Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 93,980 $2.51M 1.1% -2,109 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 93,753 $2.5M <0.01% -765 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 91,027 $2.43M 0.01% -2,834 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 90,975 $2.43M 0.05% +22,689 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 88,574 $2.36M 0.01% -2,063 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 88,186 $2.35M 0.38% -4 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 87,742 $2.34M 0.01% +179 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 86,944 $2.32M 0.01% +1,641 13F-HR Timeline FOURSIXTHREE CAPITAL LP More: the full row for FOURSIXTHREE CAPITAL LP 86,000 $2.29M 0.48% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 85,887 $2.29M 0.26% -497,033 13F-HR Timeline Vazirani Asset Management LLC More: the full row for Vazirani Asset Management LLC 85,000 $2.27M 11.15% -40,000 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) 83,702 $2.23M 0.05% -176,391 13F-HR Timeline Group Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 82,714 $2.21M 0.1% -87,264 13F-HR Timeline FAIRFAX FINANCIAL HOLDINGS LTD/ CAN in group FAIRFAX FINANCIAL HOLDINGS LT⦠More: the full row for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 81,900 $2.18M 0.08% +24,000 13F-HR Timeline Group MOZAYYX MANAGEMENT LLC More: the full row for MOZAYYX MANAGEMENT LLC 80,000 $2.13M 2.05% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 77,608 $2.07M 0.05% -11,578 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 77,140 $2.06M 0.05% -27,000 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 74,694 $2.03M 0.01% +63,221 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 75,598 $2.02M 0.08% -54 13F-HR Timeline China Universal Asset Management Co., L⦠More: the full row for China Universal Asset Management Co., Ltd. 75,490 $2.01M 0.12% +5,729 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 74,571 $1.99M 0.08% -752 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 73,962 $1.97M 0.02% +14,458 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 73,319 $1.96M <0.01% -4,085 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 73,069 $1.95M 0.09% +26,153 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 72,990 $1.95M 0.18% +3,809 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 72,641 $1.94M 0.03% -6,056 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 71,346 $1.9M 0.05% 0 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 71,284 $1.9M 0.28% -768 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 71,097 $1.9M 0.04% -9,465 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 36,848 $1.88M 0.29% new 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 70,094 $1.87M 0.02% +21,001 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 69,822 $1.86M 0.76% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 69,331 $1.85M 0.02% +61,066 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 69,256 $1.85M 0.07% -48,753 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 69,250 $1.85M 0.67% -36,700 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 68,256 $1.82M 0.13% +1,006 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 67,530 $1.8M 0.09% 0 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 67,336 $1.8M 0.24% -2,805 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International⦠More: the full row for Raiffeisen Bank International AG 65,637 $1.78M 0.02% -2,840 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 66,617 $1.78M 0.02% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 65,859 $1.77M 0.06% -1,375 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 66,241 $1.77M <0.01% -6,673 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 66,137 $1.76M 0.01% +60,131 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 65,455 $1.75M 0.03% -12,432 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 65,317 $1.74M 0.01% +8,576 13F-HR/A Timeline Lombard Odier Asset Management (Switzer⦠More: the full row for Lombard Odier Asset Management (Switzerland) SA 65,151 $1.74M 0.06% +3,500 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. 63,997 $1.71M 0.04% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 63,928 $1.7M 0.03% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 62,868 $1.68M <0.01% -9,282 13F-HR Timeline Group Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 60,000 $1.6M 4.82% +37,500 13F-HR Timeline Steward Partners Investment Advisory, L⦠More: the full row for Steward Partners Investment Advisory, LLC 59,766 $1.59M 0.01% +4,721 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 59,657 $1.59M 0.06% -28,364 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59,626 $1.59M <0.01% +11,487 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 59,225 $1.58M 0.09% +27,493 13F-HR Timeline HANSEATIC MANAGEMENT SERVICES INC More: the full row for HANSEATIC MANAGEMENT SERVICES INC 58,622 $1.56M 1.15% +3,326 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 58,464 $1.56M 0.21% +11,212 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 58,411 $1.56M 0.01% +11,629 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 58,327 $1.55M 0.01% -718 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,134 $1.55M 0.01% -2,058 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 57,759 $1.54M <0.01% +2,902 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 57,582 $1.54M 0.01% +3,402 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 57,562 $1.53M <0.01% +11,087 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 57,402 $1.53M 0.75% -4,746 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 57,177 $1.52M 