TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 212,273 $51.7M 2.61% -127 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 212,080 $51.7M 1.6% -10,300 13F-HR Timeline True Blue (BVI) Ltd More: the full row for True Blue (BVI) Ltd 211,050 $51.4M 24.69% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 210,368 $51.2M 1.05% -2,648 13F-HR Timeline HS Management Partners, LLC More: the full row for HS Management Partners, LLC 210,119 $51.2M 6.65% -214,505 13F-HR Timeline ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 209,850 $51.1M 7.29% -14,381 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 208,261 $50.7M 3.23% -670 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 207,385 $50.5M 0.66% +6,397 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 207,365 $50.5M 0.72% +155,254 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 206,756 $50.4M 1.49% +61,603 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 206,009 $50.2M 3.55% -3,592 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 205,910 $50.1M 4.46% -1,059 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 205,280 $50M 0.59% -261,958 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 204,829 $49.9M 3.63% -5,206 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 200,579 $48.9M 0.44% -2,995 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 200,218 $48.8M 15.28% -13,104 13F-HR Timeline Yong Rong (HK) Asset Management Ltd More: the full row for Yong Rong (HK) Asset Management Ltd 200,000 $48.7M 10.24% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 199,960 $48.7M 1.52% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 198,341 $48.3M 2.04% -10,679 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 198,543 $48.3M 1.8% +140,280 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 197,194 $48M 0.71% -6,691 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 196,370 $47.8M 0.92% +298 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 196,157 $47.8M 0.41% +13,435 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 167,817 $47.7M -1,462 Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 195,568 $47.6M 3.34% -2,181 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 194,560 $47.4M 4.12% +29,983 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 194,456 $47.4M 3.54% -29,593 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 194,352 $47.3M 4.73% -1,373 13F-HR Timeline Nellore Capital Management LLC More: the full row for Nellore Capital Management LLC 193,700 $47.2M 5.15% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 185,712 $47.1M 0.41% +1,094 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 192,244 $46.8M 0.2% -193,431 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 219,234 $46.8M 1.15% 13F-HR Timeline BRILLIANCE ASSET MANAGEMENT LTD More: the full row for BRILLIANCE ASSET MANAGEMENT LTD 190,090 $46.3M 24.69% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 189,439 $46.1M 1.53% -4,245 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 189,234 $46.1M 3.43% -5,543 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 189,027 $46M 1.74% +1,840 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 188,230 $45.8M 7.31% +3,698 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 165,881 $45.6M 9.06% +533 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 184,704 $45M 0.32% -100 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 184,544 $44.9M 0.65% -21,087 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. 184,510 $44.9M 0.69% -77,846 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 184,214 $44.9M 2.53% +2,616 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 184,115 $44.8M 2.37% -6,186 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 182,992 $44.6M 0.2% +6,943 13F-HR Timeline Group NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 182,813 $44.5M 6.91% -1,434 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 182,574 $44.4M 0.13% -9,123 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 182,353 $44.4M 0.96% +1,705 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 182,307 $44.4M 0.23% -640 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 181,811 $44.3M 0.63% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 181,105 $44.1M 0.19% +86,850 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 180,914 $44.1M 2.55% -1,842 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 179,925 $43.8M 1.02% +9,905 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 179,370 $43.7M 11.41% -1,537 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 178,554 $43.5M 2.07% -8,328 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 178,534 $43.5M 0.99% +168,893 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 178,285 $43.4M 3.2% +4,029 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 177,836 $43.3M 1.02% -5,800 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 177,600 $43.3M 1.82% -63,090 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 175,374 $42.7M 0.87% +3,463 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 174,294 $42.4M 0.85% -877 13F-HR Timeline Group Powszechne Towarzystwo Emerytalne Allia… More: the full row for Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 174,160 $42.3M 14.9% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 173,835 $42.3M 4.76% -1,021 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 173,016 $42.1M 3.75% +18,605 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 172,645 $42M 0.84% -1,893 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 172,039 $41.9M -4,212 Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 171,572 $41.8M 1.96% +3,605 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 