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NewIncreasedMaintainedDecreasedLiquidated
22638916439370
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Stillwater Investment Management, Llc12-31-2020Com4,658Increased0.390.16508,000.0035.11109.06Form 13
Park National Corp /oh/12-31-2020Com7,102Decreased-3.350.03775,000.0030.03218.97Form 13
Rockland Trust Co12-31-2020Sponsored Ads3,582Decreased-2.130.03391,000.0031.65109.16Form 13
M&r Capital Management Inc12-31-2020Adr1,300Increased225.000.03141,000.00340.62108.46Form 13
Private Trust Co Na12-31-2020Equities7,331Increased9.600.00799,000.0047.42108.99Form 13
Advocacy Wealth Management Services, Llc12-31-2020Sponsored Ads263Decreased-14.890.0029,000.0011.54110.27Form 13
Fulton Bank, N.a.12-31-2020Sponsored Ads2,574Decreased-36.400.02281,000.00-14.33109.17Form 13
West Oak Capital, Llc12-31-2020Com788Increased18.850.0486,000.0059.26109.14Form 13
Gradient Investments Llc12-31-2020Sponsored Ads6,346Decreased-9.100.02514,000.00-9.1981.00Form 13
Carroll Financial Associates, Inc.12-31-2020Adr7,285Increased49.130.05794,000.00100.51108.99Form 13
Hexavest Inc.12-31-2020Sp Adr7,287Decreased-8.360.03795,000.0023.26109.10Form 13
True Private Wealth Advisors12-31-2020Sponsored Ads243New!0.000.0026,000.000.00107.00Form 13
Sound Income Strategies, Llc12-31-2020Sponsored Ads104Maintained0.000.0011,000.0037.50105.77Form 13
Huntington National Bank12-31-2020Common Stock-fo8,331Increased3.060.01908,000.0038.63217.98Form 13
Baldwin Brothers Inc/ma12-31-2020Sponsored Ads6,670Increased35.490.09727,000.0082.21109.00Form 13
Peoples Financial Services Corp.12-31-2020Foreign Equities75Maintained0.000.008,000.0033.33106.67Form 13
Scout Investments, Inc.12-31-2020Adr61,125Decreased-10.910.126,665,000.0019.83109.04Form 13
Perkins Coie Trust Co12-31-2020Common Stock2,500New!0.000.09273,000.000.00109.20Form 13
Verde Servicos Internacionais S.a.12-31-2020Sponsored Ads293,114Maintained0.005.5131,961,000.000.00109.04Form 13
Trust Co12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Harbour Capital Advisors, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Cx Institutional12-31-2020Com334Maintained0.000.0036,000.0033.33107.78Form 13
First Hawaiian Bank12-31-2020Sponsored Ads3,106Decreased-3.270.02338,000.0030.00217.63Form 13
Raymond James Trust N.a.12-31-2020Foreign Stock/a20,781Decreased-2.870.092,266,000.0030.68217.99Form 13
Pinnacle Financial Partners Inc12-31-2020Com2,556New!0.000.01278,000.000.00210.94Form 13
Acropolis Investment Management, Llc12-31-2020Sponsored Ads3,245Decreased-7.020.04354,000.0025.09109.09Form 13
Livingston Group Asset Management Co (operating As Southport Capital Management)12-31-2020Com3,284Increased1.890.13358,000.0037.16109.01Form 13
Arlington Partners Llc12-31-2020Com503New!0.000.0355,000.000.00109.34Form 13
Sonora Investment Management, Llc12-31-2020Equities13,099Increased0.830.121,428,000.0035.61109.02Form 13
Xr Securities Llc12-31-2020Com17,101Decreased-8.230.081,050,000.0084.53132.32Form 13
Investment House Llc12-31-2020Sponsored Ads3,100Maintained0.000.02338,000.0034.66109.03Form 13
Brookstone Capital Management12-31-2020Sponsored Ads9,035Increased14.210.04985,000.0053.67109.02Form 13
Sowell Financial Services Llc12-31-2020Adr20,421Increased5.930.102,227,000.0042.48109.05Form 13
Lavaca Capital Llc12-31-2020Sponsored Ads6,657Increased15.630.10726,000.0055.46109.06Form 13
Norway Savings Bank12-31-2020Sponsored Ads50Maintained0.000.005,000.0025.00100.00Form 13
Pinnacle Bank12-31-2020Sponsored Ads1,545Maintained0.000.10168,000.0034.40108.74Form 13
Mountain Capital Investment Advisors, Inc12-31-2020Sponsored Ads5,666Maintained0.000.42695,000.000.00122.66Form 13
Global Trust Asset Management, Llc12-31-2020Sponsored Ads1,534Maintained0.000.09167,000.0031.50108.87Form 13
Santori & Peters, Inc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Foundations Investment Advisors, Llc12-31-2020Sponsored Ads13,033Increased11.270.101,547,000.0063.53118.70Form 13
Global Retirement Partners, Llc12-31-2020Sponsored Ads36,411Increased8.670.503,970,000.0046.17109.03Form 13
Coastal Investment Advisors, Inc.12-31-2020Sponsored Ads2,198New!0.000.07240,000.000.00109.19Form 13
Pacifica Partners Inc.12-31-2020Sponsored Ads37Maintained0.000.004,000.0033.33108.11Form 13
Symphony Financial, Ltd. Co.12-31-2020Sponsored Ads3,295Increased0.400.13368,000.0038.35111.68Form 13
Rnc Capital Management Llc12-31-2020Com87,923Decreased-4.610.609,587,000.0028.31109.04Form 13
Davenport & Co Llc12-31-2020Ltd Sponsored Ads4,421Increased1.750.00482,000.0036.93109.03Form 13
Gateway Investment Advisers Llc12-31-2020Sponsored Ads31,021New!0.000.043,383,000.000.00109.06Form 13
Greylin Investment Mangement Inc12-31-2020Sponsored Ads10,250Decreased-0.340.261,118,000.0034.05109.07Form 13
Vigilant Capital Management, Llc12-31-2020Common Stock263,225Decreased-14.932.7528,702,000.0014.42109.04Form 13
Crossmark Global Holdings, Inc.12-31-2020Com453,273Decreased-6.111.2549,425,000.0026.28109.04Form 13
Bellecapital International Ltd.12-31-2020Sponsored Ads5,228Increased83.440.19570,000.00146.75109.03Form 13
Curbstone Financial Management Corp12-31-2020Com18,350Decreased-11.140.422,001,000.0019.53109.05Form 13
Palladiem, Llc12-31-2020Sponsored Ads3,132New!0.000.32342,000.000.00109.20Form 13
Bogart Wealth, Llc12-31-2020Adr100Maintained0.000.0010,000.0025.00100.00Form 13
Kovack Advisors, Inc.12-31-2020Ord3,323New!0.000.05362,000.000.00108.94Form 13
Larson Financial Group Llc12-31-2020Sponsored Ads210Increased11.110.0123,000.0053.33109.52Form 13
James Hambro & Partners12-31-2020Sponsored Ads554,411Increased131.776.7860,450,000.00211.66109.03Form 13
Pflug Koory, Llc12-31-2020Sponsored Ads300New!0.000.0233,000.000.00110.00Form 13
Enterprise Trust & Investment Co12-31-2020Sponsored Ads227Maintained0.000.0128,000.0055.56123.35Form 13
Charles Schwab Trust Co12-31-2020Sponsored Ads5,015Maintained0.000.13547,000.0034.40109.07Form 13
Americana Partners, Llc12-31-2020Sponsored Ads3,013Maintained0.000.25331,000.000.00109.86Form 13
Marquette Asset Management, Llc12-31-2020Sponsored Ads3,097Maintained0.000.08338,000.0034.66109.14Form 13
Endurance Wealth Management, Inc.12-31-2020Adr250Maintained0.000.0027,000.0035.00108.00Form 13
Cardinal Capital Management, Inc.12-31-2020Com100Decreased-66.670.0011,000.00-54.17110.00Form 13
Holloway Wealth Management, Llc12-31-2020Sponsored Ads73,738Increased0.783.138,040,000.0035.54109.03Form 13
Westside Investment Management, Inc.12-31-2020Com873Decreased-11.640.2695,000.0018.75108.82Form 13
Baystate Wealth Management Llc12-31-2020Adr12New!0.000.001,000.000.0083.33Form 13
A. D. Beadell Investment Counsel, Inc.12-31-2020Com34,285Decreased-0.222.653,738,000.0091.69109.03Form 13
Beacon Financial Group12-31-2020Spon Adr6,887Increased6.080.14915,000.0073.95132.86Form 13
Patriot Financial Group Insurance Agency, Llc12-31-2020Adr2,373Increased16.670.06259,000.0056.97109.14Form 13
Arden Trust Co12-31-2020Foreign Stock9,572Decreased-3.530.181,044,000.0029.69218.11Form 13
First Financial Corp /in/12-31-2020Foreign Equities36New!0.000.004,000.000.00111.11Form 13
Forte Capital Llc /adv12-31-2020Sponsored Ads5,339Maintained0.000.09582,000.0034.41109.01Form 13
Appleton Partners Inc/ma12-31-2020Cs3,257New!0.000.03355,000.000.00109.00Form 13
Dnb Asset Management As12-31-2020Common867,096Increased21.629.9994,548,148,000.0063.58109,040.00Form 13
Exchange Traded Concepts, Llc12-31-2020Sponsored Ads7,831New!0.000.04854,000.000.00109.05Form 13
Sarasin & Partners Llp12-31-2020Sponsored Ads2,620,171Decreased-9.943.78285,704,000.0021.13109.04Form 13
Gilman Hill Asset Management, Llc12-31-2020Sponsored Ads16,497Decreased-44.890.591,799,000.00-25.88109.05Form 13
Lenox Wealth Advisors, Llc12-31-2020Com723Increased31.690.0179,000.0075.56109.27Form 13
Miracle Mile Advisors, Llc12-31-2020Adr3,202Increased10.340.02349,000.0048.51108.99Form 13
Allen Capital Group, Llc12-31-2020Sponsored Ads8,147Decreased-12.970.21888,000.005.84109.00Form 13
Grassi Investment Management12-31-2020Com94,325Increased391.921.3010,285,000.00561.41109.04Form 13
Lgt Capital Partners Ltd.12-31-2020Sponsored Ads409,100Decreased-7.001.5444,608,000.0025.08109.04Form 13
Mission Wealth Management, Lp12-31-2020Sponsored Ads3,693Increased0.030.03403,000.0034.78109.13Form 13
Johanson Financial Advisors, Inc.12-31-2020Sponsored Ads12,854Increased15.220.571,402,000.0048.67109.07Form 13
Crescent Capital Consulting, Llc12-31-2020American Depository Receipt500New!0.000.0255,000.000.00220.00Form 13
First Command Bank12-31-2020Sponsored Ads100New!0.000.0011,000.000.00110.00Form 13
First Command Financial Services, Inc.12-31-2020Sponsored Ads100New!0.000.0011,000.000.00110.00Form 13
Yorkbridge Wealth Partners, Llc12-31-2020Adr12,252Increased1.900.451,336,000.0037.03109.04Form 13
Ritholtz Wealth Management12-31-2020Sponsored Ads25,748Increased8.750.272,808,000.0046.33109.06Form 13
Campbell Wealth Management12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Fny Investment Advisers, Llc12-31-2020Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Hammer Asset Management, Llc12-31-2020Sponsored Ads5,386Decreased-21.762.84587,000.005.20108.99Form 13
Nachman Norwood & Parrott, Inc12-31-2020Sponsored Ads2,739Increased1.140.03299,000.0035.91109.16Form 13
Wambolt & Associates, Llc12-31-2020Sponsored Ads10,327Increased4.640.671,126,000.0040.75109.03Form 13
Procyon Private Wealth Partners, Llc12-31-2020Adr2,830Decreased-14.030.15309,000.0015.73109.19Form 13
Old National Bancorp /in/12-31-2020Sponsored Ads152,562Increased0.900.7016,635,000.0035.71218.07Form 13
Park Avenue Securities Llc12-31-2020Sponsored Ads34,407Increased10.590.103,752,000.0048.77109.05Form 13
Farmers & Merchants Investments Inc12-31-2020Sponsored Ads892Decreased-26.640.0197,000.00-2.02108.74Form 13
Deltec Asset Management Llc12-31-2020Sponsored Ads101,050Decreased-0.981.6911,018,000.0033.18109.04Form 13
Busey Wealth Management12-31-2020Foreign Stock2,415New!0.000.02263,000.000.00108.90Form 13
Dt Investment Partners, Llc12-31-2020Sponsored Adr5,752Maintained0.000.10627,000.0034.55109.01Form 13
Bartlett & Co. Llc12-31-2020Adr861Decreased-42.600.0094,000.00-22.95109.18Form 13
Transform Wealth, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Manning & Napier Group, Llc12-31-2020Common123,660New!0.000.1213,482,000.000.00326.93Form 13
Ellis Investment Partners, Llc12-31-2020Sponsored Ads352Increased10.000.0138,000.0052.00107.95Form 13
Unified Trust Company, N.a.12-31-2020Equities28,467New!0.000.003,737,000.000.00131.27Form 13
Justinvest Llc12-31-2020Sponsored Ads51,132Maintained0.001.215,575,000.0013,837.50109.03Form 13
Lehman & Derafelo Financial Resources Llc12-31-2020Sponsored Ads3,188Maintained0.000.10348,000.0034.88109.16Form 13
Tsfg, Llc12-31-2020Common Stock36Maintained0.000.004,000.0033.33111.11Form 13
Total Clarity Wealth Management, Inc.12-31-2020Sponsored Ads2,730Maintained0.000.21298,000.0034.84109.16Form 13
Liberty One Investment Management, Llc12-31-2020Sponsored Ads1,537New!0.000.03168,000.000.00109.30Form 13
Richard P Slaughter Associates Inc12-31-2020Sponsored Ads12,434Increased1.000.571,355,000.0035.77108.98Form 13
Kestra Advisory Services, Llc12-31-2020Sponsored Ads34,537Increased96.750.043,761,000,000.00166.36108,897.70Form 13
Stock Yards Bank & Trust Co12-31-2020Common Stock5,048Decreased-2.620.04551,000.0031.19218.35Form 13
Beese Fulmer Investment Management, Inc.12-31-2020Adr8,019New!0.000.11874,000.000.00108.99Form 13
