S&CO INC More: the full row for S&CO INC 80,565 $34.7M 2.15% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 80,393 $34.6M 0.36% +70,231 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 80,089 $34.5M 0.27% +5,234 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 79,353 $34.1M 1.18% -5,816 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 78,627 $33.8M 0.12% +4,067 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 78,301 $33.7M 4.49% +20,170 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 78,002 $33.6M 0.25% +6,397 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 77,037 $33.1M 4.65% -7,013 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 76,850 $33.1M 2.5% +44,150 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 75,146 $32.3M 9.6% +40,334 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 74,843 $32.2M 1.74% -1,224 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 74,497 $32.1M 4.52% -1,846 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 74,204 $31.9M 0.87% +6,104 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 74,054 $31.9M 2.9% -11,144 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 73,489 $31.6M 2.6% -14,553 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 72,330 $31.1M 0.49% -1,504 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 71,225 $30.6M 2.18% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 71,225 $30.6M 2.8% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. group of 2 filers holding More: the full row for Mirae Asset Global Investments Co., Ltd. 70,753 $30.4M -69,301 Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 70,286 $30.2M 3.08% +8,959 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 69,567 $29.9M 7.38% +60 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 69,304 $29.8M 0.84% +3,072 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 69,251 $29.8M 8.12% -3,715 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 68,917 $29.7M 0.7% -8,931 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 68,661 $29.5M 0.19% +1,331 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 68,511 $29.5M 1% -5,716 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 68,178 $29.3M 13.58% -14,781 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 67,740 $29.1M 3.35% -593 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 67,592 $29.1M 1.22% -2,786 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 67,483 $29M 5.98% -10,453 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 67,248 $28.9M 0.45% +7,628 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 67,123 $28.9M 8.3% -289 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 65,880 $28.8M 0.27% +26,430 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 66,690 $28.7M 0.01% -22,855 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 66,618 $28.7M 0.56% -4,218 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 65,501 $28.2M 2.91% 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 64,755 $27.9M 5.63% -1,253 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 64,634 $27.8M 4.08% +20,186 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 64,461 $27.7M 2.96% -26,483 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 64,157 $27.6M 0.02% -31,928 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 63,607 $27.4M 3.43% -1,515 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 63,309 $27.2M 0.25% +38,059 13F-HR Timeline Group Bayshore Capital Advisors, LLC More: the full row for Bayshore Capital Advisors, LLC 62,942 $27.1M 11.43% -1,823 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 62,002 $26.7M 8.41% -540 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 61,702 $26.5M 1.81% +139 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 61,119 $26.3M 5.81% +7,116 13F-HR Timeline SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. More: the full row for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 60,767 $26.1M 18.76% +241 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 60,752 $26.1M 0.39% -1,098 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 60,432 $26M 7.1% -4,710 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 60,374 $26M 1.35% -2,168 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 60,040 $25.8M 0.22% -14,154 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 58,726 $25.3M 0.14% -12,947 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 58,721 $25.3M 0.72% +34,783 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 58,492 $25.2M 0.85% +2,292 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 61,123 $25M 0.35% -90,867 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 57,649 $24.8M 0.32% -2,735 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 56,710 $24.4M 0.04% +28,559 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 56,646 $24.4M 1% +146 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 56,345 $24.2M +3,075 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 56,187 $24.2M 1.72% +5,217 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 55,883 $24M 0.33% -207 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 55,807 $24M 0.08% -315 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 55,760 $24M 0.14% +4,368 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 55,739 $24M 1.31% -43,359 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 55,631 $23.9M 2.41% 0 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 55,284 $23.8M 10.9% -1,294 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 