Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 78,277 $19.7M 0.21% +793 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 78,199 $19.7M 0.82% +2,782 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 78,095 $19.7M 2.07% -630 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. 77,720 $19.6M 0.31% -679 13F-HR Timeline Group AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 77,661 $19.5M 0.71% +6,686 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 77,648 $19.5M 0.27% +3,721 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 77,452 $19.5M 1.34% +1,053 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 77,358 $19.5M 0.6% +954 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 77,182 $19.4M 0.72% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 77,067 $19.4M 1.66% -2,059 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 76,892 $19.3M 2.71% -4,957 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 76,719 $19.3M 2.1% -2,367 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 76,198 $19.2M 0.57% -593 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 76,085 $19.1M 1.91% +3,013 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 76,014 $19.1M 1.64% +2,133 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 75,841 $19.1M 1.16% +1,524 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 75,720 $19.1M 0.47% -5,882 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 75,667 $19M 2.33% -595 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 75,615 $19M 3.04% +8,728 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 75,213 $18.9M 2.01% -2,835 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 75,067 $18.9M 2.84% -605 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 74,935 $18.9M 0.69% -89 13F-HR Timeline Busey Bank More: the full row for Busey Bank 74,669 $18.8M 0.46% -1,814 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 74,257 $18.7M 1.53% +72,482 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 74,248 $18.7M 0.37% -19,428 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 74,068 $18.6M 0.63% -13,791 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 73,916 $18.6M 0.32% -822 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 73,803 $18.6M 1.01% -1,560 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 73,634 $18.5M 0.5% -429 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 73,525 $18.5M 1.43% +2,512 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 73,329 $18.5M 0.71% +2,560 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 73,250 $18.4M 1.41% +520 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 73,217 $18.4M 0.28% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 73,209 $18.4M 0.23% -1,008 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 73,119 $18.4M 2.18% +1,944 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 73,057 $18.4M 0.7% -8,064 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 72,676 $18.3M 0.38% +3,858 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 72,568 $18.3M 1.09% +2,231 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 72,426 $18.2M 0.33% -2,076 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 72,406 $18.2M 0.97% -16,716 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 72,344 $18.2M 0.77% +100 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 72,077 $18.1M 0.77% -3,483 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 71,949 $18.1M 0.35% -1,208 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 71,946 $18.1M 0.45% -1,695 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 71,881 $18.1M 0.33% +650 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 71,774 $18.1M 2.42% -460 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 71,689 $18M 0.22% +70 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 71,684 $18M 0.14% +2,708 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 71,634 $18M 0.32% -3,068 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 71,440 $18M 2.32% +876 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 71,352 $18M 0.72% new 13F-HR Timeline Polaris Capital Management, LLC More: the full row for Polaris Capital Management, LLC 71,264 $17.9M 1.69% -45,413 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 70,905 $17.8M 0.78% -260 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 70,722 $17.8M 0.77% -6,952 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 70,717 $17.8M 0.69% +426 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 69,859 $17.6M +10,518 Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 69,593 $17.5M 1.06% -1,569 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 69,318 $17.4M 0.91% -2,603 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 69,077 $17.4M 3.04% -764 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 69,052 $17.4M 0.22% +37,531 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 68,800 $17.3M 1.31% -4,655 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 68,762 $17.3M 2.12% +2,881 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 68,593 $17.3M 0.62% -37 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 68,432 $17.2M 1.86% +264 13F-HR Timeline GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 68,203 $17.2M -3,884 Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 68,165 $17.2M 0.27% -1,956 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 68,085 $17.1M 0.31% +1,884 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 68,002 $17.1M 0.64% +5,149 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 67,878 $17.1M 0.2% +2,564 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 67,770 $17.1M 1.36% -497 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 67,742 $17M 0.06% -41,076 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 67,367 $17M 0.09% +14,821 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 67,124 $16.9M 1.63% +60 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 67,093 $16.9M 0.49% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 66,840 $16.8M 0.21% +2,258 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 66,702 $16.8M 0.24% +1,946 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 66,679 $16.8M 0.14% +2,091 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 66,424 $16.7M 0.46% -126 13F-HR Timeline EDGAR LOMAX CO/VA More: the full row for EDGAR LOMAX CO/VA 66,103 $16.6M 1.24% -4,005 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 66,070 $16.6M 0.77% +6,859 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PARK CIRCLE Co More: the full row for PARK CIRCLE Co 65,895 $16.6M 14.62% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 65,869 $16.6M 0.43% -4,133 13F-HR Timeline Group TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 65,800 $16.6M 0.51% +3,154 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 65,660 $16.5M 0.25% -6,225 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 65,323 $16.4M 2.78% -9,321 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 65,288 $16.4M 0.06% -1,192 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 64,839 $16.3M 0.12% +56,204 13F-HR Timeline Group KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 64,782 $16.3M 0.29% -198 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 64,713 $16.3M 0.98% -1,470 13F-HR Timeline Channing Capital Management, LLC More: the full row for Channing Capital Management, LLC 64,578 $16.3M 0.37% +3,016 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 64,461 $16.2M 0.23% +15,840 13F-HR Timeline Atle Fund Management AB More: the full row for Atle Fund Management AB 64,325 $16.2M 4.35% -43,856 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 64,317 $16.2M 0.64% new 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 64,219 $16.2M 1.62% +4,261 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 63,964 $16.1M 0.03% -182 13F-HR Timeline Group Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 63,763 $16M 4.42% -15,698 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 63,757 $16M 0.4% -92 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 63,589 $16M 0.99% +3,161 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 63,424 $16M 1.25% -19,515 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 63,364 $15.9M 0.05% -472,913 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 63,078 $15.9M 1.47% -14,309 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 62,912 $15.8M 1.8% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 62,909 $15.8M 0.3% +424 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 62,744 $15.8M 0.69% -2,378 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 62,682 $15.8M 0.76% +4,928 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 62,362 $15.7M 0.36% +2,250 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 62,276 $15.7M 1.45% -1,333 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 61,759 $15.5M 0.5% +3,956 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 61,728 $15.5M 0.92% -21,305 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 61,621 $15.5M 1.33% +425 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 61,527 $15.5M 0.15% -1,514 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 61,434 $15.5M 0.96% +1,266 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 61,376 $15.4M 0.38% +504 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 61,586 $15.4M 0.88% +5,154 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 61,212 $15.4M -5,333 Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 61,181 $15.4M 0.64% +2,051 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,107 $15.4M 0.1% -841 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 61,088 $15.4M 0.27% +8,213 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 61,053 $15.4M 0.35% -3,102 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 60,804 $15.3M 1.59% +1,381 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 60,716 $15.3M 0.43% -1,833 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 60,700 $15.3M 0.15% +962 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 59,244 $15.2M 0.3% +662 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 60,465 $15.2M 0.33% +15,907 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 60,412 $15.2M 0.53% 0 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 60,294 $15.2M 0.92% 0 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 60,049 $15.1M 0.74% -5,133 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 60,006 $15.1M 3.9% +846 13F-HR Timeline Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 60,000 $15.1M 0.86% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 59,705 $15M 1.47% +1,702 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 59,624 $15M 0.2% +21,407 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 59,531 $15M 0.59% +2,257 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 59,133 $14.9M 0.52% +3,090 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 58,816 $14.8M 0.42% -1,390 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 58,732 $14.8M 0.29% -2,016 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 58,708 $14.8M 1.05% +1,612 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 58,634 $14.8M 2.71% -634 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 58,534 $14.7M 0.91% +5,455 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 58,459 $14.7M 4.83% +1,415 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 58,412 $14.7M 0.83% -39,304 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 57,998 $14.6M 0.42% +122 13F-HR/A Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 57,981 $14.6M 0.67% +1,664 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 57,804 $14.5M 0.71% +860 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 57,308 $14.4M 0.18% -17,272 13F-HR/A Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 56,925 $14.3M 3.03% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 56,848 $14.3M 0.39% +622 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 56,627 $14.2M 0.19% +70 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 56,423 $14.2M 0.66% -54,516 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 56,269 $14.2M 9.13% -198 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 56,249 $14.2M 0.27% +11,055 13F-HR Timeline Group Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 56,009 $14.1M 3.83% +1,938 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 55,986 $14.1M 0.35% -840 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 55,904 $14.1M 1.23% 0 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 55,571 $14M 0.58% +23,387 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 55,432 $13.9M 0.88% -2,857 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 55,400 $13.9M 7.41% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 55,260 $13.9M 2.01% +483 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 55,207 $13.9M 0.28% +1,825 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 54,925 $13.8M 1.2% -2,782 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 54,700 $13.8M 6.64% +31,510 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 54,689 $13.8M 0.18% +905 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 54,506 $13.7M 0.72% +1,335 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 54,306 $13.7M 5.04% -12,745 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 54,007 $13.6M 0.23% -1,033 13F-HR Timeline Bell Bank More: the full row for Bell Bank 53,948 $13.6M 0.52% +297 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 53,770 $13.5M 4.48% -151 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 53,744 $13.5M 1.84% -116 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 53,615 $13.5M 0.63% -2 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 53,477 $13.5M 2.26% -656 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 53,370 $13.4M 0.26% +650 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,930 $13.3M 0.24% -2,013 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 52,406 $13.2M 0.4% +3,824 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 52,394 $13.2M 1.07% 0 13F-HR Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 52,237 $13.1M 2.02% +830 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 52,197 $13.1M 0.53% +863 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 51,916 $13.1M 0.23% -4,819 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 51,844 $13M 0.74% -618 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 51,835 $13M 0.29% -1,860 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 51,606 $13M -2,252 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 50,828 $12.8M 1.07% +3,590 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 50,635 $12.7M 1.11% +796 13F-HR Timeline OSSIAM More: the full row for OSSIAM 50,502 $12.7M 0.17% -109,260 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 50,316 $12.7M 0.14% +33,551 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 50,291 $12.7M 1.8% +3,270 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 50,099 $12.6M 0.14% -147 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 50,000 $12.6M 0.21% -10,892 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 49,973 $12.6M 0.83% -1,148 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 49,911 $12.6M 0.52% +1,580 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 49,869 $12.5M 0.17% +37,263 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 49,487 $12.5M 0.19% +1,552 13F-HR/A Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 49,388 $12.4M 1.54% +624 13F-HR Timeline Titan Investment Solutions Ltd group of 2 filers holding More: the full row for Titan Investment Solutions Ltd 49,398 $12.4M +1,387 Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 49,377 $12.4M -1,773 Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 49,282 $12.4M 1.81% -252 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 49,202 $12.4M 2.78% +1,125 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 49,047 $12.3M 2.83% +275 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 48,854 $12.3M 1.09% -750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 48,414 $12.2M 1.11% +506 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 48,290 $12.2M 1.63% +42 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 48,286 $12.2M 1.28% +44,291 13F-HR Timeline