Optimum Investment Advisors12-31-2020Sponsored Ads1,370Increased37.000.05149,000.0083.95108.76Form 13
Legato Capital Management Llc12-31-2020Com54,441Maintained0.001.125,936,000.0034.48109.04Form 13
Cutler Group Lp12-31-2020Sponsored Ads105,639Increased33.160.296,234,000.001,490.31114.17Form 13
Pendal Group Ltd12-31-2020Sponsored Ads649,473Decreased-10.730.7470,818,000.0071.47218.00Form 13
Tci Wealth Advisors, Inc.12-31-2020Sponsored Ads412Increased45.580.0245,000.0095.65109.22Form 13
Kestra Private Wealth Services, Llc12-31-2020Sponsored Ads14,266Increased4.130.111,554,000,000.0039.87108,930.32Form 13
Tiaa, Fsb12-31-2020American Depository Receipts Adr21,214Increased5.960.012,313,000.0042.51109.03Form 13
Investors Research Corp12-31-2020Sponsored Ads100Maintained0.000.0011,000.0037.50110.00Form 13
Strategic Wealth Management Group, Llc12-31-2020Sponsored Ads2,007New!0.000.09219,000.000.00109.12Form 13
Altfest L J & Co Inc12-31-2020Sponsored Ads14,681Decreased-0.770.391,601,000.0033.53109.05Form 13
Pds Planning, Inc12-31-2020Sponsored Ads6,205Increased2.340.22677,000.0037.60109.11Form 13
Highland Capital Management, Llc12-31-2020Sponsored Ads29,058Increased3.560.203,168,000.0039.25109.02Form 13
Avantax Advisory Services, Inc.12-31-2020Sponsored Ads34,624Decreased-9.610.093,777,000.0021.84109.09Form 13
Waverton Investment Management Ltd12-31-2020Sponsored Ads283,755Increased23.761.4330,940,000.0066.46109.04Form 13
Dividend Assets Capital, Llc12-31-2020Adr277New!0.000.0130,000.000.00108.30Form 13
Candriam Luxembourg S.c.a.12-31-2020Sponsored Ads1,037,782Increased15.080.90113,152,000.0054.77220.14Form 13
Joel Isaacson & Co., Llc12-31-2020Sponsored Ads3,248Maintained0.000.03354,000.0034.60108.99Form 13
Nwam Llc12-31-2020Sponsored Ads2,201New!0.000.03240,000.000.00109.04Form 13
Regal Wealth Group, Inc.12-31-2020Sponsored Ads1,050Increased0.380.07114,000.0034.12108.57Form 13
Ibex Wealth Advisors12-31-2020Common Stock34,924New!0.000.993,808,000.000.00109.04Form 13
Sicart Associates Llc12-31-2020Sponsored Ads2,000New!0.000.05219,000.000.00109.50Form 13
We Are One Seven, Llc12-31-2020Sponsored Ads13,274Increased3.420.241,160,000.0040.1087.39Form 13
Steigerwald, Gordon & Koch Inc.12-31-2020Sponsored Ads3,621Increased0.440.08395,000.0035.27109.09Form 13
Perennial Investment Advisors, Llc12-31-2020Sponsored Ads5,819New!0.000.27635,000.000.00109.13Form 13
Blue Zone Wealth Advisors, Llc12-31-2020Sponsored Ads2,455New!0.000.13268,000.000.00109.16Form 13
International Assets Investment Management, Llc12-31-2020Sponsored Ads4,402Increased38.950.09479,994,000.00186,668.09109,039.98Form 13
Capital Cs Group, Llc12-31-2020Sponsored Ads4,775New!0.000.54521,000.000.00109.11Form 13
Rothschild Investment Corp /il12-31-2020Adr3,351Decreased-69.440.04365,000.00-58.94108.92Form 13
Ledyard National Bank12-31-2020Com5,650Decreased-1.740.07616,000.0032.19218.03Form 13
Janney Montgomery Scott Llc12-31-2020Common Stock57,393Increased1.210.036,258,000.0036.13109.04Form 13
Ballentine Partners, Llc12-31-2020Sponsored Ads14,301Decreased-1.680.061,559,000.0032.23327.25Form 13
Guinness Atkinson Asset Management Inc12-31-2020Sponsored Ads2,296Increased60.340.13250,000.00115.52108.89Form 13
Confluence Investment Management Llc12-31-2020Com19,914Decreased-24.430.032,171,000.001.64109.02Form 13
Timber Creek Capital Management Llc12-31-2020Adr63,650Decreased-5.203.086,940,000.0027.50109.03Form 13
Vantage Investment Partners, Llc12-31-2020Ads0Liquidated!-100.000.000.000.000.00Form 13
Aegon Asset Management Uk Plc12-31-2020Adr Usd1,315,376Increased27.752.10143,497,000.0071.91109.09Form 13
Jnba Financial Advisors12-31-2020Sponsored Ads802Maintained0.000.0187,000.0033.85108.48Form 13
Janney Capital Management Llc12-31-2020Common Stock293,390Decreased-3.892.2131,991,000.0029.27109.04Form 13
Polaris Wealth Advisory Group, Llc12-31-2020Sponsored Ads46,179Increased8.240.415,481,000.0051.95118.69Form 13
Somerset Trust Co12-31-2020Int'l Common Stock2,321New!0.000.12253,000.000.00109.00Form 13
Ifp Advisors, Inc12-31-2020Stock10,651Increased13.090.051,170,000.0053.14109.85Form 13
Ayalon Holdings Ltd.12-31-2020Adr22,535Increased0.421.122,464,000.0033.48109.34Form 13
Handelsinvest Investeringsforvaltning12-31-2020Adr13,322Decreased-18.690.221,453,000.009.41109.07Form 13
Xtx Markets Llc12-31-2020Sponsored Ads3,240New!0.000.73353,000.000.00108.95Form 13
Chicago Capital, Llc12-31-2020Sponsored Ads206,886Increased0.091.0122,559,000.0034.62109.04Form 13
Veracity Capital Llc12-31-2020Sponsored Ads6,744Increased11.990.36735,000.0050.61108.99Form 13
Nia Impact Advisors, Llc12-31-2020Sponsored Ads50,204New!0.003.186,096,000.000.00121.42Form 13
Calton & Associates, Inc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Toth Financial Advisory Corp12-31-2020Sponsored Ads2,010Increased34.000.04219,000.0079.51108.96Form 13
Schafer Cullen Capital Management Inc12-31-2020Adr126,618Decreased-24.630.2013,806,000.001.37109.04Form 13
Thoroughbred Financial Services, Llc12-31-2020Sponsored Ads25,574Increased7.270.862,788,000.0044.31109.02Form 13
Hollencrest Capital Management12-31-2020Adr4,976Decreased-9.180.06543,000.0022.30218.31Form 13
Clark Capital Management Group, Inc.12-31-2020Sponsored Ads470,632Decreased-2.430.8551,318,000.0031.23109.04Form 13
Cullen Capital Management, Llc12-31-2020Adr125,610Decreased-25.520.7613,697,000.000.18109.04Form 13
Lafleur & Godfrey Llc12-31-2020Sponsored Ads8,532Decreased-54.300.19930,000.00-38.53109.00Form 13
Northwest Investment Counselors, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Harel Insurance Investments & Financial Services Ltd.12-31-2020Sponsored Ads3,000Increased100.940.021,052,000.00769.42350.67Form 13
Clean Yield Group12-31-2020Adr108Decreased-50.000.0012,000.00-33.33111.11Form 13
Zweig-dimenna Associates Llc12-31-2020Sponsored Ads223,465Increased55.221.5424,367,000.00108.78109.04Form 13
Artemis Investment Management Llp12-31-2020Sponsored Ads14,910Increased7.100.021,628,000.0044.33109.19Form 13
Redhawk Wealth Advisors, Inc.12-31-2020Sponsored Ads3,087Maintained0.000.09337,000.0034.80109.17Form 13
Adviser Investments Llc12-31-2020Sponsored Ads2,703New!0.000.03295,000.000.00109.14Form 13
Allworth Financial Lp12-31-2020Sponsored Ads25Maintained0.000.003,000.0050.00120.00Form 13
Arga Investment Management, Lp12-31-2020Equity Depositary Receipts0Liquidated!-100.000.000.000.000.00Form 13
Jjj Advisors Inc.12-31-2020Sponsored Ads3,875Increased371.410.20423,000.00531.34109.16Form 13
Csenge Advisory Group12-31-2020Sponsored Ads4,379Decreased-12.240.06477,000.0014.94108.93Form 13
Tower View Investment Management & Research Llc12-31-2020Equities54,697Increased0.163.395,964,000.0034.72109.04Form 13
Private Capital Group, Llc12-31-2020Common Stock9,461Decreased-11.440.191,036,000.0018.94109.50Form 13
Islay Capital Management, Llc12-31-2020Common150Maintained0.000.0116,000.0033.33106.67Form 13
Landsberg, Bennett, & Dubbaneh Llc12-31-2020Sponsored Ads17,452Increased136.060.291,903,000.00356.35109.04Form 13
Strategic Blueprint, Llc12-31-2020Adr20,602Decreased-6.480.562,246,000.0025.76109.02Form 13
Great Diamond Partners, Llc12-31-2020Sponsored Ads3,884New!0.000.13423,000.000.00108.91Form 13
Applied Research Investments, Llc12-31-2020Sponsored Ads193,591Increased11.218.9921,109,000.0049.58109.04Form 13
Diversified, Llc12-31-2020Sponsored Ads1,458New!0.000.10118,000.000.0080.93Form 13
Pinnacle Associates Ltd12-31-2020Sponsored Ads18,708Increased4.090.042,040,000.0040.01109.04Form 13
Augustine Asset Management Inc12-31-2020Com138,722Decreased-0.477.8415,126,000.0033.87109.04Form 13
Hc Financial Advisors Inc12-31-2020Sponsored Ads600Maintained0.000.0465,000.0032.65108.33Form 13
Ingalls & Snyder Llc12-31-2020Sponsored Ads2,133New!0.000.01233,000.000.00109.24Form 13
Cambridge Trust Co12-31-2020Common Stock3,115Maintained0.000.02340,000.0034.39109.15Form 13
Douglass Winthrop Advisors, Llc12-31-2020Com6,088Maintained0.000.02664,000.0034.41109.07Form 13
Calamos Advisors Llc12-31-2020Sponsored Ads415,446Decreased-12.410.2645,300,000.0017.80218.09Form 13
Calamos Wealth Management Llc12-31-2020Sponsored Ads33,050Increased26.250.333,604,000.0069.84109.05Form 13
Mu Investments Co., Ltd.12-31-2020Common Stock43,980New!0.004.144,643,000.000.00105.57Form 13
Usca Ria Llc12-31-2020Sponsored Ads18,339Increased39.530.142,000,000.0087.62109.06Form 13
Cwm, Llc12-31-2020Sponsored Ads21,913Increased4.300.022,389,000.0040.28109.02Form 13
Regent Investment Management Llc12-31-2020Sponsored Ads8,942Maintained0.000.27975,000.0034.48109.04Form 13
Segment Wealth Management, Llc12-31-2020Sponsored Ads84,318Decreased-17.621.339,194,000.0010.80109.04Form 13
Exane Derivatives12-31-2020Stock5,243Increased13.099.99571,727,000.0052.11109,045.78Form 13
Gwm Advisors Llc12-31-2020Sponsored Ads224,181Increased9.190.8024,445,000.0046.86109.04Form 13
Cardan Capital Partners, Llc12-31-2020Sponsored Ads2,700Maintained0.000.04294,000.0034.25108.89Form 13
Rpg Investment Advisory, Llc12-31-2020Sponsored Ads70Maintained0.000.008,000.0033.33114.29Form 13
Simon Quick Advisors, Llc12-31-2020Com718Increased168.910.0278,000.00254.55108.64Form 13
First Bank & Trust12-31-2020Foreign Equities1,137Decreased-1.730.08124,000.0031.91109.06Form 13
Centerstar Asset Management, Llc12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Crewe Advisors Llc12-31-2020Sponsored Ads203New!0.000.0122,000.000.00108.37Form 13
180 Wealth Advisors, Llc12-31-2020Sponsored Ads6,638Decreased-6.380.25872,000.0039.30131.36Form 13
Cnb Bank12-31-2020Sponsored Ads624Maintained0.000.0568,000.0033.33108.97Form 13
Henry James International Management Inc.12-31-2020Com63,510Increased2.302.416,925,000.0037.59109.04Form 13
Lindbrook Capital, Llc12-31-2020Adr6,370Increased0.980.17695,000.0036.01109.11Form 13
Atlas Private Wealth Management12-31-2020Adr795Maintained0.000.0687,000.0035.94109.43Form 13
Highmark Wealth Management Llc12-31-2020Sponsored Ads59Maintained0.000.016,000.00100.00101.69Form 13
Cordant, Inc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Wolff Wiese Magana Llc12-31-2020Sponsored Ads520New!0.000.0557,000.000.00109.62Form 13
Accel Wealth Management12-31-2020Adr Sponsored1,417New!0.000.14155,000.000.00109.39Form 13
Value Star Asset Management (hong Kong) Ltd12-31-2020Adr15,500New!0.001.541,690,000.000.00109.03Form 13
James Investment Research Inc12-31-2020Com22,803Increased5106.160.222,486,000.006,805.56109.02Form 13
Inverness Counsel Llc /ny/12-31-2020Com6,228New!0.000.03679,000.000.00109.02Form 13
Griffin Asset Management, Inc.12-31-2020Sponsored Ads4,105Increased0.390.06448,000.0035.35109.14Form 13
Miller Howard Investments Inc /ny12-31-2020Adr598,422Decreased-4.423.0865,252,000.0028.56109.04Form 13
Jlb & Associates Inc12-31-2020Adr33,936Decreased-2.950.613,700,000.0030.56109.03Form 13
Dupont Capital Management Corp12-31-2020Adr39,843Decreased-24.100.094,344,000.002.07109.03Form 13
Dowling & Yahnke Llc12-31-2020Sponsored Ads1,845New!0.000.01201,000.000.00108.94Form 13
Cornerstone Investment Partners, Llc12-31-2020Adr679,500Decreased-14.644.5074,093,000.0014.81109.04Form 13
Zurcher Kantonalbank (zurich Cantonalbank)12-31-2020Sponsored Ads343,729Increased21.550.2337,480,000.0063.48109.04Form 13
Bank Of Stockton12-31-2020Equities4,033Decreased-2.420.17439,000.0031.04108.85Form 13
Seascape Capital Management12-31-2020Sponsored Ads2,546New!0.000.16278,000.000.00109.19Form 13
Montecito Bank & Trust12-31-2020Com1,929New!0.000.05211,000.000.00219.12Form 13
