BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 46,375 $2.78M 0.2% -400 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 45,212 $2.71M 0.42% +527 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 45,000 $2.7M 0.25% +6,000 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 43,272 $2.59M 0.12% -1,100 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 41,530 $2.49M 1.66% -3,125 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 41,358 $2.48M 1.79% +423 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 40,811 $2.45M <0.01% -2,223 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 39,000 $2.34M 1.16% new 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 38,519 $2.31M -500 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 38,206 $2.29M 0.06% 0 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 36,930 $2.21M 1.6% +111 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 36,024 $2.16M 0.07% -1,000 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 34,908 $2.09M <0.01% -10,286 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 34,654 $2.08M 0.01% -245 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 34,383 $2.06M 0.02% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 33,952 $2.04M 0.7% -76 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 22,988 $2M 0.71% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 33,273 $1.99M 0.06% +97 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 32,823 $1.97M 0.06% +29,185 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 32,540 $1.95M 0.26% +30,307 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,223 $1.94M <0.01% +10,990 13F-HR/A Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 31,562 $1.89M 0.25% -200 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 31,250 $1.87M 0.02% +300 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 30,690 $1.84M <0.01% +1,368 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 29,800 $1.79M 1.59% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 29,563 $1.77M 0.01% +340 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 29,555 $1.77M 0.01% +1,308 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 28,776 $1.72M 0.53% -95 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 19,905 $1.72M 0.27% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 28,585 $1.71M 0.13% new 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 28,300 $1.69M <0.01% -404,200 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 27,194 $1.63M 0.17% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,546 $1.59M 0.02% -6,378 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 25,980 $1.56M 0.08% -1,650 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 25,091 $1.5M 1.44% -600 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 25,035 $1.5M 0.29% +3,088 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 24,970 $1.5M <0.01% +410 13F-HR/A Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 24,114 $1.45M 0.02% -45 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 23,890 $1.43M <0.01% +5,101 13F-HR Timeline Group Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 23,858 $1.43M 1.15% -103 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,752 $1.42M 0.08% +14,790 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 23,726 $1.42M 0.49% -790 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 23,562 $1.41M 0.92% +303 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 23,418 $1.4M 1.35% -275 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 23,122 $1.39M 0.09% -182,293 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22,961 $1.38M 0.13% -30 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 22,700 $1.36M 0.08% -1,700 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 21,979 $1.32M 0.02% -569 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 21,788 $1.31M 0.05% -224 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 21,788 $1.31M 0.01% -224 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 21,361 $1.29M 0.01% +172 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,412 $1.28M 0.02% +4,825 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,346 $1.28M 0.01% +6,321 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 21,346 $1.28M 0.01% +6,321 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 21,042 $1.26M 0.27% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 20,836 $1.25M <0.01% -3,642 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 20,545 $1.23M 0.15% -595 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 20,458 $1.23M 0.01% +15,980 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 20,281 $1.22M 0.14% -6,900 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 20,257 $1.21M 0.32% -1,060 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 20,094 $1.2M -397 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,020 $1.2M 0.01% -580 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 19,936 $1.2M 0.08% -3,064 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 19,666 $1.18M <0.01% +3,154 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 19,080 $1.14M <0.01% -1,016 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 19,009 $1.14M <0.01% -531 13F-HR Timeline Group Capital World Investors More: the full row for Capital World Investors 18,905 $1.13M <0.01% +11,628 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,361 $1.1M 0.01% -1,280 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 17,904 $1.07M 0.99% -270 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 17,760 $1.06M 0.05% +10,873 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 17,661 $1.06M 0.15% +10,235 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 17,320 $1.04M 0.04% -6,450 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 17,174 $1.03M 0.39% -1,141 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,054 $1.02M <0.01% +928 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 16,830 $1.01M <0.01% +7,330 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 16,796 $1.01M 0.02% -125 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 16,717 $1M 0.01% +2,665 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 16,564 $993K 0.01% +654 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 16,521 $990K <0.01% -105,441 13F-HR/A Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 16,412 $984K 0.05% -382 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 16,100 $965K <0.01% -430 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,637 $937K 0.01% -511 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 15,568 $933K <0.01% +447 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 15,546 $932K 0.06% +94 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,299 $917K <0.01% -21,376 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,269 $915K 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 15,252 $914K 0.01% +4,248 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 14,983 $898K 0.72% +163 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 14,949 $896K 0.17% -30,380 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,911 $894K 0.02% -42 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 14,478 $868K 0.03% +1,813 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,338 $859K <0.01% +3,326 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,825 $829K 0.01% -2,876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 13,815 $828K 0.01% -2,247 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,602 $815K 0.07% +2,069 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 13,483 $808K 0.01% -5,228 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,371 $801K 0.04% +9,201 