CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 24,216 $1.1M 0.24% new 13F-HR Timeline Bastion Asset Management Inc. More: the full row for Bastion Asset Management Inc. 24,230 $1.09M 0.33% -18,612 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,069 $1.09M 0.01% +1,472 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,064 $1.09M 0.01% -1,342 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 24,000 $1.09M 0.11% -23,000 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 23,926 $1.08M 0.03% +8,554 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 23,696 $1.07M <0.01% -14,808 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 23,645 $1.07M 0.01% -3,692 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 23,613 $1.07M 1.19% +18,385 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 23,508 $1.06M 0.17% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 23,493 $1.06M 0.01% +1,758 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 23,402 $1.06M 0.01% -6,845 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 23,316 $1.05M 0.02% new 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,237 $1.05M 0.01% +8,663 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,118 $1.05M 0.02% -4,655 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 23,056 $1.04M 0.19% -3,896 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 23,054 $1.04M 0.39% +4,561 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 22,894 $1.04M 0.03% -71,575 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 22,854 $1.03M 0.61% +1,467 13F-HR Timeline SOUTHEASTERN ASSET MANAGEMENT INC/TN/ More: the full row for SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 22,463 $1.02M 0.05% -531,611 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,175 $1M 0.03% -825 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 22,132 $1M 0.3% -38,556 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 21,954 $993K 0.02% -2,306 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 21,793 $986K 0.1% 0 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 21,617 $978K 0.09% -958 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 21,607 $977K 0.09% 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,454 $970K 0.03% -2,363 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 21,431 $969K 0.02% +3,993 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 21,423 $969K 0.09% +12,415 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 21,335 $965K 0.01% -3,109 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 21,040 $952K 0.71% +652 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,030 $951K 0.01% -8,209 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 20,990 $949K 0.25% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,957 $948K 0.01% -178,501 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 20,765 $939K 0.07% +12,310 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,992 $937K 0.01% -8,087 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 20,052 $934K 0.01% -1,380 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 20,569 $930K <0.01% -30,865 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 20,486 $926K 0.66% 13F-HR Timeline United Bank More: the full row for United Bank 20,439 $924K 0.31% +559 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 20,420 $924K 0.95% 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 20,283 $917K 0.45% +16,688 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 20,108 $909K 0.04% -3,250 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 20,070 $908K 0.01% -563 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 20,064 $908K 0.03% -5,619 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 20,000 $905K 0.08% 0 13F-HR Timeline LB Partners LLC More: the full row for LB Partners LLC 20,000 $905K 0.81% new 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 20,000 $905K 0.08% -40,000 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,954 $903K 0.01% +742 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 19,795 $895K 0.09% -56,532 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,754 $893K 0.18% +2,089 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,396 $891K 0.02% +5,024 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 19,589 $886K 0.02% -44,394 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 19,551 $884K 0.01% -42,556 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 19,674 $879K 0.01% -125,237 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 19,383 $877K 0.39% -3,620 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,209 $869K 0.04% +10,025 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 19,129 $865K 0.05% -8,841 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,929 $856K 0.04% -4,323 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 18,894 $855K 0.01% +2,178 13F-HR Timeline Brickwood Asset Management LLP More: the full row for Brickwood Asset Management LLP 18,756 $848K 0.64% new 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 18,664 $844K 0.04% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18,663 $844K 0.01% -12,183 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,583 $841K 0.02% +10,041 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 18,430 $834K 0.01% -6,693 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 18,354 $830K 0.02% -1,655 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,065 $817K 0.01% +12,449 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 18,055 $817K <0.01% +39 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 18,014 $815K 0.02% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 17,784 $804K 0.16% +4,981 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,756 $803K 0.01% -10,565 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 17,738 $802K 0.14% -1,967 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 17,728 $802K 0.01% -34,362 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 17,695 $800K 0.08% +12,036 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 17,694 $800K 0.14% new 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 17,727 $791K 0.53% -13,777 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,416 $788K 0.01% -8,407 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,360 $785K 0.02% +9,922 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 17,333 $784K 0.89% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 17,329 $784K 0.05% -16,921 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 17,320 $783K 0.14% -3,501 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 17,311 $783K 0.01% -539,189 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 17,270 $781K 0.2% -1,100 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 17,152 $776K 0.04% +5,121 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 17,144 $775K 0.03% +4,517 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,002 $769K 0.01% -5,169 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 16,958 $767K 0.01% +2,543 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 16,955 $767K 0.13% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 16,907 $765K 0.02% -12,244 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 16,830 $761K <0.01% -949,358 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 16,827 $761K 0.01% -45,934 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,796 $760K 0.02% -599 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,667 $753K 0.05% -21,800 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 16,612 $751K 0.05% +300 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 16,578 $750K 0.03% +213 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 16,537 $748K 0.01% +76 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,449 $744K 0.04% +4,628 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,432 $743K 0.02% +4,634 13F-HR Timeline Oldfield Partners LLP More: the full row for Oldfield Partners LLP 16,252 $735K 