Asset Dedication, Llc12-31-2020Equities6Decreased-89.660.001,000.00-80.00166.67Form 13
Kingfisher Capital Llc12-31-2020Equities24,968Increased9.810.822,722,000.0047.69109.02Form 13
Annex Advisory Services, Llc12-31-2020Sponsored Ads48,344Increased86.280.525,272,000.00150.57109.05Form 13
Perigon Wealth Management, Llc12-31-2020Sponsored Ads3,324Increased14.780.04362,000.0054.04108.90Form 13
Gemmer Asset Management Llc12-31-2020Sponsored Adr1,258Increased289.470.02137,000.00426.92108.90Form 13
Wealth Architects, Llc12-31-2020Sponsored Ads2,262New!0.000.06247,000.000.00109.20Form 13
Btc Capital Management, Inc.12-31-2020Sponsored Adr7,040Increased33.030.09767,000.0077.55326.89Form 13
Bray Capital Advisors12-31-2020Sponsored Ads12,438Maintained0.000.391,356,000.0034.52109.02Form 13
Gfg Capital, Llc12-31-2020Sponsored Ads2,449New!0.000.09267,000.000.00109.02Form 13
Venturi Wealth Management, Llc12-31-2020Sponsored Ads16,546Increased2.140.191,804,000.0037.50218.05Form 13
Kcs Wealth Advisory12-31-2020Sponsored Ads27,343Decreased-1.191.972,981,000.0032.90109.02Form 13
Fieldpoint Private Securities, Llc12-31-2020Adr17,323Increased5.780.431,889,000.0042.24109.05Form 13
New Potomac Partners, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Hhm Wealth Advisors, Llc12-31-2020Sponsored Ads188Maintained0.000.0120,000.0033.33106.38Form 13
Comerica Bank12-31-2020Adr250,580Increased1.699.9932,360,000.0048.71258.93Form 13
Whittier Trust Co12-31-2020Non-us Equity (emerging)32,310Increased7.620.073,523,000.0044.80217.93Form 13
Falcon Point Capital, Llc12-31-2020Com3,133Increased9.472.88342,000.0047.41109.16Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Non-us Equity (emerging)17,210Maintained0.000.101,877,000.0034.55218.07Form 13
First Heartland Consultants, Inc.12-31-2020Sponsored Ads2,444Decreased-2.470.04267,000.0031.53109.25Form 13
Creative Planning12-31-2020Sponsored Ads145,217Increased129.430.0315,193,000.00229.28156.09Form 13
Caprock Group, Inc.12-31-2020Sponsored Ads13,252Increased1.350.171,451,000.0036.12109.49Form 13
Stratos Wealth Partners, Ltd.12-31-2020Sponsored Ads5,686Increased30.380.02620,000.0075.14109.04Form 13
Davy Global Fund Management Ltd12-31-2020Sponsored Ads123,556Decreased-5.263.1213,473,000.0027.43109.04Form 13
Cornerstone Wealth Management, Llc12-31-2020Sponsored Ads2,459Decreased-6.820.03268,000.0025.23108.99Form 13
Hms Capital Management, Llc12-31-2020Sponsored Ads4,619New!0.000.23504,000.000.00109.11Form 13
Summit X, Llc12-31-2020Sponsored Ads4,013Increased6.840.13435,000.00-88.82108.40Form 13
Paradiem, Llc12-31-2020Sponsored Ads4,994New!0.000.26608,000.000.00121.75Form 13
Apollon Wealth Management, Llc12-31-2020Sponsored Ads2,760New!0.000.08301,000.000.00109.06Form 13
Fortem Financial Group, Llc12-31-2020Sponsored Ads200New!0.000.0122,000.000.00110.00Form 13
Great Valley Advisor Group, Inc.12-31-2020Sponsored Ads4,522Decreased-12.750.05493,000.0017.38109.02Form 13
Weaver Consulting Group12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Carolina Wealth Advisors, Llc12-31-2020Adr0New!0.000.000.000.000.00Form 13
Moser Wealth Advisors, Llc12-31-2020Sponsored Ads435New!0.000.0347,000.000.00108.05Form 13
Atlas Private Wealth Advisors12-31-2020Common Stock72Increased80.000.018,000.00166.67111.11Form 13
Central Trust Co12-31-2020Foreign Stock1,286Increased451.935.73140,000.00636.84108.86Form 13
Fisher Asset Management, Llc12-31-2020Com27,640,127Increased0.472.263,013,880,000.0035.14109.04Form 13
Royal London Asset Management Ltd12-31-2020Sponsored Adr850,077Decreased-24.990.4992,688,000.001.55109.03Form 13
Kornitzer Capital Management Inc /ks12-31-2020Com144,281Maintained0.000.2715,732,000.0034.50109.04Form 13
Stephenson National Bank & Trust12-31-2020Sponsored Ads124New!0.000.0114,000.000.00112.90Form 13
Victory Capital Management Inc12-31-2020Adr62,736New!0.000.016,841,000.000.00109.04Form 13
Tufton Capital Management12-31-2020Int41,461Increased1.270.834,520,000.0036.19109.02Form 13
Eagle Global Advisors Llc12-31-2020Sponsored Ads19,110Decreased-9.470.162,084,000.0021.80109.05Form 13
Foster & Motley Inc12-31-2020Adr2,531Maintained0.000.03276,000.0034.63109.05Form 13
Alpine Woods Capital Investors, Llc12-31-2020Sponsored Ads90,183Increased35.801.209,834,000.0082.65109.04Form 13
Hodges Capital Management Inc.12-31-2020Sponsored Ads9,018Increased111.740.15983,000.00184.93109.00Form 13
First Dallas Securities Inc.12-31-2020Sponsored Ads6,075New!0.000.60662,000.000.00108.97Form 13
Hanson & Doremus Investment Management12-31-2020Adr73,763Increased8.992.008,043,000.0046.61109.04Form 13
Cardinal Capital Management12-31-2020Adr2,790Decreased-9.910.07304,000.0021.12108.96Form 13
San Francisco Sentry Investment Group (ca)12-31-2020Sponsored Ads296Maintained0.000.0232,000.0033.33108.11Form 13
Jfs Wealth Advisors, Llc12-31-2020Sponsored Ads195Maintained0.000.0021,000.0031.25107.69Form 13
Intersect Capital Llc12-31-2020Sponsored Ads20,387Increased0.960.492,223,000.0035.80109.04Form 13
First Personal Financial Services12-31-2020Sponsored Ads65,190Decreased-5.132.037,108,000.0082.21109.04Form 13
Sheaff Brock Investment Advisors, Llc12-31-2020Sponsored Ads5,500New!0.000.05600,000.000.00109.09Form 13
Ae Wealth Management Llc12-31-2020Sponsored Ads45,542Decreased-10.060.064,966,000.0020.97109.04Form 13
Avestar Capital, Llc12-31-2020Sponsored Ads7,039Increased6.930.21771,000.0035.03109.53Form 13
Milestone Resources Group Ltd12-31-2020Sponsored Ads88New!0.000.0010,000.000.00113.64Form 13
Lester Murray Antman Dba Simplyrich12-31-2020Sponsored Adr34,854Maintained0.001.703,800,000.0034.47109.03Form 13
Brand Asset Management Group, Inc.12-31-2020Sponsored Ads173Maintained0.000.0119,000.0035.71109.83Form 13
Bernardo Wealth Planning Llc12-31-2020Adr2,420New!0.000.10263,000.000.00108.68Form 13
Value Partners Investments Inc.12-31-2020Sponsored Ads2,611Decreased-98.490.03285,000.00-97.98109.15Form 13
Sailer Financial Llc12-31-2020Sponsored Ads44New!0.000.005,000.000.00113.64Form 13
Hya Advisors, Inc12-31-2020Adr6,374Increased0.330.37695,000.0034.95109.04Form 13
State Of Michigan Retirement System12-31-2020Sponsored Ads142,600New!0.000.1115,549,000.000.00109.04Form 13
Girard Partners Ltd.12-31-2020Adr2,615Maintained0.000.04285,000.0035.07108.99Form 13
Cabot Wealth Management Inc12-31-2020Sponsored Ads144,903Decreased-1.792.4315,800,000.0032.08109.04Form 13
Marathon Asset Management Llp12-31-2020Common113,932Maintained0.000.1812,463,000.0034.37109.39Form 13
First Trust Advisors Lp12-31-2020Sponsored Ads1,040,271Decreased-16.600.15113,431,000.0012.17109.04Form 13
Flputnam Investment Management Co12-31-2020Com2,866Increased8.640.01313,000.0046.26109.21Form 13
Grimes & Company, Inc.12-31-2020Com183,211Decreased-5.481.0419,977,000.0027.13109.04Form 13
Meitav Dash Investments Ltd12-31-2020Sponsored Ads329,598Increased2.711.4135,940,000.0038.15109.04Form 13
Envestnet Asset Management Inc12-31-2020Sponsored Ads1,996,337Decreased-1.210.16217,681,000.0032.88109.04Form 13
Wespac Advisors, Llc12-31-2020Sponsored Ads15,511New!0.001.311,691,000.000.00109.02Form 13
Simplex Trading, Llc12-31-2020Com21,334Decreased-95.510.002,326,000.00-93.96109.03Form 13
Jackson Wealth Management, Llc12-31-2020Sponsored Ads60,000Decreased-14.290.896,542,000.0015.28109.03Form 13
Amf Pensionsforsakring Ab12-31-2020Sponsored Ads41,462New!0.000.044,521,000.000.00109.04Form 13
Horan Capital Advisors, Llc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Patten Group, Inc.12-31-2020Sponsored Ads8,964Increased2.350.26977,000.0037.61108.99Form 13
Svenska Handelsbanken Ab (publ)12-31-2020Sponsored Adr61,600Increased20.784.976,717,000.0062.44109.04Form 13
Moisand Fitzgerald Tamayo, Llc12-31-2020Sponsored Ads56Maintained0.000.006,000.00100.00107.14Form 13
Capital Insight Partners, Llc12-31-2020Sponsored Ads14,175Decreased-32.820.391,546,000.00-9.64109.07Form 13
Wespac Advisors Socal, Llc12-31-2020Sponsored Ads4,755Decreased-17.660.21518,000.000.97108.94Form 13
Parallel Advisors, Llc12-31-2020Adr24,569Decreased-5.780.152,679,000.0026.73109.04Form 13
Glenview Trust Co12-31-2020Sponsored Ads2,400New!0.000.01262,000.000.00109.17Form 13
Cordatus Wealth Management Llc12-31-2020Sponsored Ads5,127New!0.000.24559,000.000.00109.03Form 13
Mps Loria Financial Planners, Llc12-31-2020Sponsored Ads300Maintained0.000.0234,000.0041.67113.33Form 13
Bedel Financial Consulting, Inc.12-31-2020Sponsored Ads100New!0.000.0011,000.000.00110.00Form 13
Legacy Financial Advisors, Inc.12-31-2020Adr3,469Increased6.480.11378,000.0043.18108.97Form 13
Evolution Wealth Advisors, Llc12-31-2020Sponsored Ads135Decreased-80.660.0015,000.00-73.68111.11Form 13
Hoover Financial Advisors, Inc.12-31-2020Sponsored Ads38Maintained0.000.005,000.000.00131.58Form 13
Rba Wealth Management, Llc12-31-2020Sponsored Ads2,515Decreased-3.080.17274,000.0030.48108.95Form 13
Wt Asset Management Ltd12-31-2020Sponsored Ads1,111,000Increased99.539.99121,143,000.00168.37109.04Form 13
Sound View Wealth Advisors Group, Llc12-31-2020Sponsored Ads3,880Increased3.740.10423,000.0039.60109.02Form 13
Savior Llc12-31-2020Adr686Maintained0.000.0675,000.0092.31109.33Form 13
Birch Capital Management, Llc12-31-2020Adr8,200Maintained0.000.68894,000.0034.44109.02Form 13
Danda Trouve Investment Management, Inc.12-31-2020Sponsored Ads75New!0.000.018,000.000.00106.67Form 13
Stenahm Asset Managment Ltd12-31-2020Sponsored Ads144,500New!0.009.9915,756,000.000.00109.04Form 13
M. Kulyk & Associates, Llc12-31-2020Sponsored Ads49,468New!0.002.995,394,000.000.00109.04Form 13
Addison Advisors Llc12-31-2020Sponsored Ads995New!0.000.10108,000.000.00108.54Form 13
Triagen Wealth Management Llc12-31-2020Sponsored Ads24,011New!0.001.532,618,000.000.00109.03Form 13
Bank Of The West12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Fort Washington Investment Advisors Inc /oh/12-31-2020Common Stock19,700Decreased-79.650.022,148,000.00-72.63109.04Form 13
Mufg Americas Holdings Corp12-31-2020Sponsored Ads418Maintained0.000.0046,000.0035.29110.05Form 13
Cibc Asset Management Inc12-31-2020Sponsored Ads699,676Decreased-1.660.3676,293,000.0032.26109.04Form 13
Alta Capital Management Llc/12-31-2020Com3,335Maintained0.000.02363,000.000.00108.85Form 13
Trust Co Of Vermont12-31-2020Com50Decreased-47.370.005,000.00-37.50100.00Form 13
Cantillon Capital Management Llc12-31-2020Sponsored Ads3,753,709Decreased-0.613.07409,304,000.0033.68218.08Form 13
Allen Investment Management Llc12-31-2020Sponsored Ads7,101Maintained0.000.01774,000.0034.38109.00Form 13
Parsec Financial Management, Inc.12-31-2020Sponsored Ads247,001Decreased-6.651.4626,933,000.0025.55109.04Form 13
Reilly Financial Advisors, Llc12-31-2020Sponsored Ads232,904Increased0.352.3825,396,000.0034.97109.04Form 13
Alps Advisors Inc12-31-2020Sponsored Ads2,961New!0.000.00323,000.000.00109.08Form 13
Valmark Advisers, Inc.12-31-2020Sponsored Ads3,143New!0.000.01343,000.000.00109.13Form 13
Meridian Investment Counsel Inc.12-31-2020Sponsored Ads109,627Decreased-6.605.0511,954,000.0025.62109.04Form 13
Sandy Spring Bank12-31-2020Sponsored Ads33,570Increased3.020.233,660,000.0038.58218.03Form 13
Keywise Capital Management (hk) Ltd12-31-2020Sponsored Ads661,088Decreased-0.029.9972,085,000.0034.48109.04Form 13
Savant Capital, Llc12-31-2020Sponsored Ads2,575Decreased-9.040.02281,000.0022.71109.13Form 13
State Of New Jersey Common Pension Fund D12-31-2020Sponsored Ads2,999,509Increased2.401.16327,067,000.0037.73109.04Form 13
