VANGUARD GROUP INC group of 5 filers holding More: the full row for VANGUARD GROUP INC 3,522,586 $94.4M new Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 2,585,222 $69.3M 2.21% -157,518 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 1,647,878 $44.1M 0.52% -20,216 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,472,779 $39.5M <0.01% +406,311 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 1,106,948 $29.7M -28,800 Timeline Markel Group Inc. in group Markel Group Inc. More: the full row for Markel Group Inc. 843,000 $22.6M 0.19% 0 13F-HR Timeline Group GEODE CAPITAL MANAGEMENT, LLC in group GEODE CAPITAL MANAGEMENT, LLC More: the full row for GEODE CAPITAL MANAGEMENT, LLC 771,974 $20.7M <0.01% +129,318 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 580,352 $15.5M <0.01% -11,924 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 503,960 $13.4M 0.21% -23 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 495,062 $13.3M <0.01% +163,379 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 339,015 $9.08M <0.01% -152,511 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 316,886 $8.49M 4.02% -11,178 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 277,261 $7.43M <0.01% +1,307 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 174,115 $4.66M 0.01% -61,487 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 173,732 $4.65M 0.01% +44,351 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 144,237 $3.86M 0.01% -6,145 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 144,225 $3.86M <0.01% +21,698 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 141,233 $3.82M <0.01% +33,288 13F-HR Timeline Group GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 110,355 $2.96M 0.52% 0 13F-HR Timeline Bronte Capital Management Pty Ltd. More: the full row for Bronte Capital Management Pty Ltd. 100,354 $2.69M 0.29% new 13F-HR Timeline Swiss National Bank More: the full row for Swiss National Bank 100,000 $2.68M <0.01% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 92,300 $2.47M +63,380 Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 89,584 $2.4M 0.07% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 86,637 $2.31M 0.04% +36,737 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 85,524 $2.29M 0.25% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,585 $2.08M <0.01% +34,878 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 76,947 $2.06M <0.01% +19,327 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,031 $1.98M <0.01% -7,937 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 68,458 $1.83M 0.01% +68,269 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 66,500 $1.78M 0.01% 0 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 67,460 $1.77M 0.16% 0 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 62,876 $1.68M <0.01% +7,000 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 58,241 $1.56M <0.01% -13,841 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 56,822 $1.52M <0.01% +32,981 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 54,598 $1.46M <0.01% +4,181 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 51,797 $1.39M 0.01% -2,877 13F-HR Timeline Group Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 50,496 $1.35M 0.3% -10,300 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 48,210 $1.3M <0.01% +15,323 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 48,066 $1.29M <0.01% -7,134 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 46,985 $1.26M <0.01% -1,413 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 46,151 $1.24M <0.01% +16,783 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 45,400 $1.22M 0.1% 0 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 41,705 $1.12M <0.01% +38,992 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 40,916 $1.1M 0.02% new 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 40,610 $1.09M 0.36% +5,610 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 38,367 $1.03M <0.01% -99,978 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 38,284 $1.03M 0.03% -78 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 36,000 $965K <0.01% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 32,300 $865K 0.01% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 32,250 $864K 0.36% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 30,434 $815K <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 30,400 $814K 0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 29,249 $784K <0.01% -1,392 13F-HR/A Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 29,224 $783K <0.01% -77,661 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 29,010 $777K <0.01% +4,301 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 26,940 $722K 0.01% -2,374 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 26,395 $713K 0.37% +2,670 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 25,952 $695K <0.01% 0 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 25,147 $674K <0.01% +433 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,973 $669K <0.01% -151 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 24,971 $669K <0.01% -701 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 24,735 $663K <0.01% +10,589 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 24,400 $652K <0.01% new 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 22,600 $605K <0.01% -8,702 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 22,277 $597K 0.06% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,878 $586K <0.01% +5,400 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 20,812 $558K <0.01% -6,347 13F-HR Timeline STATE BOARD OF ADMINISTRATION OF FLORID… More: the full row for STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 20,505 $549K <0.01% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,351 $545K 0.16% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 20,072 $538K 0.02% +93 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 19,879 $532K <0.01% +4,332 13F-HR Timeline Group Treasurer of the State of North Carolina More: the full row for Treasurer of the State of North Carolina 18,666 $500K <0.01% +395 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 18,659 $500K <0.01% +8,054 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,657 $500K 0.01% -38 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 18,200 $488K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 18,047 $483K 0.04% +47 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 17,432 $467K <0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,179 $460K <0.01% +6,217 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 16,696 $447K 0.15% -433 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 16,586 $444K <0.01% -31,627 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,412 $440K <0.01% +276 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 14,824 $399K 0.13% -580 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 14,657 $393K <0.01% +4,585 13F-HR Timeline ARIZONA STATE RETIREMENT SYSTEM More: the full row for ARIZONA STATE RETIREMENT SYSTEM 13,894 $372K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,180 $357K <0.01% +6 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 13,200 $354K <0.01% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 13,339 $351K 0.02% -3,304 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 12,863 $345K <0.01% -260 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,837 $344K <0.01% +1,504 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,844 $342K <0.01% new 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 12,502 $335K <0.01% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 12,091 $324K 0.27% +4,337 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 12,000 $321K 0.12% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 10,769 $320K 