VANGUARD GROUP INC group of 5 filers holding More: the full row for VANGUARD GROUP INC 3,461,312 $94.7M -61,274 Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 2,134,789 $58.4M 2.22% -450,433 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,624,856 $44.5M <0.01% +152,077 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 1,597,815 $43.7M 0.49% -50,063 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 1,103,248 $30.2M -3,700 Timeline GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 907,216 $24.8M <0.01% +135,242 13F-HR Timeline Group Markel Group Inc. in group Markel Group Inc. More: the full row for Markel Group Inc. 843,000 $23.1M 0.18% 0 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 646,521 $17.7M <0.01% +151,459 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 607,448 $16.6M <0.01% +27,096 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 503,341 $13.8M 0.19% -619 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 349,154 $9.55M <0.01% +10,139 13F-HR Timeline Group Slotnik Capital, LLC More: the full row for Slotnik Capital, LLC 333,689 $9.13M 2.54% new 13F-HR Timeline NORGES BANK More: the full row for NORGES BANK 288,879 $7.9M <0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 276,955 $7.58M 0.01% +103,223 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 276,464 $7.56M <0.01% -797 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 218,128 $5.97M 2.55% -98,758 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 206,800 $5.7M <0.01% +65,567 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 169,792 $4.65M 0.01% -4,323 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 166,350 $4.55M <0.01% +22,125 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 164,414 $4.5M +72,114 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 150,002 $4.1M 0.01% +5,765 13F-HR Timeline Group GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 110,355 $3.02M 0.48% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 103,520 $2.83M <0.01% +45,279 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 102,784 $2.81M <0.01% +25,199 13F-HR Timeline Group Bronte Capital Management Pty Ltd. More: the full row for Bronte Capital Management Pty Ltd. 95,365 $2.61M 0.29% -4,989 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 89,584 $2.45M 0.07% 0 13F-HR/A Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 85,524 $2.34M 0.25% 0 13F-HR Timeline Swiss National Bank More: the full row for Swiss National Bank 84,500 $2.31M <0.01% -15,500 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 81,679 $2.23M <0.01% new 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 77,361 $2.12M <0.01% +414 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,013 $2.02M <0.01% -18 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 71,262 $1.95M <0.01% new 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 68,534 $1.88M 0.21% +1,074 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 66,500 $1.82M 0.01% 0 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 58,978 $1.61M <0.01% +2,156 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 58,076 $1.59M <0.01% -4,800 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 55,359 $1.51M <0.01% +761 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,245 $1.51M <0.01% +38,833 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 49,237 $1.35M 0.02% -37,400 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 44,875 $1.33M <0.01% -3,335 13F-HR Timeline Group CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 48,121 $1.32M <0.01% +6,416 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/ 46,741 $1.28M <0.01% -1,325 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 46,415 $1.27M <0.01% -5,382 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 45,400 $1.24M 0.09% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 44,570 $1.22M <0.01% -2,415 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 44,350 $1.21M 0.06% +31,011 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 40,692 $1.11M <0.01% -5,459 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 40,610 $1.11M 0.28% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 36,358 $995K <0.01% +7,109 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 36,000 $985K <0.01% 0 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 35,172 $962K <0.01% +5,948 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 32,300 $884K 0.01% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 32,250 $882K 0.35% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 32,236 $882K <0.01% +3,226 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 31,488 $862K <0.01% new 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 30,100 $824K 0.01% -300 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 27,135 $742K <0.01% +1,988 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 26,567 $727K <0.01% +1,596 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 26,462 $724K <0.01% +1,727 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 26,222 $717K 0.01% -718 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25,952 $710K <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,366 $694K <0.01% +8,187 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,089 $659K <0.01% -884 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 23,534 $644K <0.01% +934 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,193 $635K <0.01% +2,381 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,427 $619K <0.01% +10,799 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 21,595 $591K <0.01% +5,009 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,408 $558K <0.01% -1,470 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,351 $557K 0.15% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,125 $551K 0.01% +1,468 13F-HR Timeline Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 20,111 $550K <0.01% +12,732 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,094 $550K 0.01% +22 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 19,575 $536K <0.01% -930 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 18,754 $511K <0.01% -1,125 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 18,675 $511K <0.01% +16 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 18,583 $508K 0.01% -22,333 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 18,306 $501K <0.01% -360 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 18,200 $498K 0.05% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 18,155 $495K <0.01% +5,311 13F-HR/A Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,047 $494K 0.04% 0 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 17,432 $477K <0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,460 $450K 0.04% new 13F-HR Timeline Group Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 16,394 $449K 0.35% +4,303 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 16,271 $445K <0.01% +3,434 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,750 $404K <0.01% +93 13F-HR Timeline Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 14,700 $401K <0.01% 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,180 $391K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 13,264 $363K <0.01% +5,663 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 13,200 $361K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 12,656 $346K <0.01% -207 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 12,565 $344K <0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 12,482 $342K <0.01% new 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 12,322 $337K <0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 12,298 $336K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,000 $328K 0.13% 0 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 11,774 $322K <0.01% 0 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 11,619 $318K <0.01% -2,275 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 11,292 $309K 0.19% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,162 $299K <0.01% -152 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 10,769 $284K 0.03% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,992 $273K 0.03% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,993 $273K <0.01% +381 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 9,659 $264K 0.08% -7,037 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 9,281 $254K <0.01% new 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,140 $250K <0.01% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 8,900 $246K <0.01% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,929 $244K <0.01% new 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,605 $235K <0.01% new 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,562 $234K <0.01% new 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 8,311 $227K 0.04% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,998 $219K <0.01% new 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,683 $210K 0.1% -91 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,660 $210K <0.01% +2,126 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 7,500 $205K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,435 $203K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,782 $186K <0.01% +738 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 6,295 $174K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,323 $173K 0.01% -112 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,828 $159K 0.02% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,607 $132K <0.01% +2,214 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 4,649 $127K <0.01% -3,419 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,577 $125K 0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,398 $120K <0.01% +332 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,465 $94.8K <0.01% +370 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,871 $79.2K <0.01% +813 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,564 $70.2K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,489 $68.1K <0.01% +2,194 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,433 $66.6K <0.01% -341 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,098 $57.4K <0.01% -15 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,070 $56.6K <0.01% +95 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,061 $56.4K <0.01% +159 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,817 $50K 0.03% -759 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 1,687 $46.2K <0.01% 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,667 $45.6K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,644 $45K <0.01% -2,789 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,636 $44.8K <0.01% +28 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,595 $43.6K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,540 $42.1K <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) 1,398 $38.2K <0.01% +1,056 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,293 $35.4K <0.01% -173 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1,239 $33.9K <0.01% -578 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,149 $31.4K <0.01% +961 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,110 $30.4K <0.01% 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 939 $25.7K <0.01% +33 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 906 $24.8K <0.01% -137 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 900 $24.6K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 876 $24K <0.01% +627 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 724 $19.8K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 708 $19.4K <0.01% 0 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 701 $19.2K <0.01% -13 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 661 $18.1K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 591 $16.2K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 557 $15.2K <0.01% -895 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 543 $14.9K <0.01% -38 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 537 $14.7K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $13.7K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 460 $12.6K <0.01% +264 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 455 $12.4K <0.01% +1 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 400 $10.9K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 355 $9.71K <0.01% +131 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 336 $9.19K <0.01% -41 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 314 $8.6K <0.01% -71 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 305 $8.35K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 234 $6.4K <0.01% -24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 188 $5.14K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 185 $5.06K <0.01% +13 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 174 $4.76K <0.01% +54 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 172 $4.71K <0.01% -4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 171 $4.68K <0.01% -19 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 152 $4.16K <0.01% -69 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 134 $3.67K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 120 $3.28K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 119 $3.28K <0.01% -2,917 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 112 $3.06K <0.01% +71 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 110 $3.01K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 87 $2.38K <0.01% +66 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 74 $2.02K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 70 $1.92K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $1.83K <0.01% +62 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $1.72K <0.01% +37 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 60 $1.64K <0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 60 $1.64K <0.01% +2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 48 $1.32K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44 $1.2K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 44 $1.2K <0.01% +24 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 46 $1.2K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 40 $1.09K <0.01% +38 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 29 $793 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $635 <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 23 $630 <0.01% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21 $575 <0.01% -118 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 18 $492 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $384 <0.01% +11 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $328 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $303 <0.01% -19 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11 $301 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $274 <0.01% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 9 $247 <0.01% new 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8 $219 <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 7 $192 <0.01% new 13F-HR Timeline