Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 14,179 $389K 0.07% +14,156 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 14,922 $385K 0.02% -3,700 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 14,833 $383K 0.05% -494 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 14,733 $380K 0.02% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 14,591 $376K 0.01% -952 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 14,521 $375K 0.01% -771 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 14,283 $369K <0.01% +378 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 14,274 $369K 0.05% -288 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 14,025 $362K 0.19% -300 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,947 $360K 0.01% +3,009 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,783 $356K <0.01% -296 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 13,694 $354K 0.3% -361 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 13,640 $352K 0.01% -6,525 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,616 $352K 0.05% +4,950 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 13,422 $347K 0.11% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 13,321 $344K <0.01% -2,882 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 13,244 $342K <0.01% new 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 13,205 $341K 0.04% -159 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,150 $340K <0.01% -3,723 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,091 $338K 0.01% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 13,010 $336K 0.06% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,098 $335K 0.03% +1,788 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,966 $335K 0.02% +2,332 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12,920 $334K 0.01% +360 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,911 $333K 0.02% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,908 $333K 0.01% -371 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 12,800 $330K 0.01% +750 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 12,782 $330K 0.28% +663 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,742 $329K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 11,980 $329K 0.02% new 13F-HR/A Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 12,700 $328K 0.16% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 12,694 $328K 0.03% +1,034 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,569 $325K 0.01% -11,316 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 12,562 $324K 0.03% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 12,493 $323K 0.19% +25 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,487 $322K <0.01% -2,228 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 12,468 $322K 0.03% -3,550 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,300 $318K 0.14% -84 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,241 $316K 0.02% -115 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,210 $315K 0.04% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,191 $315K 0.05% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,102 $312K <0.01% -3,580 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,000 $310K 0.09% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,833 $309K 0.06% -241 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,854 $306K 0.25% +150 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,792 $304K <0.01% -85 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,656 $301K 0.07% -2,027 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,531 $298K <0.01% -16,474 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 11,506 $297K 0.01% -3,351 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 11,464 $296K 0.04% -1,338 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 11,416 $295K 0.09% -150 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 11,376 $294K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 11,267 $291K 0.06% -180 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 11,208 $289K 0.19% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 11,120 $287K 0.05% -704 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,038 $285K <0.01% -39,873 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,032 $285K 0.02% +1,854 13F-HR Timeline Tepp RIA, LLC More: the full row for Tepp RIA, LLC 11,005 $284K 0.37% new 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 11,001 $284K 0.19% -75 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,896 $282K <0.01% -1,576 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 10,840 $280K 0.02% new 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 10,639 $275K 0.08% +801 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 10,629 $274K <0.01% -97,227 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,552 $272K 0.03% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,548 $272K 0.01% -329 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,438 $270K 0.07% +1,226 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,420 $269K <0.01% +270 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 10,169 $269K 0.01% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,400 $269K 0.06% +1,450 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 10,394 $268K 0.01% -559 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,362 $268K 0.03% -48 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 10,348 $267K 0.2% -966 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,323 $267K 0.02% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 10,270 $265K 0.14% -127 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 10,221 $264K 0.01% -15,099 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 10,156 $262K <0.01% +8 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) 10,121 $261K 0.01% -8,007 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 10,101 $261K 0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 10,083 $260K 0.01% -5,119 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 10,067 $260K 0.04% new 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 10,039 $259K 0.34% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,015 $259K 0.02% -841 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,965 $257K 0.05% -61 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,953 $257K 0.02% -369 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,902 $256K 0.03% +1,552 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 9,850 $254K 0.24% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,831 $254K 0.01% -918 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,771 $252K 0.01% +1,156 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 9,757 $252K 0.04% +307 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,744 $252K 0.02% -3,350 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,696 $250K 0.01% +940 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,638 $249K <0.01% -3,824 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,564 $247K 0.01% -293 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9,564 $247K 0.01% -166 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,548 $247K <0.01% new 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 9,546 $246K 0.26% -9,097 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 9,530 $246K 0.25% +2,406 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,499 $245K 0.02% -2,716 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,463 $244K 0.04% +2,261 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 9,292 $240K <0.01% 0 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,288 $240K 0.01% -89 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 9,217 $238K <0.01% +317 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 9,198 $237K 0.02% -367 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,143 $236K 0.01% -1,440 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,106 $235K 0.01% -2,889 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 9,100 $235K 0.15% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 9,088 $235K 0.15% -945 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,028 $233K 0.02% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 9,025 $233K 0.19% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,000 $232K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9,000 $232K 0.03% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 9,000 $232K 0.1% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,982 $232K 0.02% -5,842 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,975 $232K <0.01% 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,963 $231K 0.01% -3,795 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,956 $231K 0.02% +2,375 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 8,939 $231K 0.12% +17 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 8,920 $230K 0.01% new 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,829 $228K 0.11% +4,250 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,816 $228K 0.01% +1,206 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,810 $227K 0.1% +45 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,775 $227K 0.02% +250 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 8,752 $226K 0.03% -26 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,726 $225K 0.02% -16,317 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,733 $225K 0.15% -108 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,645 $223K <0.01% -32,063 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,045 $222K <0.01% -148 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,466 $219K 0.01% -101 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 8,453 $218K 0.03% -1,918 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 8,425 $218K 0.02% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,340 $215K 0.05% -10,200 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,302 $214K 0.04% -673 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,283 $214K 0.01% -730 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,263 $213K 0.02% -837 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 8,189 $211K 0.02% -55 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,181 $211K <0.01% -395 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,059 $208K 0.02% -1,766 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 8,000 $208K <0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,030 $207K 0.01% new 13F-HR Timeline Wellington Capital Management, Inc. More: the full row for Wellington Capital Management, Inc. 7,977 $206K 0.31% 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,964 $206K 0.05% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,958 $205K 0.03% +5,515 13F-HR/A Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 7,930 $205K 0.09% new 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,923 $205K 0.02% -2,819 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 7,900 $204K 0.05% -240 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,873 $203K 0.01% +6 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 7,872 $203K 0.09% +120 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 7,870 $203K 0.01% -165 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 7,823 $202K 0.02% +250 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,808 $202K 0.01% -82 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,801 $201K <0.01% -1,783 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 7,786 $201K 0.04% -2,300 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,758 $200K 0.04% -100 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 7,752 $200K 0.05% -313 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,734 $200K <0.01% -1,143 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 7,434 $192K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,433 $192K 0.01% -1,159 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,321 $189K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7,356 $189K 0.02% +565 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,294 $188K <0.01% -126 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,298 $188K 0.09% -249 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 7,169 $185K 0.08% -3,151 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,577 $170K 0.01% -2,057 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,121 $164K <0.01% +1,006 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,308 $163K 0.08% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 6,136 $158K <0.01% -3,254 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 6,120 $158K 0.02% -28 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,000 $155K 0.01% 0 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,000 $155K 0.04% 0 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 5,999 $154K 0.01% +1,193 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5,550 $143K 0.06% +550 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,402 $139K <0.01% -1,049 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 5,390 $138K <0.01% +239 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,276 $136K <0.01% +821 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,208 $134K 0.01% -190 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,927 $127K <0.01% -2,001 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,750 $123K <0.01% -12 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,572 $118K 0.01% -4,735 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,540 $117K 0.01% +2 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,516 $117K 0.01% -14 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,497 $116K 0.03% +57 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 4,435 $115K -1,377 Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,292 $111K <0.01% -9,884 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,210 $109K <0.01% +3,043 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,210 $109K <0.01% +74 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,108 $106K <0.01% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,050 $105K <0.01% -1,500 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 4,026 $104K 0.02% +51 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,075 $102K <0.01% -677 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,929 $101K 0.01% -200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,888 $100K <0.01% -1,214 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 3,760 $97.1K <0.01% -1,715 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 3,720 $96.1K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,061 $94K 0.01% +697 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,640 $94K 0.02% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 3,640 $94K 0.01% -213 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,640 $94K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,449 $89.1K 0.02% -900 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,447 $89K 0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,434 $89K <0.01% +2,777 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.