0.23% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 56,772 $1.51M 0.02% +2,543 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 55,794 $1.49M 0.01% -1,281 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 55,817 $1.48M 0.01% -1,011 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 55,234 $1.47M 0.04% -7,356 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 55,063 $1.47M 0.02% +6,978 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 54,292 $1.45M 0.08% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,⦠More: the full row for Annis Gardner Whiting Capital Advisors, LLC 53,963 $1.44M 0.22% -84 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 57,063 $1.43M 0.01% -13,948 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 53,408 $1.42M 0.16% -6,957 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 53,144 $1.42M 0.02% -2,250 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 52,961 $1.41M 0.01% +37,572 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52,695 $1.4M 0.03% -542 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 52,158 $1.39M 0.06% +5,100 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 51,456 $1.37M 0.09% -7,525 13F-HR Timeline Rangeley Capital, LLC More: the full row for Rangeley Capital, LLC 51,000 $1.36M 1.26% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 50,880 $1.36M 0.01% +10,106 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 50,363 $1.34M 0.61% 0 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 50,400 $1.34M 0.05% -50,400 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 50,068 $1.33M 2.81% 0 13F-HR Timeline Mint Tower Capital Management B.V. More: the full row for Mint Tower Capital Management B.V. 50,000 $1.33M 0.16% 0 13F-HR Timeline Barnes Dennig Private Wealth Management⦠More: the full row for Barnes Dennig Private Wealth Management LLC 49,853 $1.33M 1.06% -201 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 48,528 $1.29M <0.01% +7,462 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 48,506 $1.29M 0.16% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 48,427 $1.29M 0.04% -8,554 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 46,954 $1.25M <0.01% +17,505 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 46,736 $1.25M 0.11% -62,391 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 46,090 $1.23M 0.27% +27,850 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 45,717 $1.22M <0.01% -7,716 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 45,515 $1.21M 0.04% +18,921 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 45,453 $1.21M 0.04% +4,350 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 3,418 $1.18M 0.13% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 43,516 $1.16M 0.01% -1,127 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 43,461 $1.16M <0.01% +1,372 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,700 $1.14M 0.01% -5,963 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 42,482 $1.13M 0.01% +436 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,036 $1.12M 0.01% -140 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 41,915 $1.12M 3.14% 0 13F-HR 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 41,659 $1.11M 0.02% +2,466 13F-HR Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 41,461 $1.11M 0.12% +363 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 40,821 $1.09M 0.01% +6,579 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 40,086 $1.07M 0.01% +2,616 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 39,558 $1.05M 0.06% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 39,363 $1.05M <0.01% +4,162 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 39,244 $1.05M 0.01% -328 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 39,078 $1.04M 0.01% -2,075 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 38,555 $1.03M 0.1% +14,555 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 37,065 $1.02M 0.68% +200 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 38,349 $1.02M 0.01% +1,805 13F-HR Timeline Mesirow Financial Investment Management⦠More: the full row for Mesirow Financial Investment Management, Inc. 38,205 $1.02M 0.02% -239 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 38,013 $1.01M 0.02% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 37,752 $1.01M 0.01% +1,091 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 37,418 $998K 0.02% +679 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,242 $983K 0.03% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 36,768 $980K 0.25% +80 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 36,263 $967K 0.02% -70,057 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 36,152 $964K 0.05% -9,053 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 36,021 $960K 0.02% -20,079 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 35,564 $946K 0.03% -382 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 35,326 $942K 0.01% +5,305 13F-HR/A Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 35,000 $933K 0.02% -133,027 13F-HR/A Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 34,830 $929K 0.09% -80 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 34,750 $926K 0.6% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 34,541 $921K 0.01% -839 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 33,756 $900K 0.03% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 33,484 $893K 0.03% -1,474 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,340 $889K <0.01% +1,905 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 33,219 $886K 0.01% -1,982 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 33,153 $883K 0.05% -4,659 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 