Martin Investment Management, Llc12-31-2020Sponsored Ads8,565Maintained0.000.30934,000.0034.58109.05Form 13
Kistler-tiffany Companies, Llc12-31-2020Sponsored Ads90Maintained0.000.0010,000.0042.86111.11Form 13
Financial Management Professionals, Inc.12-31-2020Sponsored Ads195Decreased-9.720.0121,000.0016.67107.69Form 13
Focused Wealth Management, Inc12-31-2020Sponsored Ads308Maintained0.000.0134,000.0036.00110.39Form 13
Srs Capital Advisors, Inc.12-31-2020Sponsored Ads4,829Decreased-3.010.08527,000.0030.45109.13Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Sponsored Ads851Decreased-7.500.0293,000.0024.00109.28Form 13
Dynamic Advisor Solutions Llc12-31-2020Sponsored Ads15,544Increased13.070.161,673,000.0050.18145.70Form 13
Fenghe Fund Management Pte. Ltd.12-31-2020Sponsored Ads54,100New!0.004.355,899,000.000.00109.04Form 13
Grove Bank & Trust12-31-2020Foreign Stock13,370Increased1.790.381,458,000.0036.90109.05Form 13
Physicians Financial Services, Inc.12-31-2020Sponsored Ads3,355New!0.000.18366,000.000.00109.09Form 13
Institutional & Family Asset Management, Llc12-31-2020Sponsored Ads875Decreased-5.810.0295,000.0026.67108.57Form 13
Almanack Investment Partners, Llc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Beirne Wealth Consulting Services, Llc12-31-2020Sponsored Ads2,569Decreased-14.140.14281,000.0015.16109.38Form 13
Prime Capital Investment Advisors, Llc12-31-2020Adr875Decreased-2.990.0195,000.0030.14108.57Form 13
Discovery Value Fund12-31-2020Sponsored Ads437,504Maintained0.001.1247,705,000.000.00109.04Form 13
Canton Hathaway, Llc12-31-2020Com80Decreased-98.070.009,000.00-97.32112.50Form 13
Knuff & Co Llc12-31-2020Adr27,110Decreased-0.281.222,956,000.0034.12109.04Form 13
Hunter Perkins Capital Management, Llc12-31-2020Sponsored Ads14,825New!0.000.291,617,000.000.00109.07Form 13
Rosenberg Matthew Hamilton12-31-2020Sponsored Ads3,134Maintained0.000.00342,000.0034.65109.13Form 13
Baker Tilly Financial, Llc12-31-2020Sponsored Ads14,680New!0.000.491,601,000.000.00109.06Form 13
Kaizen Financial Strategies12-31-2020Sponsored Ads5,749New!0.000.70627,000.000.00109.06Form 13
Db Wealth Management Group, Llc12-31-2020Com106New!0.000.0112,000.000.00113.21Form 13
Bailard, Inc.12-31-2020Sponsored Ads49,498Increased12.240.255,397,000.0050.97109.03Form 13
Anderson Hoagland & Co12-31-2020Sponsored Ads34,115Increased60.240.593,720,000.00207.69109.04Form 13
Cambiar Investors Llc12-31-2020Sponsored Ads860,558Decreased-22.573.6693,835,000.004.15109.04Form 13
Everett Harris & Co /ca/12-31-2020Sponsored Ads15,808Increased2.910.031,724,000.0038.47109.06Form 13
Regentatlantic Capital Llc12-31-2020Sponsored Ads2,537New!0.000.01277,000.000.00109.18Form 13
Noesis Capital Mangement Corp12-31-2020Common Stocks108,692Decreased-0.239.9911,852,000,000.0034.19109,042.06Form 13
Bancorpsouth Bank12-31-2020Sponsored Ads14,792Decreased-2.850.261,613,000.0030.71218.10Form 13
Sg Americas Securities, Llc12-31-2020Com284,065Increased188.780.1730,974,000.00288.39109.04Form 13
Advisornet Financial, Inc12-31-2020Adr11,914Decreased-10.190.101,299,000.0020.84109.03Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Ads85,339Increased12.789.999,305,000.0051.67109.04Form 13
National Asset Management, Inc.12-31-2020Sponsored Ads28,476Decreased-49.990.173,105,000.00-29.72326.56Form 13
Harbor Investment Advisory, Llc12-31-2020Adr5,793Increased70.730.10632,000.00129.82109.10Form 13
Daiwa Securities Group Inc.12-31-2020Sponsored Ads3,649Decreased-39.330.00397,000.00129.48217.59Form 13
Clear Harbor Asset Management, Llc12-31-2020Sponsored Ads196,466Decreased-0.293.0821,423,000.00-99.87109.04Form 13
Peregrine Asset Advisers, Inc.12-31-2020Equity3,931New!0.000.20429,000.000.00109.13Form 13
Community Financial Services Group, Llc12-31-2020Foreign Stock92,580Decreased-0.973.1810,095,000.0033.20218.25Form 13
Wealthstone, Inc.12-31-2020Equities10,216Increased9.300.401,114,000.0046.97109.04Form 13
Bollard Group Llc12-31-2020Adr5,093Maintained0.000.02555,000.0034.38108.97Form 13
Buckingham Capital Management, Inc.12-31-2020Sponsored Ads142,605Decreased-17.762.7415,550,000.0057.98109.04Form 13
Lvw Advisors, Llc12-31-2020Sponsored Ads15,712Increased0.780.341,713,000.0035.52109.02Form 13
Glassman Wealth Services12-31-2020Sponsored Ads1,466Increased13.030.04160,000.0052.38109.14Form 13
Ellevest, Inc.12-31-2020Adr651Increased933.330.0171,000.001,320.00109.06Form 13
Bergankdv Wealth Management, Llc12-31-2020Sponsored Ads576Decreased-0.860.0163,000.0034.04109.38Form 13
La Financiere De L'echiquier12-31-2020Sponsored Ads236,935Decreased-31.861.2325,836,000.00-8.35109.04Form 13
Rsm Us Wealth Management Llc12-31-2020Sponsored Ads2,062New!0.000.02225,000.000.00109.12Form 13
Lyell Wealth Management, Lp12-31-2020Sponsored Ads2,236New!0.000.04245,000.000.00109.57Form 13
Doyle Wealth Management12-31-2020Sponsored Ads243,891Decreased-8.062.7026,594,000.0076.59109.04Form 13
Trustcore Financial Services, Llc12-31-2020Sponsored Ads939Increased42.710.01102,000.00175.68108.63Form 13
Vestmark Advisory Solutions, Inc.12-31-2020Sponsored Ads56,406Decreased-4.070.696,151,000.0029.03109.05Form 13
Altium Wealth Management Llc12-31-2020Sponsored Ads4,137Increased14.850.04451,000.00121.08109.02Form 13
Dougherty Wealth Advisers Llc12-31-2020Adr1,282Maintained0.000.22140,000.0091.78109.20Form 13
Graves-light Private Wealth Management, Inc.12-31-2020Adr767New!0.000.0284,000.000.00109.52Form 13
Outlook Wealth Advisors, Llc12-31-2020Common Stock2,326New!0.000.09254,000.000.00109.20Form 13
Camden Capital, Llc12-31-2020Sponsored Ads3,403Increased12.090.12371,000.0050.81109.02Form 13
Steel Peak Wealth Management Llc12-31-2020Sponsored Ads3,661New!0.000.04399,000.000.00108.99Form 13
Copperleaf Capital, Llc12-31-2020Sponsored Ads10,647New!0.000.991,161,000.000.00109.04Form 13
Orion Portfolio Solutions, Llc12-31-2020Sponsored Ads4,128Increased1820.000.02450,000.003,650.00109.01Form 13
Founders Financial Alliance, Llc12-31-2020Sponsored Ads2,991New!0.000.18327,000.000.001,677.43Form 13
Galvin, Gaustad & Stein, Llc12-31-2020Sponsored Ads35,101New!0.000.403,827,000.000.00109.03Form 13
Latitude Advisors, Llc12-31-2020Sponsored Ads2,798New!0.000.27305,000.000.00109.01Form 13
Us Bancorp \de\12-31-2020Common Stock511,532Decreased-2.320.1255,778,000.0031.38327.18Form 13
St Germain D J Co Inc12-31-2020Com9,442Maintained0.000.071,030,000.0034.64109.09Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com5,354Maintained0.000.01584,000.0034.56109.08Form 13
Pzena Investment Management Llc12-31-2020Com442,620Decreased-13.930.2348,264,000.0015.77218.08Form 13
Todd Asset Management Llc12-31-2020Cs275,415Decreased-29.020.7730,031,000.00-4.53218.09Form 13
Gabelli Funds Llc12-31-2020Com25,500Maintained0.000.022,781,000.0034.54109.06Form 13
Gw&k Investment Management, Llc12-31-2020Common42,392Decreased-1.780.054,622,000.0032.09109.03Form 13
Rational Advisors Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Carderock Capital Management Inc12-31-2020Com134,986Increased0.144.4414,719,000.0034.69109.04Form 13
Summitry Llc12-31-2020Sponsored Ads45,665Decreased-3.810.364,979,000.0029.36109.03Form 13
Regions Financial Corp12-31-2020Sponsored Ads25,975Decreased-0.760.032,832,000.0033.46218.04Form 13
Essex Financial Services, Inc.12-31-2020Adr12,778Decreased-5.380.281,393,000.0027.21109.02Form 13
Aperio Group, Llc12-31-2020Sponsored Ads3,108,187Increased0.641.00338,917,000.0035.36109.04Form 13
Blackrock Inc.12-31-2020Sponsored Ads11,140,728Decreased-2.770.041,214,787,000.0030.771,746.67Form 13
Dorsey & Whitney Trust Co Llc12-31-2020Sponsored Adr11,347Decreased-6.920.141,236,000.0025.101,195.58Form 13
Redwood Investments, Llc12-31-2020Sponsored Ads134,325Decreased-5.431.2514,647,000.0027.20109.04Form 13
Boston Common Asset Management, Llc12-31-2020Com535,815Increased9.404.0858,425,000.0047.14109.04Form 13
Ninety One Uk Ltd12-31-2020Adr3,675,512Decreased-2.281.23400,778,000.0031.44109.04Form 13
Fosun International Ltd12-31-2020Sponsored Ads34,190Decreased-0.150.243,609,000.0030.90105.56Form 13
Northcoast Asset Management Llc12-31-2020Sp Adr (5 Ord)10,507Decreased-23.680.051,146,000.002.69109.07Form 13
Northwest Bancshares, Inc.12-31-2020Sponsored Ads47,973Decreased-11.281.345,231,000.0019.32222.07Form 13
Sumitomo Mitsui Trust Holdings, Inc.12-31-2020Com3,007,023Increased13.050.21327,886,000.0052.06109.04Form 13
Ninety One Sa (pty) Ltd12-31-2020Adr11,348Decreased-16.080.491,238,000.0012.65109.09Form 13
Hudock, Inc.12-31-2020Sponsored Ads1,208Increased2.290.04131,000.0037.89108.44Form 13
Murphy Pohlad Asset Management Llc12-31-2020Sponsored Ads1,988Decreased-36.100.11216,000.00-14.29108.65Form 13
Trust Investment Advisors12-31-2020Sponsored Ads22,015Increased1.572.432,401,000.0095.20109.06Form 13
Tortoise Investment Management, Llc12-31-2020Sponsored Ads499New!0.000.0154,000.000.00108.22Form 13
Malaga Cove Capital, Llc12-31-2020Sponsored Ads17,549Decreased-0.510.942,001,000.0039.93114.02Form 13
Next Financial Group, Inc12-31-2020Sponsored Ads2,511Increased24.120.02274,000.0066.06218.26Form 13
C Worldwide Group Holding A/s12-31-2020Sponsored Ads813,786Decreased-30.370.8988,735,000.0033.74218.08Form 13
Ninety One North America, Inc.12-31-2020Adr107,192Decreased-13.340.7211,688,000.0016.55109.04Form 13
Koshinski Asset Management, Inc.12-31-2020Sponsored Ads17,868Increased13.890.161,284,000.0022.75175.89Form 13
Ropes Wealth Advisors Llc12-31-2020Sponsored Ads901New!0.000.0298,000.000.00108.77Form 13
Roble, Belko & Company, Inc12-31-2020Adr420Maintained0.000.0146,000.0035.29109.52Form 13
D'orazio & Associates, Inc.12-31-2020Sponsored Ads400Maintained0.000.0144,000.0037.50110.00Form 13
Hosking Partners Llp12-31-2020Com1,297,005Decreased-3.323.65141,425,000.0030.04109.04Form 13
Intermede Investment Partners Ltd12-31-2020Sponsored Adr1,947,642Increased17.546.13212,371,000.0058.09109.04Form 13
Northcape Capital Pty Ltd12-31-2020Sponsored Adr3,094,438Decreased-14.959.99337,418,000.0063.35109.04Form 13
Mcilrath & Eck, Llc12-31-2020Sponsored Ads153Maintained0.000.0117,000.0088.89111.11Form 13
Claraphi Advisory Network, Llc12-31-2020Sponsored Ads2,304Maintained0.000.07251,000.000.00108.94Form 13
Gps Wealth Strategies Group, Llc12-31-2020Common Stock2,329New!0.000.09254,000.000.00109.06Form 13
Paulson Wealth Management Inc.12-31-2020Sponsored Ads3,859Increased4.720.25421,000.0040.80109.10Form 13
Magnus Financial Group Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Semmax Financial Advisors Inc.12-31-2020Sponsored Ads9,481Increased1.260.431,034,000.0036.23109.06Form 13
Tcf National Bank12-31-2020Common Stock7,316Increased85.220.08797,000.00149.06217.60Form 13
Banque Cantonale Vaudoise12-31-2020Sponsored Ads41,537Increased22.240.254,529,000.0064.39218.06Form 13
Himension Fund12-31-2020Sponsored Ads40,217New!0.001.474,385,000.000.00109.03Form 13
Hexagon Capital Partners Llc12-31-2020Adr1,300Maintained0.000.04141,000.0027.03108.46Form 13
Claudia M.p. Batlle, Crp (r) Llc12-31-2020Adr20New!0.000.002,000.000.00100.00Form 13
Phoenix Wealth Advisors12-31-2020Sponsored Ads6,238New!0.000.52680,000.000.00109.01Form 13
Rwm Asset Management, Llc12-31-2020Sponsored Ads60New!0.000.007,000.000.00116.67Form 13
Cowa, Llc12-31-2020Sponsored Ads143New!0.000.0117,000.000.00118.88Form 13
Pitcairn Co12-31-2020Sponsored Ads12,562Decreased-0.500.101,370,000.0033.79109.06Form 13
Jennison Associates Llc12-31-2020Sponsored Ads9,695,245Increased554.470.751,057,170,000.00780.27218.08Form 13
Lincoln National Corp12-31-2020Sponsored Ads9,504Increased37.980.031,037,000.0085.84219.31Form 13