55,050 $23.7M 8.15% -224 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 55,000 $23.7M 26.9% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 54,900 $23.6M 0.44% -720 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 54,704 $23.5M 0.12% +5,740 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 54,464 $23.4M 0.42% -109 13F-HR/A Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,376 $23.4M 0.47% -2,591 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 53,901 $23.2M 1.96% -5,377 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 53,850 $23.2M 2.86% +15,207 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 53,190 $22.9M 0.9% -7,248 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 52,785 $22.7M 4.66% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 52,427 $22.6M 1.69% -4,690 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 52,418 $22.6M 0.71% +764 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 52,029 $22.4M 8.86% -3,752 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 51,926 $22.3M 2.61% +40 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 51,590 $22.2M 5.22% 0 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 51,522 $22.2M 7.6% +11,269 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 51,478 $22.2M 1.01% -11,468 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 51,007 $21.9M 0.03% 13F-HR Timeline Group Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 50,985 $21.9M 4.13% -1,036 13F-HR Timeline Corecam AG More: the full row for Corecam AG 50,963 $21.9M 19.7% +13,480 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 50,883 $21.9M 0.72% +6,514 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 50,850 $21.9M 0.58% -1,764 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 50,264 $21.6M 4.18% -4,221 13F-HR Timeline COBALT CAPITAL MANAGEMENT, INC. in group COBALT CAPITAL MANAGEMENT, IN… More: the full row for COBALT CAPITAL MANAGEMENT, INC. 50,000 $21.5M 12.05% -25,000 13F-HR Timeline Group INTRINSIC EDGE CAPITAL MANAGEMENT LLC More: the full row for INTRINSIC EDGE CAPITAL MANAGEMENT LLC 50,000 $21.5M 3.92% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 49,851 $21.5M 0.04% +38,551 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 49,670 $21.4M 0.81% +3,651 13F-HR/A Timeline PFG Advisors More: the full row for PFG Advisors 49,200 $21.2M 1.03% -4,753 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 48,154 $20.7M 2.63% -1,653 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 48,023 $20.6M 0.44% +3,293 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 47,362 $20.4M 0.17% +9,582 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 47,271 $20.3M 0.11% +666 13F-HR Timeline Group Sassicaia Capital Advisers LLC More: the full row for Sassicaia Capital Advisers LLC 47,120 $20.3M 22.84% +38,120 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 47,087 $20.3M 0.47% -3,117 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 47,049 $20.2M 9.71% -1,363 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 47,010 $20.2M 5.34% +2,112 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 46,734 $20.1M 3.78% +1,451 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,639 $20.1M 0.16% +418 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 46,617 $20.1M 0.56% -12,371 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 46,172 $19.9M 2.64% -308 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 46,130 $19.8M 0.82% -15,327 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 46,021 $19.8M 0.63% -1,141 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 45,512 $19.6M 3.6% -2,811 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 45,145 $19.4M 0.42% -7,108 13F-HR/A Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 44,954 $19.3M 9.95% -266 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 44,895 $19.3M 3.76% -4,799 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 44,683 $19.2M 0.23% -1,213 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 44,591 $19.2M 1.47% -40,653 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 44,526 $19.2M 1.07% +746 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 44,483 $19.1M 0.32% -9,050 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 44,314 $19.1M 0.04% +892 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 44,288 $19.1M 1.15% +7,447 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 44,160 $19M 3.04% +114 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 47,693 $18.9M 8.49% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 43,919 $18.9M 5.76% -859 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 43,734 $18.8M 2.19% +1,624 13F-HR Timeline Catawba River Capital More: the full row for Catawba River Capital 42,689 $18.7M 8.99% -30,062 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 43,399 $18.7M 1.82% +5,801 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 43,388 $18.7M 3.18% -49 13F-HR Timeline MOTCO More: the full row for MOTCO 43,227 $18.6M 1.72% -1,045 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 43,224 $18.6M 0.58% -16,185 13F-HR Timeline NEUMEIER POMA INVESTMENT COUNSEL LLC More: the full row for NEUMEIER POMA INVESTMENT COUNSEL LLC 43,185 $18.6M 1.53% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 43,159 $18.6M 0.05% -1,775 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 43,115 $18.6M 0.15% -11,031 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 43,064 $18.5M 4.52% -513 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 42,973 $18.5M 