Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 51,180 $3.67M 0.06% +3,880 13F-HR Timeline Group STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 51,152 $3.67M 0.67% +2,459 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 50,805 $3.64M 1.31% -66 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 50,379 $3.61M 0.68% -466 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 50,350 $3.61M 0.15% +891 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 50,000 $3.58M 0.29% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 49,940 $3.58M 0.03% +1,072 13F-HR Timeline Group SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 42,889 $3.58M 0.51% -12,000 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 49,574 $3.55M 4.54% -2,746 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 49,484 $3.55M 0.16% +2,998 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 49,208 $3.53M 0.22% +28,702 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 49,185 $3.53M 0.04% +2,539 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 49,176 $3.53M 0.2% -6,184 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 24,982 $3.51M 0.02% +4,532 13F-HR Timeline Group MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 48,908 $3.51M 0.93% +600 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 48,352 $3.47M 0.59% +2,325 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 48,341 $3.47M 0.33% +634 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 48,000 $3.44M 0.7% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 47,985 $3.44M 0.55% -150 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 47,726 $3.42M 0.72% +1,101 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 47,597 $3.41M 0.05% +9,136 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 47,595 $3.41M 0.05% -372 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 47,555 $3.41M 0.64% -827 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 47,525 $3.41M 0.69% +5,150 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 47,415 $3.4M 0.09% 0 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 47,931 $3.39M 2.3% +484 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 47,191 $3.38M 0.11% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 47,086 $3.38M 0.27% +798 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 47,085 $3.38M 0.4% -487 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 47,052 $3.37M 0.52% -378 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 46,647 $3.34M 0.06% -3,178 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 46,304 $3.32M 0.41% +8,375 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 46,391 $3.32M 0.72% -1,448 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 46,218 $3.31M 0.19% +23 13F-HR Timeline NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 46,000 $3.3M 0.31% +5,500 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 45,981 $3.3M 1.11% -436 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 45,861 $3.29M 0.76% -614 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 45,831 $3.29M 0.36% -12,659 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 45,772 $3.28M 0.44% +164 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 45,700 $3.28M 0.02% +25,700 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 46,568 $3.28M 1.83% +100 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 45,653 $3.27M 1.26% +221 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 45,566 $3.27M 0.05% +5,831 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 243,485 $3.27M +197,732 Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 45,263 $3.24M 0.04% -18,860 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 45,184 $3.24M 0.06% +1,092 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 45,165 $3.23M 0.27% -3,816,043 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 45,112 $3.23M 0.05% +3,130 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 45,060 $3.23M 0.38% new 13F-HR Timeline American Trust More: the full row for American Trust 44,868 $3.22M 0.24% +553 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 44,487 $3.19M 0.1% -707 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 44,108 $3.16M 0.04% +4,387 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 44,077 $3.16M 0.18% +3,438 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 43,821 $3.14M 0.58% +4,613 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 43,631 $3.13M 0.21% new 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 43,441 $3.11M 0.34% +2,491 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 43,430 $3.11M 0.09% -1,340 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 43,412 $3.11M 0.23% +538 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 43,319 $3.11M 1.36% +303 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 43,109 $3.09M 0.26% +1,452 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 42,929 $3.08M 0.33% -13,935 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 42,636 $3.06M 0.31% -71 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,564 $3.05M 0.11% +3,153 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 42,481 $3.05M 0.56% +380 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 42,431 $3.04M 0.36% -1,391 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 42,376 $3.04M 2.29% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 42,361 $3.04M 0.25% +167 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 42,312 $3.03M 0.78% -272 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 42,214 $3.03M 0.65% -2,176 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 42,139 $3.02M 0.12% +390 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 42,103 $3.02M 0.26% -14,850 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 43,118 $3.02M 0.05% 13F-HR/A Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 42,060 $3.02M 0.71% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 42,000 $3.01M 0.35% 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 41,961 $3.01M 0.66% 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 41,653 $2.99M 0.09% +320 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 41,531 $2.98M 0.29% +7,585 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 41,454 $2.97M 0.22% 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 41,445 $2.97M 3.39% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 41,391 $2.97M 0.13% -633 13F-HR/A Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 41,171 $2.95M 0.4% 0 13F-HR Timeline Group Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 41,096 $2.95M 0.61% +16,724 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 40,925 $2.93M 0.44% -3 13F-HR Timeline OSSIAM More: the full row for OSSIAM 40,868 $2.93M 0.05% +31,648 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 40,724 $2.92M 2.58% 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 40,698 $2.92M 0.06% +808 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 40,686 $2.92M 0.36% -4,757 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 40,485 $2.9M 0.62% +1,194 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 40,416 $2.9M 0.36% -327 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 40,396 $2.9M +718 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 40,360 $2.89M 0.03% -4,293 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 40,310 $2.89M 0.22% -3,475 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 40,027 $2.87M 1.29% +16,480 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 40,000 $2.87M 0.35% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 40,000 $2.87M 0.64% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 39,975 $2.87M 2.31% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 39,800 $2.86M 0.14% -262 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 39,721 $2.85M 0.21% -3,234 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 