Patten Group, Inc. More: the full row for Patten Group, Inc. 8,326 $823K 0.15% +114 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,300 $820K 0.08% -600 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,162 $807K 0.05% +5,980 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 8,096 $800K 0.1% -80 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 8,076 $798K 0.01% +1,699 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 8,040 $795K 0.64% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,981 $789K 0.17% -32 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,954 $786K 0.01% +2,566 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,721 $763K 0.09% -100 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,711 $762K 0.33% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,686 $760K 0.04% -320 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 7,626 $755K 0.08% -280 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 7,542 $746K 0.1% -29,850 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 7,519 $743K 0.04% -4,232 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,490 $740K 0.15% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,301 $722K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,251 $717K 0.01% -205 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,233 $715K 0.19% +110 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,155 $709K <0.01% 0 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,861 $678K <0.01% -3,045 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,771 $669K 0.04% -530 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 6,703 $663K 0.01% -375 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,673 $659K <0.01% +200 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,809 $653K 0.07% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,547 $647K 0.03% +540 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,378 $631K <0.01% +710 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $623K 0.06% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,302 $623K 0.02% +1,787 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,204 $613K 0.01% +90 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,178 $611K 0.01% -1,507 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,133 $606K <0.01% +1,113 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,226 $605K 0.01% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,109 $604K 0.06% +123 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,076 $601K <0.01% +74 13F-HR/A Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,019 $595K 0.02% 0 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $593K 0.08% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,969 $590K <0.01% +393 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,925 $586K <0.01% -83 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,773 $571K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,747 $568K <0.01% +749 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,741 $567K 0.13% -571 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 5,698 $564K 0.03% -3,563 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,687 $562K 0.02% -50 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,636 $557K 0.01% +421 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,603 $554K 0.02% +1,600 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,485 $542K 0.02% +261 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,463 $540K <0.01% +436 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,336 $527K 0.01% -351 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,308 $525K <0.01% +40 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,283 $522K 0.13% +75 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $519K 0.08% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,132 $507K 0.46% +103 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,127 $507K 0.07% -316 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,117 $506K 0.37% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,082 $502K 0.12% +380 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,066 $501K <0.01% 0 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,059 $500K <0.01% +1,811 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,057 $500K 0.02% +1,384 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 5,040 $498K 0.02% +1,500 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,980 $492K 0.01% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,941 $488K 0.08% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,935 $488K 0.01% -45 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,821 $477K 0.01% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,761 $471K <0.01% -954 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,760 $471K <0.01% -424 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 4,744 $469K <0.01% new 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,713 $466K <0.01% -28 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,680 $463K 0.01% +372 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,678 $462K 0.01% 0 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $462K 0.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,620 $457K 0.02% -1 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,586 $453K 0.02% -230 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,507 $452K 0.2% +21 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $451K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,516 $446K <0.01% +391 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,469 $442K <0.01% +107 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 4,461 $441K 0.03% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 4,381 $433K 0.04% -958 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,373 $432K 0.1% -986 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,320 $427K 0.04% -40 13F-HR Timeline Group Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,290 $424K 0.05% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,277 $423K 0.01% -4 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,275 $423K 0.01% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,185 $414K <0.01% -282 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,184 $414K 0.01% -2,830 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,147 $410K <0.01% -114 13F-HR Timeline Group Kampmann Melissa S. More: the full row for Kampmann Melissa S. 4,075 $405K 0.3% -225 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,081 $404K 0.01% -41,248 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,084 $404K <0.01% +65 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,985 $394K 0.02% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 3,984 $394K 0.25% +1,671 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $390K 0.18% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,913 $387K 0.28% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,847 $380K 0.01% +498 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,829 $379K <0.01% -212 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,778 $373K 0.02% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,734 $369K <0.01% new 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,718 $368K <0.01% -43 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 3,712 $367K 0.12% -1,145 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,647 $361K <0.01% +376 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,629 $359K <0.01% +32 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,600 $356K 0.04% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $356K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,595 $355K 0.01% +647 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,541 $350K 0.01% +779 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,529 $349K 0.26% +300 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,488 $345K 0.01% -613 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,486 $345K 0.01% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,455 $342K 0.23% +7 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,433 $339K 0.01% -71 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,349 $331K <0.01% +1,067 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,332 $329K 0.16% -476 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,329 $329K 0.07% -15 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,326 $329K 0.13% +123 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,320 $328K 0.01% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,292 $325K 0.09% -10 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,282 $324K 0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,262 $322K 0.02% +922 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,261 $322K 0.01% -46 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,255 $322K 0.04% +2,483 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,228 $319K 0.07% -13,297 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,215 $318K 0.02% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 3,138 $310K <0.01% 0 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,094 $306K 0.11% -60 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,090 $305K 0.02% -6 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,075 $304K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,036 $300K <0.01% -142 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,024 $299K 0.01% +22 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $298K 0.15% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,998 $298K 0.08% 0 13F-HR/A Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,985 $296K 0.01% -2,125 13F-HR Timeline Group WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 2,966 $293K 0.11% -4,766 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,953 $292K 0.2% +15 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 2,932 $290K 0.14% -500 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,923 $289K 0.06% +226 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,900 $287K 0.19% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,889 $286K 0.01% -709 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,877 $284K 0.01% +399 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,862 $283K 0.04% -460 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,832 $280K <0.01% -233 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) 2,790 $276K 0.01% -9,452 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,779 $275K <0.01% +300 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $272K 0.24% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,751 $272K 0.1% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,748 $272K 0.02% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,711 $268K 0.01% -38 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,704 $267K 0.02% -389 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,702 $267K <0.01% -1,071 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,702 $267K 0.02% -129 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $267K 0.05% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,694 $266K 0.02% -340 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,684 $265K 0.09% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,667 $264K 0.06% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,661 $263K 0.02% new 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 2,645 $261K 0.16% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $261K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,613 $258K <0.01% +2,006 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $256K 0.07% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,588 $256K 0.01% -214 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,518 $249K 0.01% +2,484 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,470 $244K 0.01% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,450 $242K 0.04% -190 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,429 $240K <0.01% +1,096 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,400 $237K 0.02% 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,400 $237K 0.22% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,376 $235K <0.01% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,359 $234K <0.01% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,360 $233K 0.02% new 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,353 $233K <0.01% -269 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,357 $233K 0.01% -1,189 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,700 $231K 0.11% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,332 $231K <0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,326 $230K <0.01% +126 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $228K 0.03% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,300 $227K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,662 $226K 0.06% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,270 $224K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,265 $224K 0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,229 $221K 0.03% -233 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,219 $219K 0.11% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,218 $219K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,186 $218K 0.01% -60 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,196 $217K 0.02% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 2,073 $216K 0.16% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,183 $216K <0.01% -33 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,171 $215K 0.03% -113 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,155 $213K <0.01% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,138 $211K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,122 $210K 0.01% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,109 $209K <0.01% new 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 2,100 $208K 0.03% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,083 $206K 0.05% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,076 $205K <0.01% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,068 $204K <0.01% new 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,063 $204K <0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,062 $204K <0.01% +1,386 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,054 $203K 0.03% new 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,045 $202K <0.01% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,039 $202K 0.02% -1,428 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 2,039 $202K 0.05% -1,022 13F-HR Timeline