33,090 $882K <0.01% 0 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 32,858 $876K 0.21% -3,199 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 32,671 $871K 0.56% +455 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 32,414 $864K 0.02% +4,968 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL⦠More: the full row for Wakefield Asset Management LLLP 32,034 $854K 0.19% +8,820 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 31,866 $850K 0.26% -6,521 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 30,998 $827K 0.01% +875 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor⦠More: the full row for Concurrent Investment Advisors, LLC 30,862 $823K 0.01% +6,037 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 30,793 $821K 0.21% -2,324 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 30,495 $813K 0.53% +4,000 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 30,396 $810K 0.12% -2,186 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, ⦠More: the full row for Pinnacle Financial Partners, Inc. 30,315 $808K 0.01% -754 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 30,163 $804K 0.01% +13,819 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,039 $801K 0.02% 0 13F-HR Timeline EQUITEC PROPRIETARY MARKETS, LLC More: the full row for EQUITEC PROPRIETARY MARKETS, LLC 29,800 $794K 0.2% +14,000 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,769 $794K 0.02% -623 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 29,670 $791K 0.51% +5,762 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 29,529 $787K 0.01% -3,598 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 29,050 $774K 0.17% -2,096 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 28,317 $755K 0.08% 0 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 28,242 $753K 0.01% -3,370 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 28,173 $751K 0.04% -942 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,076 $749K 0.01% +7,713 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 27,655 $737K 0.04% -1,870 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 27,558 $735K 0.07% -21 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,253 $727K 0.01% -996 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 27,231 $726K 0.05% +2,250 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 26,828 $715K 0.02% +8,305 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 26,712 $712K 0.04% +1,697 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS ⦠in group SIGNATURE ESTATE & INVESTMENT⦠More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,702 $712K 0.01% -3 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,685 $711K 0.01% -2,926 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 26,363 $703K 0.15% -387 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 27,024 $701K 0.01% +13,259 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,218 $699K 0.01% +2,616 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 25,295 $674K 0.01% +1,004 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 25,130 $670K 0.02% +81 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 25,019 $668K 0.03% -1,131 13F-HR Timeline HGC Investment Management Inc. More: the full row for HGC Investment Management Inc. 25,000 $666K 0.13% new 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,891 $664K 0.11% 0 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 24,700 $659K 0.51% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 24,205 $645K 0.06% -101,129 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 24,147 $644K <0.01% +593 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 23,997 $640K 0.05% +441 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,910 $637K 0.04% -256 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 23,773 $634K 0.02% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 23,744 $633K <0.01% new 13F-HR Timeline Group Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 23,537 $627K 0.59% -11,463 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 23,527 $627K 0.01% 0 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 23,437 $625K 0.11% +15,000 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 23,428 $625K 0.02% +7,942 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/⦠More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,392 $624K 0.01% -7,422 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 23,200 $619K 0.01% +517 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 23,183 $618K 0.01% +3,547 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,170 $618K 0.02% -1,806 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 22,969 $612K 0.32% -12,920 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 22,834 $609K 0.08% +540 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 21,783 $581K -1,519 Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 21,444 $572K 0.21% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,422 $571K 0.01% -1,606 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,418 $571K 0.01% +476 13F-HR Timeline 111 Capital More: the full row for 111 Capital 21,342 $569K 0.1% -6,000 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,025 $561K 0.01% -2,829 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 20,877 $557K 0.01% +1,431 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 20,801 $555K 0.02% +11 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 20,779 $554K 0.01% -16,619 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 20,642 $550K 0.05% +3,415 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 20,540 $548K 0.06% 0 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 20,455 $545K 0.01% -305 13F-HR Timeline