Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 79,817 $2.95M 0.48% +1,747 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 79,541 $2.94M 0.05% +4,886 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 78,833 $2.91M 0.58% +61,510 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 78,311 $2.89M 1.39% -7,098 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 78,280 $2.89M 0.08% -3,012 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 78,243 $2.89M 0.06% -23,790 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 77,713 $2.87M 0.22% +8,868 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 76,517 $2.86M 0.04% -1,624 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 77,456 $2.86M 0.06% +23,233 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 77,118 $2.85M 0.22% -119 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 77,102 $2.85M 3.56% 13F-HR Timeline WASATCH ADVISORS LP More: the full row for WASATCH ADVISORS LP 76,805 $2.83M 0.02% -139 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 76,716 $2.83M 0.18% -62 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 76,628 $2.83M 0.17% -2,523 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 76,554 $2.82M 0.33% +9,335 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 76,013 $2.8M 0.17% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 76,007 $2.8M 0.04% +7,260 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 75,961 $2.8M 0.04% -4,948 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 65,620 $2.79M 0.09% -8,990 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 75,495 $2.79M 0.29% -13,138 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 75,261 $2.78M 0.21% -28,280 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 74,966 $2.77M 0.03% +27,167 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 74,872 $2.76M 1.39% -590 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 74,619 $2.75M 0.06% +21,056 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 74,338 $2.74M 0.04% +2,005 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 74,262 $2.74M 0.25% -1,504 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 74,256 $2.74M 0.15% +159 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 74,103 $2.73M 0.42% -3,050 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 73,980 $2.73M 3.24% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 73,398 $2.71M 0.29% +929 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 73,276 $2.7M 0.03% +3,156 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,768 $2.69M 0.02% +26,054 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 72,450 $2.67M 0.06% -2,065 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 71,639 $2.67M 0.26% +60,461 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 71,938 $2.65M 0.31% -10,660 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 71,916 $2.65M 0.17% +144 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 71,713 $2.65M 0.1% +22,644 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 71,661 $2.64M 1.45% -878 13F-HR Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 71,083 $2.62M 0.01% new 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 54,150 $2.62M 0.82% -4,563 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 70,859 $2.61M 0.05% -6,803 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 70,854 $2.61M 0.16% +16,329 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 70,675 $2.61M 0.09% -1,200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 70,629 $2.61M 0.13% +15,080 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 70,608 $2.6M 0.08% +9,825 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 70,269 $2.59M 0.05% +16,314 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 70,241 $2.59M 0.05% -295 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 70,147 $2.59M 1.22% -36,349 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 70,027 $2.58M 1.94% 0 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 70,000 $2.58M 0.75% +45,000 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 70,000 $2.58M 1.2% -1,118 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 69,779 $2.57M 0.02% +7,099 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 69,643 $2.57M 0.22% -255 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 69,462 $2.56M 0.03% +5,568 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 68,885 $2.54M 0.5% -81,115 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 68,751 $2.54M 0.07% -11,986 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 68,681 $2.53M 2.17% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 68,396 $2.52M 0.01% +40,082 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 67,600 $2.51M 0.07% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,872 $2.5M 0.03% +53,451 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 67,650 $2.5M 0.05% -1,819 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 67,544 $2.49M 0.14% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 67,053 $2.47M 0.14% -13,030 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 66,999 $2.47M 0.02% +6,083 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 66,802 $2.47M 0.11% -6,244 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 66,724 $2.46M 0.41% -26,927 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 66,395 $2.45M 0.49% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 66,005 $2.44M 0.08% +876 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 66,002 $2.44M 0.26% -1,775 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 64,847 $2.39M 0.03% +27,644 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 64,339 $2.37M 0.06% -7,576 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 64,025 $2.36M 0.06% -874 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 63,951 $2.36M 0.3% -3,726 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 63,742 $2.35M 0.04% +1,677 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 63,633 $2.35M 0.08% -17,224 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 63,495 $2.34M 0.06% +54,296 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 63,167 $2.33M 0.16% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 63,106 $2.33M 0.11% +37,434 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 63,050 $2.33M 0.35% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 63,000 $2.32M 0.11% -13,170 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 62,942 $2.32M 0.04% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 63,284 $2.32M 0.11% +40,751 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 62,800 $2.32M 0.15% new 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 62,672 $2.31M 0.26% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 62,387 $2.3M 0.03% -320,254 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 62,111 $2.29M 0.47% -1,307 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 61,942 $2.29M 0.04% -1,408 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 61,926 $2.29M 0.03% -11,770 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 61,834 $2.28M 0.06% -2,200 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 61,833 $2.28M 0.1% +34,104 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 61,700 $2.28M 0.25% -1,876 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 61,541 $2.27M 2.02% 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 61,351 $2.26M 0.93% -3,900 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 60,496 $2.23M 0.02% +3,452 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 60,331 $2.23M 0.14% -7,479 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 59,950 $2.21M 0.1% +3,000 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 59,785 $2.21M 0.11% +7,999 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 59,374 $2.19M 0.38% -2,551 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 59,341 $2.19M 0.05% -21,883 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… group of 2 filers holding More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 