Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,813 $1.86M 0.02% +1,300 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. 11,568 $1.82M 0.07% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,565 $1.82M 0.05% +152 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,468 $1.8M 0.14% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,360 $1.79M 0.03% +160 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,359 $1.79M 0.02% -21 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 11,293 $1.78M 0.13% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 11,232 $1.77M 0.2% -8,486 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 11,224 $1.77M 0.01% +6,461 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,248 $1.75M <0.01% +2,701 13F-HR/A Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 11,138 $1.75M 0.01% +2,482 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,137 $1.75M 0.02% +1,549 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,103 $1.75M 0.1% +26 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 10,872 $1.71M 1.15% -95 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 10,845 $1.71M 0.25% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 10,811 $1.7M 0.02% +592 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 10,800 $1.7M 0.63% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,794 $1.7M 0.12% +1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,692 $1.68M 0.03% +104 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,678 $1.68M 0.01% +981 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,677 $1.68M 0.02% -90 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10,474 $1.66M 0.01% -147 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 10,460 $1.65M 0.66% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,437 $1.64M 0.03% -238 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,331 $1.63M 0.06% -376 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,300 $1.62M <0.01% new 13F-HR/A Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 10,266 $1.61M 0.07% 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,254 $1.61M 0.01% -229 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 10,238 $1.61M 0.18% +10,237 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 10,220 $1.61M 0.01% +957 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 10,124 $1.59M -1,811 Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 10,031 $1.58M 0.01% -1,671 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 9,872 $1.55M 0.46% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,807 $1.55M 0.05% +4,683 13F-HR/A Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 9,739 $1.53M 0.05% 0 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,731 $1.53M 0.08% -14,525 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 9,700 $1.53M 0.46% -2,400 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,329 $1.52M 0.01% +166 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,685 $1.52M 0.2% +71 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9,680 $1.52M 0.1% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,674 $1.52M 0.08% +537 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,656 $1.52M 0.22% -79 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 10,530 $1.52M 0.08% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,607 $1.51M 0.37% -47 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,539 $1.5M 0.07% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,499 $1.49M 0.17% -80 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 9,399 $1.48M <0.01% +8,496 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,380 $1.48M 0.02% +125 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,349 $1.47M 0.03% +2,251 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 9,276 $1.46M 0.43% +2,627 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,274 $1.46M 0.03% -719 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,277 $1.45M 0.02% -2,306 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,178 $1.44M 0.04% +72 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,177 $1.44M 0.04% +76 13F-HR Timeline Group SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,170 $1.44M 0.93% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,129 $1.44M 0.11% -338 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,048 $1.42M 0.19% -496 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,905 $1.4M 0.03% +63 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,902 $1.4M 0.04% +5,264 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 8,875 $1.4M 0.14% -6,899 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 8,849 $1.39M 0.15% -8,000 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,848 $1.39M 0.03% +248 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,829 $1.39M 0.03% -31,266 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,745 $1.38M 0.04% +884 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,733 $1.37M 0.43% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,668 $1.36M 0.17% -405 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 8,662 $1.36M 0.39% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,640 $1.36M 0.04% +5,507 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 8,567 $1.35M 0.56% -1,325 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,567 $1.35M 0.02% +2,679 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,528 $1.34M 0.02% +489 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,449 $1.33M 0.13% -75,970 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 8,396 $1.32M 0.35% new 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,325 $1.31M 0.03% 0 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 8,285 $1.3M 0.14% +177 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,282 $1.3M 0.01% -24 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,234 $1.29M 0.12% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 8,214 $1.29M 0.06% +612 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,200 $1.29M 0.02% +6 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,123 $1.28M 0.03% +385 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,123 $1.28M 0.13% -2 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,044 $1.27M 0.76% -506 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,976 $1.25M 0.35% +8 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,965 $1.25M 0.1% 0 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 7,914 $1.25M 0.03% new 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,912 $1.24M 0.73% +125 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,838 $1.23M 0.08% -57 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,788 $1.23M 0.02% -583 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 7,785 $1.23M 0.22% -277 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,743 $1.22M 0.01% -129 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 7,730 $1.22M 0.04% -945 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,619 $1.2M 0.04% +439 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,572 $1.19M 0.33% +7 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,500 $1.18M 0.2% -7,500 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,500 $1.18M 0.11% 0 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,500 $1.18M 0.92% -1 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 7,492 $1.18M <0.01% -302,640 13F-HR/A Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 7,449 $1.17M 0.03% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 