RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,823 $3.22M 0.06% new 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 10,806 $3.22M 0.18% -6,743 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,609 $3.16M 1.7% +413 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 10,470 $3.12M 1.38% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,401 $3.1M 0.02% +713 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 10,384 $3.09M 0.28% -36 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 10,382 $3.09M 0.02% +3,145 13F-HR/A Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 10,325 $3.08M 1.16% +2,049 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 10,302 $3.07M 0.01% +368 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,145 $3.02M 0.06% +1,327 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 10,094 $3.01M 0.08% 0 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 10,000 $2.98M 1.12% -1,100 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 9,975 $2.97M 0.03% -608 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,162 $2.93M 0.09% +182 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 9,628 $2.87M <0.01% -48,982 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 9,419 $2.81M 0.03% +40 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 9,348 $2.78M 0.42% +451 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,299 $2.77M 0.04% -617 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 9,254 $2.76M <0.01% -91,955 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,225 $2.75M 0.03% +1 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 9,120 $2.72M 0.01% -24,271 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 8,880 $2.65M 0.31% +1,830 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,789 $2.62M 0.06% +3,909 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,786 $2.62M 0.02% +469 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 8,688 $2.59M 0.49% +417 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 8,607 $2.56M 0.66% -2,838 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,575 $2.55M 0.01% -611 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 8,565 $2.55M 0.02% -2,162 13F-HR Timeline Group Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 8,540 $2.54M 1.01% +2,417 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 8,514 $2.54M 0.01% -2,004 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 8,686 $2.5M 0.21% -11 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 8,380 $2.5M 0.87% 0 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 8,318 $2.48M <0.01% +2,452 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,309 $2.48M 0.02% +1,083 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,358 $2.47M 0.17% +1,311 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 8,290 $2.47M 0.01% +27 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,280 $2.47M 0.01% -266 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,125 $2.42M 0.03% +2,475 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,118 $2.42M 0.01% -774 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 8,095 $2.41M 0.05% +6,239 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 8,030 $2.39M 0.02% +5,358 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 8,026 $2.39M 0.01% +218 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,000 $2.38M 0.17% 0 13F-HR/A Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 7,997 $2.38M 0.01% +3,938 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 7,969 $2.36M 0.31% +172 13F-HR Timeline Tairen Capital Ltd More: the full row for Tairen Capital Ltd 7,905 $2.35M 0.25% -32,095 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 7,860 $2.34M 0.92% -310 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 28,156 $2.32M +27,993 Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,732 $2.3M 0.74% +16 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,707 $2.3M 0.07% +4,379 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,686 $2.29M 0.45% +676 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 7,671 $2.29M 1.06% 0 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 7,623 $2.27M 0.07% -155 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 7,530 $2.24M 0.05% 0 13F-HR Timeline AXIOM INVESTORS LLC /DE More: the full row for AXIOM INVESTORS LLC /DE 7,474 $2.23M 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 7,416 $2.2M 0.05% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,374 $2.2M 0.05% +174 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 7,360 $2.19M 0.05% +186 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 7,300 $2.17M 0.3% -3,773 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,217 $2.15M 0.11% +8 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 6,965 $2.07M 1.04% -20 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 6,951 $2.07M 0.04% +1,155 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,940 $2.07M 0.05% +178 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,899 $2.06M 0.06% -3,517 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,838 $2.04M 0.03% -12,141 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 6,821 $2.03M 0.01% +45 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 6,819 $2.03M 0.04% +374 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,798 $2.03M 0.07% +227 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 6,770 $2.02M 0.01% -157 13F-HR Timeline Group Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 6,739 $2.01M 1.43% +16 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,689 $1.99M 0.01% -490 13F-HR Timeline NEW YORK STATE TEACHERS RETIREMENT SYST… More: the full row for NEW YORK STATE TEACHERS RETIREMENT SYSTEM 6,645 $1.98M <0.01% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,563 $1.96M 0.02% +416 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,549 $1.95M 0.12% -1,221 13F-HR/A Timeline Group AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 6,712 $1.93M 0.1% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 6,475 $1.93M 0.72% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,393 $1.9M 0.01% +148 13F-HR Timeline Group Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 6,310 $1.88M -446 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,277 $1.87M 0.03% -1,585 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,273 $1.87M 0.02% +2,507 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,229 $1.86M 0.02% -122 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,239 $1.84M 0.07% new 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 6,172 $1.84M <0.01% -19 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 6,074 $1.81M 0.05% 0 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,054 $1.8M 0.08% -19 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 5,917 $1.76M 0.01% -964 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 5,907 $1.76M 0.02% +1,776 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,862 $1.75M 0.04% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,823 $1.73M 0.06% -77 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,750 $1.71M 0.39% -32 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 5,719 $1.7M 0.55% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,713 $1.7M 0.48% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,881 $1.68M 0.97% -16 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,594 $1.67M 0.01% -329 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 5,589 $1.67M 0.01% -9,809 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 5,566 $1.66M 0.22% +15 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 5,510 $1.64M 0.01% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,484 $1.63M 0.06% +4 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 