THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 11,923 $1.76M 0.3% +2,214 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 11,893 $1.75M 0.06% -123 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,844 $1.75M 0.17% +9,399 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 11,657 $1.72M +1,353 Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,617 $1.71M 1.25% -1,037 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 11,598 $1.71M 0.23% -178 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,557 $1.7M 0.12% +9,367 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,447 $1.69M 1.11% +214 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 11,209 $1.65M 0.02% +3,759 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 11,203 $1.65M 0.01% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 11,157 $1.65M <0.01% +6,291 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,154 $1.65M 0.03% +572 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,002 $1.62M 0.02% +4,293 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 10,923 $1.61M 0.03% -41 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,906 $1.61M 0.02% -676 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 10,900 $1.61M 0.01% +500 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,705 $1.58M 0.04% -14 13F-HR Timeline Terra Alpha Investments LLC More: the full row for Terra Alpha Investments LLC 10,702 $1.58M 1.72% +484 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10,650 $1.57M 0.11% +1,053 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 10,707 $1.57M 0.02% +3,643 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,571 $1.56M 0.03% -2,737 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10,565 $1.56M 0.86% -325 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,547 $1.56M <0.01% +229 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,520 $1.55M 0.3% -355 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 10,518 $1.55M 0.05% -4,712 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 10,500 $1.55M 0.03% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 10,292 $1.52M 0.05% -100 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 10,012 $1.48M 0.41% +1,110 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 10,000 $1.48M 0.03% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 10,459 $1.47M <0.01% -33,142 13F-HR Timeline Group TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 9,950 $1.47M 0.48% +25 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 9,912 $1.46M <0.01% -6,454 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 9,860 $1.45M 0.12% -5,495 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,808 $1.45M 0.06% new 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 9,794 $1.44M 0.23% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,780 $1.44M 1.32% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 9,720 $1.43M 0.4% -345 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,699 $1.43M 0.08% +2,429 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 9,638 $1.42M 0.02% -6,345 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 9,435 $1.39M 0.47% -110 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,360 $1.38M 0.04% -264 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 9,391 $1.37M 0.01% +2,184 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9,211 $1.36M 0.17% +68 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 9,125 $1.35M 0.06% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,113 $1.34M 0.28% -229 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 9,100 $1.34M 0.05% -200 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 9,022 $1.33M 0.15% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,015 $1.33M 0.23% +461 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 9,009 $1.33M 0.09% +1,943 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,984 $1.32M 0.05% -828 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,977 $1.32M <0.01% +566 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,958 $1.32M 0.07% -4,804 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 8,850 $1.31M 0.03% -600 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 8,843 $1.29M 0.05% +4,461 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 8,502 $1.25M 0.01% +2,885 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 8,475 $1.25M 0.06% 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,435 $1.24M 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,398 $1.24M 0.03% -40 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,190 $1.21M 0.03% -154 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 7,945 $1.21M 0.3% -225 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,141 $1.2M 0.04% +1,308 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,083 $1.19M <0.01% +766 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,036 $1.19M 0.01% +1,801 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 8,036 $1.19M 0.01% +1,801 13F-HR/A Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 7,984 $1.18M 0.02% -367 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,979 $1.18M 0.04% +1,720 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 7,929 $1.17M 0.24% -14,881 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,902 $1.17M 0.02% -576 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 7,711 $1.14M 0.31% -365 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,674 $1.13M 0.05% -2,854 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 7,627 $1.13M 1.18% -55 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,627 $1.13M 0.02% +355 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 7,517 $1.11M 0.02% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,437 $1.1M 0.02% -25 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 7,399 $1.09M 0.04% +237 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,394 $1.09M 0.01% -65 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,363 $1.09M 0.06% -304 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 7,350 $1.08M 0.24% +4,211 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 7,331 $1.08M 0.02% +1,256 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 7,144 $1.05M 0.52% +1,420 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 7,108 $1.05M 0.15% -650 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,050 $1.04M 0.03% 0 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 6,979 $1.03M 0.01% -1,159 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 6,970 $1.03M 0.22% -2,400 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,989 $1.02M 0.02% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,910 $1.02M 0.03% +425 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,900 $1.02M 0.01% -1,029 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,899 $1.02M 0.17% +202 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 6,875 $1.01M 0.26% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 6,861 $1.01M 0.41% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,859 $1.01M 0.01% +6 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,841 $1.01M 0.11% -3,054 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 6,707 $989K 0.06% +216 