Navellier & Associates Inc12-31-2020Com8,894Increased7.600.18970,000.0044.78109.06Form 13
John G Ullman & Associates Inc12-31-2020Adr91,069Decreased-6.231.549,930,000.0080.12109.04Form 13
Bowen Hanes & Co Inc12-31-2020Com3,330Maintained0.000.01363,000.0034.44109.01Form 13
Mitchell Capital Management Co12-31-2020Com10,960Increased7.790.301,195,000.0045.02109.03Form 13
Alliancebernstein L.p.12-31-2020Sponsored Ads1,623,467Increased98.340.08177,023,000.00166.77109.04Form 13
Philadelphia Trust Co12-31-2020Sponsored Ads2,514New!0.000.02274,000.000.00108.99Form 13
Greenleaf Trust12-31-2020Sponsored Ads41,265Decreased-0.770.064,500,000.0033.49109.05Form 13
Diamond Hill Capital Management Inc12-31-2020Ads5,144Decreased-13.140.00561,000.0016.88109.06Form 13
Avalon Investment & Advisory12-31-2020Com103,717Decreased-6.740.2311,309,000.0025.43109.04Form 13
Wrapmanager Inc12-31-2020Sponsored Ads1,873New!0.000.06204,000.000.00108.92Form 13
High Pointe Capital Management Llc12-31-2020Sponsored Adr5,526Decreased-41.460.57603,000.00-21.18109.12Form 13
Beaumont Financial Partners, Llc12-31-2020Sponsored Ads2,307Decreased-19.590.02252,000.008.15109.23Form 13
Cim, Llc12-31-2020Sponsored Ads2,101New!0.000.05268,000.000.00127.56Form 13
Penobscot Investment Management Company, Inc.12-31-2020Sponsored Ads3,500Maintained0.000.06382,000.0034.51109.14Form 13
Choate Investment Advisors12-31-2020Sponsored Ads5,030New!0.000.03548,000.000.00108.95Form 13
Migdal Insurance & Financial Holdings Ltd.12-31-2020Adr552,537Increased156.560.7160,249,000.00245.09109.04Form 13
K.j. Harrison & Partners Inc12-31-2020Sponsored Ads74,700Maintained0.001.328,145,000.0034.36109.04Form 13
Cibc World Markets Inc.12-31-2020Sponsored Ad382,676Increased11.600.1341,727,000.0050.11109.04Form 13
Portland Global Advisors Llc12-31-2020Com5,906Increased20.380.16644,000.0061.81109.04Form 13
Carnegie Capital Asset Management, Llc12-31-2020Sponsored Ads14,867Increased25.670.071,621,000.0070.63109.03Form 13
Rwc Asset Management Llp12-31-2020Sponsored Ads1,247,459Decreased-12.264.52136,023,000.0018.01109.04Form 13
Fox Run Management, L.l.c.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Angeles Investment Advisors, Llc12-31-2020Com9,505Increased15.070.101,036,000.0054.63109.00Form 13
Pragma Gestao De Patrimonio Ltd12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Tesco Pension Investment Ltd12-31-2020Sponsored Ads1,753,333Maintained0.009.991,911,830,000.001,245.001,090.40Form 13
Fdx Advisors, Inc.12-31-2020Sponsored Ads81,371Increased11.020.378,873,000.0049.33109.04Form 13
Naples Global Advisors, Llc12-31-2020Sponsored Ads105,394Decreased-4.301.9411,492,000.0028.72109.04Form 13
Balentine Llc12-31-2020Sponsored Ads10,326New!0.000.051,126,000.000.00109.05Form 13
Agf Investments America Inc.12-31-2020Adr611Decreased-0.330.0267,000.0034.00109.66Form 13
Arete Wealth Advisors, Llc12-31-2020Sponsored Ads2,271New!0.000.04253,000.000.00111.40Form 13
Teamwork Financial Advisors, Llc12-31-2020Sponsored Ads27,595Increased4.690.723,009,000.0040.80109.04Form 13
Rwc Asset Advisors (us) Llc12-31-2020Sponsored Ads387,953New!0.002.3842,304,000.000.00109.04Form 13
Lido Advisors, Llc12-31-2020Sponsored Ads85,050Increased11.560.319,305,000.0049.77109.41Form 13
Beacon Investment Advisory Services, Inc.12-31-2020Sponsored Ads3,785Decreased-2.200.02413,000.0031.53109.11Form 13
Railway Pension Investments Ltd12-31-2020Sponsored Ads1,822,483Maintained0.003.65198,724,000.0034.50109.04Form 13
Simmons Bank12-31-2020Foreign Stock2,879New!0.000.02314,000.000.00218.96Form 13
Jacobi Capital Management Llc12-31-2020Sponsored Ads1,258Increased13.740.02137,000.0052.22108.90Form 13
Resources Investment Advisors, Llc.12-31-2020Sponsored Ads10,898Increased21.449.991,188,000.0063.19109.01Form 13
Flagship Harbor Advisors, Llc12-31-2020Sponsored Ads2,185Increased53.760.03238,000.00106.96108.92Form 13
Russell Investments Group, Ltd.12-31-2020Adr/gdr/xdr5,313,322Decreased-15.191.16579,201,000.0014.201,852.44Form 13
Moloney Securities Asset Management, Llc12-31-2020Com4,116Decreased-1.130.10449,000.0033.23109.09Form 13
Seelaus Asset Management Llc12-31-2020Sponsored Ads7,255Decreased-0.680.57791,000.0033.61109.03Form 13
Mondrian Capital Management, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Ams Capital Ltda12-31-2020Sponsored Ads60,100Decreased-31.241.296,553,000.00-7.52109.03Form 13
Icon Wealth Partners, Llc12-31-2020Adr6,082Increased39.620.10663,000.0087.82109.01Form 13
Old North State Trust, Llc12-31-2020Sponsored Ads26New!0.000.003,000.000.00115.38Form 13
Brandywine Oak Private Wealth Llc12-31-2020Sponsored Ads5,729Decreased-19.900.10624,000.007.77108.92Form 13
Blue Square Asset Management, Llc12-31-2020Sponsored Ads9,331Increased14.560.681,017,000.0054.09108.99Form 13
Oneascent Financial Services Llc12-31-2020Sponsored Ads8,188Decreased-52.640.96897,000.00-52.41109.55Form 13
Tpi Fund Managers Ltd12-31-2020Sponsored Ads206,666Increased8.573.8522,535,000.0046.03109.04Form 13
Marks Group Wealth Management, Inc12-31-2020Sponsored Ads8,773Increased5.020.15957,000.0041.36222.70Form 13
Spotlight Asset Group, Inc.12-31-2020Sponsored Ads2,901New!0.000.12316,000.000.00108.93Form 13
Wd Rutherford Llc12-31-2020Intl Stk2,780New!0.000.19303,000.000.00108.99Form 13
Laurel Wealth Planning Llc12-31-2020Sponsored Ads71New!0.000.017,000.000.0098.59Form 13
Greenhouse Wealth Management, Llc12-31-2020Adr789New!0.000.0886,000.000.00109.00Form 13
Oneascent Wealth Management Llc12-31-2020Sponsored Ads17,257New!0.000.861,890,000.000.00109.52Form 13
Golden State Equity Partners12-31-2020Common Stock2,506New!0.000.19272,000.000.00108.54Form 13
Bp Plc12-31-2020Adr212,837Maintained0.000.7023,206,000.0034.49109.03Form 13
Fmr Llc12-31-2020Sponsored Ads15,265,022Increased47.140.151,664,499,000.00182.63745.20Form 13
Fil Ltd12-31-2020Sponsored Ads4,160,947Increased3.830.57453,709,000.0099.43544.86Form 13
Sei Investments Co12-31-2020Sponsored Ads3,104,155Decreased-22.650.88338,475,000.004.04218.05Form 13
Cullen/frost Bankers, Inc.12-31-2020Intl Common Stock4,722Decreased-0.610.01515,000.0033.77109.06Form 13
Wintrust Investments Llc12-31-2020Com3,198Increased2.370.10349,000.0037.94109.13Form 13
Howe & Rusling Inc12-31-2020Sponsored Ads443Decreased-12.280.0148,000.0065.52108.35Form 13
New York State Common Retirement Fund12-31-2020Foreign Stock3,152,790Decreased-4.560.38343,780,000.0028.37109.04Form 13
Jones Financial Companies Lllp12-31-2020Spon Adr643New!0.000.0070,000.000.00108.86Form 13
Payden & Rygel12-31-2020Com12,200Maintained0.000.071,330,000.0034.48109.02Form 13
Guyasuta Investment Advisors Inc12-31-2020Sponsored Ads4,266Increased25.840.04465,000.0069.09109.00Form 13
Toronto Dominion Bank12-31-2020Com24,814Increased27.570.002,701,000.0070.73218.14Form 13
Commerce Bank12-31-2020Sponsored Ads45,474Increased0.410.044,959,000.0035.09218.10Form 13
Matthews International Capital Management Llc12-31-2020Sponsored Ads1,605,479Decreased-16.859.32175,061,000.0011.83109.04Form 13
Charter Trust Co12-31-2020Sponsored Ads3,167Decreased-3.680.03345,000.0029.21108.94Form 13
Bessemer Group Inc12-31-2020Sa497,782Increased0.340.1454,278,000.0034.95655.15Form 13
Cape Cod Five Cents Savings Bank12-31-2020Sponsored Ads42,557Decreased-1.770.534,640,000.0032.12217.40Form 13
Washington Trust Co12-31-2020Sponsored Ads2,314Decreased-2.530.01252,000.0031.25217.28Form 13
Keybank National Association/oh12-31-2020Sponsored71,694Decreased-1.720.047,818,000.0032.19109.05Form 13
Pillar Pacific Capital Management Llc12-31-2020Adr235,644Decreased-2.172.1425,694,000.0031.58327.00Form 13
Jensen Investment Management Inc12-31-2020Sponsored Ads8,090Increased21.290.01882,000.0063.03109.02Form 13
Profund Advisors Llc12-31-2020Sponsored Ads87,065Decreased-15.780.419,494,000.0013.28109.04Form 13
Thornburg Investment Management Inc12-31-2020Sponsored Ads1,131,826Increased10.071.46123,414,000.0048.04109.04Form 13
Ci Investments Inc.12-31-2020Sponsored Adr2,561,655Increased1.181.23279,323,000.0036.08109.04Form 13
Seabridge Investment Advisors Llc12-31-2020Sponsored Ads74,052Decreased-16.782.918,075,000.0011.94109.04Form 13
First Pacific Advisors, Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Merrion Investment Management Co, Llc12-31-2020Sponsored Ads20New!0.000.002,000.000.00100.00Form 13
Clarivest Asset Management Llc12-31-2020Sponsored Ads313,600Decreased-13.151.1634,195,000.0016.81109.04Form 13
Plante Moran Financial Advisors, Llc12-31-2020Adr2,589Increased9.330.09282,000.0046.88108.92Form 13
Sigma Planning Corp12-31-2020Sponsored Ads3,392Decreased-5.250.01370,000.0027.59109.08Form 13
Parkside Financial Bank & Trust12-31-2020Sponsored Ads1,096Decreased-11.180.04120,000.0018.81220.56Form 13
Sta Wealth Management, Llc12-31-2020Sponsored Ads3,283Decreased-1.560.03358,000.0032.59109.05Form 13
Drw Securities, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Sawtooth Solutions, Llc12-31-2020Sponsored Ads13,546Decreased-44.830.021,477,000.00-25.78109.04Form 13
Fiera Capital Corp12-31-2020Sponsored Ads15,808,949Decreased-3.044.631,723,808,000.0030.42327.09Form 13
Aft, Forsyth & Company, Inc.12-31-2020Com2,320New!0.000.16253,000.000.00109.05Form 13
Mawer Investment Management Ltd.12-31-2020Adr1,476,150Increased20.430.95160,959,000.00131.31109.04Form 13
Advisory Services Network, Llc12-31-2020Adr10,482Increased55.700.041,143,000.00108.96435.91Form 13
Seven Eight Capital, Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Flossbach Von Storch Ag12-31-2020Com154,500Increased10.360.0716,847,000.0048.43109.04Form 13
Winch Advisory Services, Llc12-31-2020Com135Increased0.750.0115,000.0036.36111.11Form 13
Quantitative Systematic Strategies Llc12-31-2020Sponsored Ads11,248Decreased-28.980.171,226,000.00-4.52109.00Form 13
Loudon Investment Management, Llc12-31-2020Com9,050Increased42.070.77987,000.0091.28109.06Form 13
Plancorp, Llc12-31-2020Sponsored Ads2,528New!0.000.07276,000.000.00109.18Form 13
Nelson, Van Denburg & Campbell Wealth Management Group, Llc12-31-2020Adr115Maintained0.000.0012,000.0033.33104.35Form 13
Compagnie Lombard Odier Scma12-31-2020Sponsored Ads65,439Increased2.000.197,136,000.0037.18327.27Form 13
Gvo Asset Management Ltd12-31-2020Sponsored Ads46,800Increased25.473.605,103,000.0068.75109.04Form 13
Chartwell Investment Partners, Llc12-31-2020Cs49,850Increased5.070.175,436,000.0041.34109.05Form 13
Sunbelt Securities, Inc.12-31-2020Sponsored Ads3,013Increased0.200.07329,000.0034.84109.19Form 13
Allsquare Wealth Management Llc12-31-2020Adr2,310Increased9.480.17252,000.0047.37109.09Form 13
William Blair Investment Management, Llc12-31-2020Sponsored Ads12,232,121Decreased-8.244.441,333,782,000.0023.40109.04Form 13
Personal Cfo Solutions, Llc12-31-2020Sponsored Ads22,486Decreased-1.700.612,452,000.0088.76109.05Form 13
Nvwm, Llc12-31-2020Adr560New!0.000.0361,000.000.00108.93Form 13
Varma Mutual Pension Insurance Co12-31-2020Ltd Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Seacrest Wealth Management, Llc12-31-2020Sponsored Ads16,672Increased2.870.261,818,000.0038.36109.05Form 13
Nicola Wealth Management Ltd.12-31-2020Sponsored Ads22,132Decreased-12.480.302,412,000.0017.66108.98Form 13
Vectors Research Management, Llc12-31-2020Sponsored Ads237Decreased-16.840.0126,000.0013.04109.70Form 13
Element Pointe Advisors, Llc12-31-2020Sponsored Ads10,881New!0.000.441,186,464,000.000.00109,039.98Form 13
Summit Wealth & Retirement Planning, Inc.12-31-2020Sponsored Ads2,205New!0.000.09240,000.000.00108.84Form 13