170,954 $41.6M 2.36% -6,790 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 170,934 $41.6M 2.72% -294 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 170,932 $41.6M 1.6% -44,085 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 170,836 $41.6M 7.48% +11,115 13F-HR Timeline Varma Mutual Pension Insurance Co More: the full row for Varma Mutual Pension Insurance Co 170,814 $41.6M 0.27% +4,864 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 170,424 $41.5M 2.33% -30,330 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 170,246 $41.5M 2.39% -2,948 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 169,207 $41.2M 0.99% +51,521 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 168,894 $41.1M 1.89% +2,248 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 168,524 $41M 3.99% -2,238 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 168,359 $41M 4.05% -38,851 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 167,600 $40.8M 1.88% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 166,562 $40.6M 1.04% -6,193 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 166,476 $40.5M 3.56% -1,000 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 164,013 $39.9M -10,463 Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 162,391 $39.5M 5.26% -9,179 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 162,207 $39.5M 1.66% +710 13F-HR Timeline BRAUN STACEY ASSOCIATES INC More: the full row for BRAUN STACEY ASSOCIATES INC 161,963 $39.4M 1.29% +4,685 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 161,800 $39.4M -1,828 Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 161,557 $39.3M 3.41% -315 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 161,552 $39.3M 1.39% -2,954 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 160,627 $39.1M 4.04% +498 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 160,604 $39.1M 3.63% -2,741 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 160,474 $39.1M 2.45% -2,135 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 159,961 $39M 0.59% +28,280 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 159,551 $38.9M 4.59% -25,960 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 159,060 $38.7M 2.12% -3,248 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 158,760 $38.7M 1.27% 0 13F-HR Timeline One Madison Group LLC More: the full row for One Madison Group LLC 158,500 $38.6M 4.23% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 158,403 $38.6M 1.28% -1,461 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 158,327 $38.6M 14.85% -5,224 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 158,167 $38.5M 0.77% +17,557 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 157,393 $38.3M 1.97% +18,881 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 157,143 $38.3M 1.42% +3,444 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 157,099 $38.3M 1.76% -5,632 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 156,332 $38.1M 0.51% +18,653 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 156,221 $38M 1.25% -5,913 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 155,854 $38M 0.77% -9,701 13F-HR/A Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 155,617 $37.9M 1.81% +247 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 155,017 $37.8M 0.35% +4,019 13F-HR/A Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 154,782 $37.7M 1.05% -2,765 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 151,704 $36.9M 3.43% -9,682 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 151,537 $36.9M 4.99% +29,961 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 149,537 $36.8M 2.46% -5,761 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 151,147 $36.8M 1.19% +3,128 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 150,859 $36.7M 4.78% -28,123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 150,411 $36.6M 1.61% +99,869 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 149,856 $36.5M 1.16% -1,506 13F-HR Timeline RPG Investment Advisory, LLC More: the full row for RPG Investment Advisory, LLC 148,894 $36.3M 4.28% -15,667 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 148,478 $36.2M 0.49% -672 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 147,676 $36M 5.07% -7,367 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 147,132 $35.8M 0.41% +4,900 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 147,148 $35.8M 0.63% +816 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 147,001 $35.8M 3.55% -37,980 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 146,168 $35.6M 0.52% -1,889 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 145,110 $35.5M 0.55% -3,191 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 144,717 $35.2M 11.65% +183 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 144,695 $35.2M 0.79% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 143,507 $35M 2.35% -11,204 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 143,414 $34.9M 0.6% +3,094 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 143,381 $34.9M 3.04% -33,422 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 143,188 $34.9M 3.16% +702 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 143,128 $34.9M 2.24% +1,744 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 142,823 $34.8M 3.6% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 142,706 $34.8M 2.07% +40,883 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 142,280 $34.7M 1.15% +32,410 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 142,269 $34.6M 0.98% -3,753 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 142,244 $34.6M 2.5% -5,150 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 141,447 $34.4M 