YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 12,517 $2.62M 0.22% +514 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,183 $2.55M 0.04% +8,563 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 12,107 $2.54M 0.05% +1,773 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 12,122 $2.54M 0.33% -210 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12,119 $2.54M 0.34% +11,865 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 12,015 $2.51M 0.06% -407 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 11,475 $2.51M 0.49% -384 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 11,853 $2.48M 0.23% +98 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 11,813 $2.47M 0.18% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,686 $2.45M 0.03% +9,334 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 11,644 $2.44M 0.02% -14,380 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 11,568 $2.42M 0.23% -25 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 11,488 $2.4M 1.1% +2,019 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 11,487 $2.4M 0.08% -233 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,473 $2.4M 0.59% -16,916 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 11,359 $2.38M 0.11% -988 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 11,352 $2.38M 0.31% +404 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,227 $2.35M 0.04% -216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,111 $2.33M 0.02% -907 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 11,028 $2.31M 0.22% +293 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 10,779 $2.26M 0.03% -18,432 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,775 $2.26M 0.02% -145 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10,775 $2.26M 0.02% -145 13F-HR/A Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 10,643 $2.23M 0.04% +1,507 13F-HR Timeline Group 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 10,581 $2.21M 0.83% +1,722 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 10,443 $2.19M 0.43% +553 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 10,359 $2.17M 0.75% +163 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,343 $2.16M 0.43% -1,665 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,329 $2.16M 0.01% -276 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,313 $2.16M 0.06% +4,752 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,251 $2.15M 0.04% +21 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 10,139 $2.12M 0.32% +219 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,103 $2.11M 0.03% +1,453 13F-HR Timeline Louisiana State Employees Retirement Sy… More: the full row for Louisiana State Employees Retirement System 10,100 $2.11M 0.04% -100 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 10,072 $2.11M 0.02% -91,121 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,065 $2.11M 0.02% -636 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 10,000 $2.09M 0.85% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9,981 $2.09M 0.35% +2,106 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 9,948 $2.08M 0.06% -200 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,928 $2.08M 0.02% +2,748 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 9,874 $2.07M 0.25% +4,071 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 9,823 $2.06M 0.02% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 9,749 $2.04M 0.43% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 9,675 $2.02M 0.04% +3,985 13F-HR Timeline Group Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,540 $2M 0.71% +269 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,475 $1.98M 0.26% +990 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,400 $1.97M 0.58% +236 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,300 $1.95M 0.53% -550 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 9,257 $1.94M 0.03% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,247 $1.94M <0.01% +4,580 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,209 $1.93M 0.07% -918 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 9,057 $1.9M 0.46% +3,285 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 9,057 $1.9M 0.05% +1,986 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 8,910 $1.86M 1.48% -163 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 7,613 $1.86M 0.1% 13F-HR Timeline NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 8,880 $1.86M 0.07% -200 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 8,875 $1.86M 0.13% +307 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 8,853 $1.85M 0.04% -1,259 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,827 $1.85M 0.02% -451 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,809 $1.84M 0.02% -265 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,676 $1.82M <0.01% -253 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,651 $1.81M 0.14% -1,772 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,609 $1.8M 0.04% -299 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,589 $1.8M 0.03% +64 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,522 $1.78M 0.49% -253 13F-HR/A Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,418 $1.78M 0.15% +314 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 8,434 $1.77M 0.46% +4 13F-HR Timeline Paradoxiom Capital L.P. More: the full row for Paradoxiom Capital L.P. 8,382 $1.75M 1.14% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 8,380 $1.75M 0.71% +64 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,337 $1.75M 0.05% +5,209 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,271 $1.73M 0.41% +523 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 8,153 $1.71M 0.23% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,136 $1.7M 0.1% -318 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,116 $1.7M 0.05% +4,126 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,088 $1.69M 0.02% -241 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 7,891 $1.69M 0.74% +1,037 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 8,048 $1.68M 0.73% -263 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,955 $1.67M 0.25% +23 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,944 $1.66M 0.08% +157 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,877 $1.65M 0.92% -380 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 7,780 $1.63M 0.12% +25 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,743 $1.62M 0.08% -370 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 7,743 $1.62M 0.16% +25 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,719 $1.62M 0.01% +436 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 7,702 $1.61M 0.42% +771 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 7,677 $1.61M 1.16% +127 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,673 $1.61M 0.06% -2 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 7,666 $1.6M 0.76% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,658 $1.6M 0.04% +13 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 7,634 $1.6M 0.04% +1,263 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 7,543 $1.58M 0.64% +266 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,536 $1.58M -567 Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,476 $1.55M 0.05% +4,123 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 7,382 $1.55M 0.64% +699 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 7,381 $1.54M -185 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,352 $1.54M 0.03% +1,141 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,321 $1.53M 0.42% 0 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 7,294 $1.53M 0.54% +682 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 7,259 $1.52M 0.04% -3,181 