Princeton Global Asset Management Llc12-31-2020Adr102,165Decreased-13.853.9011,140,000.0015.87109.04Form 13
Bay Harbor Wealth Management, Llc12-31-2020Adr64New!0.000.007,000.000.00109.38Form 13
Liberty Wealth Management Llc12-31-2020Sponsored Ads525Decreased-0.940.0366,000.0053.49125.71Form 13
Arkadios Wealth Advisors12-31-2020Adr403Maintained0.000.0143,000.000.00106.70Form 13
Menard Financial Group Llc12-31-2020Sponsored Ads3,730Increased5.760.44407,000.0042.31109.12Form 13
Souders Financial Advisors12-31-2020Sponsored Ads2,379Maintained0.000.11259,000.0023.92108.87Form 13
Wealthsimple Us, Ltd.12-31-2020Sponsored Ads2,168New!0.000.13236,000.000.00108.86Form 13
Mitchell & Pahl Private Wealth, Llc12-31-2020Sponsored Ads3,498New!0.000.32381,000.000.00108.92Form 13
Lord, Abbett & Co. Llc12-31-2020Adr539,206Increased411.280.1658,795,000.00587.66109.04Form 13
Wells Fargo & Company/mn12-31-2020Sponsored Ads11,254,433Decreased-0.560.291,216,608,000.0036.60657.39Form 13
Ars Investment Partners, Llc12-31-2020Sponsored Ads34,013Increased1.040.463,709,000.0035.91109.05Form 13
Hancock Whitney Corp12-31-2020Sponsored Ads4,909Increased0.250.02535,000.0034.76218.06Form 13
Comerica Securities,inc.12-31-2020Sponsored Ads18,727Decreased-10.900.162,050,000.0019.67109.47Form 13
Meeder Asset Management Inc12-31-2020Sponsored Ads425Increased97.670.0146,000.00283.33108.24Form 13
Van Eck Associates Corp12-31-2020Sponsored Ads4,657,162Increased29.321.48507,817,000.0073.94218.05Form 13
Blair William & Co/il12-31-2020Sponsored Ads97,300Increased3.230.0410,610,000.0098.28109.04Form 13
Connable Office Inc12-31-2020Com20,645Decreased-4.190.352,251,000.0028.85109.03Form 13
Courier Capital Llc12-31-2020Sponsored Ads2,558Maintained0.000.03279,000.0019.23109.07Form 13
Cypress Asset Management Inc/tx12-31-2020Sponsored Ads20,854Decreased-0.950.632,274,000.0033.22109.04Form 13
Intrust Bank Na12-31-2020Sponsored Ads10,015Increased8.670.161,092,000.0046.18217.74Form 13
Boston Financial Mangement Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
D.a. Davidson & Co.12-31-2020Sponsored Ads9,932Increased22.090.021,082,000.0063.94108.94Form 13
Ar Asset Management Inc12-31-2020Com5,006Maintained0.000.18546,000.0034.48109.07Form 13
Gamble Jones Investment Counsel12-31-2020Sponsored Ads2,600New!0.000.02284,000.000.00109.23Form 13
Baillie Gifford & Co12-31-2020Sponsored Adr8,931,444Decreased-7.720.54973,885,000.0024.12436.18Form 13
Martin Currie Ltd12-31-2020Sponsored Ads2,485,274Increased28.249.96270,995,000.0072.49218.08Form 13
Rhumbline Advisers12-31-2020Com8,851Increased17.840.00965,000.0058.46109.03Form 13
Aviva Plc12-31-2020Sponsored A410,402Decreased-6.360.2344,750,000.0025.95109.04Form 13
Cookson Peirce & Co Inc12-31-2020Adr445,260Increased1.939.9948,551,000.0037.10109.04Form 13
Bluefin Capital Management, Llc12-31-2020Sponsored Ads44,188Increased158.410.284,818,000.00247.62109.03Form 13
Bnp Paribas Arbitrage, Sa12-31-2020Equity485,384Decreased-3.319.9964,304,159,000.0027.9365,533,040.00Form 13
Jupiter Asset Management Ltd12-31-2020Sponsored Ads332,694Decreased-28.870.3736,273,000.00-4.34327.06Form 13
Covenant Partners, Llc12-31-2020Sponsored Ads21,178Maintained0.000.982,309,000.0034.48109.03Form 13
Stephens Investment Management Group Llc12-31-2020Sponsored Ads2,348Maintained0.000.00256,000.0034.74109.03Form 13
First Eagle Investment Management, Llc12-31-2020Sponsored Ads9,843,287Decreased-2.483.021,073,312,000.0031.16109.04Form 13
Texas Yale Capital Corp.12-31-2020Sponsored Ads67,703Decreased-0.810.507,382,000.0033.39109.04Form 13
Assetmark, Inc12-31-2020Sponsored Ads144,927Decreased-9.110.0915,803,000.0022.25109.04Form 13
Clearbridge Investments, Llc12-31-2020Sponsored Ads2,254,533Increased13.280.19245,834,000.0052.37109.04Form 13
People's United Financial, Inc.12-31-2020Sponsored Ads24,814Decreased-24.400.072,706,000.001.69109.05Form 13
Boston Partners12-31-2020Sponsored Ads14,673Maintained0.000.001,600,000.000.00109.04Form 13
Amg National Trust Bank12-31-2020Sponsored Ads41,939Maintained0.000.164,573,000.000.00109.04Form 13
Rafferty Asset Management, Llc12-31-2020Sponsored Ads495,404Decreased-0.010.5354,019,000.0034.49109.04Form 13
Gam Holding Ag12-31-2020Sponsored Ads337,263Increased38.902.1836,775,000.0086.83218.08Form 13
Ls Investment Advisors, Llc12-31-2020Sponsored Ads5,159Maintained0.000.03563,000.0034.69109.13Form 13
Reynders Mcveigh Capital Management, Llc12-31-2020Sponsored Ads12,118Decreased-3.810.091,321,000.0029.38109.01Form 13
Td Ameritrade Investment Management, Llc12-31-2020Sponsored Ads4,539New!0.000.00495,000.000.00109.05Form 13
Hightower Advisors, Llc12-31-2020Sponsored Ads550,474Decreased-10.560.2560,086,000.0045.871,249.94Form 13
Neuberger Berman Group Llc12-31-2020Adr1,922,648Decreased-23.630.22209,534,000.002.68218.02Form 13
Artisan Partners Limited Partnership12-31-2020Sponsored Ads1,873,905Decreased-37.190.25204,331,000.00-15.51218.08Form 13
Tctc Holdings, Llc12-31-2020Sponsored Ads160Maintained0.000.0017,000.0030.77106.25Form 13
Banque Pictet & Cie Sa12-31-2020Sponsored Ads297,679Increased3.900.085,615,000.0031.1018.86Form 13
Finemark National Bank & Trust12-31-2020Sponsored Ads6,298New!0.000.03687,000.000.00109.08Form 13
Liontrust Investment Partners Llp12-31-2020Equity Adr57,825New!0.009.996,305,238,000.000.00109,040.00Form 13
Mirae Asset Global Investments Co., Ltd.12-31-2020Sponsored Ads1,158,296Increased16.790.46126,301,000.0057.09436.21Form 13
Capital Advisors, Ltd. Llc12-31-2020Sponsored Ads197Maintained0.000.0021,000.0031.25106.60Form 13
Bank Pictet & Cie (asia) Ltd12-31-2020Sponsored Ads13,503Increased11.820.08255,000.0040.8818.88Form 13
Pictet North America Advisors Sa12-31-2020Sponsored Ads241,036Increased2.390.584,547,000.0029.2118.86Form 13
Ckw Financial Group12-31-2020Sponsored Adr830Maintained0.000.0291,000.0031.88109.64Form 13
Tradewinds Capital Management, Llc12-31-2020Sponsored Ads113Maintained0.000.0012,000.0033.33106.19Form 13
Highpoint Advisor Group Llc12-31-2020Common Stock4,294Increased27.150.07570,000.0086.89132.74Form 13
Boston Private Wealth Llc12-31-2020Com18,331Increased18.900.031,999,000.0059.92218.21Form 13
Biltmore Capital Advisors Llc12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Ns Partners Ltd12-31-2020Sponsored Ads240,558Decreased-14.201.5326,230,000.0015.40109.04Form 13
Advisor Group Holdings, Inc.12-31-2020Sponsored Ads278,466Increased5.350.0630,363,000.0042.601,090.79Form 13
Harvest Fund Management Co., Ltd12-31-2020Sponsored Ads1,780Maintained0.000.02194,000.0029.33108.99Form 13
Level Four Advisory Services, Llc12-31-2020Sponsored Ads13,246Decreased-9.960.121,444,000.0073.77109.01Form 13
Cahaba Wealth Management, Inc.12-31-2020Sponsored Ads1,561New!0.000.03201,000.000.00128.76Form 13
Standard Life Aberdeen Plc12-31-2020Sponsored Ads2,420,114Decreased-12.460.64263,888,000.0017.72545.15Form 13
Triodos Investment Management Bv12-31-2020Sponsored Ads461,780Decreased-6.168.3150,352,000.0026.22109.04Form 13
Sargent Investment Group, Llc12-31-2020Sponsored Ads4,250Maintained0.000.15463,000.0034.20108.94Form 13
9258 Wealth Management, Llc12-31-2020Adr14,679Increased2.330.521,601,000.0096.68109.07Form 13
Trinitypoint Wealth, Llc12-31-2020Sponsored Ads6,953New!0.000.21881,000.000.00126.71Form 13
Advisor Os, Llc12-31-2020Sponsored Ads22,424Increased176.160.662,446,000.00271.73109.08Form 13
Western Wealth Management, Llc12-31-2020Sponsored Ads2,762Increased9.730.04301,000.0047.55108.98Form 13
Ethic Inc.12-31-2020Sponsored Ads14,039Increased4.610.401,531,000.0040.72109.05Form 13
Firestone Capital Management12-31-2020Sponsored Ads393Increased322.580.0243,000.00760.00109.41Form 13
Stokes Family Office, Llc12-31-2020Sponsored Ads5,905Increased33.750.13644,000.0079.89109.06Form 13
Nwk Group, Inc.12-31-2020Sponsored Ads271Maintained0.000.0130,000.0036.36110.70Form 13
Tfc Financial Management12-31-2020Sponsored Ads1,384Maintained0.000.06151,000.0034.82109.10Form 13
Franklin Resources Inc12-31-2020Sponsored Ads4,268,855Decreased-20.980.20465,475,000.006.281,190.11Form 13
Bank Of America Corp /de/12-31-2020Sponsored10,673,822Increased0.350.161,163,874,000.0092.74654.22Form 13
Mid Atlantic Financial Management Inc/adv12-31-2020Sponsored Ads3,481Increased27.460.03380,000.0056.38109.16Form 13
Stephens Inc /ar/12-31-2020Sponsored Ads28,474Decreased-19.990.063,105,000.0053.71109.05Form 13
Becker Capital Management Inc12-31-2020Common Stock1,928New!0.000.01210,000.000.00108.92Form 13
Panagora Asset Management Inc12-31-2020Adr23,072Increased8.030.012,516,000.00107.59109.05Form 13
Prudential Plc12-31-2020Taiwan Semiconductor Manufactu8,250Maintained0.000.00900,000.000.00109.09Form 13
Mckinley Capital Management Llc /delaware12-31-2020Sponsored Ads30,240Decreased-5.290.243,297,000.0081.85109.03Form 13
Mackenzie Financial Corp12-31-2020Sponsored Ads617,993Decreased-16.120.1567,386,000.0061.10109.04Form 13
Group One Trading, L.p.12-31-2020Sponsored Ads72,984Decreased-55.890.017,958,000.00-40.68109.04Form 13
Financial Counselors Inc12-31-2020Com18,349Decreased-17.060.052,001,000.0059.32109.05Form 13
Hardman Johnston Global Advisors Llc12-31-2020Sponsored Ads5,385Maintained0.000.02587,000.0034.32109.01Form 13
Brandes Investment Partners, Lp12-31-2020Sponsored Ads24,320Decreased-11.900.072,648,000.0018.32108.88Form 13
Bradley Foster & Sargent Inc/ct12-31-2020Com33,912Decreased-9.380.103,698,000.0021.89109.05Form 13
Clifford Swan Investment Counsel Llc12-31-2020Com4,355Maintained0.000.02475,000.0034.56109.07Form 13
Pittenger & Anderson Inc12-31-2020Sponsored Ads169,067Decreased-0.761.0518,435,000.0033.48109.04Form 13
Ing Groep Nv12-31-2020Sponsored Ads11,850Decreased-5.090.031,292,000.0027.67109.03Form 13
Pictet & Cie (europe) Sa12-31-2020Sponsored Ads17,752Increased4.060.02335,000.0031.3718.87Form 13
Jarislowsky, Fraser Ltd12-31-2020Adr295,171Increased31.240.1632,185,000.0076.51109.04Form 13
Lazard Asset Management Llc12-31-2020Commonstock Adr7,698,161Decreased-8.991.05839,405,000.0022.40436.16Form 13
First Mercantile Trust Co12-31-2020Sponsored Ads12,420Decreased-17.090.151,354,000.001.50109.02Form 13
Oppenheimer Asset Management Inc.12-31-2020Sponsored Ads184,854Increased7.700.3520,157,000.0044.851,090.09Form 13
Tower Bridge Advisors12-31-2020Common190,952Decreased-2.681.7020,821,406,000.0030.90109,040.00Form 13
Wetherby Asset Management Inc12-31-2020Sponsored Ads98,096Maintained0.000.7210,697,000.000.00218.18Form 13
Veritable, L.p.12-31-2020Sponsored Ads13,541Decreased-5.040.031,477,000.0027.77109.08Form 13
Linscomb & Williams, Inc.12-31-2020Com2,066New!0.000.01225,000.000.00108.91Form 13
Yorktown Management & Research Co Inc12-31-2020Sponsored Ads5,430Decreased-44.190.53592,000.00-24.97109.02Form 13
Mondrian Investment Partners Ltd12-31-2020Adr2,731,216Decreased-5.497.36297,812,000.0022.88109.04Form 13
Rmb Capital Management, Llc12-31-2020Sponsored Ads2,259Decreased-35.010.00246,000.00-12.77326.13Form 13
Scotia Capital Inc.12-31-2020Sponsored Ads132,557Increased0.260.1314,454,000.0034.86109.04Form 13
Rathbone Brothers Plc12-31-2020Com62,000Decreased-0.860.106,760,000.0033.33109.03Form 13
Maryland Capital Management12-31-2020Sponsored Ads2,173New!0.000.02237,000.000.00109.07Form 13
Nicholas Investment Partners, Lp12-31-2020Sponsored Ads42,496Increased364.740.364,634,000.00525.37109.05Form 13
Handelsbanken Fonder Ab12-31-2020Com796,679Decreased-13.580.5386,870,000.0016.23109.04Form 13