0.04% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 11,813 $316K 0.01% new 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 11,774 $315K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 11,628 $314K <0.01% new 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 11,607 $311K <0.01% +123 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 11,292 $303K 0.21% +1,426 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,314 $298K <0.01% +229 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10,552 $283K <0.01% -16,932 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,992 $268K 0.04% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,612 $257K <0.01% +8,015 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 9,271 $248K 0.01% -13,298 13F-HR Timeline Group Empowered Funds, LLC More: the full row for Empowered Funds, LLC 9,205 $247K <0.01% new 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,140 $245K <0.01% +1,100 13F-HR Timeline Group First Growth Capital LLC More: the full row for First Growth Capital LLC 8,725 $234K 0.21% -58 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 8,068 $216K <0.01% +835 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,944 $213K <0.01% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 7,828 $210K <0.01% -10,841 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 7,774 $208K 0.11% 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 7,601 $204K <0.01% -7,905 13F-HR Timeline Group Police & Firemen's Retirement System of… More: the full row for Police & Firemen's Retirement System of New Jersey 7,379 $198K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,997 $187K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,435 $172K 0.01% -1,136 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 6,295 $170K 0.01% +3,041 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 6,044 $162K <0.01% -1,601 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,828 $156K 0.02% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,534 $148K <0.01% +2,263 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,480 $147K <0.01% -2,021 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,577 $123K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,433 $119K 0.01% +4,379 13F-HR Timeline Boit C F David More: the full row for Boit C F David 4,160 $111K 0.05% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 4,066 $109K <0.01% -124 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,723 $99.7K <0.01% -3,662 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,464 $92.8K <0.01% +94 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,095 $82.9K <0.01% -784 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,036 $81.5K <0.01% +138 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,836 $76K <0.01% +78 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,774 $74.3K <0.01% +497 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,576 $69K 0.05% -2,091 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 2,564 $68.7K <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 2,393 $65.1K <0.01% +2,149 13F-HR Timeline Group Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,200 $58.9K 0.05% -45,900 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,113 $56.6K <0.01% +1,964 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 2,058 $55.6K <0.01% +1,477 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,000 $53.6K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,975 $52.9K <0.01% -153 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,902 $51K <0.01% -1,314 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. 1,817 $48.7K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,595 $47.4K <0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,608 $43.1K <0.01% -2,329 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,540 $41.3K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,466 $39.3K <0.01% -1,113 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 1,452 $38.9K <0.01% +905 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,043 $27.9K <0.01% -1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 906 $24.3K <0.01% +69 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 724 $19.4K <0.01% -24 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 714 $19.1K <0.01% +1 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 708 $19K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 661 $17.7K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 591 $15.8K <0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 581 $15.6K <0.01% -492 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $13.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 454 $12.2K <0.01% +335 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 400 $10.7K <0.01% -31 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 385 $10.3K <0.01% -93 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 377 $10.1K <0.01% +141 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 342 $9.16K <0.01% -62 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 305 $8.17K <0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 295 $7.9K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 258 $6.93K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 249 $6.67K <0.01% -251 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 224 $6K <0.01% +60 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 221 $5.92K <0.01% -186 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 196 $5.25K <0.01% -2 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 190 $5.09K <0.01% +171 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 189 $5.06K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 188 $5.04K <0.01% -889 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 176 $4.72K <0.01% +28 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 172 $4.61K <0.01% -91 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 164 $4.39K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 143 $3.83K <0.01% +123 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 139 $3.72K <0.01% -30 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 120 $3.21K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 120 $3.21K <0.01% +78 13F-HR Timeline CX Institutional More: the full row for CX Institutional 94 $3K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 86 $2.3K <0.01% -8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 58 $1.55K <0.01% -3 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 46 $1.23K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 44 $1.18K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 41 $1.1K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 38 $1.02K <0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 60 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 27 $1K <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 30 $803 <0.01% +15 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $697 <0.01% +20 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21 $563 <0.01% -40 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 20 $536 <0.01% -440 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $377 <0.01% +8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $376 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $322 <0.01% +11 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12 $321 <0.01% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11 $295 <0.01% -227 13F-HR/A Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7 $188 <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 5 $134 <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4 $108 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4 $107 <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $107 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $80 <0.01% +1 13F-HR Timeline