0.19% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 16,000 $724K 0.19% +7,051 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 15,945 $721K 0.13% -145 13F-HR Timeline CNB Bank More: the full row for CNB Bank 15,898 $719K 0.3% +680 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 15,871 $718K 0.02% -656 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 15,870 $718K <0.01% -4,775 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 15,832 $716K 0.01% -185,504 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 15,808 $715K 0.07% -26,820 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 15,639 $707K 0.03% +2,952 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,512 $702K <0.01% -3,822 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 15,476 $700K 0.24% +6,532 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 15,467 $700K 0.04% +3,734 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,456 $699K 0.01% -16,777 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 15,452 $699K +1,140 Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 15,356 $695K 0.05% -6,118 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 7,972 $694K 0.1% +2,883 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 15,300 $692K 0.27% 0 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 15,257 $690K 0.08% +241 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 15,203 $688K 0.02% -6,000 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 15,143 $685K 0.08% -2,047 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 15,139 $685K 0.16% -499 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 15,064 $681K 0.11% -314 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,002 $679K 0.01% -1,604 13F-HR Timeline Group NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 15,000 $678K 0.63% 0 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 15,000 $678K 0.57% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 14,861 $672K 0.05% +3,875 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 14,800 $669K 0.07% -1,900 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 14,757 $667K 0.09% +1,306 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 14,591 $660K 0.18% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 14,541 $658K 0.11% +2,854 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,530 $657K 0.01% -9,189 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,515 $657K 0.03% +2,185 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 14,453 $654K 0.01% +3,723 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 14,419 $652K 0.03% -334 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 11,136 $650K 0.06% +112 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 14,350 $649K 0.02% -38 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 14,266 $645K 0.01% -8,028 13F-HR/A Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,504 $637K -81,896 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,052 $636K 0.01% -8,480 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 14,004 $633K 0.51% +5,073 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 14,000 $633K 0.69% +6,000 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,960 $631K 0.04% +3,679 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 13,917 $629K -17,858 Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 13,879 $628K 0.02% -30,683 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 12,240 $627K 0.12% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 13,748 $622K 0.01% -7,593 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 13,741 $622K 0.3% +360 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 13,711 $620K 0.22% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,671 $618K 0.01% +705 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 13,555 $613K 0.08% -2,693 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13,523 $612K 0.24% -256 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,478 $610K 0.02% +3,274 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 13,429 $607K 0.02% -660 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 13,423 $607K 0.02% +7,084 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,372 $605K 0.03% +2,611 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 13,314 $602K 0.12% +340 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 13,289 $601K 0.18% +2,813 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 13,278 $601K 0.54% +1,156 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,162 $595K <0.01% +1,518 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 13,136 $594K 0.01% -4,166 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 13,113 $593K 0.58% -456 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 13,036 $590K 0.02% +2,459 13F-HR/A Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,962 $586K 0.38% +94 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 12,966 $586K 0.01% -358,061 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 13,000 $585K 0.04% -13,000 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,897 $583K 0.05% -1,825 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 12,774 $578K 0.08% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,673 $573K 0.06% +5,849 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 12,630 $571K 0.06% +3,847 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 12,611 $570K 0.21% -7,275 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 12,608 $570K 0.04% +248 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 12,493 $565K 0.02% +1,288 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 12,492 $565K 0.05% +89 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 12,488 $565K 0.02% -25,560 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,407 $561K 0.01% +1,989 13F-HR/A Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12,352 $559K 0.34% +590 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,335 $558K 0.01% -2,121 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 12,263 $555K 0.02% +5,848 13F-HR Timeline Group Aviso Financial Inc. More: the full row for Aviso Financial Inc. 12,247 $554K 0.02% +7,549 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 12,190 $551K 0.05% +2,246 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 12,159 $550K 0.02% -1,360 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,153 $550K <0.01% -101,610 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 12,128 $549K 0.17% -1,094 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 11,983 $542K 0.03% -1,345 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,953 $541K 0.01% +2,341 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 11,913 $539K 0.19% -1,253 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,790 $533K <0.01% +1,367 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 11,776 $533K 0.01% -187 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,765 $532K 0.08% -424 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,426 $531K 0.16% -1,631 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 11,697 $529K 0.05% +1,241 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 11,625 $526K 0.35% +1,400 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,574 $523K 0.01% -38,702 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 11,571 $523K 0.01% -4,197 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 11,568 $523K 0.07% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 11,560 $523K 0.31% -1,605 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 11,522 $521K 0.01% -52,120 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,512 $521K 0.03% +123 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,511 $521K 0.05% -9,399 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,465 $519K <0.01% -2,781 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,440 $517K 0.01% +4,359 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 11,407 $516K 0.1% new 13F-HR Timeline