39,627 $2.84M 0.3% +475 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 39,606 $2.84M 0.13% -7,137 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 39,598 $2.84M 1.73% 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 39,511 $2.83M 0.36% -390 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 39,272 $2.82M 0.29% -643 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 39,024 $2.8M 0.1% +3,739 13F-HR Timeline Group CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 39,011 $2.8M 0.1% -537 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 38,964 $2.79M 0.39% +191 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 38,588 $2.77M 0.85% +112 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 38,551 $2.76M 0.15% -6,600 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 38,422 $2.75M 0.1% +2,608 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 38,338 $2.75M 1.52% 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 38,299 $2.75M 0.11% +2,732 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 38,294 $2.75M 0.01% -1,211,500 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 38,169 $2.74M 0.02% +4,426 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 38,155 $2.74M 0.23% +12,630 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 38,143 $2.73M 0.32% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 37,881 $2.72M 1.27% +949 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37,852 $2.71M 0.05% +552 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 37,829 $2.71M 0.55% +5,377 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 37,649 $2.7M 0.67% -350 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 37,620 $2.7M 0.61% -542 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 37,578 $2.69M 0.08% -4,067 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 37,519 $2.69M 0.25% -3,010 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 37,433 $2.68M 0.03% +559 13F-HR/A Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 37,330 $2.68M 0.21% -227 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 37,078 $2.66M 0.86% -8,854 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Archer Investment Corp More: the full row for Archer Investment Corp 36,936 $2.65M 0.71% +8 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 36,911 $2.65M 0.06% -1,420 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 36,897 $2.65M 0.64% -45,960 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 36,724 $2.63M 2.01% -1,050 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 36,654 $2.63M 0.03% -44,849 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 36,526 $2.62M 0.63% +295 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 36,507 $2.62M 0.04% -730 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 36,456 $2.61M 0.18% +1,050 13F-HR Timeline Boussard & Gavaudan Investment Manageme… More: the full row for Boussard & Gavaudan Investment Management LLP 36,362 $2.61M 0.25% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 36,253 $2.6M 0.11% +1,019 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 36,069 $2.59M 0.93% -277 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 36,011 $2.58M 0.12% -2,148 13F-HR Timeline CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 36,000 $2.58M 0.17% -15,000 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 36,373 $2.58M 0.4% -942 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 35,732 $2.56M 0.15% -80 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 35,623 $2.55M 0.08% +952 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 35,619 $2.55M 0.17% -320 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 35,611 $2.55M 0.92% -205 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 35,598 $2.55M 1.54% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 35,568 $2.55M 1.08% -1,223 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 35,520 $2.55M 0.67% +816 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 35,536 $2.54M 2% +447 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 35,438 $2.54M 0.33% +81 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,127 $2.52M 1.21% -50 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 35,086 $2.52M 0.78% +2,024 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 34,797 $2.49M 0.64% +1,087 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 34,790 $2.49M 0.76% +275 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 34,760 $2.49M 0.14% +582 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 34,693 $2.49M 0.02% +29,941 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 29,412 $2.49M 0.79% -8,657 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 34,673 $2.49M 0.3% -4,988 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 34,629 $2.48M 0.29% -458 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 34,586 $2.48M 0.06% +206 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 34,537 $2.48M 1.49% +445 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 34,458 $2.47M 0.69% +4,074 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 34,310 $2.46M 0.15% -65 13F-HR Timeline Group Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 34,140 $2.45M 1.06% +1,425 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 34,125 $2.45M 0.33% -89 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,021 $2.44M 0.08% +61 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 34,004 $2.44M 1.38% +653 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 33,922 $2.43M 1.55% -576 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 33,877 $2.43M 0.12% -28,574 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 33,751 $2.42M 0.73% +127 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 33,700 $2.42M 0.62% -751 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 33,565 $2.41M 0.05% -101,932 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 33,434 $2.4M 0.34% +158 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 33,403 $2.39M new Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 34,377 $2.39M -2,715 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 33,315 $2.39M 0.16% -10,600 13F-HR/A Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 33,199 $2.38M 0.15% +30,278 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 33,191 $2.38M 0.4% -12,230 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 33,126 $2.37M 0.72% +72 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 33,042 $2.37M 0.73% 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 32,965 $2.36M 0.34% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 32,930 $2.36M 0.09% -410 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 32,828 $2.35M 0.1% +7,612 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 32,760 $2.35M 0.92% -500 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 32,627 $2.34M 0.13% -2,046 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 32,454 $2.33M 0.06% +1,652 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 32,444 $2.32M 0.08% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 32,407 $2.32M 0.09% +5,936 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 32,406 $2.32M 0.01% +13,199 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 32,380 $2.32M 0.28% +293 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 32,377 $2.32M 0.48% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 32,321 $2.32M 0.19% +866 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 32,256 $2.31M 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 32,147 $2.3M 0.1% +1,824 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 31,954 $2.29M 0.24% -1,089 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 31,900 $2.29M 1.16% +1,018 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 31,879 $2.29M 0.53% +150 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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