JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,924,751 $272M 0.02% +43,806 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,220,358 $114M 0.01% +24,545 13F-HR/A Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,095,684 $102M 2.97% +17,740 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 844,489 $78.6M 4.12% +37,240 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 707,924 $65.9M 0.11% -25,403 13F-HR Timeline Group PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 665,400 $62M 26.39% +61,400 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 654,275 $60.9M 1.68% -177,065 13F-HR/A Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 506,681 $47.2M 0.37% +474,672 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 480,492 $44.7M 0.01% -42,187 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 324,803 $30.2M 0.45% +24,137 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 306,947 $28.6M 0.01% -22,929 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 296,961 $27.7M 17.22% +132,421 13F-HR/A Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 293,924 $27.4M <0.01% +83,756 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 260,708 $24.3M 0.07% +3,432 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 236,315 $22M <0.01% -38,924 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 190,453 $17.7M <0.01% -301,824 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 165,409 $15.4M 1.92% -169 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 148,390 $13.9M 0.1% +50,600 13F-HR Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 144,151 $13.4M 0.5% 0 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 120,283 $11.2M 1.58% +3,425 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 117,310 $10.9M 0.08% +16,424 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 109,145 $10.2M 1.21% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 99,635 $9.99M 1.23% +11,532 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 96,936 $9.03M <0.01% +79,328 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 96,184 $8.96M <0.01% +11,193 13F-HR/A Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 95,326 $8.88M 0.17% 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 91,021 $8.48M 3.29% -17,635 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 90,300 $8.41M 0.01% +41,200 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 87,740 $8.2M 0.01% +30,470 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 79,720 $7.42M 0.11% +700 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 72,507 $6.75M 0.01% -449 13F-HR/A Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 71,984 $6.7M 0.56% +216 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 67,113 $6.25M 0.01% +9,185 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 67,061 $6.24M <0.01% -1,052 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 59,173 $5.51M 0.01% +341 13F-HR Timeline Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 57,486 $5.35M 0.08% -11,584 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 55,020 $5.12M <0.01% +20,458 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 54,130 $5.04M <0.01% +950 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 52,723 $4.91M 0.11% +544 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 48,318 $4.5M 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 48,120 $4.48M 0.03% +290 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 47,559 $4.43M 0.16% +13,349 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 46,579 $4.34M <0.01% +12,312 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 46,469 $4.33M 0.1% -16,582 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 45,671 $4.25M <0.01% +3,122 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,166 $4.11M 0.01% +39,591 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 43,251 $4.03M 0.09% 0 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 42,200 $3.93M 0.29% new 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 41,688 $3.88M 0.56% -1,613 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 39,903 $3.72M 0.01% -179 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 39,105 $3.64M 0.13% -622 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 37,601 $3.5M 0.19% -1,319 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 36,352 $3.39M 0.08% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,532 $3.03M <0.01% -168,524 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 30,884 $3.02M 0.38% -546 13F-HR Timeline Moneda S.A. Administradora General de F… More: the full row for Moneda S.A. Administradora General de Fondos 31,088 $2.89M 2.6% +4,957 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 30,968 $2.88M <0.01% -1,023 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 27,734 $2.58M <0.01% +23,426 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 27,688 $2.58M 1.41% -3,074 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 27,000 $2.51M <0.01% +26,988 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 26,852 $2.5M 0.02% +10,567 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 25,985 $2.42M 0.04% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 25,017 $2.33M <0.01% -1,007 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,811 $2.31M 0.01% 0 13F-HR Timeline Group LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 24,720 $2.3M 0.32% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 24,070 $2.24M <0.01% +779 13F-HR Timeline Group Gruss & Co., LLC More: the full row for Gruss & Co., LLC 24,000 $2.23M 4.91% +3,500 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 23,736 $2.21M 0.17% -12,697 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 29,490 $2.2M 1.43% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 23,300 $2.17M 0.01% +2,070 13F-HR/A Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 23,019 $2.14M 0.19% -2,015 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 22,065 $2.05M 0.38% +306 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 20,697 $1.93M 0.03% -178 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 20,425 $1.9M 1.38% +6,800 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 20,218 $1.88M <0.01% -3,996 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 19,381 $1.8M 0.03% -26 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 19,346 $1.8M 0.13% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 18,463 $1.72M 0.02% -10,136 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 18,276 $1.7M <0.01% +281 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 17,894 $1.67M 0.24% -1,119 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 17,343 $1.61M 0.01% -1,677 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 16,984 $1.57M 0.02% +3,034 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 16,360 $1.52M 0.13% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 16,135 $1.5M <0.01% +8,407 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 12,909 $1.35M 1.2% 