Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 69,446 $16.1M 0.26% +2,976 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 69,464 $16.1M 0.09% +6,376 13F-HR Timeline S&CO INC More: the full row for S&CO INC 69,353 $16M 1% -518 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 68,551 $15.9M 1.3% -4,710 13F-HR Timeline Hosking Partners LLP More: the full row for Hosking Partners LLP 68,445 $15.8M 0.54% -341 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 68,406 $15.8M 0.23% -676 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 59,193 $15.8M 1.6% -5,122 13F-HR Timeline CX Institutional More: the full row for CX Institutional 68,064 $15.7M 0.47% +2,238 13F-HR Timeline OREGON PUBLIC EMPLOYEES RETIREMENT FUND More: the full row for OREGON PUBLIC EMPLOYEES RETIREMENT FUND 67,915 $15.7M 0.2% +154 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 67,690 $15.7M 0.19% +4,341 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 66,613 $15.4M 0.06% +13,548 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 66,604 $15.4M 0.51% +126 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 66,304 $15.3M 0.19% +648 13F-HR/A Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 66,279 $15.3M 0.03% +4,405 13F-HR Timeline Group ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 66,130 $15.3M 1.42% +211 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 64,562 $15.2M 0.06% +770 13F-HR Timeline Group Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 65,215 $15.1M 1.18% +1,654 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 64,796 $15M 0.96% +390 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 64,774 $15M 0.03% +3,580 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 64,069 $14.8M 0.17% -2,292 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 62,789 $14.5M 0.79% -1,180 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 62,499 $14.5M 1.36% +798 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 62,334 $14.4M 3.15% +281 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 61,390 $14.2M 0.41% -262 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 61,340 $14.2M 0.42% -19,971 13F-HR Timeline Group Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 61,278 $14.2M 0.55% +14,370 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 61,178 $14.2M 0.89% -1,247 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 60,730 $14M 0.47% +6,320 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 60,617 $14M 0.05% -102 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 59,716 $13.8M 1.04% -720 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 59,298 $13.7M +14,400 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 59,337 $13.7M 0.09% +149 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 59,322 $13.7M 1.25% +555 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 59,291 $13.7M 0.8% +348 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 58,991 $13.6M 0.7% -983 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 58,888 $13.6M 0.44% -124 13F-HR Timeline State of Alaska, Department of Revenue More: the full row for State of Alaska, Department of Revenue 58,712 $13.6M 0.14% -4,955 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 58,148 $13.5M 1.97% -994 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 57,938 $13.4M 0.61% +17,169 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 57,406 $13.3M 0.18% +26,732 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 56,192 $13M 0.03% +2,201 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 56,014 $13M 0.81% +71 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 56,004 $13M 0.33% -4,238 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 55,903 $12.9M 1.05% +393 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 55,597 $12.9M 0.19% -1,177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 54,902 $12.7M 0.26% +10,515 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 54,509 $12.6M 0.05% -140,110 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 54,400 $12.6M 0.36% +3,000 13F-HR Timeline Group Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 54,340 $12.6M 1.28% -5,365 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 53,803 $12.4M 0.02% +1,227 13F-HR Timeline Group BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 53,500 $12.4M 2.43% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 53,340 $12.3M 0.55% -654 13F-HR Timeline Group Kentucky Retirement Systems group of 2 filers holding More: the full row for Kentucky Retirement Systems 53,288 $12.3M 0 Timeline ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 53,031 $12.3M 0.14% -437 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 53,000 $12.3M 1.07% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 52,839 $12.2M 0.02% -328,455 13F-HR Timeline Group FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 52,779 $12.2M 0.05% +2,329 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 52,692 $12.2M 0.58% -2,175 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 52,270 $12.1M 0.17% +492 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 52,011 $12M 1.01% -2,015 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 51,984 $12M 0.18% +13,007 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 51,248 $11.9M 0.14% -63,805 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 50,406 $11.7M 2.54% +40,669 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 50,385 $11.7M 0.2% -1,138 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 50,291 $11.6M 0.77% -212 