GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 33,846 $1.44M 0.01% +12,041 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 33,368 $1.42M 0.02% -1,886 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 32,949 $1.4M 0.02% +11,657 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 32,190 $1.37M 0.11% +4,813 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 32,178 $1.37M 0.18% -216 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 32,100 $1.37M 0.04% -2,232 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 76,866 $1.37M 0.17% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 32,021 $1.36M 0.01% -430 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 31,442 $1.34M 0.1% -205 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 31,095 $1.32M 0.15% +1,474 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 30,821 $1.31M 0.15% -2,010 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 30,712 $1.31M 0.17% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 30,433 $1.3M 0.04% 0 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 30,172 $1.29M 0.31% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 29,310 $1.25M 0.16% -6,300 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 29,197 $1.24M 0.31% +7 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 29,150 $1.24M 0.23% -3,850 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 28,181 $1.2M 0.03% +1,145 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 28,105 $1.2M 0.01% +18,753 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 27,723 $1.18M 0.01% -6,954 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 27,546 $1.18M 0.1% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 27,515 $1.17M 0.01% -866 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,007 $1.16M 0.06% +977 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 27,100 $1.15M 0.9% +10,900 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 27,095 $1.15M 0.11% -1,203 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 26,977 $1.15M 0.06% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 26,846 $1.14M <0.01% -3,804 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 26,541 $1.13M 0.08% -106 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 26,514 $1.13M 0.01% -4,033 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 26,447 $1.13M <0.01% -1,359 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 25,390 $1.08M 0.01% +1,559 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 25,194 $1.07M <0.01% -6,537 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,467 $1.04M 0.03% -131 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24,121 $1.03M 0.13% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 23,670 $1.01M 0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 23,312 $994K 0.17% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 23,107 $984K 0.02% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 23,092 $983K 0.03% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 22,831 $972K 0.01% +610 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 22,830 $972K 0.01% +104 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 22,759 $969K 0.01% +2,144 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 22,639 $964K <0.01% +699 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 22,500 $958K 0.12% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 22,028 $953K 0.06% +891 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 22,450 $945K +11,529 Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 22,061 $940K 0.09% -815 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 21,894 $933K 0.03% -12,586 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,911 $933K 0.02% +6,219 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 21,314 $931K 0.01% -11,507 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 21,791 $929K 0.02% +895 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 21,642 $923K 0.12% -40,755 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,103 $899K 0.02% -2,205 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 21,070 $897K 0.02% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 21,000 $896K <0.01% new 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 21,000 $894K 0.01% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,736 $883K <0.01% -1,991 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 20,648 $879K 0.11% -688 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 20,600 $879K 0.01% new 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 20,449 $871K 0.48% +2,100 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,277 $864K <0.01% -467,940 13F-HR/A Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 20,012 $852K 0.07% -1,371 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 19,812 $844K <0.01% +4,003 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 19,491 $830K <0.01% -959 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 18,995 $809K 0.13% +13,252 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,946 $807K 0.04% -984 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 18,338 $781K 0.16% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 18,278 $778K 0.14% -938 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 18,150 $773K 0.07% -1,235 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 18,127 $772K 0.04% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,082 $770K 0.01% -124 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 18,000 $767K 0.05% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 17,990 $766K 0.17% -445 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 17,963 $766K 0.02% -35,577 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 17,828 $760K 0.02% new 13F-HR Timeline Group STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 17,698 $755K 0.07% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 17,530 $747K 0.01% -1,262 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 17,157 $731K 0.12% +699 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 17,052 $726K 0.05% +890 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 17,821 $721K 0.02% 0 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 16,830 $717K 0.48% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,540 $704K 0.12% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 16,437 $700K 0.01% +7,338 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 16,099 $686K 0.01% +4,969 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 16,057 $684K 0.31% +1,386 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 15,957 $680K 0.15% -61 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 15,888 $677K 0.08% -545 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 15,750 $671K 0.18% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,594 $664K 0.03% 0 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 15,567 $663K 0.02% -3,943 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 15,337 $653K 0.26% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 15,303 $652K 0.49% +504 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 15,133 $645K 0.03% +6,462 13F-HR Timeline Rubicon Advisors, GP More: the full row for Rubicon Advisors, GP 15,037 $640K 0.47% -838 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 15,037 $640K 0.01% -9,710 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 15,007 $639K 0.01% 0 13F-HR/A Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,967 $637K 0.01% 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 