Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 96,793 $40.8M 1.84% +1,562 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 96,728 $40.8M 3.44% -1,100 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 96,122 $40.7M 0.98% -1,293 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 98,947 $40.6M 3.36% +24,693 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 96,246 $40.6M 2.27% +70,510 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 96,208 $40.6M 7.75% -1,673 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 95,966 $40.4M 0.94% +48,001 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 95,860 $40.4M 4.44% -10,721 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 95,705 $40.3M 5.83% -1,318 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 95,691 $40.3M 1.89% -3,027 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 95,642 $40.3M 4.22% -4,678 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 95,438 $40.2M 6.54% -14,893 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 95,295 $40.2M 0.65% -67,357 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 95,112 $40.1M 7.39% +948 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 95,104 $40.1M 3.01% +3,952 13F-HR Timeline Group Polaris Capital Management, LLC More: the full row for Polaris Capital Management, LLC 94,826 $40M 1.93% -6,800 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 94,719 $39.9M 4.06% -1,302 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 93,627 $39.9M 5.05% +1,499 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 94,410 $39.8M 4.92% -203 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 93,618 $39.8M 2.66% +148 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 94,292 $39.7M 3.63% -906 13F-HR Timeline Groupe des Assurances du Credit Mutuel in group Groupe des Assurances du Cred… More: the full row for Groupe des Assurances du Credit Mutuel 93,600 $39.5M 10.4% 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 93,500 $39.4M 3.95% -1,102 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 93,462 $39.4M 3.86% +2,235 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 93,409 $39.4M 3.87% +14,729 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 93,388 $39.4M 9.34% -32 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 93,141 $39.3M 1.92% +1,899 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 92,841 $39.1M 2.82% -10,675 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 92,633 $39M 3.9% -548 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 92,534 $39M 1.57% +616 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 92,374 $38.9M 4.47% -4,216 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 92,314 $38.9M 0.5% +258 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 92,249 $38.9M 5.31% -1,503 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 92,221 $38.9M 5.43% -20,549 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 145,914 $38.9M 3.64% +747 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 92,179 $38.9M 1.62% +930 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 92,592 $38.9M 3.69% -2,107 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 92,161 $38.8M 1.93% -131 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 91,951 $38.8M 1.27% +14,637 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 86,580 $38.7M 8.24% +1,432 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 91,811 $38.7M 1.88% -241,470 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 91,681 $38.6M 8.32% -193 13F-HR Timeline SORA INVESTORS LLC More: the full row for SORA INVESTORS LLC 91,673 $38.6M 4.29% +31,673 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 91,469 $38.6M 4.25% -1,567 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 91,299 $38.5M 5.7% -1,385 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 91,230 $38.5M 2.87% +15,212 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 91,105 $38.4M 4.02% +690 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 91,657 $38.4M 3.21% -38,409,988 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 90,762 $38.3M 1.01% 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 90,727 $38.2M 2.5% +7,919 13F-HR Timeline Lingotto Investment Management LLP More: the full row for Lingotto Investment Management LLP 90,526 $38.2M 1.02% -14,564 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 90,525 $38.2M 6.53% +7 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 90,318 $38.1M 3.07% +3,337 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 90,230 $38M 1.76% +6,030 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 90,170 $38M 3.31% -695 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 89,985 $37.9M 6.91% -400 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 89,730 $37.8M 4.33% -25,218 13F-HR Timeline Group American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 89,650 $37.8M 3.08% 0 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 89,465 $37.7M 5.29% -1,911 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 89,430 $37.7M 5.74% -507 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 89,325 $37.6M 5.65% +797 13F-HR/A Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 89,237 $37.6M 2.86% -1,340 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 89,201 $37.6M -1,454 Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 88,971 $37.5M 9.22% +4,919 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 88,940 $37.5M 2.26% +1,734 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 88,813 $37.4M 4.9% +1,275 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 