CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 13,616 $6.63M 0.02% -773 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 13,538 $6.59M -535 Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 13,455 $6.55M 0.12% +3,403 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 13,377 $6.51M 0.22% -687 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,364 $6.5M 0.17% +1,530 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 13,323 $6.48M 0.64% +172 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 13,222 $6.44M 0.15% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,221 $6.44M +2,078 Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,146 $6.4M -550 Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 13,126 $6.39M 4.74% -59 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 13,018 $6.34M 0.13% -168 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,837 $6.31M 0.28% +1,021 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 12,943 $6.3M 0.19% -166 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 12,931 $6.29M 1.26% +365 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 12,913 $6.28M 0.43% +1,761 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 12,906 $6.28M 0.09% -3,739 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,760 $6.21M 0.18% +304 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 12,743 $6.2M 0.46% -103 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 12,729 $6.2M 0.63% 0 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 11,733 $6.19M 0.32% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 12,612 $6.13M 0.28% +1,161 13F-HR/A Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,585 $6.13M 1.56% +7,257 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,384 $6.03M 0.27% +1,013 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 12,381 $6.03M 0.02% new 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 12,376 $6.02M 1.01% +1,796 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 12,369 $6.02M 5.37% -7,714 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,318 $6M 0.09% +5,649 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 12,197 $5.94M 0.19% +35 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 12,156 $5.92M 0.38% +11,654 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 12,109 $5.89M 0.84% +96 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 12,020 $5.85M 0.77% +159 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 11,887 $5.79M 1.76% 0 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 11,831 $5.76M 0.66% +599 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 11,799 $5.74M 0.24% +43 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 11,772 $5.73M 0.6% -3 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 11,749 $5.72M 3.43% +2,916 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,721 $5.7M 0.09% -222 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,688 $5.69M 0.17% +196 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 11,603 $5.65M 0.09% +133 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 24,565 $5.63M +24,562 Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 11,543 $5.62M 0.52% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,453 $5.57M 0.08% +1,075 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,423 $5.56M 0.08% +144 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,406 $5.55M 0.4% -4 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 11,397 $5.55M 0.97% +70 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 11,381 $5.54M 2.24% -100 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 11,303 $5.5M 0.13% +10,587 13F-HR Timeline Group Mount Capital Ltd More: the full row for Mount Capital Ltd 11,220 $5.46M 1.96% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 11,211 $5.46M 0.84% +4,585 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 11,135 $5.42M 0.53% -101 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,995 $5.35M 0.11% +10,584 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 10,942 $5.33M 0.92% -587 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 10,879 $5.3M 1.1% +746 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 10,815 $5.26M 2.13% -184 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,810 $5.26M 0.37% -117 13F-HR/A Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 10,810 $5.26M 0.77% -12,879 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 10,766 $5.24M 1.28% +698 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,753 $5.23M 0.09% -25 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 10,819 $5.23M 0.35% +562 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 10,686 $5.2M 1.31% -999 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 10,639 $5.18M 0.25% +108 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,605 $5.16M 0.47% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 9,938 $5.13M 0.47% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,534 $5.13M 0.03% +1,697 13F-HR Timeline Magellan Asset Management Ltd in group Magellan Asset Management Ltd More: the full row for Magellan Asset Management Ltd 10,534 $5.13M 0.06% +4,401 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 10,495 $5.11M 1.29% +224 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 10,465 $5.09M 0.18% +340 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,460 $5.09M 0.07% +1,831 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,242 $4.99M 0.57% +140 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 10,221 $4.97M 0.52% +301 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,211 $4.97M 0.64% +217 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 10,169 $4.95M 0.86% +315 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,157 $4.94M 0.04% -113 13F-HR Timeline Group Stephens Investment Management Group LLC group of 2 filers holding More: the full row for Stephens Investment Management Group LLC 10,035 $4.88M -998 Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 10,029 $4.88M 0.2% +5,275 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,006 $4.87M 0.32% -291 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 10,000 $4.87M 0.98% new 13F-HR/A Timeline KP Management LLC More: the full row for KP Management LLC 10,000 $4.87M 1.71% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,932 $4.83M 0.58% +93 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,894 $4.82M 0.04% +1,194 13F-HR Timeline Incline Global Management LLC More: the full row for Incline Global Management LLC 9,893 $4.82M 1.43% new 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,829 $4.78M 1.51% +96 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,751 $4.75M 0.01% -1,390 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,690 $4.71M 0.12% 0 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 9,645 $4.69M 0.39% +6,247 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 9,604 $4.67M 0.23% -520 13F-HR Timeline Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 9,582 $4.66M 0.41% -1,325 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,497 $4.62M 0.25% -272 13F-HR Timeline Ownership Capital B.V. More: the full row for Ownership Capital B.V. 9,479 $4.61M 2.6% -79,212 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 9,384 $4.57M <0.01% +611 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 9,360 $4.56M 0.29% +56 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 9,300 $4.53M 0.15% +5,500 13F-HR Timeline Group Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 9,300 $4.53M 3.82% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,289 $4.52M 0.02% +1,597 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 9,281 $4.52M 0.09% +72 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 9,111 $4.43M 1.39% +32 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,083 $4.42M 0.18% -2,406 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 8,998 $4.38M 0.62% +150 