0.83% +8,287 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 141,422 $34.4M 1.45% +1,186 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 140,817 $34.3M 1.71% +57,620 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 140,774 $34.3M 2.51% -2,268 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 140,713 $34.3M 3.88% -725 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 140,119 $34.1M 1.02% +1,156 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 140,000 $34.1M 2.74% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 139,647 $34M 0.39% -2,189 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 139,540 $34M 1.73% -5,681 13F-HR Timeline General Pension Society PZU Joint Stock… More: the full row for General Pension Society PZU Joint Stock Co 139,200 $33.9M 8.2% -23,000 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 138,559 $33.9M 2.01% -3,351 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 138,738 $33.8M 0.27% -45 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 138,620 $33.8M 9.99% -4,413 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 138,505 $33.7M 2.89% -932 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 137,998 $33.6M 4.84% -5,086 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 137,856 $33.6M 0.95% -4,057 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 137,719 $33.5M 3.88% -4,497 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 137,451 $33.5M 0.51% -46,345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 137,235 $33.4M 0.59% +26,450 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 131,036 $33.2M 0.73% +765 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 136,111 $33.1M 2.51% -1,227 13F-HR Timeline FARLEY CAPITAL L.P. in group FARLEY CAPITAL L.P. More: the full row for FARLEY CAPITAL L.P. 136,086 $33.1M 23.94% -8,025 13F-HR Timeline Group Trajan Wealth LLC More: the full row for Trajan Wealth LLC 136,084 $33.1M 1.43% +27,870 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 135,594 $33M 3.07% -6,347 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 135,527 $33M 0.37% +12,472 13F-HR Timeline Group Proem Advisors LLC More: the full row for Proem Advisors LLC 134,900 $32.9M 7.9% +34,900 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 134,865 $32.8M 0.89% -9 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 134,722 $32.8M 6.17% +63,631 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 134,010 $32.6M 0.41% +26,387 13F-HR/A Timeline Group AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 183,818 $32.6M 1.67% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 133,637 $32.5M 0.88% -5,066 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 133,398 $32.5M 1.06% +9,222 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 132,337 $32.2M 2.3% +56 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 132,313 $32.2M 6.88% -2,661 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 132,107 $32.2M 3.18% +576 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 130,373 $31.8M 8.79% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 130,323 $31.7M 5.34% -350 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 130,251 $31.7M 0.82% +17,688 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 129,911 $31.6M 1.58% -3,819 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 129,508 $31.5M 2.18% -178 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 129,103 $31.4M 2.03% -58,850 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 128,877 $31.4M 4.29% +208 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 128,215 $31.2M 2.29% +907 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 128,026 $31.2M 7.53% +1,502 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 127,690 $31.1M 5.43% +9,133 13F-HR Timeline GoodHaven Capital Management, LLC More: the full row for GoodHaven Capital Management, LLC 127,610 $31.1M 10.01% -5,030 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 127,366 $31M 3.44% -10,855 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 127,086 $31M 2.79% 0 13F-HR Timeline LFL Advisers, LLC More: the full row for LFL Advisers, LLC 127,038 $30.9M 10.71% +3,400 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 126,954 $30.9M 0.71% -942 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 126,673 $30.9M 0.6% +8,603 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 125,927 $30.7M 1.98% +21,878 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 125,900 $30.7M 0.19% +1,257 13F-HR/A Timeline Group Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 125,800 $30.6M 6.77% -10,000 13F-HR Timeline Redwood Grove Capital, LLC More: the full row for Redwood Grove Capital, LLC 125,581 $30.6M 8.75% 0 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 125,414 $30.5M 5.22% +1,659 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 124,895 $30.4M 3.13% -1,130 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 124,727 $30.4M 0.45% +3,278 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 124,446 $30.3M 1.43% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 124,423 $30.3M 2.14% -1,604 13F-HR/A Timeline Westwind Capital More: the full row for Westwind Capital 123,694 $30.1M 6.29% -1,142 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 122,563 $29.9M 12.04% +376 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 121,609 $29.6M 2.04% 0 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 121,511 $29.6M 3.28% -1,364 13F-HR Timeline WILSON ASSET MANAGEMENT (INTERNATIONAL)… More: the full row for WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 121,398 $29.6M 7.32% -23,000 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 120,475 $29.3M 4.16% +1,182 13F-HR Timeline