13F-HR Timeline MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 49,755 $11.5M +6,562 Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 49,810 $11.5M 0.88% -231 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 49,617 $11.5M 1.7% -251 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 49,500 $11.5M 3.24% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 47,804 $11.2M 0.14% -55 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 48,287 $11.2M 0.14% +3,316 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 48,104 $11.1M 0.72% +263 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 48,047 $11.1M 0.59% +42,803 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 48,019 $11.1M 0.21% -1,170 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 48,018 $11.1M 0.44% -1,481 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 47,750 $11M 0.21% +220 13F-HR Timeline Group TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 47,460 $11M 0.08% 0 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 47,431 $11M 0.19% +9,025 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 47,424 $11M 0.66% -382 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 47,421 $11M 2.59% +497 13F-HR Timeline Capital Innovations LLC More: the full row for Capital Innovations LLC 47,283 $10.9M 3.11% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,260 $10.9M 0.05% +6,355 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 47,220 $10.9M 1.03% -1,856 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 47,061 $10.9M 0.12% -991 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 46,640 $10.8M 0.03% +33,698 13F-HR Timeline MOTCO More: the full row for MOTCO 46,532 $10.8M 0.98% +409 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 46,153 $10.8M 0.14% +1,559 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 46,503 $10.8M 0.31% -2,144 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 46,441 $10.7M 1.47% 0 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 46,291 $10.7M 0.63% -422 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 46,013 $10.6M 1.34% -825 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 45,726 $10.6M 0.09% +4,569 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 45,548 $10.5M 0.86% +1,165 13F-HR Timeline PointState Capital LP in group PointState Capital LP More: the full row for PointState Capital LP 45,466 $10.5M 0.18% new 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 45,349 $10.5M 0.14% +431 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 44,976 $10.4M 0.06% +8,227 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 44,973 $10.4M 0.36% -478 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 44,573 $10.3M 0.17% +290 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 44,051 $10.2M 0.37% -666 13F-HR Timeline KCM Capital Inc More: the full row for KCM Capital Inc 43,923 $10.2M 2.04% 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 43,804 $10.1M 0.14% +22,961 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 43,769 $10.1M -120,776 Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 43,506 $10.1M 0.2% +342 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 43,455 $10.1M 0.08% +4,421 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 43,173 $9.99M 0.94% -2,650 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 42,991 $9.94M 0.08% -977 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 42,386 $9.8M 0.22% +15,241 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 42,239 $9.77M 1.09% +37,805 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,006 $9.72M 0.17% -2,672 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 41,942 $9.7M 0.58% -130 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 41,818 $9.67M 0.12% -8,532 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 41,645 $9.63M 0.56% -4,670 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 41,638 $9.63M 0.84% +32,255 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 41,463 $9.59M 0.09% +668 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 41,345 $9.56M 1.07% 0 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 41,334 $9.56M 3.07% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 41,314 $9.56M 0.35% -1,898 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 41,315 $9.56M 1.55% +4,857 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 40,881 $9.46M 0.14% -3,219 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 40,457 $9.36M 3.15% -52 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 39,857 $9.22M 0.23% -899 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 39,789 $9.2M 0.18% +8,199 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 39,783 $9.2M 2.73% +1,767 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 39,759 $9.2M 0.31% +326 13F-HR Timeline DRH Investments, Inc. More: the full row for DRH Investments, Inc. 39,599 $9.16M 8.39% +153 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 39,006 $9.02M 0.15% +424 13F-HR/A Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 38,899 $9M 1.08% +225 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 38,509 $8.91M 1.11% -2,061 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 38,298 $8.86M 0.34% +6,613 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 38,280 $8.85M 0.52% +259 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 38,256 $8.85M 0.61% +5,106 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 38,149 $8.82M 0.21% -71 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 38,171 $8.76M -983 Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 37,810 $8.75M 2.82% +1,876 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 37,415 $8.65M 0.55% -2,497 13F-HR Timeline Group Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 36,910 $8.6M 4.24% +65 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 37,113 $8.59M 0.21% +111 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 37,107 $8.58M 0.43% -210 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 37,453 $8.56M 1.11% -15,718 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 36,664 $8.48M 0.05% +8,719 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 36,662 $8.48M 0.05% -157 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,634 $8.47M 0.56% -491 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 36,554 $8.46M 0.5% -21,066 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 36,514 $8.45M 1.42% +1,138 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 36,503 $8.44M 0.46% -1,370 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 35,820 $8.35M 0.08% -209 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 36,048 $8.34M 0.94% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 36,004 $8.33M 0.03% +9,003 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 35,638 $8.31M 0.79% +177 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 35,733 $8.27M 0.03% +31,290 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 35,724 $8.26M 0.02% -2,215 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 35,721 $8.26M 0.45% -6,242 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 35,687 $8.26M 0.57% +430 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 35,625 $8.24M 0.09% +13,970 13F-HR Timeline Group Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 35,523 $8.22M 1.83% 0 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 35,234 $8.15M 0.14% +11,822 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 35,167 $8.13M 1.42% +250 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 34,855 $8.06M 0.07% +1,429 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 34,575 $8M 0.07% +2,726 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 34,572 $8M 1.14% -10 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 34,549 $7.99M 0.16% +4,281 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 39,107 $7.96M 0.19% -8,022 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 34,397 $7.96M 0.28% +169 13F-HR Timeline Group HENDLEY & CO INC More: the full row for HENDLEY & CO INC 34,365 $7.95M 2.84% -3,087 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 34,357 $7.95M 1.1% -1,345 13F-HR Timeline HARTFORD INVESTMENT MANAGEMENT CO More: the full row for HARTFORD INVESTMENT MANAGEMENT CO 34,308 $7.94M 0.24% -498 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 34,285 $7.93M 0.03% +532 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 34,246 $7.92M 0.08% -141 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 34,162 $7.9M 0.23% -514 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 33,654 $7.86M 0.09% +2,940 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 33,893 $7.84M 1.58% -497 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 33,792 $7.82M 0.23% -919 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 33,685 $7.79M 3.48% -25 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 33,657 $7.79M 3.89% +1,307 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 33,653 $7.78M 0.09% +7,733 13F-HR Timeline Group EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 33,415 $7.73M 1.12% +300 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 33,172 $7.67M 0.22% +950 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 33,150 $7.67M 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 33,151 $7.67M 0.48% -2,723 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 33,078 $7.65M 2% +92 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 33,024 $7.64M 0.24% -718 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 33,000 $7.63M 0.34% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 32,968 $7.63M 0.13% -3,512 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 32,811 $7.59M 0.11% +108 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 32,504 $7.52M 0.15% -200 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 32,305 $7.47M 0.23% -1,106 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 32,216 $7.45M 0.11% -3,853 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 32,173 $7.44M 0.4% -400 13F-HR Timeline Socorro Asset Management LP More: the full row for Socorro Asset Management LP 31,953 $7.39M 2.86% -4,329 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 31,933 $7.39M 0.3% -805 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 29,950 $7.38M 0.68% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,736 $7.34M 0.03% +2,679 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 31,735 $7.34M 0.7% -3,788 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 31,633 $7.32M 0.13% +18,017 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 31,520 $7.29M 0.15% new 13F-HR Timeline Group KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 31,503 $7.29M 0.15% -524 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 31,455 $7.28M 0.81% -4,610 13F-HR Timeline Running Oak Capital LLC More: the full row for Running Oak Capital LLC 31,240 $7.23M 0.91% -3,788 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 31,229 $7.22M 0.52% -2,723 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 30,701 $7.1M 0.23% +9 13F-HR Timeline