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 8,862 $4.31M 1.05% -394 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 8,830 $4.3M 0.01% -83,448 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,783 $4.27M 0.74% -770 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,850 $4.27M 0.04% +3,589 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,752 $4.26M 0.53% -1,636 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,750 $4.26M 0.07% -96 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,676 $4.22M 0.03% +167 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 8,667 $4.22M 0.11% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 8,619 $4.19M <0.01% +2,713 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 8,614 $4.19M 0.42% -40 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 8,601 $4.19M 1.14% -372 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 8,598 $4.18M 1.72% -6 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,562 $4.17M 0.14% +113 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,498 $4.14M 0.42% -22,645 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,427 $4.1M 0.26% +1,470 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 8,400 $4.09M 0.05% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,252 $4.02M 1.02% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,144 $3.96M 0.13% +5,562 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 8,136 $3.96M 1.74% -98 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 8,112 $3.95M 0.05% -2,074 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 8,101 $3.94M 0.77% +845 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,097 $3.94M 0.28% -13 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,052 $3.92M 0.52% new 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 8,000 $3.89M 0.96% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 7,999 $3.89M 0.69% -309 13F-HR/A Timeline Windmill Hill Asset Management Ltd More: the full row for Windmill Hill Asset Management Ltd 7,966 $3.88M 1.02% 0 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) 7,951 $3.87M 0.11% +1,246 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,939 $3.86M 0.09% +2,847 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 7,909 $3.85M 0.89% +285 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 7,880 $3.84M 0.43% -3,744 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,826 $3.81M 0.64% new 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 7,800 $3.8M 0.72% +2,400 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 7,790 $3.79M 1.95% +107 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 7,751 $3.77M 0.17% -293 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,728 $3.76M 0.15% new 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 7,699 $3.75M 0.05% -1,976 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,693 $3.74M 0.06% -191 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 7,681 $3.74M 0.37% +4,089 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7,551 $3.68M 0.05% -72 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 7,531 $3.67M 3.13% +3,581 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,469 $3.64M 0.05% +119 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 7,422 $3.61M 2.46% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 7,403 $3.6M 0.35% +2,305 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,389 $3.6M 0.54% -643 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 7,368 $3.59M 2.61% 0 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 7,340 $3.57M 0.65% +16 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 7,335 $3.57M 2.54% +522 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 7,328 $3.57M 0.97% +87 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,327 $3.57M 0.02% +504 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 7,298 $3.55M 0.1% -8,587 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,296 $3.55M 0.07% -169 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,276 $3.54M 0.03% +6,891 13F-HR Timeline Group BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 7,167 $3.49M 1.08% -56 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 7,158 $3.48M 0.14% new 13F-HR Timeline WEITZ INVESTMENT MANAGEMENT, INC. More: the full row for WEITZ INVESTMENT MANAGEMENT, INC. 7,140 $3.48M 0.19% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,021 $3.42M 0.03% +170 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,003 $3.41M 0.15% -2,125 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 7,000 $3.41M 0.28% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,973 $3.39M 0.03% -360 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,966 $3.39M 0.03% -271 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,949 $3.38M 0.13% +148 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 6,939 $3.38M 1.5% +2 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,924 $3.37M 0.06% +18 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,914 $3.37M 0.05% -15 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,844 $3.33M 0.12% -2,207 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,667 $3.24M 0.37% +1,548 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,584 $3.2M 0.19% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,556 $3.19M 0.12% +724 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,549 $3.19M 0.36% +47 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 6,544 $3.19M 0.38% -1,363 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 6,500 $3.16M 0.08% +600 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 6,492 $3.16M 4.62% -308 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,485 $3.16M 0.22% +243 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,465 $3.15M 1.95% -25 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,381 $3.11M 0 Timeline Whitford Management LLC More: the full row for Whitford Management LLC 6,373 $3.1M 3.12% -2,061 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,372 $3.1M 0.86% -178 13F-HR/A Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 6,355 $3.09M 1.08% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,345 $3.09M -145 Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,316 $3.07M 0.25% +6,226 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,314 $3.07M 0.9% -53 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,304 $3.07M 0.18% +87 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,263 $3.05M 0.2% -82 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 6,245 $3.04M 0.07% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 6,236 $3.04M 1.29% +234 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,144 $3.01M 0.22% -2 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,174 $3M 0.19% +744 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,163 $3M 0.09% +80 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 6,161 $3M 0.13% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 6,158 $3M 1.2% -145 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,150 $2.99M 0.09% -260 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 6,141 $2.99M 0.15% -5,250 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,106 $2.97M 0.05% +34 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,084 $2.96M 0.1% +3,998 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,073 $2.96M 0.03% +38 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 6,062 $2.95M 0.28% +1,864 13F-HR Timeline BAYVIEW ASSET MANAGEMENT, LLC More: the full row for BAYVIEW ASSET MANAGEMENT, LLC 6,000 $2.92M 2.24% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,977 $2.91M 0.1% +4 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 5,966 $2.9M 0.09% -401 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 5,946 $2.89M 1.43% +520 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 5,901 $2.87M 0.27% -262 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,893 $2.87M 0.1% +3,526 13F-HR Timeline