59,337 $2.19M +30,691 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 58,987 $2.18M 0.04% -1,932 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 58,643 $2.16M -3,945 Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 58,075 $2.14M 1.68% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 58,063 $2.14M 0.06% +9,560 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 56,955 $2.1M 0.32% -1,566 13F-HR Timeline InvesTrust More: the full row for InvesTrust 56,910 $2.1M 0.81% -10,200 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 56,550 $2.09M 0.03% +21,951 13F-HR/A Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 56,389 $2.08M 0.14% -200 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 56,115 $2.07M 1.04% -1,122 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 56,060 $2.07M 0.64% -1,586 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 55,919 $2.06M 0.04% -443 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 46,928 $2.06M 0.02% -4,485 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 55,867 $2.06M 0.03% +3,969 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 55,731 $2.06M 0.02% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 55,513 $2.05M 0.1% +8,728 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 54,883 $2.05M 0.08% +6,767 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 55,277 $2.04M 0.14% -1,500 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 55,089 $2.03M 0.25% -1,525 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 54,815 $2.02M 0.89% -875 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 54,616 $2.02M 0.11% -1,874 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 54,565 $2.01M 0.13% -100,124 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 53,611 $2M 0.02% -4,627 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 54,178 $2M 0.16% -3,708 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 54,010 $1.99M 0.09% +20,692 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 53,512 $1.97M 0.04% -11,465 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 53,127 $1.96M 0.44% -353 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 52,833 $1.95M 0.06% -1,680 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 52,761 $1.95M 0.03% +9,112 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 52,508 $1.94M 0.42% +14,400 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 52,419 $1.93M 0.05% -6,539 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 52,400 $1.93M 1.36% -200 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 52,171 $1.93M 0.04% +8,686 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 51,941 $1.92M 0.04% +17,212 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 51,897 $1.91M 0.46% -59,677 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 51,880 $1.91M 0.04% +818 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 51,517 $1.9M 1.15% -8,820 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,276 $1.89M 0.07% -4,201 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 51,063 $1.88M 0.18% new 13F-HR Timeline Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 51,025 $1.88M 3.39% new 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 51,000 $1.88M 0.24% -59,500 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 50,908 $1.88M 0.18% -700 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 50,729 $1.87M 0.05% -712 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 50,697 $1.87M 1.47% +229 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 50,665 $1.87M 0.02% +245 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 50,538 $1.86M 0.02% +8,325 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 50,355 $1.86M 0.45% -16,121 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 50,350 $1.86M 0.04% -701 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 50,340 $1.86M 0.99% -346 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 50,155 $1.85M 0.03% +862 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 49,982 $1.84M 0.06% -717 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 49,937 $1.84M 1.24% -300 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 49,836 $1.84M 0.06% +321 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 49,724 $1.83M 0.24% +800 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 49,349 $1.82M 0.66% -1,670 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 49,116 $1.81M 0.03% +9,746 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 40,934 $1.81M 1.22% +10,104 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 48,906 $1.8M 0.91% -7,799 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 48,794 $1.8M 0.06% +6,025 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 48,641 $1.79M 0.04% -1,519 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 48,558 $1.79M 0.04% -481,115 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 48,392 $1.79M 0.61% -2,125 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 48,267 $1.78M 0.1% +11,053 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 48,243 $1.78M 0.24% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 48,239 $1.78M 1% 0 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 47,806 $1.76M 1.02% -49,720 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 47,799 $1.76M 0.48% -972 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 47,715 $1.76M 0.12% -1,514 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 47,332 $1.75M 0.31% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 47,192 $1.74M 0.11% -1,838 13F-HR/A Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 47,151 $1.74M 0.67% +15,512 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 47,032 $1.74M 0.06% -5,597 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 46,360 $1.71M 0.09% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 46,280 $1.71M 0.06% +1,239 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 46,011 $1.7M 0.03% -383 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 45,957 $1.7M 0.05% 0 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 45,715 $1.69M 0.41% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 45,449 $1.68M 0.24% -1,278 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 41,499 $1.67M 0.05% -6,378 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 45,130 $1.67M 0.11% -324 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 45,128 $1.67M 0.85% -1,439 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 44,945 $1.66M 0.24% -4,691 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 44,725 $1.65M 0.09% +30,306 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 44,610 $1.65M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 44,363 $1.64M 0.31% -200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 44,023 $1.62M 0.06% -67 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 43,826 $1.62M 0.04% -5,111 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 43,630 $1.61M 0.07% +1,904 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 43,428 $1.6M 1.27% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 43,123 $1.59M 0.02% -1,548 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 43,083 $1.59M 1% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 42,947 $1.58M 0.01% -233 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 42,943 $1.58M 0.01% -24,517 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 42,852 $1.58M 0.07% -1,500 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 42,847 $1.58M 0.23% -11 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 130,386 $1.58M 0.11% +60,626 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 42,589 $1.57M 0.52% +1,317 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42,570 $1.57M 0.02% -5,730 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 42,453 $1.57M 0.03% +139 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 41,962 $1.57M 0.15% -11,725 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 41,880 $1.56M 0.12% -21,900 13F-HR Timeline