BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 93,176 $2.79M 0.04% -10,549 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 91,878 $2.75M 1.14% +1,310 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 91,320 $2.73M 0.63% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 99,787 $2.72M 0.07% -33,587 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 90,861 $2.72M 1.71% -2,133 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 90,499 $2.71M 0.23% -1,756 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 90,142 $2.69M 0.03% -31,668 13F-HR Timeline Group Estate Counselors, LLC More: the full row for Estate Counselors, LLC 89,500 $2.68M 0.22% -18,625 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 88,500 $2.65M 0.06% -70,400 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 88,185 $2.64M 0.61% -35,802 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 88,000 $2.63M 0.52% 0 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 87,906 $2.63M 1.52% -2,515 13F-HR Timeline Invenomic Capital Management LP More: the full row for Invenomic Capital Management LP 87,897 $2.63M 0.13% new 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 87,166 $2.61M 1.97% +470 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 92,534 $2.59M 0.02% +74,614 13F-HR Timeline Group 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 86,688 $2.59M 0.03% -199,941 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 85,847 $2.57M 0.07% -2,390,225 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 85,629 $2.56M 0.03% -15,053 13F-HR Timeline Group HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 85,553 $2.56M 0.6% +141 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 85,087 $2.54M +7,547 Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 85,000 $2.54M 0.15% -366,500 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 84,287 $2.52M 0.68% -22,846 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 84,220 $2.52M 0.31% -33,591 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 83,660 $2.5M 0.12% -711 13F-HR Timeline Group BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 83,500 $2.5M 1.58% -5,105 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 83,474 $2.5M 0.05% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 83,078 $2.48M 0.08% -20,867 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 82,163 $2.46M 0.55% -23,019 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 81,504 $2.44M 0.04% -6,763 13F-HR Timeline Group HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 81,367 $2.43M 0.2% -1,411 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 81,045 $2.42M 0.1% -72,334 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 80,995 $2.42M 0.59% -710 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 80,785 $2.41M 0.34% -3,016 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 80,004 $2.39M 0.06% +12,292 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 80,000 $2.39M 0.19% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 79,712 $2.38M 0.03% -20,877 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 79,717 $2.38M 0.16% -2,637 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 79,197 $2.37M 0.15% -1,703 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 79,174 $2.37M 0.03% +1,480 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 78,949 $2.36M 0.36% -8,911 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 84,090 $2.36M 0.9% -16,810 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 78,562 $2.35M 0.04% +20,231 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 78,162 $2.34M 0.14% +22,481 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 76,789 $2.3M 0.02% -11,227 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 81,172 $2.27M 0.61% +68,557 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 75,410 $2.25M 1.15% -2,520 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 75,147 $2.25M 0.54% -4,311 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 74,712 $2.23M 0.08% -3,609 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 74,651 $2.23M 0.08% -98,570 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 74,398 $2.22M 0.03% -5,313 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 73,756 $2.2M 0.03% -12,235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 73,671 $2.2M 0.12% +9,827 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 73,556 $2.2M 0.02% +34,967 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 73,440 $2.2M 0.03% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 73,093 $2.18M 0.24% -521 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 72,134 $2.16M 0.13% -11,837 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 71,983 $2.15M 0.24% -79,079 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 71,500 $2.14M 0.04% -600 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 71,271 $2.13M 0.3% -31,714 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 71,047 $2.12M 0.28% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 70,559 $2.11M 0.02% -5,560 13F-HR Timeline Group Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 70,230 $2.1M 1.28% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 70,101 $2.1M 0.02% +3,469 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 69,725 $2.08M 0.04% -23,259 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 68,777 $2.06M 0.05% -17,147 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 58,169 $2.05M 0.16% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 68,573 $2.05M 0.12% -3,606 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 73,246 $2.05M +9,033 Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 67,834 $2.03M 0.47% +17,824 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 67,818 $2.03M 0.11% -4,957 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 67,462 $2.02M 0.19% +38,359 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 67,417 $2.02M 0.23% +2,179 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 66,665 $1.99M 0.04% +49,630 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 66,489 $1.99M 0.04% -3,572 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 66,485 $1.99M 0.5% +24,602 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 66,424 $1.99M 0.72% +1,839 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 65,559 $1.96M 0.04% -7,324 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 65,434 $1.96M 0.62% +8,688 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 65,224 $1.95M 0.45% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 65,106 $1.95M 0.02% +1,266 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 64,843 $1.94M 0.19% -15,706 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 64,571 $1.93M 0.14% -9,654 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 64,318 $1.92M 0.06% +13,124 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 63,972 $1.91M 0.06% +5,364 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 63,673 $1.9M 0.58% +785 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 63,557 $1.9M 1.99% +31,324 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 63,458 $1.9M -23,467 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 62,794 $1.88M 0.01% -13,818 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 62,742 $1.88M 0.02% -16,288 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 62,623 $1.87M 0.02% -1,267,082 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 62,120 $1.86M 0.14% -184 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 62,100 $1.86M 0.45% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 61,770 $1.85M 0.05% -1,259 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 61,518 $1.83M 0.05% -31,826 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 61,290 $1.83M 0.13% -23,683 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 61,268 $1.83M 0.05% -2,914 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 61,186 $1.83M 0.61% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 61,129 $1.83M 0.01% -6,866 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 60,715 $1.81M 0.1% -17,041 