% +4,360 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 95,421 $2.75M 0.12% -3,710 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 95,202 $2.74M 0.05% -282,602 13F-HR Timeline Oribel Capital Management, LP More: the full row for Oribel Capital Management, LP 94,200 $2.71M 0.26% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 94,019 $2.71M 0.12% -10,090 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 92,796 $2.67M 0.13% +11,972 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 90,580 $2.61M 0.05% +4,026 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 90,248 $2.6M 1.03% new 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 89,320 $2.57M 0.47% -8,368 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 11,807 $2.57M 0.31% new 13F-HR/A Timeline Group GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 87,882 $2.53M 0.3% -22,429 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 87,009 $2.51M 0.01% +39,608 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 85,753 $2.47M <0.01% +5,458 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 85,362 $2.46M 0.04% 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 85,085 $2.45M 0.01% +60,612 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 84,840 $2.45M 0.01% +29,547 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 84,174 $2.43M 0.01% +26,708 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 83,388 $2.4M 1.48% new 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 82,743 $2.38M 0.02% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 81,687 $2.35M 0.04% -31,416 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 80,000 $2.31M 0.05% new 13F-HR Timeline Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 78,350 $2.26M 4.95% -36,944 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 77,887 $2.24M 0.05% +24,470 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 77,677 $2.24M 0.01% -230,147 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 77,612 $2.24M 0.69% new 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 77,360 $2.23M 0.75% -9,116 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 77,123 $2.22M 0.35% -76,131 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 76,159 $2.19M 0.1% -3,193 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 75,852 $2.19M 0.18% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 75,360 $2.17M 0.28% -12,973 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 73,355 $2.11M 0.11% +11,718 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 72,052 $2.08M 0.31% -2,875 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 70,450 $2.03M 0.29% -2,567 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 70,123 $2.02M 0.16% +4,765 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 69,741 $2.01M 0.04% +25,232 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 69,455 $2M 0.06% -404 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 68,337 $1.97M 0.55% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 68,313 $1.97M 0.2% -16,618 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 67,977 $1.96M 0.01% +24,237 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. 67,737 $1.95M 0.05% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 67,621 $1.95M 0.02% -18,491 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 67,381 $1.94M 0.07% -52,184 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 66,236 $1.92M 0.1% +22,522 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 66,103 $1.91M 0.01% +2,953 13F-HR Timeline Group Beryl Capital Management LLC More: the full row for Beryl Capital Management LLC 65,927 $1.9M 0.19% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 65,650 $1.89M 0.02% -605 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 69,407 $1.89M 0.05% -2,550 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 65,621 $1.89M 0.1% -6,468 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 65,449 $1.88M 0.09% +46,896 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 65,155 $1.88M 0.05% -1,964 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 65,030 $1.87M 4.31% -36,947 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 65,000 $1.87M 0.43% -95,500 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 79,822 $1.87M 0.78% -15,978 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 63,714 $1.84M 0.02% +16,624 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 63,312 $1.82M <0.01% -577,648 13F-HR/A Timeline Polianta Ltd More: the full row for Polianta Ltd 61,400 $1.77M 0.23% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 61,111 $1.76M 0.01% +34,355 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60,814 $1.75M 0.01% +13,714 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 60,048 $1.73M 0.01% +6,929 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 59,972 $1.73M <0.01% -4,540 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 59,709 $1.72M 0.16% +12,005 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 58,689 $1.69M 0.09% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 58,605 $1.69M 0.06% -33,487 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 57,268 $1.65M 0.32% new 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 57,000 $1.64M 4.35% -6,400 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 56,895 $1.64M 0.96% -599 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 56,307 $1.62M 0.04% -9,899 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 55,032 $1.59M 0.2% -9,160 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 54,857 $1.58M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Midwest Trust Co More: the full row for Midwest Trust Co 54,758 $1.58M 0.02% -509 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 54,651 $1.58M <0.01% -776 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 54,292 $1.56M 0.09% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 53,777 $1.55M 0.29% -30,767 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 52,712 $1.52M 0.01% 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 52,572 $1.51M 0.65% -40 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 52,233 $1.5M <0.01% -3,752 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 51,642 $1.49M 1.49% -6,092 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,454 $1.48M 0.01% -3,834 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 51,160 $1.47M 0.01% -16,468 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 50,158 $1.45M 0.03% new 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 50,000 $1.44M 2.41% new 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 50,000 $1.44M 0.17% new 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 50,000 $1.44M 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 67,217 $1.44M 0.01% +3,577 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 49,093 $1.41M 0.03% +21,845 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 48,920 $1.41M 0.18% -797 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 48,491 $1.4M 0.04% +29,197 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 47,709 $1.37M 0.26% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 47,296 $1.35M 0.21% new 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 46,467 $1.34M 0.09% -3,916 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 46,183 $1.34M 0.02% +6,451 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 45,991 $1.32M 0.38% +25,851 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 45,961 $1.32M 0.01% -9,792 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 45,293 $1.31M 0.1% +31,850 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 45,198 $1.3M 0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 45,084 $1.3M 0.18% -11,966 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 44,001 $1.27M 0.01% +28,479 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 43,900 $1.27M 0.09% +1,128 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 43,686 $1.26M 0.02% +16,061 