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,522 $962K 0.01% +1,036 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,357 $938K 0.06% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,354 $937K 0.01% -777 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,305 $930K 0.03% -6,694 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 6,277 $926K 0.81% -1,799 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,468 $925K 0.02% +290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,258 $923K 0.04% -261 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 6,207 $916K 0.36% -275 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,142 $906K 0.03% -71 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 6,100 $900K 0.07% -400 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,087 $898K 0.12% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,058 $894K 0.79% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 6,026 $889K 0.08% -4,274 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 6,000 $885K 0.05% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 6,000 $885K 0.18% +5,000 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 5,991 $884K <0.01% +4,760 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 5,975 $881K 0.46% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,947 $877K 0.2% -392 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,935 $876K 0.02% +2,495 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,912 $872K 0.01% +609 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,900 $870K 0.08% 0 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 5,878 $867K 0.57% -989 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,853 $863K 0.01% +2,958 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,793 $855K <0.01% +136 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,780 $853K <0.01% -545 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,775 $852K 0.04% new 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 5,767 $851K 0.19% +122 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,732 $846K 0.05% -2,495 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,723 $844K 0.03% +65 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,701 $841K 0.08% -168 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,686 $839K 0.07% -2,148 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 5,622 $829K 0.35% -832 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 5,530 $816K 0.02% +939 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 5,487 $809K 0.01% -930 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,444 $809K 0.21% +320 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,466 $806K 0.02% -5,835 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 5,405 $797K 0.48% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,241 $774K 0.01% +47 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,238 $773K 0.01% +260 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,210 $769K +893 Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 5,164 $762K 0.47% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,147 $759K 0.02% +3,500 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,109 $754K 0.01% -224 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,108 $754K 0.01% +1,764 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,096 $752K 0.27% -429 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,094 $751K 0.38% -2,389 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,081 $749K 0.04% -476 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 5,078 $749K 0.01% 0 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 5,114 $748K 0.02% new 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,106 $747K 0.01% +2,639 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,055 $746K 0.02% +757 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 4,956 $731K 0.29% +720 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 4,930 $727K 0.53% +63 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,917 $725K 0.07% new 13F-HR/A Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,914 $725K 0.47% -3,938 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,912 $725K 0.44% +20 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,903 $723K 0.01% +199 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,876 $719K 0.1% -174 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 4,850 $715K 0.76% 0 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 4,844 $714K +598 Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,772 $704K 0.09% -1,086 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,699 $693K 0.02% +458 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 4,695 $693K 0.15% -118 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,709 $692K 0.01% +143 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,679 $690K 0.02% +70 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,676 $690K 0.14% -109 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,649 $686K 0.01% +1,039 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,574 $675K 0.04% +462 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,569 $674K 0.01% -365 13F-HR Timeline Group Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 4,534 $669K 0.02% -2,700 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,485 $662K 0.07% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,481 $661K 0.17% +105 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,479 $661K 0.01% +10 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,472 $660K 0.07% +223 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,470 $659K 0.5% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 4,461 $658K 0.02% +1,161 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. 4,458 $658K 0.01% -26 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,418 $652K 0.09% -1,062 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,408 $645K 0.09% -8,727 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,341 $640K 0.01% +118 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,341 $640K 0.04% -1,090 13F-HR/A Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,339 $640K 0.06% -15 13F-HR/A Timeline Group Argent Trust Co More: the full row for Argent Trust Co 4,284 $632K 0.03% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,270 $630K 0.01% +903 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,241 $626K 0.05% -233 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,220 $623K 0.01% -80 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,309 $622K -143 Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 4,209 $621K 0.24% -130 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,196 $619K <0.01% +400 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,174 $616K <0.01% -74 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,171 $615K 0.05% +1,189 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,141 $615K 0.03% -307 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,124 $608K 0.03% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,112 $607K 0.27% -53 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,046 $597K <0.01% -124 13F-HR/A Timeline VeraBank, N.A. 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