STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,252 $470K 0.19% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 2,249 $469K 0.01% -711 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,235 $466K <0.01% +1,371 13F-HR Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,226 $464K <0.01% new 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,219 $463K 0.05% -116 13F-HR Timeline Group BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 2,212 $461K 0.01% -3,989 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 2,179 $454K 0.41% +135 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,157 $450K 0.04% +122 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,150 $448K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,138 $446K 0.02% -472 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 2,106 $439K 0.12% +374 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,094 $437K 0.01% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,081 $434K <0.01% +37 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,049 $427K 0.01% -851 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,038 $425K 0.06% +673 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,024 $422K <0.01% +224 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 2,015 $420K 0.01% -1,624 13F-HR Timeline AMERICAN ASSETS INC in group American Assets Investment Ma… More: the full row for AMERICAN ASSETS INC 2,000 $417K 0.13% new 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,000 $417K 0.01% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,986 $414K <0.01% +575 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,946 $406K 0.08% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 1,940 $404K <0.01% +170 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 1,948 $402K 0.03% 0 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 1,924 $401K 0.07% +105 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,917 $400K <0.01% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,896 $395K 0.07% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,871 $390K 0.21% +117 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,819 $379K <0.01% -917 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,792 $374K <0.01% -1,166 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 1,792 $374K <0.01% -1,166 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,780 $371K <0.01% -123 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,759 $367K 0.17% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,740 $363K 0.12% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,736 $362K 0.03% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,734 $362K 0.01% 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,722 $359K 0.01% -556 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 1,719 $358K <0.01% -1,200 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,706 $356K 0.06% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,704 $355K <0.01% -269 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,696 $354K 0.01% -983 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,684 $351K 0.1% +266 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,681 $351K 0.1% -406 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,674 $349K 0.06% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,673 $349K <0.01% +200 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,562 $326K 0.16% -254 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,561 $325K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 1,554 $324K <0.01% 0 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,553 $324K 0.1% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,536 $320K <0.01% -470 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,533 $320K 0.02% +678 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,530 $319K 0.07% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,522 $317K 0.01% -729 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 1,500 $313K 0.01% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,500 $313K 0.25% new 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,500 $313K 0.04% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,493 $311K 0.01% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,490 $311K 0.02% -50 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,484 $309K 0.02% -476 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,477 $308K 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,479 $306K <0.01% -1,711 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,450 $302K 0.09% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,421 $296K 0.04% -252 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,400 $292K <0.01% 0 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,397 $291K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,397 $291K 0.02% +164 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,385 $289K <0.01% +13 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,376 $287K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,327 $281K 0.01% -82 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,342 $280K 0.01% -4 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,334 $278K 0.1% new 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,294 $270K <0.01% -5 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,280 $267K <0.01% +313 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,271 $265K <0.01% -2,110 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,263 $263K 0.31% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,261 $263K <0.01% -68 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,260 $263K 0.03% +126 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,259 $263K 0.01% +225 13F-HR/A Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,217 $254K <0.01% -1,170 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,200 $250K 0.02% 0 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 1,185 $247K <0.01% 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,173 $247K 0.01% +38 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,182 $246K <0.01% -717 13F-HR Timeline Mizuho Markets Cayman LP in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Markets Cayman LP 1,146 $239K 0.59% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,145 $239K 0.02% +15 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,138 $237K 0.01% -3,725 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,131 $236K 0.01% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,130 $236K 0.02% -186 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,123 $234K -852 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,111 $232K 0.01% -9 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,100 $229K 0.01% 0 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,099 $229K 0.01% +71 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,088 $227K 0.19% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,045 $219K <0.01% -137,784 13F-HR Timeline Group Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,050 $219K 0.08% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,037 $216K 0.02% +39 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,036 $216K 0.03% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,030 $215K 0.18% -35 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,024 $214K <0.01% -135 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,015 $212K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,007 $210K 0.02% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,003 $209K 0.03% 0 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,000 $209K 0.06% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 995 $207K 0.01% -47 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 988 $206K 0.01% -2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 987 $206K 0.01% -123 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 976 $204K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 967 $202K 0.02% new 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 965 $201K <0.01% -7 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 963 $201K 0.06% -11 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 959 $200K 0.01% +7 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 941 $196K 0.02% -117 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 910 $190K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 888 $185K 0.02% -87 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 766 $158K 0.02% +64 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 700 $146K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 692 $144K 0.01% +532 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 684 $143K <0.01% -53 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 664 $138K <0.01% -122 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 648 $135K <0.01% +245 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 642 $134K 0.02% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 631 $132K <0.01% +401 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 630 $131K 0.08% new 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 602 $126K 0.07% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 600 $125K <0.01% -78 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 598 $125K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 597 $124K <0.01% -131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 582 $122K <0.01% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 585 $122K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 583 $122K 0.12% 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 578 $121K <0.01% +44 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 560 $117K 0.01% +335 13F-HR Timeline Group Sienna Gestion More: the full row for Sienna Gestion 537 $112K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 512 $107K <0.01% +25 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 502 $105K <0.01% +18 13F-HR Timeline Boit C F David More: the full row for Boit C F David 500 $104K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 488 $102K <0.01% -8 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 465 $97K <0.01% +161 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 464 $96.8K <0.01% -132 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 453 $94.5K 0.01% -130 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 450 $93.8K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 415 $87K 0.05% +53 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 397 $82K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 362 $75.5K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 342 $71.3K <0.01% -18 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 326 $68K <0.01% +166 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 322 $67.1K 0.02% +20 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 322 $67.1K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 321 $66.9K 0.01% -7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 319 $66.5K <0.01% -234 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 310 $64.6K <0.01% -258 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 271 $56.5K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 268 $55.9K <0.01% -2 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 264 $55K <0.01% -59 13F-HR Timeline Quarry LP More: the full row for Quarry LP 257 $53.6K 0.01% +35 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 251 $52.3K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 251 $52.3K <0.01% -22 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 250 $52.1K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 246 $51.3K <0.01% -9 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 245 $51.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 231 $48.2K 0.01% +157 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 219 $45.7K <0.01% -87 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 194 $45K <0.01% -5 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 211 $44K <0.01% 0 13F-HR/A Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $41.7K 0.02% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 199 $41K <0.01% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MAI Capital Management More: the full row for MAI Capital Management 192 $40K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 191 $39.8K 0.01% -3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 190 $39.6K 0.02% -22 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 179 $37.3K 0.03% 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 178 $37.1K <0.01% -10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 179 $37K <0.01% +173 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 175 $36.5K <0.01% +93 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 175 $36K 0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 168 $35K 0.01% new 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 150 $31.3K 0.01% 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 141 $30K <0.01% +58 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 143 $29.8K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 141 $29.4K <0.01% -9 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 133 $27.7K <0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 130 $27.1K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 119 $24.8K 0.01% -18 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 113 $24K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 106 $22.1K <0.01% -34 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 106 $22.1K 0.02% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 106 $22.1K 0.01% -55 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 105 $21.9K <0.01% +21 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 98 $21.5K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 102 $21.3K <0.01% +2 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 101 $21.1K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $20.9K <0.01% 0 13F-HR Timeline Group WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 99 $20K 0.02% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 92 $19.2K <0.01% -93 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 90 $18.8K 0.02% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 82 $17.1K <0.01% -12,370 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 81 $16.9K <0.01% +25 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 74 $15.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 67 $14K <0.01% -2 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 65 $13.6K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 65 $13.4K <0.01% -5,556 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 64 $13.3K <0.01% +1 13F-HR Timeline