RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 513,801 $129M 3.78% +22,592 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 512,031 $128M 56.38% -1,805 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 510,813 $128M 10.04% +28,402 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 509,062 $127M 2.39% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 508,078 $127M 7.36% -7,416 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 507,601 $127M 5.2% -3,424 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 506,907 $127M 4.94% -6,814 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 506,774 $127M 9.34% +920 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 506,583 $127M 2.48% -3,233 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 504,734 $126M 6.65% -3,550 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 503,559 $126M 2.86% -52,439 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 502,193 $126M 4.61% -22,382 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 500,390 $125M 3.86% 13F-HR Timeline SHANDA ASSET MANAGEMENT HOLDINGS Ltd in group SHANDA ASSET MANAGEMENT HOLDI… More: the full row for SHANDA ASSET MANAGEMENT HOLDINGS Ltd 500,000 $125M 6.9% 0 13F-HR Timeline Group BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 499,288 $125M 3.35% -12,711 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 498,964 $125M 7.18% -8,211 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 495,363 $124M 1.81% +68,537 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 494,051 $124M 0.81% +20,235 13F-HR Timeline Group ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 498,522 $124M 1.67% -19,859 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 508,554 $123M 3.34% +3,726 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 490,566 $123M 2.62% +10,003 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 488,796 $122M 2.5% -6,521 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 488,717 $122M 14.68% +3,795 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 488,294 $122M 4.5% -1,548 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 487,002 $122M 18.37% -98,121 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 484,891 $121M 7.47% -13,521 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 483,170 $121M 2.05% +33,094 13F-HR Timeline Group BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 479,662 $121M 3.28% 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 479,709 $120M 4.86% +8,795 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 473,443 $119M 4.1% +29,750 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 472,388 $118M 1.47% +11,151 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 470,857 $118M 4.17% -5,490 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 470,328 $118M 1.88% +50,893 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 469,767 $118M 3.52% +3,365 13F-HR/A Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 469,553 $118M 3.36% -29,873 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 468,966 $117M 1.21% +67,346 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 467,939 $117M 6.98% -17,030 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 467,133 $117M +26,512 Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 466,566 $117M 4% -210,980 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 463,133 $116M 6.25% +15,599 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 462,907 $116M 3.85% +7,590 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 462,148 $116M 1.15% +24,823 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 4 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 461,268 $116M +447,995 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 460,566 $115M 3.72% -131,017 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 459,823 $115M 8.19% -2,985 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 458,798 $115M 5.46% +24,852 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 456,969 $114M 3.59% -11,553 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 455,685 $114M 1.77% +31,832 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 454,544 $114M 3.1% +13,781 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 452,009 $113M 4.4% -8,800 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 452,000 $113M 12.41% -2,798 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 451,633 $113M 3.7% +8,923 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 451,585 $113M 4.76% -13,952 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 451,489 $113M 3.33% +438,471 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 449,654 $113M -4,186 Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 449,249 $113M 4.87% -38,781 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 449,044 $112M 2.56% +52,428 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 445,456 $112M 6.86% -3,686 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 444,933 $111M 26.09% -3,277 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 444,817 $111M 2.27% +5,833 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 443,814 $111M 22.79% -181,868 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 443,522 $111M +9,182 Timeline F/m Investments LLC More: the full row for F/m Investments LLC 443,322 $111M 4.09% -21,934 13F-HR Timeline OSSIAM More: the full row for OSSIAM 442,364 $111M 1.91% -127,028 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 442,133 $111M 2.48% -7,217 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 441,677 $111M 7.35% -21,290 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 439,119 $110M 7.94% -35,470 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 438,289 $110M 3.16% -49,345 13F-HR Timeline Temasek Holdings (Private) Ltd group of 2 filers holding More: the full row for Temasek Holdings (Private) Ltd 437,696 $110M -156,935 Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 437,576 $110M 4.95% -3,233 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 433,723 $109M 7.32% +21,647 13F-HR/A Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 435,930 $109M 6.77% -39,320 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 434,499 $109M 7.44% -6,251 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 430,945 $108M 3.84% +14,840 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 430,191 $108M 7.27% +385,419 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 422,893 $106M 7.25% -583 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 422,593 $106M 1.84% -7,211 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 422,438 $106M 8.07% -112,357 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 421,538 $106M 7.86% +40,162 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 420,673 $105M 1.05% -10,581 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 418,940 $105M 4.13% -19,571 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 417,699 $105M 47.23% -3,362 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 416,792 $104M 11.08% -2,540 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 415,985 $104M 1.02% +31,515 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 415,602 $104M 2.98% +21,778 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 414,329 $104M 4.54% +1,148 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 412,195 $103M 7.55% -46,896 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 410,573 $103M 4.63% +2,989 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 408,106 $102M 4.44% +5,407 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 404,041 $101M 7.03% +6,682 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 400,922 $100M 3.11% +45,928 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 400,155 $100M 2.51% +3,647 13F-HR Timeline Group UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 399,681 $100M 6.31% -3,570 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 398,824 $99.9M 4.08% +212,762 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 397,496 $99.5M 5.23% -5,143 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 397,450 $99.5M 9.01% -3,775 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 395,162 $99M 6.88% +288 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 394,482 $98.8M 10.62% -10,025 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 394,447 $98.8M 3.93% -6,359 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 393,952 $98.7M 6.34% +3,156 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 