14,950 $637K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,689 $626K 0.12% +536 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 14,622 $623K 0.54% +2,399 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,588 $622K 0.01% +532 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 14,562 $620K 0.2% -20 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,500 $618K <0.01% +148 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 14,483 $617K 0.1% +242 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 14,472 $616K 0.01% +10 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14,448 $615K 0.01% -1,241 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,381 $612K 0.01% +858 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 14,313 $610K 0.47% +1,866 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 14,235 $606K 0.13% +440 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 14,212 $605K 0.06% -716 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 14,036 $599K 0.04% -254 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 14,014 $597K 0.15% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 13,970 $595K <0.01% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,970 $595K 0.02% -150 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,899 $593K 0.02% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 13,806 $589K 0.01% -13,665 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 13,756 $587K 0.03% +7,489 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,619 $580K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 13,556 $577K 0.01% -130 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 13,492 $575K 0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,436 $572K <0.01% +1,926 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,327 $567K <0.01% -5,479 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 13,061 $556K 0.38% +4 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 12,988 $553K 0.03% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,981 $553K 0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 12,850 $547K 0.01% +2,938 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 12,781 $544K 0.02% -783 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 12,625 $538K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,602 $537K <0.01% +2,183 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 12,236 $534K 0.03% +2,601 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 12,528 $534K 0.44% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 12,505 $533K 0.1% -1,572 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,481 $533K <0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,495 $532K 0.01% +5,789 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 12,321 $525K 0.09% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 12,240 $521K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 12,150 $517K 0.06% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 12,011 $512K 0.25% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 12,001 $511K 0.06% -3,000 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12,000 $511K <0.01% 0 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 11,966 $510K 0.03% +968 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,912 $507K 0.02% -50 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 11,895 $507K 0.01% -7,958 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 11,850 $505K 0.24% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,800 $503K 0.03% -1,200 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 11,800 $503K 0.05% +300 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,758 $501K 0.01% +553 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 11,719 $500K 0.05% +198 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 11,706 $498K <0.01% +11,177 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,629 $495K 0.03% +1,390 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,554 $492K 0.04% +264 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 11,549 $492K +792 Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 11,443 $487K 0.34% 0 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 11,400 $486K 0.27% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 11,317 $483K 0.01% 0 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 11,250 $479K 0.06% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 11,170 $476K 0 Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,164 $475K <0.01% -752 13F-HR Timeline Group Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 11,252 $474K <0.01% +2,486 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,049 $471K 0.01% +6 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,040 $470K 0.03% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,028 $470K <0.01% +2,284 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,021 $469K 0.01% +1,518 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 11,020 $469K 0.03% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 11,013 $469K 0.03% -3,361 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 10,935 $466K 0.26% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,813 $461K 0.07% -259 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 10,812 $460K 0.15% 0 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 10,555 $450K 0.09% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 10,516 $448K +2,961 Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,501 $447K 0.02% +2,298 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 10,500 $447K 0.11% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,426 $444K 0.05% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 10,381 $442K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,373 $442K 0.01% +1,736 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 10,105 $430K <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 10,104 $430K <0.01% -557 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 10,000 $426K 0.06% 0 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 10,000 $426K 0.15% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,976 $425K <0.01% +4,068 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,939 $424K 0.02% +3,614 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 9,942 $423K 0.01% -148 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,903 $422K <0.01% -7,645 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 9,877 $421K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,845 $419K 0.03% -100 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 9,829 $419K 0.1% +1,080 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,731 $414K 0.01% -153 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 9,649 $411K 0.12% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 9,644 $411K <0.01% -804 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 9,633 $411K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,531 $406K <0.01% new 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 9,505 $405K 0.02% +1,397 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,351 $398K 0.04% -589 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,324 $398K 0.01% -72 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,330 $397K 0.03% -69 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,295 $396K 0.02% +13 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,241 $394K 0.01% -1,472 13F-HR Timeline Legacy Financial Advisors, Inc. 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