88,765 $37.4M 2.04% +3,590 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 88,573 $37.3M 5.12% -1,448 13F-HR/A Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 88,302 $37.2M 12.76% -116 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 88,289 $37.2M 5.49% +1,334 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 88,248 $37.2M 4.21% +8 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 88,231 $37.2M 5.13% +5,190 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 88,165 $37.2M 7.19% -114 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 88,123 $37.1M 2.77% +1,829 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 88,106 $37.1M 3.18% -3,295 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 88,089 $37.1M 1.97% +69,099 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 88,077 $37.1M 1.42% -660 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 88,000 $37.1M 5.12% -3,155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 87,911 $37.1M 2.15% -436 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 87,786 $37M 1.12% +2,254 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 87,672 $37M 4.18% -1,120 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 82,657 $36.9M 4.42% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 87,586 $36.9M 2.54% -54 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 87,567 $36.9M 6.76% -1,234 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 87,558 $36.9M 2.23% +1,593 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 87,068 $36.7M 1.69% +6,554 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 86,698 $36.5M 5.81% -1,170 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 86,698 $36.5M 2.42% -2,426 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 86,431 $36.4M 11.71% -8,838 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 87,739 $36.4M 1.72% -3,632 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 86,370 $36.4M 1.84% +23,868 13F-HR Timeline Newbrook Capital Advisors LP More: the full row for Newbrook Capital Advisors LP 86,360 $36.4M 4.67% -10,405 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 86,102 $36.3M 3.51% +5,455 13F-HR Timeline IVY LANE CAPITAL MANAGEMENT, LLC More: the full row for IVY LANE CAPITAL MANAGEMENT, LLC 86,000 $36.2M 19.57% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 85,929 $36.2M 2.83% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 85,662 $36.1M 2.16% +5,917 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 85,654 $36.1M 4.03% -54 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 85,608 $36.1M 5.73% -7,976 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 85,454 $36M 6.25% -1,156 13F-HR Timeline COOPER CREEK PARTNERS MANAGEMENT LLC More: the full row for COOPER CREEK PARTNERS MANAGEMENT LLC 85,395 $36M 1.11% +8,655 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 85,232 $35.9M 7.51% -12,662 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 85,153 $35.9M 6.97% +1,331 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 85,078 $35.9M 1.26% +2,022 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 84,986 $35.8M 9.2% -2,374 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 84,974 $35.8M 5.25% +546 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 84,058 $35.8M 0.23% +79,592 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 84,803 $35.7M 1.83% +4,014 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 84,671 $35.7M 3.51% -1,626 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 84,475 $35.6M 2.04% -34 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 84,458 $35.6M 4.24% -1,362 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 84,133 $35.5M 6.53% -5,518 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 84,030 $35.4M 4.22% -3,435 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 83,882 $35.4M 3.7% -2,027 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 83,721 $35.3M 3.19% -422 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 83,715 $35.3M 7.18% +237 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 83,620 $35.2M 4.87% -985 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 83,563 $35.2M 2.83% -158 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 83,535 $35.2M 1.14% +1,863 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 83,438 $35.2M 2.37% +27,782 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 83,360 $35.1M 2.3% -488 13F-HR Timeline Group MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 83,192 $35.1M 6.14% -2,449 13F-HR Timeline Rings Capital Management LLC More: the full row for Rings Capital Management LLC 83,000 $35M 18.28% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 82,983 $35M 3.03% -7,736 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 82,775 $34.9M 6.24% +5,436 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 82,757 $34.9M 4.9% -3,989 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 82,657 $34.8M 6.31% 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 82,558 $34.8M 4.79% +1,718 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 82,515 $34.8M 13.03% -3,580 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 82,451 $34.8M 4.34% +9,924 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 82,379 $34.7M 4.08% -880 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 82,366 $34.7M 3.25% -541 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 82,345 $34.7M 2.85% +2,354 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 82,001 $34.6M 0.92% +925 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 81,748 $34.5M 1.57% +809 13F-HR Timeline Group