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 11,828 $1.1M 0.02% -330 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,708 $1.09M 0.01% +378 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,854 $1.01M <0.01% +217 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 10,851 $1.01M 0.01% +233 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,985 $837K <0.01% +621 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,958 $834K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,883 $827K 0.06% -870 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,852 $824K 0.01% +74 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 8,789 $818K 0.05% new 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 8,699 $810K 0.2% new 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 8,625 $803K 0.25% +41 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 8,156 $759K <0.01% -338 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,050 $750K <0.01% -45,106 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,914 $737K 0.01% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,889 $735K 0.02% +2,539 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,821 $728K <0.01% 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 7,788 $725K <0.01% 0 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,600 $708K <0.01% -529 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 7,455 $694K 0.32% -70 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 7,240 $674K <0.01% +977 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,147 $665K <0.01% +2,414 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 7,061 $658K <0.01% -97 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,859 $639K 0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 6,828 $636K <0.01% 0 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 6,779 $631K 0.02% +167 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 6,693 $623K 0.03% 0 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 6,656 $620K 0.45% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,506 $606K <0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,413 $597K 0.01% +3 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,073 $566K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,979 $557K <0.01% +156 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,894 $549K <0.01% +2,742 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,830 $543K 0.06% +1,716 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 5,500 $512K 0.22% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,458 $508K <0.01% -314 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,851 $497K 0.24% +595 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,957 $496K 0.55% 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 5,260 $490K 0.12% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,087 $474K 0.01% -122 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,803 $470K <0.01% +24 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 4,892 $456K 0.08% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,800 $447K 0.19% -252 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4,761 $443K 0.16% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 4,704 $438K 0.2% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 4,685 $436K 0.04% -110 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,499 $419K <0.01% -487 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,492 $418K <0.01% +1,244 13F-HR Timeline Group VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 4,455 $415K <0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,214 $392K 0.02% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,096 $381K 0.01% +110 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,090 $381K 0.04% +70 13F-HR Timeline Group Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 4,004 $373K 0.04% -59,753 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,799 $354K <0.01% +97 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,763 $350K 0.01% +46 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,760 $350K <0.01% +2,052 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 3,736 $348K 0.03% +46 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,661 $341K 0.04% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3,646 $340K 0.01% +1 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,592 $334K 0.43% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,489 $325K <0.01% -3,288 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 3,368 $314K 0.01% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,308 $308K <0.01% -1,469 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 3,198 $298K 0.11% 0 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,075 $286K <0.01% new 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,039 $283K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 3,015 $281K 0.04% +36 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,000 $279K 0.01% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 2,830 $264K 0.04% -734 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,827 $263K <0.01% +1,270 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,827 $263K 0.01% +245 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,811 $262K <0.01% -223 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,732 $254K <0.01% +193 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,694 $251K 0 Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,606 $243K 0.05% new 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 2,520 $235K <0.01% new 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,500 $233K 0.01% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,500 $233K 0.09% 0 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,457 $229K 0.02% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,366 $220K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,933 $180K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 1,735 $162K <0.01% +335 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,481 $138K <0.01% -461 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,355 $133K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,194 $111K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,133 $106K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 957 $89.2K <0.01% new 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 872 $81.2K <0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 752 $70K <0.01% +46 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 366 $34K <0.01% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 348 $32.4K <0.01% 0 13F-HR/A Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 314 $29.2K <0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 306 $28.5K 0.01% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 276 $28.2K <0.01% +1 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 296 $27.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. 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