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 43,628 $1.26M <0.01% new 13F-HR Timeline Group Stone Wealth Partners More: the full row for Stone Wealth Partners 42,888 $1.24M 1.1% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 42,454 $1.22M 0.03% +7,195 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 42,245 $1.22M 0.14% -1,563 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 41,095 $1.18M 0.02% -5,219 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 40,952 $1.18M <0.01% +22,238 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 40,893 $1.18M 0.09% -120 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,500 $1.17M 0.01% 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 40,000 $1.15M 0.56% new 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 40,000 $1.15M 5.55% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 39,795 $1.15M 0.02% new 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 39,769 $1.15M 0.13% +1,748 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 39,750 $1.15M 0.89% -18,250 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 39,660 $1.14M <0.01% +5,327 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 39,579 $1.14M 0.01% +7,414 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 39,346 $1.13M 0.02% +18,284 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 39,306 $1.13M 0.16% new 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 39,284 $1.13M 0.02% new 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 39,075 $1.13M 0.07% +38,283 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38,474 $1.11M 0.02% -695 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 38,313 $1.1M 0.06% -13,111 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 38,125 $1.1M 0.01% +6,621 13F-HR Timeline CIBRA Capital Ltd More: the full row for CIBRA Capital Ltd 37,842 $1.09M 1.87% 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 37,500 $1.08M 2.38% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,466 $1.08M 0.02% +26,643 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 37,388 $1.08M 0.28% +14,685 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 37,379 $1.08M 0.01% -5,436 13F-HR Timeline Fortress Investment Group LLC in group Fortress Investment Group LLC More: the full row for Fortress Investment Group LLC 36,600 $1.05M 0.25% new 13F-HR Timeline Group PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 36,437 $1.05M 0.01% 13F-HR/A Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 36,361 $1.05M 0.04% -61,548 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 36,221 $1.04M 0.27% 0 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 36,069 $1.04M 0.37% -159,137 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 36,044 $1.04M 0.08% -20,942 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 35,978 $1.04M 0.02% +10,495 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 35,734 $1.03M 0.01% -1,587 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 35,658 $1.03M 0.01% new 13F-HR Timeline Group Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 35,012 $1.01M 0.68% 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 35,000 $1.01M 1% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 34,655 $999K 0.01% +7,853 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 34,300 $989K 0.16% -1,502 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 34,135 $984K 0.2% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33,907 $977K 0.03% +1,094 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 33,766 $973K 0.01% -50 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 33,124 $955K 0.02% +5,735 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 32,896 $948K 0.01% +10,019 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 32,883 $948K 0.7% -8,177 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 32,769 $944K 0.01% -3,489 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 32,717 $943K 0.6% -2,511 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 32,050 $924K 0.02% +17,899 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 64,012 $922K 0.06% +31,880 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 31,853 $911K 0.03% +2,576 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 31,234 $900K 0.21% +3,580 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 30,885 $890K 0.45% -350 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 30,370 $875K 0.29% -24,053 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 30,326 $874K 0.01% -4,746 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 30,273 $872K 0.17% -5,652 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 30,159 $869K 0.25% +11,193 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,039 $866K 0.03% 0 13F-HR Timeline Vazirani Asset Management LLC More: the full row for Vazirani Asset Management LLC 30,000 $865K 5.25% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 29,985 $864K <0.01% +8,691 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 29,734 $857K 0.04% +5,529 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 29,736 $857K 0.12% -33,923 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 29,133 $840K 0.05% +10,729 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 29,059 $837K 0.01% -48,650 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 28,958 $835K 0.1% -191,188 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 28,540 $823K 0.01% +3,446 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 28,406 $819K 0.15% -2,430 13F-HR Timeline 111 Capital More: the full row for 111 Capital 28,321 $816K 0.18% +3,752 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 28,317 $816K +18,285 Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 29,981 $804K 0.01% -338 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 27,864 $803K 0.01% +5,497 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,571 $795K 0.1% +35 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 27,352 $788K 0.19% -10,070 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 26,755 $771K 0.49% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 26,577 $769K 0.03% +4,593 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 26,367 $760K 0.11% +16,367 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,354 $760K 0.02% +5,035 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 26,233 $756K 0.09% +2,041 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 26,133 $753K 0.03% -248 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,116 $753K 0.03% -9,958 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,070 $751K 0.07% +21,399 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 25,692 $740K 0.01% -19,461 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 25,409 $732K 0.02% -1,123 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,241 $727K 0.02% +9,886 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 25,049 $722K 0.03% +304 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 25,003 $721K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 24,981 $720K 0.05% -785 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 24,959 $719K 0.02% -41,128 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,945 $719K 0.01% +9,149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 24,700 $712K 0.52% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 24,315 $701K 0.43% -200 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,228 $698K 0.03% -22,763 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 24,223 $698K 0.01% +1,569 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 23,893 $689K 0.47% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 23,781 $685K 0.07% +13,781 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,635 $681K 0.2% 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 23,527 $679K 0.01% 0 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 23,405 $675K <0.01% +514 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 23,263 $670K <0.01% +10,307 13F-HR Timeline Group