Trybe Capital Management LP More: the full row for Trybe Capital Management LP 81,657 $34.4M 9.44% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 81,493 $34.3M 4.21% -2,550 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 81,469 $34.3M 6.95% -2,362 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 81,306 $34.3M 3.54% -4,202 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 80,824 $34.1M 2.22% -14,089 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 80,754 $34M 6.41% +11,300 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 80,708 $34M 2.83% +32,643 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 80,679 $34M 2.35% -1,733 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 80,605 $34M 2.93% +410 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 80,544 $33.9M 2.51% +19 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 80,515 $33.9M 3.54% -966 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 80,323 $33.9M 2.84% -2,309 13F-HR Timeline Central Securities Corp More: the full row for Central Securities Corp 80,000 $33.7M 3.22% 0 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 79,902 $33.7M 2.99% -4,599 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 79,860 $33.7M 0.75% -2,326 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 79,842 $33.7M 2.44% +6,429 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 79,709 $33.6M 1.09% -3,744 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 79,704 $33.6M 0.56% +29,759 13F-HR/A Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 79,642 $33.6M 2.89% +2,232 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 79,311 $33.4M 6.49% +1,710 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 79,304 $33.4M 0.7% +3,526 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 79,295 $33.4M 1.33% +2,999 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 79,215 $33.4M 2.89% +4,377 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 79,191 $33.4M 2.99% +471 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 79,118 $33.3M 6.35% +1,606 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 79,112 $33.3M 1.29% +21,983 13F-HR Timeline Group South Street Advisors LLC More: the full row for South Street Advisors LLC 78,860 $33.2M 5.09% +1,374 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 78,830 $33.2M 2.86% +5,800 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 78,825 $33.2M 2.03% +7,514 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 79,611 $33.2M 2% -614 13F-HR Timeline Orbis Allan Gray Ltd in group Orbis Allan Gray Ltd More: the full row for Orbis Allan Gray Ltd 78,712 $33.2M 0.18% +39,633 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 78,674 $33.2M 3.9% +1,826 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 78,561 $33.1M 4.09% +2,342 13F-HR Timeline CX Institutional More: the full row for CX Institutional 78,402 $33M 1.31% +11,082 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 78,349 $33M 4.21% -46,439 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 77,610 $33M 3.36% +14,426 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 78,178 $33M 4.37% +2,332 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 78,031 $32.9M 1.09% -4,263 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 77,892 $32.7M +1,798 Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 77,586 $32.7M 0.11% +30,665 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 77,571 $32.7M 0.57% +24,270 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 77,473 $32.7M 2.46% +87 13F-HR Timeline Group M. Kraus & Co More: the full row for M. Kraus & Co 77,184 $32.5M 9.76% -514 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 77,174 $32.5M 4.04% +707 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 77,131 $32.5M 2.27% +586 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 76,964 $32.4M 3.82% +67,312 13F-HR Timeline L1 Capital International Pty Ltd More: the full row for L1 Capital International Pty Ltd 76,796 $32.4M 9.95% +8,073 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 76,740 $32.3M 3.24% -910 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 77,051 $32.3M 5.06% +7,410 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76,469 $32.2M 3.31% -2,434 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 76,394 $32.2M 12.27% -2,248 13F-HR Timeline UNTITLED INVESTMENTS LP More: the full row for UNTITLED INVESTMENTS LP 76,257 $32.1M 7.84% 0 13F-HR Timeline Whitebark Investors LP More: the full row for Whitebark Investors LP 76,219 $32.1M 14.89% 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 76,097 $32.1M +3,346 Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 76,091 $32.1M 1.02% +153 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 76,062 $32.1M 3.33% 0 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 75,964 $32M 14.46% -1,253 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 75,775 $31.9M 10.54% +4,108 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 75,755 $31.9M 6.04% -726 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 75,746 $31.9M 2.39% +584 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 75,650 $31.9M 5.63% 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 75,644 $31.9M 4.15% +1,193 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 75,615 $31.9M 9.42% +64,646 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 75,598 $31.9M 5.61% -508 13F-HR Timeline Group Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 75,336 $31.8M 5.27% +669 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 75,336 $31.8M 4.67% +7,967 13F-HR Timeline