7,446 $1.17M 0.23% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,436 $1.17M 0.31% -2 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,426 $1.17M 0.07% -231 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,340 $1.16M 0.07% -52 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,330 $1.15M 0.03% -40 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,777 $1.15M 0.07% -7,878 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,227 $1.14M 0.02% +21 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,201 $1.13M 0.21% -99 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,180 $1.13M 0.24% -130 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,158 $1.13M 0.03% +48 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,058 $1.11M 0.01% +453 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,048 $1.11M 0.12% -19 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,045 $1.11M 0.02% +289 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 7,025 $1.11M 0.08% +97 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,003 $1.1M 0.04% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,972 $1.1M 0.03% +37 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,959 $1.1M 0.19% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,929 $1.09M 0.04% +912 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,899 $1.09M 0.13% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,710 $1.06M 0.05% -97 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,681 $1.05M <0.01% 0 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,649 $1.05M 0.01% -131 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,577 $1.03M 0.07% -183 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,568 $1.03M 0.1% new 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,560 $1.03M 0.78% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 6,512 $1.02M 0.19% +500 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,495 $1.02M 0.67% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,489 $1.02M 0.05% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,485 $1.02M 0.11% -25 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,462 $1.02M 0.03% -684 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,451 $1.02M 0.07% +16 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 6,381 $1M 0.33% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,373 $1M 0.2% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,371 $1M 0.16% new 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,295 $991K 0.04% -147 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,483 $978K +434 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,157 $969K 0.03% +1,322 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6,157 $968K 0.02% +5,425 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,015 $947K 0.06% -42 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,997 $944K 0.18% -150 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,996 $944K 0.03% +189 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,976 $940K 0.05% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,972 $940K 0.09% +72 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,970 $939K 0.04% new 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,887 $926K 0.18% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,885 $926K 0.01% +773 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 5,800 $913K 0.09% -600 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,797 $912K +57 Timeline Graypoint LLC More: the full row for Graypoint LLC 5,708 $898K 0.06% -194 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,665 $891K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,644 $888K 0.04% +976 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,627 $886K 0.21% +11 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 5,623 $885K 0.26% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 5,604 $882K 0.11% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,604 $882K 0.02% -246 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 5,455 $858K <0.01% -180 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,430 $854K 0.44% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,372 $845K 0.02% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,318 $837K 0.08% -12 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,304 $835K 0.13% -59 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,281 $831K 0.19% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 5,272 $830K 0.03% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 5,247 $826K <0.01% +2,632 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,161 $812K 0.04% -1,774 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,160 $812K 0.4% new 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,159 $812K 0.23% -42 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,143 $809K 0.01% -1,020 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,126 $807K 0.01% +295 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,126 $807K 0.01% +388 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,119 $806K 0.22% -87 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,110 $804K 0.33% -854 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,109 $804K 0.34% +61 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,105 $803K 0.1% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,094 $802K 0.03% +298 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,084 $800K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,073 $798K 0.06% -463 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,055 $795K 0.37% 0 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 5,103 $794K 0.06% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,039 $793K 0.03% -5 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,025 $791K 0.05% -90 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,025 $791K 0.03% +5 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 5,336 $788K 0.3% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,990 $785K 0.38% +85 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,358 $783K 0.05% -21 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,959 $780K 0.01% -1,177 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,940 $777K 0.09% +820 13F-HR Timeline Tabor Asset Management, LP More: the full row for Tabor Asset Management, LP 4,924 $775K 0.62% new 13F-HR/A Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4,899 $771K <0.01% +3,754 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 4,948 $771K 0.03% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,892 $770K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,892 $770K 0.06% -276 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,880 $768K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,873 $767K 0.02% -138 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,871 $766K 0.03% -625 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,851 $763K 0.16% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,826 $759K 0.01% -133 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,823 $759K 0.01% +98 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 4,805 $756K 0.08% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,785 $753K 0.01% +36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,784 $753K 0.15% -5 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,773 $751K 0.02% +1,633 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,024 $749K 0.85% -25 13F-HR Timeline