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 60,706 $1.81M 0.04% -9,601 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 60,664 $1.81M 0.03% -47,918 13F-HR Timeline Group TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 60,050 $1.79M 0.01% -1,130,308 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 59,561 $1.78M 0.03% +462 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 59,016 $1.76M 0.96% +33,034 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 58,936 $1.76M 0.4% -2,642 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 58,329 $1.74M 0.2% -59,646 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 57,895 $1.73M 0.92% 13F-HR/A Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 61,380 $1.72M 0.25% -21,636 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 57,306 $1.71M 0.04% -4,814 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 57,039 $1.7M 0.02% -7,383 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,670 $1.69M 0.03% +9,121 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 56,531 $1.69M 0.59% +9,937 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 56,347 $1.68M 0.07% -3,189 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 55,900 $1.67M 1.59% +38,100 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 55,833 $1.67M 0.02% -38,102 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 55,524 $1.66M 0.88% +9,201 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 55,451 $1.66M 0.06% +9,251 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 55,238 $1.65M 0.12% +2,424 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 55,183 $1.65M 0.2% -8,600 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 55,000 $1.64M 0.07% +45,000 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 54,967 $1.64M 0.63% -6,455 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 54,960 $1.64M 0.08% +28,523 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 54,723 $1.64M 0.16% +6,471 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 54,750 $1.64M 0.04% +7,464 13F-HR Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 54,573 $1.63M 0.92% -7,353 13F-HR Timeline American Trust More: the full row for American Trust 54,565 $1.63M 0.14% -11,396 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 54,363 $1.62M 0.33% +45,093 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 54,337 $1.62M 0.05% -944,884 13F-HR Timeline Group Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 54,169 $1.62M 0.1% 13F-HR/A Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 54,128 $1.62M 0.03% -3,728 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 54,121 $1.62M 0.02% -5,328 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 53,877 $1.61M 0.5% +9,459 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 53,600 $1.6M 0.21% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 53,430 $1.6M 0.03% -347 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 53,424 $1.6M 1.17% 0 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 53,280 $1.58M 0.42% +22,501 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,666 $1.57M 0.04% +5,480 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 52,449 $1.57M 0.13% -6,165 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 52,352 $1.56M 0.09% -93,063 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 52,195 $1.56M <0.01% -2,244,805 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 51,585 $1.54M 0.03% -7,165 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 51,383 $1.54M 0.61% +1,556 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 51,289 $1.53M -83,330 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 51,175 $1.53M 0.04% +19,812 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 50,835 $1.52M 0.08% +11,923 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 50,757 $1.52M 0.14% +735 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 50,495 $1.51M 1.64% 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 50,379 $1.51M 0.74% -692 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 50,362 $1.51M 0.06% +3,195 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 50,340 $1.5M 0.1% -5,068 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 50,203 $1.5M 0.55% +8,621 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 49,631 $1.48M 0.08% -15,870 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 49,468 $1.48M 0.09% -119 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 49,430 $1.48M 0.16% -5,172 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 49,289 $1.47M 0.39% -3,175 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 49,263 $1.47M 0.06% -7,108 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 49,176 $1.47M 0.23% -11,255 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 49,172 $1.47M 0.29% -7,437 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 49,009 $1.46M 0.86% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 48,922 $1.46M 0.01% -252,484 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 48,908 $1.46M 0.3% 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 48,865 $1.46M 0.97% -182 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 48,828 $1.46M 0.02% -9,909 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 48,739 $1.46M 1.26% +1,008 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 59,343 $1.45M 0.12% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,536 $1.44M 0.13% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 48,239 $1.44M 0.49% -26,033 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 47,887 $1.43M 0.01% -16,153 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 47,879 $1.43M 0.42% +12,429 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 47,866 $1.43M 0.12% -59,689 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 47,761 $1.43M 0.03% -1,899 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 47,729 $1.43M 0.02% -6,770 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 47,690 $1.43M <0.01% -7,822 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 47,577 $1.42M 0.01% +32,233 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 48,458 $1.42M 0.04% +25,954 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 47,275 $1.41M 0.07% -1,001 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 47,229 $1.41M 0.22% -1,353 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 47,098 $1.41M 0.52% +51 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 46,785 $1.4M 0.9% -429 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 46,737 $1.4M 1.07% +5,898 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 46,078 $1.38M 0.15% -31,993 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 46,068 $1.38M 0.05% -979 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 45,997 $1.37M 0.24% +8,805 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 45,725 $1.37M 0.13% -13,046 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 45,692 $1.37M 0.68% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 45,352 $1.36M 0.05% -5,763 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 45,035 $1.35M 1.4% 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 42,685 $1.34M 0.81% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 44,832 $1.34M 0.06% +27,984 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 44,800 $1.34M <0.01% -137,300 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 44,699 $1.34M 0.37% -11,775 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 44,697 $1.34M 0.02% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,565 $1.33M 0.02% -14,674 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 44,390 $1.33M 0.56% -485 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 44,350 $1.33M 3.96% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 44,340 $1.33M 0.67% +636 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 44,273 $1.32M 0.18% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 44,266 $1.32M 0.11% -3,248 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 44,227 $1.32M 0.03% -767 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 43,836 $1.31M 0.28% +1,337 13F-HR Timeline