Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,892 $229K <0.01% -691 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,814 $226K <0.01% -10 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,718 $223K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,668 $222K <0.01% -14,483 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,647 $221K <0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,593 $219K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,636 $219K 0.07% 0 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 6,547 $218K +4,523 Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,457 $215K 0.01% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,378 $212K <0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,301 $208K 0.01% -851 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,231 $207K <0.01% -5,239 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,072 $202K <0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 6,034 $201K 0.05% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,203 $173K <0.01% -1,013 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,011 $167K <0.01% +431 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,378 $146K <0.01% -2,799 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,300 $143K <0.01% -35 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 4,200 $140K 0.02% -667 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 4,002 $133K <0.01% +187 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 3,831 $127K 0.07% -30 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,216 $107K <0.01% +1,129 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,211 $107K <0.01% -1,482 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 2,976 $99K <0.01% +17 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,975 $98.9K 0.02% -442 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,716 $90K <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,685 $89.2K <0.01% -2,151 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,572 $85.5K <0.01% +692 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,471 $82.1K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,399 $80K 0.01% 0 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 2,215 $74K 0.03% -391 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,201 $73.2K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,998 $68.7K <0.01% +520 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2,000 $66.5K <0.01% 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,932 $64.2K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,912 $63.6K <0.01% +27 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 1,700 $56.5K <0.01% +600 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,696 $56.4K 0.02% +24 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,612 $53.6K <0.01% -23 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,548 $51.5K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,302 $43.3K <0.01% +464 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,128 $37K <0.01% +349 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,113 $37K <0.01% +324 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,000 $33.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 869 $28.9K 0.01% -8 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 853 $28.7K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 860 $28.6K 0.02% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 836 $27.8K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 803 $26.9K <0.01% +4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 756 $25K 0.01% +750 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 716 $23.8K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 624 $20.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 618 $20.5K <0.01% +394 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 596 $19.9K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 600 $19K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 568 $18.9K <0.01% +172 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 443 $14.7K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 426 $14.2K <0.01% +40 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 424 $14K <0.01% +150 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 351 $12K <0.01% -6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 300 $9.97K <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 300 $9.97K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 294 $9.77K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 256 $9K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 236 $7.84K <0.01% -31,014 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 207 $6.88K <0.01% +17 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 206 $6.85K <0.01% +63 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $6.65K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 192 $6.38K <0.01% new 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 190 $6.32K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 179 $5.95K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 134 $4.47K <0.01% 0 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 130 $4.32K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 112 $3.72K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78 $2.59K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 75 $2.49K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 71 $2.36K <0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 64 $2.13K <0.01% +33 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 57 $1.9K <0.01% -42 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $1.63K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 48 $1.6K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 47 $1.56K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $1.44K <0.01% +33 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 42 $1.4K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 35 $1.16K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 35 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 30 $998 <0.01% -1 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22 $731 <0.01% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 22 $731 <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 14 $465 <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $268 <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 6 $200 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $100 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $100 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $67 <0.01% +1 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $60 <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1 $44 <0.01% 0 13F-HR Timeline