HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 24,000 $288K 0.01% new 13F-HR Timeline CIBC Bancorp USA Inc. group of 2 filers holding More: the full row for CIBC Bancorp USA Inc. 23,964 $288K +23,887 Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 22,925 $275K 0.01% -246 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 22,780 $274K 0.01% -419 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,691 $248K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 18,721 $225K 0.01% -4,158 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 18,504 $222K <0.01% +16,582 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 17,632 $212K <0.01% +168 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 17,610 $212K 0.04% +239 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 17,000 $204K 0.11% 0 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 16,651 $201K 0.16% -3,000 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 16,625 $200K <0.01% -319,079 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 16,444 $197K 0.05% new 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 16,407 $197K <0.01% -2,274 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 15,897 $191K <0.01% -6 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 15,000 $180K <0.01% 0 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 14,843 $178K <0.01% -430 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,725 $177K <0.01% +1,156 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,403 $173K <0.01% -18,477 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 14,141 $170K <0.01% -8,659 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 14,083 $169K 0.05% -694 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 14,052 $169K <0.01% +859 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 14,030 $168K <0.01% -1,624 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,883 $167K <0.01% +1,022 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 13,739 $165K 0.01% +63 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 13,710 $165K 0.11% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,558 $163K <0.01% +3,180 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 13,523 $162K 0.02% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 13,296 $160K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 13,099 $157K 0.09% +1,866 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,695 $152K <0.01% -8,260 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,370 $149K <0.01% new 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 12,235 $147K 0.07% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 12,219 $147K 0.01% -5,920 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,757 $141K <0.01% -2,372 13F-HR Timeline Group Vanderbilt University More: the full row for Vanderbilt University 11,277 $135K 0.02% -10,366 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 11,273 $135K <0.01% -1,008 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 10,877 $131K 0.02% +1,500 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,790 $130K <0.01% +610 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 10,732 $129K <0.01% new 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 10,648 $128K 0.06% 0 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 10,534 $127K 0.31% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 10,532 $126K <0.01% -765 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,515 $126K 0.01% -1,005 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 10,405 $125K <0.01% -124 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 9,948 $119K <0.01% -3,017 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 9,220 $111K <0.01% +2,211 13F-HR Timeline Group PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 8,942 $107K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 8,493 $102K <0.01% -12,529 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,782 $93.5K <0.01% -500 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 7,739 $93K 0.01% -13,057 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,447 $89.4K <0.01% +298 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 6,685 $80K <0.01% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,513 $78.2K <0.01% -196,180 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,986 $71.9K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,914 $71K <0.01% -1,144 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,871 $71K <0.01% +3,405 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,333 $64K <0.01% +1,541 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 5,114 $61.4K 0.04% -1,664 13F-HR Timeline Security National Bank More: the full row for Security National Bank 5,109 $61.4K 0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 5,023 $60.3K 0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,455 $53.5K <0.01% +76 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,297 $51.6K <0.01% new 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,147 $49.8K <0.01% +3,893 13F-HR/A Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,764 $45.2K <0.01% -238 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3,725 $44.7K 0.03% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,603 $43.3K 0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,238 $38.9K <0.01% -3,202 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 3,000 $36K <0.01% 0 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,948 $35.4K <0.01% +116 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,880 $34K 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,709 $32.5K <0.01% +1,365 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,617 $31.4K <0.01% -71 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,591 $31.1K <0.01% -162 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,082 $25K <0.01% -1,834 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,951 $23.3K <0.01% new 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,900 $22.8K <0.01% new 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,677 $20.1K <0.01% +358 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,568 $18.8K <0.01% +1,257 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,440 $17.3K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,428 $17.1K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,393 $16.7K 0.01% +1,198 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,323 $15.9K <0.01% +1,166 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,251 $15K <0.01% +509 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,165 $14K <0.01% -11,176 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,139 $13.7K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,111 $13.3K <0.01% +1,061 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,095 $13.2K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,021 $12.3K <0.01% +260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,015 $12.2K <0.01% +42 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $12K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,000 $12K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 910 $11K <0.01% +410 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 845 $10.1K <0.01% +155 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 819 $9.84K <0.01% +22 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 720 $8.65K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 674 $8.1K <0.01% -987 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 650 $7.81K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 633 $7.62K <0.01% +4 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 575 $6.91K <0.01% +25 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 500 $6K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 500 $6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 421 $5.06K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 410 $4.92K <0.01% new 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 368 $4.42K <0.01% +195 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 359 $4.31K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 350 $4.2K <0.01% +256 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 344 $4.16K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 312 $3.75K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 271 $3.25K <0.01% +5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 226 $2.71K <0.01% +225 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 174 $2.09K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 168 $2.02K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 164 $1.97K <0.01% new 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 161 $1.93K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 159 $1.91K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 120 $1.44K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 117 $1.41K <0.01% +20 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 72 $865 <0.01% -273 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 66 $793 <0.01% -56 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45 $541 <0.01% +35 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44 $528 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $517 <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 43 $516 <0.01% -9 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 100 $12 <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 80 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 254,251 $3.05K +24,788 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.