Employees Retirement System Of Texas12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Capital Investment Counsel, Inc12-31-2020Sponsored Ads2,000New!0.000.07218,000.000.00109.00Form 13
O'shaughnessy Asset Management, Llc12-31-2020Common79,107Increased13.470.238,626,000.0052.62109.04Form 13
Dana Investment Advisors, Inc.12-31-2020Sponsored Ads12,952Maintained0.000.071,412,000.0034.48109.02Form 13
Signaturefd, Llc12-31-2020Sponsored Ads40,854Increased1.090.214,455,000.0035.99109.05Form 13
Morningstar Investment Services Llc12-31-2020Sponsored Ads747,022Increased4.781.1381,455,000.0041.99109.04Form 13
Nikko Asset Management Americas, Inc.12-31-2020Com2,879,241Increased222.321.78313,952,000.00518.66109.04Form 13
Sanders Capital, Llc12-31-2020Sponsored Ads44,058,914Increased6.429.995,179,530,000.0040.58117.56Form 13
Axiom Investment Management Llc12-31-2020Sponsored Ads1,417New!0.001.131,253,000.000.0011,495.40Form 13
Skandinaviska Enskilda Banken Ab (publ)12-31-2020Sponsored Ads715New!0.000.0078,000.000.00109.09Form 13
Edgestream Partners, L.p.12-31-2020Sponsored Ads125,134New!0.000.6913,645,000.000.00109.04Form 13
Cerity Partners Llc12-31-2020Stock5,395Increased21.350.02588,000.0063.33108.99Form 13
Eqis Capital Management, Inc.12-31-2020Sponsored Ads36,301Increased0.450.433,958,000.0035.09109.03Form 13
Strategic Advisors Llc12-31-2020Sponsored Ads1,991New!0.000.07241,000.000.00121.04Form 13
Exencial Wealth Advisors, Llc12-31-2020Sponsored Ads6,174New!0.000.05673,000.000.00109.01Form 13
Veritas Investment Management (uk) Ltd12-31-2020Adr321,141Decreased-19.826.7435,017,000.0054.00109.04Form 13
Cumberland Partners Ltd12-31-2020Sponsored Ads94,482Increased19.140.9210,302,000.0060.24218.08Form 13
First Horizon Advisors, Inc.12-31-2020Common Stock2,198Increased0.780.04239,000.0035.80217.76Form 13
Coronation Fund Managers Ltd.12-31-2020Sponsored Ads1,512,721Decreased-26.195.24164,947,000.0041.78109.04Form 13
Majedie Asset Management Ltd12-31-2020Sponsored Ads149,297Decreased-1.291.2516,295,000.0032.80109.14Form 13
Moors & Cabot, Inc.12-31-2020Sponsored Ads14,235Decreased-5.680.131,555,000.0027.04109.24Form 13
Mark Sheptoff Financial Planning, Llc12-31-2020Sponsored Ads754Increased49.600.0582,000.00100.00108.75Form 13
Syntal Capital Partners, Llc12-31-2020Com15,165New!0.000.211,652,000.000.00108.94Form 13
Ubs Group Ag12-31-2020Sponsored Ads5,298,100Decreased-4.960.19577,704,000.0027.83762.26Form 13
Somerset Capital Management Llp12-31-2020Adr170,626Decreased-6.932.2518,473,000.0024.77108.27Form 13
Paradice Investment Management Llc12-31-2020Sponsored Ads204,019Decreased-10.981.2522,246,000.0019.74109.04Form 13
Argent Trust Co12-31-2020Foreign Stock29,638Increased23.670.253,232,000.00137.65327.25Form 13
Baird Financial Group, Inc.12-31-2020Foreign692,961Decreased-2.090.2375,560,000.0031.69218.13Form 13
Cedar Wealth Management, Llc12-31-2020Sponsored Ads433Maintained0.000.0347,000.0034.29108.55Form 13
Phoenix Holdings Ltd.12-31-2020Sponsored Ads235,500Maintained0.000.6925,639,000.0042.45108.87Form 13
Chiron Investment Management, Llc12-31-2020Sponsored Ads50,106Decreased-56.780.765,464,000.00-41.86109.05Form 13
Armor Investment Advisors, Llc12-31-2020Sponsored Ads33,245Increased11.402.563,625,000.0049.86109.04Form 13
Mutual Advisors, Llc12-31-2020Sponsored Ads2,736New!0.000.02298,000.000.00108.92Form 13
Independent Advisor Alliance12-31-2020Sponsored Ads14,434Increased22.370.111,574,000.0064.64109.05Form 13
Fortis Advisors, Llc12-31-2020Adr2,500Maintained0.000.24273,000.0092.25109.20Form 13
Summit Global Investments12-31-2020Com6,866Decreased-47.350.07749,000.00-29.14109.09Form 13
Morse Asset Management, Inc12-31-2020Com24,050Increased23.020.732,622,000.0065.43109.02Form 13
Slow Capital, Inc.12-31-2020Sponsored Ads2,761Decreased-6.570.07301,000.0025.42109.02Form 13
Valeo Financial Advisors, Llc12-31-2020Adr11,914Increased216.110.071,299,000.00324.51109.03Form 13
Steward Partners Investment Advisory, Llc12-31-2020American Depository Receipts17,399Increased12.760.041,897,000.0051.64109.03Form 13
Cresset Asset Management, Llc12-31-2020Sponsored Ads42,923Increased20.220.084,698,000.00128.50109.45Form 13
Spouting Rock Asset Management, Llc12-31-2020Sponsored Ads17,801Decreased-18.250.931,941,000.009.97109.04Form 13
Aperture Investors, Llc12-31-2020Ads38,075Maintained0.000.714,151,000.000.00109.02Form 13
Wealth Alliance12-31-2020Adr14,014Decreased-1.399.991,528,000.0032.64218.58Form 13
Bellevue Asset Management, Llc12-31-2020Sponsored Ads42Decreased-44.000.005,000.00-16.67119.05Form 13
Archer Investment Corp12-31-2020Adr50Maintained0.000.005,452,000.0092.04109,040.00Form 13
Fsa Wealth Management Llc12-31-2020Equity0Liquidated!-100.000.000.000.000.00Form 13
Prudent Man Advisors, Llc12-31-2020Common Stock3,707Maintained0.000.18404,000.0034.22108.98Form 13
Quaero Capital S.a.12-31-2020Sponsored Ads26,848New!0.002.182,928,000.000.00109.06Form 13
Opal Wealth Advisors, Llc12-31-2020Sponsored Ads2,732New!0.000.37298,000.000.00109.08Form 13
Veriti Management Llc12-31-2020Sponsored Ads57,992New!0.001.706,323,000.000.00109.03Form 13
Barclays Plc12-31-2020Adr4,104,409Increased86.430.24447,545,000.00150.751,090.36Form 13
Commonwealth Equity Services, Llc12-31-2020Sponsored Ads88,231Decreased-1.070.039,620,000.0033.06109.03Form 13
First Horizon Corp12-31-2020Foreign Stock102,085Decreased-25.390.0011,131,000.000.35109.04Form 13
Westpac Banking Corp12-31-2020Sponsored Ads36,385Increased7.439.993,967,420,000.0044.49327,120.19Form 13
Northern Trust Corp12-31-2020Com8,895,619Increased1.220.19969,977,000.0036.14654.23Form 13
U S Global Investors Inc12-31-2020Sponsored Ads1,800New!0.000.01196,000.000.00108.89Form 13
Sit Investment Associates Inc12-31-2020Depositary Recei8,500Increased193.100.03927,000.00586.67109.06Form 13
Associated Banc-corp12-31-2020Sponsored Ads701Increased93.110.0076,000.00162.07108.42Form 13
Oppenheimer & Co Inc12-31-2020Sponsored Ads129,248Decreased-3.910.3014,094,000.0084.57109.05Form 13
Citigroup Inc12-31-2020Sponsored Ads2,779,419Increased15.580.17303,068,000.0055.461,635.77Form 13
Clearstead Advisors, Llc12-31-2020Sponsored Ads530Increased34.180.0158,000.0081.25109.43Form 13
Acadian Asset Management Llc12-31-2020Sponsored Ads132,771Decreased-49.240.0614,478,000.00-31.72109.04Form 13
Wafra Inc.12-31-2020Gdr142,498Maintained0.000.6915,538,000.0034.50109.04Form 13
Capital One Financial Corp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Fayez Sarofim & Co12-31-2020Common6,575Increased62.150.00717,000.00211.74109.05Form 13
Ssi Investment Management Llc12-31-2020Sponsored Ads2,853New!0.000.02312,000.000.00109.36Form 13
Bank Of Nova Scotia12-31-2020Sponsored Ads2,634Decreased-13.180.00287,000.0016.67108.96Form 13
Tompkins Financial Corp12-31-2020International1,200Decreased-93.080.02131,000.00-84.20109.17Form 13
Dixon Hubard Feinour & Brown Inc/va12-31-2020Com3,950Maintained0.000.08320,000.000.0081.01Form 13
Bamco Inc /ny/12-31-2020Sponsored Adr2,917,010Increased2.540.79318,071,000.0037.91109.04Form 13
Natixis Advisors, L.p.12-31-2020Sponsored Adr1,174,014Decreased-7.790.74128,015,000.0024.02327.13Form 13
Smithfield Trust Co12-31-2020Foreign Equities10,262Increased0.880.081,119,000.0035.80218.04Form 13
Pekin Hardy Strauss, Inc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Kayne Anderson Rudnick Investment Management Llc12-31-2020Sp Adr (5 Ord)9,120Decreased-5.220.00995,000.0027.56109.10Form 13
Enterprise Financial Services Corp12-31-2020Common Stock2,994Decreased-7.680.06326,000.0023.95323.21Form 13
Vanguard Group Inc12-31-2020Sponsored Ads26,172,403Decreased-1.960.082,853,839,000.0031.87436.12Form 13
Dimension Capital Management Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Dimension Capital Management Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Waddell & Reed Financial Inc12-31-2020Sponsored Ads3,291,692Decreased-1.370.76358,926,000.0032.65109.04Form 13
Nomura Asset Management Co Ltd12-31-2020Sponsored Ads105,659Decreased-6.130.0811,521,000.0026.26326.84Form 13
Ameritas Investment Partners, Inc.12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Federated Hermes, Inc.12-31-2020Sponsored Ads9,778,323Decreased-5.842.181,066,228,000.0026.65326.69Form 13
Asset Management One Co., Ltd.12-31-2020Sponsored Ads127,354Decreased-7.610.0613,443,000.0020.30105.56Form 13
Eaton Vance Management12-31-2020American Depositary Receipt1,241,152Increased5.700.21135,335,000.0042.16109.04Form 13
Raymond James & Associates12-31-2020Sponsored Ads1,522,652Increased4.210.18164,848,000.0041.12112.52Form 13
Thomas White International Ltd12-31-2020Adr400,395Decreased-1.266.8243,659,000.0032.81109.04Form 13
Mcdaniel Terry & Co12-31-2020Com286,929Increased0.583.9731,287,000.0035.28109.04Form 13
Axiom International Investors Llc /de12-31-2020Sponsored Adr5,835,135Decreased-17.699.99636,263,000.0010.71109.04Form 13
Sentinel Trust Co Lba12-31-2020Adr2,486Maintained0.009.99271,000.0034.16109.01Form 13
Fairfield, Bush & Co.12-31-2020Com84,267Decreased-10.759.999,189,000.0020.05109.05Form 13
Moneta Group Investment Advisors Llc12-31-2020Sponsored Ads3,026New!0.000.02330,000.000.00109.05Form 13
Vestor Capital, Llc12-31-2020Common Stock96,017Increased139.631.2710,470,000.00222.35109.04Form 13
Monetary Management Group Inc12-31-2020Com1,750Maintained0.000.06191,000.0034.51109.14Form 13
Berkshire Capital Holdings Inc12-31-2020Tsm10Maintained0.000.001,000.000.00100.00Form 13
Northwestern Mutual Wealth Management Co12-31-2020Sponsored Ads150,795Increased8.670.0416,443,000.0046.17109.04Form 13
Arrowstreet Capital, Limited Partnership12-31-2020Sponsored Ads11,803,330Increased11.771.821,287,035,000.0050.33109.04Form 13
Westwood Holdings Group Inc12-31-2020Sponsored Ads229,845Decreased-4.560.2925,062,000.0028.37109.04Form 13
Causeway Capital Management Llc12-31-2020Sponsored Adr5,061,135Decreased-5.549.99551,866,000.0027.05109.04Form 13
Natixis Investment Managers International12-31-2020American Depository Receipt67,097New!0.000.517,316,000.000.00109.04Form 13
Credit Agricole S A12-31-2020Sponsored Ads7,639Decreased-40.220.03833,000.00-19.52218.04Form 13
Geode Capital Management, Llc12-31-2020Sponsored Ads125,554Decreased-34.040.0013,749,000.00-11.21109.51Form 13
Nordea Investment Management Ab12-31-2020Sponsored Ads680,642Increased5.540.1274,217,000.0041.55109.04Form 13
Advisors Asset Management, Inc.12-31-2020Sponsored Ads131,398Increased15.900.2414,328,000.0055.89109.04Form 13
Cibc Private Wealth Group, Llc12-31-2020Sponsored Ads927,779Decreased-2.480.27101,165,000.0031.17218.18Form 13
Madison Asset Management, Llc12-31-2020Sponsored Ads64,406New!0.000.107,023,000.000.00109.04Form 13
Epoch Investment Partners, Inc.12-31-2020Sponsored Ads3,048,499Increased28.041.52332,409,000.0072.22218.08Form 13
Saturna Capital Corp12-31-2020Adr2,137,601Increased0.045.27233,084,000.0034.56109.04Form 13
Capital Fund Management S.a.12-31-2020Sponsored Ads1,141,400Increased111.029.99124,458,256,000.00183.82218,080.00Form 13
Coastline Trust Co12-31-2020Common Stock27,690Decreased-5.540.403,019,000.0027.01109.03Form 13
Brown Advisory Inc12-31-2020Sponsored Ads3,277,314Increased3.570.64357,358,000.0039.30436.12Form 13
Miura Global Management, Llc12-31-2020Sponsored Ads40,000New!0.000.824,362,000.000.00109.05Form 13
Azimuth Capital Management Llc12-31-2020Com85,545Decreased-23.960.469,328,000.002.27109.04Form 13
Grantham, Mayo, Van Otterloo & Co. Llc12-31-2020Sponsored Ads364,800Decreased-51.490.2439,778,000.00-34.75109.04Form 13