0.03% +4,582 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 42,807 $18.4M 1.49% +2,695 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 42,770 $18.4M 0.68% -2,951 13F-HR Timeline Gruss & Co., LLC More: the full row for Gruss & Co., LLC 42,500 $18.3M 42.72% -6,500 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42,196 $18.2M 0.17% -913 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 41,675 $17.9M 4.1% -6,541 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,401 $17.8M 1.69% -23 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 41,340 $17.8M 3.25% -8,967 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 41,190 $17.7M 0.37% -4,908 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 41,179 $17.7M 6.32% -6,313 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 40,690 $17.5M 0.49% +329 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $17.5M 7.58% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 40,559 $17.5M 0.97% +638 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 40,468 $17.4M 0.21% -10,215 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 40,402 $17.4M 2.85% -197 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 40,240 $17.3M 5.88% -99,660 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 40,221 $17.3M 4.75% -1,465 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 40,051 $17.2M 9.64% +2,182 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $17.2M 14.97% 0 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 39,862 $17.2M 4.25% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 40,140 $17M 2.25% -887 13F-HR Timeline Brown University More: the full row for Brown University 39,500 $17M 16.69% 0 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 39,463 $17M 7.47% -3,417 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 39,428 $17M 0.58% -1,189 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 39,321 $16.9M 3.71% -4,855 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 39,042 $16.8M 1.3% +3,631 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 38,955 $16.8M 2.4% -2,017 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 40,736 $16.8M 10.98% -995 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 38,910 $16.7M -4,812 Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 38,899 $16.7M 3.73% -1,093 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 38,872 $16.7M 1.15% -12,620 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 38,751 $16.7M 0.24% -23,569 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 39,308 $16.7M 2.75% +2,943 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 38,646 $16.6M 0.61% -2,789 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 38,103 $16.4M 0.23% -682 13F-HR Timeline Group Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 37,945 $16.3M 5.41% -4,813 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,915 $16.3M 0.12% +552 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 37,532 $16.1M 0.41% +1,372 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 37,468 $16.1M 4.55% -6,261 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 37,424 $16.1M 6.72% +242 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 37,358 $16.1M 0.34% +3,531 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 37,291 $16M 0.16% -15 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 36,941 $16M 0.45% -2,200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 37,066 $15.9M 0.31% -2,205 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 37,044 $15.9M 0.01% +7,523 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 36,970 $15.9M 0.22% -2,967 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 36,920 $15.9M 0.36% 0 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 36,762 $15.8M 0.72% -99 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 36,758 $15.8M 2.12% +1,035 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 36,449 $15.7M 1.63% -7,561 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 36,356 $15.6M 9.5% +1,710 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 36,184 $15.6M 0.61% +28,287 13F-HR Timeline Targeted Financial Services LLC More: the full row for Targeted Financial Services LLC 36,171 $15.6M 12.77% -3,907 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 36,019 $15.5M 1.14% -311 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 36,000 $15.5M 2.36% new 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 35,985 $15.5M 2.4% -14,655 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 35,690 $15.3M 9.59% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 35,375 $15.2M 1.86% -3,430 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 35,316 $15.2M 0.87% +932 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 35,211 $15.2M 0.47% +1,077 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 35,050 $15.1M 0.76% +8,947 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 34,804 $15M 5.81% +842 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 34,353 $14.8M 0.08% -5,885 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 34,300 $14.8M 3.32% +4,548 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 34,281 $14.8M 13% -36,504 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 34,219 $14.7M 0.01% -20,420 13F-HR Timeline Group LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 34,155 $14.7M 1.12% -7,118 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 34,065 $14.7M 0.68% -1,165 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,009 $14.6M 0.24% +1,231 13F-HR Timeline