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,211 $1.51M 0.21% -395 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,820 $1.51M 0.09% +562 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 7,195 $1.51M 0.99% +135 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,195 $1.51M 0.01% -555 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 7,158 $1.5M 0.14% -420 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 7,025 $1.47M 0.14% -156 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,994 $1.46M 0.03% +204 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 6,961 $1.46M 0.46% new 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,940 $1.45M 0.62% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,919 $1.45M 0.02% +1,359 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,800 $1.42M 0.34% -275 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 6,776 $1.42M 0.06% -296 13F-HR Timeline Group Empirical Finance, LLC More: the full row for Empirical Finance, LLC 6,742 $1.41M 0.09% +154 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 6,604 $1.38M 0.51% +406 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 6,600 $1.38M 0.34% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,584 $1.38M 0.02% -258 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,524 $1.37M 0.29% +766 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,371 $1.33M 0.03% +230 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,362 $1.33M 0.02% -6 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 6,371 $1.32M 0.18% +1,041 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,300 $1.32M 0.21% -2,495 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 6,245 $1.31M 0.03% -35 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,177 $1.29M 0.02% -2,454 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 6,159 $1.29M 0.73% +3,212 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 6,110 $1.28M 0.2% -1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,035 $1.26M 0.04% -1,621 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,031 $1.26M 0.01% +2,540 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,993 $1.25M 0.01% -1,844 13F-HR/A Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 5,986 $1.25M 0.02% -269 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,983 $1.25M 0.37% -2,484 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,982 $1.25M 0.37% -241 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 5,980 $1.25M 1.19% +775 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,947 $1.24M 0.01% +1,686 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 5,911 $1.24M 0.27% -8,271 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,907 $1.24M 0.01% -4,843 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,897 $1.23M 0.03% +674 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,896 $1.23M 0.05% +933 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,878 $1.23M 0.04% -298 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 5,815 $1.22M 0.62% +72 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,755 $1.2M 0.34% +472 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 5,727 $1.2M 0.43% -69 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,438 $1.19M 0.1% +3,614 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,677 $1.19M 0.02% +25 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,665 $1.19M 0.01% +458 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 5,558 $1.15M 0.18% +301 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,487 $1.15M 0.01% -612 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 5,474 $1.14M 0.09% +56 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,451 $1.14M 0.11% +865 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,426 $1.14M <0.01% -335 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,425 $1.14M 0.04% +2,985 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) 5,389 $1.13M 0.03% -5,425 13F-HR Timeline Group Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 5,385 $1.13M 0.73% new 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,380 $1.13M 0.08% -31,236 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 5,380 $1.13M 0.38% -350 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,375 $1.13M 0.28% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,365 $1.12M 0.04% +22 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,359 $1.12M -451 Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 5,341 $1.12M 0.02% new 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,317 $1.11M 0.6% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,310 $1.11M 0.02% +97 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,276 $1.1M 0.24% -811 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,270 $1.1M 0.13% -294 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,259 $1.1M 0.01% -484 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 5,197 $1.09M 0.23% -2,379 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,187 $1.09M 0.28% -457 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,173 $1.08M 0.17% +4,010 13F-HR Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 5,141 $1.08M 0.13% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 5,090 $1.07M 1.26% -1 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,070 $1.06M 0.03% -14,359 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 4,995 $1.05M 0.21% +1,207 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,724 $1.04M +3,603 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,985 $1.04M 0.04% -351 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,972 $1.04M 0.03% -138 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,962 $1.04M 0.04% -1,033 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 4,961 $1.04M 0.04% +303 13F-HR Timeline Group Bowman & Co S.C. More: the full row for Bowman & Co S.C. 4,923 $1.03M 0.51% +341 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,910 $1.03M 0.31% -141 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,902 $1.03M 0.57% -72 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,900 $1.03M 0.07% 0 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,900 $1.03M 0.13% -350 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,892 $1.02M 0.02% -17 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 4,808 $1.01M 0.25% +3,603 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,807 $1.01M 0.02% -333 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4,805 $1.01M 0.14% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 4,797 $1M 0.36% +157 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,767 $998K 0.01% -14,242 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,752 $995K 0.01% +458 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,750 $994K 0.01% +164 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,744 $993K <0.01% +873 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 4,720 $988K 0.6% +139 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,730 $983K 0.04% -1,680 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,658 $975K 0.24% -4,487 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,642 $972K 0.07% -1,753 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,640 $971K 0.08% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,627 $968K 0.35% -260 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 4,621 $967K 0.22% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,619 $967K 0.93% +181 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,613 $965K 0.12% +1 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,335 $962K 0.18% +160 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,595 $962K 0.03% -35,478 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,576 $951K <0.01% +861 13F-HR/A Timeline Group