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,305 $798K <0.01% +1,407 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 13,199 $791K 0.13% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 13,120 $786K 0.11% -150 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,464 $747K <0.01% +192 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,390 $743K 0.03% +162 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 12,028 $721K 0.01% -1,788 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 12,014 $721K <0.01% new 13F-HR/A Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 11,578 $694K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 11,532 $691K 0.01% +6,818 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,787 $682K 0.06% +406 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,322 $679K 0.01% +265 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 10,975 $658K 0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,573 $634K 0.01% +3,802 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 10,544 $631K 0.18% +77 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,395 $623K 0.28% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 10,590 $618K 0.12% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 10,176 $610K 0.13% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 10,173 $610K 0.01% +3,031 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 10,069 $604K 0.4% -75 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,877 $592K <0.01% +9 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,667 $579K 0.02% -56 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 9,526 $571K -73,427 Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,482 $568K <0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,307 $558K <0.01% -29 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 9,208 $552K 0.02% +3,816 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9,842 $552K <0.01% -2,396 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,142 $548K 0.09% +59 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 9,081 $544K 0.22% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,892 $533K 0.02% +211 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 8,893 $533K 0.02% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 8,844 $530K 0.05% -300 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,680 $520K <0.01% -1,006 13F-HR Timeline Group JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 8,670 $520K 0.22% +80 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,601 $516K 0.01% -195 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,596 $515K 0.1% 0 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 8,554 $513K 0.04% new 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 8,485 $509K 0.11% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,417 $505K <0.01% -593 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 8,300 $497K 0.01% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 8,300 $497K 0.08% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,282 $496K 0.19% -1,748 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,164 $489K 0.08% -429 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 8,114 $486K 0.12% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,641 $483K 0.04% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,871 $473K <0.01% -3,170 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 7,872 $472K <0.01% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,848 $470K 0.12% -77 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,847 $470K 0.06% +933 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,812 $468K 0.07% +183 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 7,771 $466K 0.13% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,742 $464K 0.01% -1,344 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,693 $461K 0.03% +25 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 7,622 $457K 0.18% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,560 $453K <0.01% +919 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,522 $451K <0.01% +244 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,452 $447K <0.01% -4,666 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,435 $446K 0.02% +934 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 7,363 $441K 0.13% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 7,338 $440K 0.27% -1,229 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 7,305 $438K 0.03% -1,180 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 7,268 $436K 0.02% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,328 $435K 0.01% -1,110 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 7,195 $431K 0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 7,154 $429K 0.01% -4,767 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 6,614 $422K 0.37% -173 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 7,000 $419K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,964 $417K 0.04% +1,208 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,835 $410K 0.01% +4,363 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,786 $407K 0.03% +793 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,753 $405K 0.02% -363 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,659 $399K 0.01% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,586 $395K 0.01% +12 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 6,566 $394K 0.19% -560 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 6,422 $385K 0.05% +260 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,417 $385K <0.01% +83 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 6,407 $384K 0.18% +2 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 6,391 $383K 0.14% -83 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,329 $379K 0.06% +5,629 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 6,312 $378K 0.27% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 4,400 $374K 0.14% new 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 6,187 $371K 0.03% +506 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,132 $368K 0.01% -1,800 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 6,032 $362K 0.05% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,019 $361K 0.03% -8,217 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,994 $359K 0.11% +725 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,962 $357K 0.03% +604 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 5,950 $357K <0.01% +930 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,912 $354K <0.01% +3,392 13F-HR Timeline Group Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,860 $351K 0.03% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,560 $351K 0.01% +58 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,852 $351K <0.01% -1,360 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,800 $348K <0.01% -1,625 13F-HR Timeline Group Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 5,800 $347K 0.02% -7,800 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,796 $347K 0.01% +1,738 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,738 $344K 0.01% +1,203 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,654 $339K 0.11% -541 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,635 $338K <0.01% -1,050 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,582 $335K +638 Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,544 $332K 0.03% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,523 $331K <0.01% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,511 $330K 0.04% -20 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,506 $330K <0.01% +1,397 13F-HR/A Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $328K 0.13% +165 13F-HR Timeline