5,475 $1.63M 0.86% new 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 5,447 $1.62M 0.06% +75 13F-HR Timeline Group Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,425 $1.62M 0.06% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,424 $1.62M 0.02% +1,837 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 5,407 $1.61M 0.16% +117 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 5,365 $1.6M 0.19% -236 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,333 $1.59M 0.04% +701 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 5,323 $1.59M 0.07% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,235 $1.56M 0.01% -154 13F-HR/A Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 5,213 $1.55M 0.09% +1,293 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,194 $1.55M 0.12% -1,335 13F-HR Timeline Group ASR Vermogensbeheer N.V. More: the full row for ASR Vermogensbeheer N.V. 5,181 $1.54M 0.02% +14 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,091 $1.52M 0.05% -152 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 5,067 $1.51M 0.79% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 5,033 $1.5M 0.62% -4 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,987 $1.49M 0.06% +640 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,987 $1.49M 0.24% +640 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,986 $1.49M 0.01% +667 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,889 $1.46M 0.05% -6 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,858 $1.45M 0.03% -193 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 4,780 $1.42M 0.2% -2,090 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,750 $1.42M 0.03% +482 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,736 $1.41M 0.04% +2,630 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,670 $1.39M 0.01% +992 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 4,665 $1.39M 0.56% -375 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 4,640 $1.38M 0.14% +100 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,637 $1.38M 0.03% -7,292 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,636 $1.38M 0.7% +3,849 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,620 $1.38M 0.08% -1 13F-HR Timeline UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 4,542 $1.35M 0.01% +1,942 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,533 $1.35M <0.01% -1,144 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,520 $1.35M 0.17% -2,015 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,487 $1.34M 0.09% +4,181 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,480 $1.33M 0.17% -407 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,479 $1.33M 0.16% -17,940 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,455 $1.33M 0.88% -1,528 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,608 $1.32M 0.37% +142 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,384 $1.31M 0.04% -89 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,370 $1.3M 0.01% new 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,402 $1.3M 0.07% +142 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4,361 $1.3M 0.03% +369 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,294 $1.28M 0.01% +818 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,343 $1.27M 0.03% +174 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,227 $1.26M 0.3% -322 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 4,166 $1.24M 0.5% -16 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,223 $1.24M 0.75% +1,687 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,147 $1.24M -229 Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,205 $1.23M 0.05% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,123 $1.23M 0.06% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,099 $1.22M 0.4% +1,035 13F-HR Timeline OSSIAM More: the full row for OSSIAM 4,072 $1.21M 0.02% -4,102 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,056 $1.21M 0.01% +153 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 4,048 $1.21M 0.01% -54,654 13F-HR/A Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,045 $1.21M 0.05% -262 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,015 $1.2M <0.01% +1,610 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,973 $1.18M 0.47% -47 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,864 $1.15M 0.02% -9,133 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,820 $1.14M 0.21% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 3,807 $1.13M 0.03% -3,625 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,797 $1.13M 0.02% +2,571 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,796 $1.13M 0.02% +588 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,794 $1.13M 0.02% +1,781 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,752 $1.12M 0.04% +1,981 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,698 $1.1M 0.6% +25 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,696 $1.1M 0.03% +64 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,644 $1.09M 0.31% +522 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 3,587 $1.07M 0.06% -158 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,587 $1.07M 0.02% +9 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 3,572 $1.06M 0.16% +614 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3,564 $1.06M 0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,343 $1.06M 0.37% +1,063 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,518 $1.05M 0.01% -2 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,502 $1.04M 0.01% +731 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,496 $1.04M <0.01% -1,547 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,470 $1.03M 0.15% -600 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,444 $1.03M 0.01% +2,271 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,354 $999K 0.05% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 3,335 $994K 0.41% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 3,433 $988K 0.29% -90 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,311 $986K 0.01% +142 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,305 $985K 0.49% -55 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,301 $983K 0.01% +243 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 3,226 $961K 0.16% -147 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,221 $960K <0.01% +133 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,235 $948K 0.01% -9 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,170 $944K 0.7% +5 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 3,126 $931K 0.01% +1,564 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 3,125 $931K 0.16% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,107 $926K 0.01% +321 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 3,079 $917K 0.01% +20 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,078 $917K 0.1% -435 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 3,077 $917K 0.44% +567 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,075 $916K <0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,060 $912K 0.04% +836 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,046 $907K 0.42% +1,318 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,997 $887K 0.07% -206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,966 $884K 0.11% -47 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 2,958 $881K 0.16% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,652 $877K 0.04% -3,722 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,905 $865K 0.02% +42 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,895 $862K 0.03% +442 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,894 $862K 0.05% -971 13F-HR Timeline