393,523 $98.5M 3.79% +34,496 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 393,307 $98.5M 3.72% new 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 392,380 $98.3M 4.53% -38,930 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 391,534 $98M 6.51% +7,220 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 390,801 $97.9M 5.59% -6,428 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 390,498 $97.8M 12.54% -2,817 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 389,128 $97.4M 1.01% new 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 387,906 $97.1M +190,603 Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 385,597 $96.6M 1.96% -9,209 13F-HR Timeline Group KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 383,031 $95.9M 3.87% -4,579 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 381,377 $95.9M 7.05% +25,617 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 381,923 $95.6M 9.81% -49,593 13F-HR/A Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 381,702 $95.6M 4.64% -3,947 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 378,612 $94.8M 8.54% +11,705 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 378,290 $94.7M 3.5% -14,939 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 377,985 $94.7M 0.63% +163,985 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 377,964 $94.6M 9.77% -17,932 13F-HR Timeline Oriental Harbor Investment Master Fund More: the full row for Oriental Harbor Investment Master Fund 375,756 $94.1M 9.46% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 375,278 $94M 6.1% -23,920 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 374,133 $93.7M 5.73% -8,919 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 374,008 $93.7M 3.1% -1,531 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 371,983 $93.1M 2.25% 13F-HR Timeline JIA INVESTMENT ALLIANCE PTE. LTD. More: the full row for JIA INVESTMENT ALLIANCE PTE. LTD. 371,700 $93.1M 9.6% 0 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 370,988 $92.9M 11.05% -7,855 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 370,624 $92.8M 6.51% +723 13F-HR Timeline RK Capital Management, LLC/FL More: the full row for RK Capital Management, LLC/FL 370,010 $92.7M 7.72% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 369,984 $92.7M 0.58% +226,973 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 369,578 $92.5M 5.77% +2,234 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 368,415 $92.3M 6.32% -29,228 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 471,462 $91.9M 7.68% -93,876,048 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 366,044 $91.7M 9.54% -4,509 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 365,292 $91.5M 3.98% -3,691 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 364,627 $91.3M 6.61% -3,709 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 364,614 $91.3M 4.76% -4,545 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 361,297 $91.1M 4.1% -2,624 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 363,468 $91M 5.63% -9,327 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 363,304 $91M 15.12% +11,950 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 363,124 $90.9M 1.76% +21,507 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 362,782 $90.8M 6.71% -19,085 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 361,925 $90.6M 8.95% +5,039 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 361,913 $90.6M 10.84% +1,695 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 361,437 $90.5M 7.97% -11,119 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 361,332 $90.5M 7.42% +1,248 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 361,182 $90.4M 6.72% 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 360,273 $90.2M 18.32% +14,093 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 359,565 $90M 7.26% -19,687 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 358,639 $89.8M 7.97% -7,029 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 358,302 $89.7M 4.24% -3,795 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 358,194 $89.7M 2.92% -481 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 360,158 $89.4M 8.79% +159,259 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 355,697 $89.1M 3.94% +39,188 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 353,478 $88.5M 7.27% -3,616 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 353,038 $88.4M 1.51% +7,169 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 352,766 $88.3M 9.29% +652 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 352,694 $88.3M 5.03% -13,633 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 351,175 $87.9M 6.02% +2,381 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 349,900 $87.6M 2.86% +5,830 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 348,988 $87.4M 5.9% +94 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 347,836 $87.1M 3.69% -1,356 13F-HR/A Timeline BERKLEY W R CORP More: the full row for BERKLEY W R CORP 347,200 $86.9M 4.92% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 346,009 $86.6M 5.04% -341 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 345,634 $86.6M 6.98% +7,570 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 345,231 $86.5M 4.71% -2,910 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 344,033 $86.2M 23.71% -1,840 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 361,107 $86.1M 8.05% -2,539 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 343,025 $85.9M 2.59% +44,417 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 343,006 $85.9M 14.04% -1,265 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 342,331 $85.7M 6.12% +8,964 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 341,919 $85.6M 3.98% -398 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 340,881 $85.4M 6.72% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 340,745 $85.3M 5.59% +46,906 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 359,782 $85.2M +7,510 Timeline JOSH ARNOLD INVESTMENT CONSULTANT, LLC More: the full row for JOSH ARNOLD INVESTMENT CONSULTANT, LLC 338,862 $84.9M 71.81% -6,057 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 338,540 $84.8M 6.64% -1,959 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 338,411 $84.7M 2.78% +29,177 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 337,500 $84.5M 6.72% -5,815 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 337,142 $84.4M 20.55% -21,002 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 336,236 $84.2M 2.36% -1,964 13F-HR Timeline GFI Investment Counsel Ltd. More: the full row for GFI Investment Counsel Ltd. 335,652 $84.1M 9.65% -945 13F-HR/A Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 333,771 $83.6M 2.52% +5,493 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 333,458 $83.5M 7.13% -7,414 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 363,826 $83.4M 5.02% +21,631 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 332,264 $83.2M 9.11% -4,765 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 331,737 $83.1M 2.98% -3,275 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 329,305 $82.6M 2.28% -4,199 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 329,923 $82.6M 12.9% -3,822 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 328,254 $82.2M 8.98% +15,546 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 328,092 $82.2M 3.09% -1,356 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 326,534 $81.8M 6.41% -4,267 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 324,839 $81.3M 7.91% -3,397 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 324,005 $81.1M 4.1% +57,741 13F-HR Timeline MARTIN CURRIE LTD More: the full row for MARTIN CURRIE LTD 323,181 $80.9M 2.98% -14,396 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 322,542 $80.8M 11.84% -3,709 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 322,369 $80.7M 10.31% -9,965 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 322,192 $80.7M 3.5% +1,436 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 321,881 $80.6M 3.4% +1,039 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 320,000 $80.1M 9.28% new 13F-HR Timeline National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 319,400 $80M 0.69% 0 13F-HR Timeline Group Himalaya Capital Management LLC More: the full row for Himalaya Capital Management LLC 317,700 $79.6M 2.93% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 317,186 $79.4M 5.45% -1,942 13F-HR Timeline