Kempen Capital Management N.v.12-31-2020Sponsored Ads54,903Decreased-23.930.355,986,000.002.31109.03Form 13
Hbk Sorce Advisory Llc12-31-2020Sponsored Ads8,596Increased13.670.06937,000.0052.85109.00Form 13
Brown Advisory Securities, Llc12-31-2020Sponsored Ads2,231Decreased-18.310.04243,000.009.95108.92Form 13
Whalerock Point Partners, Llc12-31-2020Com4,633Increased1132.180.24505,000.00-99.87109.00Form 13
Public Sector Pension Investment Board12-31-2020Sponsored Ads136,600New!0.000.1114,895,000.000.00109.04Form 13
Ghp Investment Advisors, Inc.12-31-2020Sponsored Ads7,467Decreased-0.010.08814,000.0034.55109.01Form 13
J.w. Cole Advisors, Inc.12-31-2020Sponsored Ads2,765Decreased-38.730.03302,000.00-17.49109.22Form 13
First Trust Bank, Ltd.12-31-2020Sponsored Ads47,574Increased33.857.655,187,000.0080.04109.03Form 13
Sloane Robinson Llp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Capital Research Global Investors12-31-2020Sponsored Ads4,411Increased15.020.00480,000.0055.34108.82Form 13
Capital World Investors12-31-2020Sponsored Ads38,642,566Decreased-4.560.814,213,569,000.0028.36109.04Form 13
Ativo Capital Management Llc12-31-2020Adr32,537Decreased-11.901.533,548,000.0018.50109.05Form 13
Ancora Advisors, Llc12-31-2020Adus195Decreased-88.430.0021,000.00-84.67107.69Form 13
Ensign Peak Advisors, Inc12-31-2020Sponsored Adr372,473Increased9.670.0940,614,000.0047.50109.04Form 13
Chevy Chase Trust Holdings, Inc.12-31-2020Sponsored Ads6,525Increased52.770.00711,000.00105.49108.97Form 13
Mitsubishi Ufj Trust & Banking Corp12-31-2020Adr850,490Decreased-6.260.1892,738,000.0026.09218.10Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Sponsored Ads229,638Increased6.930.0625,041,000.0043.82109.05Form 13
Csat Investment Advisory, L.p.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Origin Asset Management Llp12-31-2020Sponsored Adr2,021,581Decreased-5.089.99220,433,000.0027.67109.04Form 13
Meristem Family Wealth, Llc12-31-2020Sponsored Ads5,815Increased4.570.13634,000.0040.58109.03Form 13
New Vernon Capital Holdings Ii Llc12-31-2020Sponsored Ads89,411Increased66.543.079,749,000.00124.01109.04Form 13
Guardian Capital Advisors Lp12-31-2020Sponsored Ads79,720Decreased-2.221.218,990,000.0024.45112.77Form 13
Motley Fool Asset Management Llc12-31-2020American Depository Receipts183,900Maintained0.001.5020,052,000.0034.50109.04Form 13
Mizuho Securities Co. Ltd.12-31-2020Sponsored Ads12,000New!0.000.261,308,000.000.00109.00Form 13
Bnp Paribas Asset Management Holding S.a.12-31-2020Sponsored Ads1,258,664Decreased-16.410.63137,245,000.0012.43436.16Form 13
Twin Tree Management, Lp12-31-2020Sponsored Ads1,756,975Increased450.950.77191,580,000.00958.22327.12Form 13
Amp Capital Investors Ltd12-31-2020Sponsored Ads527,911Decreased-1.180.3157,489,000.0033.67326.65Form 13
Healthcare Of Ontario Pension Plan Trust Fund12-31-2020Sponsored Ads7,548Maintained0.000.00823,000.000.00109.04Form 13
Atria Investments Llc12-31-2020Sponsored Ads154,822Decreased-0.390.4116,882,000.0033.97109.04Form 13
South Dakota Investment Council12-31-2020Sponsored Ads7,800Maintained0.000.02851,000.0034.65109.10Form 13
Prospera Financial Services Inc12-31-2020Sponsored Ads7,727Increased2139.710.06842,000.002,907.14108.97Form 13
Aviance Capital Partners, Llc12-31-2020Com3,665Increased25.950.08400,000.0069.49109.14Form 13
Strategic Wealth Advisors Group, Llc12-31-2020Sponsored Ads31,008New!0.000.183,381,000.000.00109.04Form 13
Boothbay Fund Management, Llc12-31-2020Sponsored Ads2,462Decreased-95.830.01268,000.00-94.41108.85Form 13
Capital International Investors12-31-2020Sponsored Ads35,073,683Decreased-3.811.043,824,031,000.0084.82109.03Form 13
Asahi Life Asset Management Co., Ltd.12-31-2020Equity13,061New!0.000.181,424,000.000.00109.03Form 13
Fundsmith Llp12-31-2020Sponsored Ads117,981New!0.000.0412,865,000.000.00109.04Form 13
Carmignac Gestion12-31-2020Sponsored Ads111,945Decreased-81.170.1312,206,000.00-63.82109.04Form 13
Personal Capital Advisors Corp12-31-2020Sponsored Ads4,276New!0.000.00466,000.000.00108.98Form 13
Greenwoods Asset Management Ltd12-31-2020Sponsored Ads2,615,770Increased856.416.55285,224,000.001,186.36109.04Form 13
Egerton Capital (uk) Llp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Vontobel Holding Ltd.12-31-2020Sponsored Ads19,902,608Maintained0.009.992,638,091,000.000.00397.67Form 13
Penserra Capital Management Llc12-31-2020Sponsored Ads45,909Decreased-11.500.125,004,000.0070.03217.93Form 13
Waldron Private Wealth Llc12-31-2020Com3,050New!0.000.02333,000.000.00109.18Form 13
Checchi Capital Advisers, Llc12-31-2020Sponsored Ads20,567Decreased-2.430.232,243,000.0031.25109.06Form 13
Gm Advisory Group, Inc.12-31-2020Sponsored Ads8,003Increased2.560.12873,000.0037.91109.08Form 13
Northeast Financial Consultants Inc12-31-2020Sponsored Ads3,541Maintained0.000.03386,000.0034.49109.01Form 13
Sequoia Financial Advisors, Llc12-31-2020Sponsored Ads9,132Decreased-1.960.05996,000.0031.92109.07Form 13
Sullivan, Bruyette, Speros & Blaney, Llc12-31-2020Sponsored Ads925Maintained0.000.00101,000.000.00109.19Form 13
Beck Capital Management, Llc12-31-2020Equities4,171New!0.000.19455,000.000.00109.09Form 13
Jackson Square Partners, Llc12-31-2020Adr3,989New!0.000.00434,000.000.00108.80Form 13
Scholtz & Company, Llc12-31-2020Sponsored Ads51,600Increased0.102.205,626,000.0034.63109.03Form 13
Motley Fool Wealth Management, Llc12-31-2020American Depository Receipts145,647Increased2.830.7115,881,000.0038.31109.04Form 13
Winton Group Ltd12-31-2020Sponsored Ads5,629Decreased-67.260.04614,000.00-55.95109.08Form 13
Northwestern Mutual Investment Management Company, Llc12-31-2020Sponsored Ads87,824Decreased-47.380.139,576,000.001.07109.04Form 13
Leisure Capital Management12-31-2020Sponsored Ads2,764Maintained0.000.20301,000.0034.38108.90Form 13
Bayesian Capital Management, Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Edmond De Rothschild Holding S.a.12-31-2020Sponsored Ads54,790Increased244.630.205,975,000.00363.18545.41Form 13
Tredje Ap-fonden12-31-2020Com89,000New!0.000.259,705,000.000.00109.04Form 13
Renasant Bank12-31-2020Td Sponsored Ads3,160New!0.000.28345,000.000.00218.36Form 13
Integrated Advisors Network Llc12-31-2020Sponsored Ads8,950Increased0.350.11976,000.0034.99109.05Form 13
Invictus Rg12-31-2020Sponsored Ads811New!0.000.9088,000.000.00108.51Form 13
Zions Bancorporation, N.a.12-31-2020Com170Decreased-41.580.0019,000.0011.76111.76Form 13
Cwm Advisors, Llc12-31-2020Sponsored Ads2,170New!0.000.05236,000.000.00108.76Form 13
Reby Advisors, Llc12-31-2020Adr14New!0.000.002,000.000.00142.86Form 13
Fairbanks Capital Management, Inc.12-31-2020Sponsored Ads8,415Decreased-0.070.82918,000.0039.30109.09Form 13
Maple-brown Abbott Ltd12-31-2020Sponsored Adr240,402Decreased-8.922.0626,213,000.0022.51109.04Form 13
Corient Capital Partners, Llc12-31-2020Sponsored Ads8,715Increased9.570.09950,000.0047.29218.06Form 13
Gqg Partners Llc12-31-2020Sponsored Ads3,081,857Increased21.041.15335,927,000.00132.39109.00Form 13
Cpwm, Llc12-31-2020Equities18,807Decreased-23.020.192,051,000.0047.87109.06Form 13
Ark Investment Management Llc12-31-2020Adr4,507,394Increased72.131.31491,486,000.00131.51109.04Form 13
Synergy Financial Management, Llc12-31-2020Sponsored Ads63,121New!0.009.996,882,000.000.00218.05Form 13
Noked Capital Ltd12-31-2020Sponsored Ads98,500Maintained0.004.4210,740,000.000.00109.04Form 13
Bdo Wealth Advisors, Llc12-31-2020Sponsored Ads220Maintained0.000.0024,000.0033.33109.09Form 13
Verdence Capital Advisors Llc12-31-2020Sponsored Ads58,447Decreased-8.811.216,373,000.0022.65109.04Form 13
Gemsstock Ltd.12-31-2020Sponsored Ads62,200Decreased-0.964.146,782,000.0033.22109.04Form 13
Bridgefront Capital, Llc12-31-2020Sponsored Ads4,455New!0.000.17486,000.000.00109.09Form 13
Pinnacle Wealth Planning Services, Inc.12-31-2020Adr12,077Increased2.430.311,317,000.0037.76216.60Form 13
Blueshift Asset Management, Llc12-31-2020Sponsored Ads19,456Decreased-46.640.252,121,000.002.46109.02Form 13
X-square Capital, Llc12-31-2020Sponsored Ads3,156New!0.000.19344,000.000.00109.00Form 13
Financial Advocates Investment Management12-31-2020Sponsored Ads4,065New!0.000.03443,000.000.00108.98Form 13
Banco De Sabadell, S.a12-31-2020Sponsored Ads180,785Decreased-10.132.0619,495,000.0071.28215.83Form 13
Requisite Capital Management, Llc12-31-2020Stock6,000Maintained0.000.21657,000.0034.36109.50Form 13
Guardcap Asset Management Ltd12-31-2020Sponsored Ads96,150Increased5.250.2110,484,000.0041.56109.04Form 13
Integrated Wealth Concepts Llc12-31-2020Common Stock2,264New!0.000.01247,000.000.00109.10Form 13
Rockefeller Capital Management L.p.12-31-2020Sponsored Ads321,224Increased33.680.2735,024,000.00156.77326.68Form 13
Aigen Investment Management, Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Dundas Partners Llp12-31-2020Sponsored Adr413,354Decreased-6.937.4951,238,000.00103.21123.96Form 13
Fora Capital, Llc12-31-2020Com16,769Increased56.602.791,828,000,000.00200.66109,010.67Form 13
Beacon Pointe Advisors, Llc12-31-2020Sponsored Ads4,147New!0.000.03452,000.000.00108.99Form 13
Mount Yale Investment Advisors, Llc12-31-2020Sponsored Ads56,721Increased8.710.876,185,000.0046.22109.04Form 13
Little House Capital Llc12-31-2020Equity12,410New!0.001.001,353,000.000.00109.02Form 13
Peak6 Investments Llc12-31-2020Sponsored Ads2,120,550Increased7698.150.48231,225,000.0014,885.42327.12Form 13
Anglepoint Asset Management, Ltd.12-31-2020Sponsored Ads353,600New!0.001.1038,557,000.000.00109.04Form 13
Hillhouse Capital Advisors, Ltd.12-31-2020Sponsored Ads400,495Maintained0.000.3543,670,000.0034.50109.04Form 13
Cedar Brook Financial Partners, Llc12-31-2020Sponsored Ads5,991Increased7.950.23653,000.0045.11109.00Form 13
Noked Israel Ltd12-31-2020Sponsored Ads98,500Maintained0.004.4210,740,000.000.00109.04Form 13
Mirova12-31-2020American Depository Receipt496Decreased-15.070.0154,000.0014.89108.87Form 13
Qtron Investments Llc12-31-2020Sponsored Ads9,594Increased166.940.281,046,000.00412.75109.03Form 13
Quilter Plc12-31-2020Sponsored Ads500,577Increased11.471.8754,584,000.0049.93436.23Form 13
Jupiter Wealth Management Llc12-31-2020Com8,230New!0.000.55897,000.000.00108.99Form 13
Bi Asset Management Fondsmaeglerselskab A/s12-31-2020Sponsored Adr83,866Decreased-42.970.409,145,000.00-23.29109.04Form 13
Keudell/morrison Wealth Management12-31-2020Sponsored Ads4,942Increased0.470.34539,000.0035.09109.07Form 13
Evoke Wealth, Llc12-31-2020Stock1,826Decreased-11.660.01200,000.0066.67109.53Form 13
Schwarz Dygos Wheeler Investment Advisors Llc12-31-2020Adr1,960New!0.000.10214,000.000.00109.18Form 13
Caas Capital Management Lp12-31-2020Sponsored Ads334,800Increased28.620.3536,507,000.0072.99218.08Form 13
Regent Peak Wealth Advisors Llc12-31-2020Sponsored Ads356New!0.000.0139,000.000.00109.55Form 13
Inspire Advisors, Llc12-31-2020Sponsored Ads213New!0.000.0123,000.000.00107.98Form 13
Stevard, Llc12-31-2020Sponsored Ads5,340Decreased-48.360.20582,000.00-30.55108.99Form 13
Disciplined Investments, Llc12-31-2020Adr190Maintained0.000.0121,000.0040.00110.53Form 13
Jump Financial, Llc12-31-2020Depositary Receipt3,705New!0.000.07404,000.000.00109.04Form 13
Octavia Wealth Advisors, Llc12-31-2020Common Stock3,984New!0.000.14436,000.000.00109.44Form 13
Altus Wealth Group Llc12-31-2020Sponsored Ads54New!0.000.016,000.000.00111.11Form 13
Lebenthal Global Advisors, Llc12-31-2020Sponsored Ads472New!0.000.0451,000.000.00108.05Form 13
Oak Family Advisors, Llc12-31-2020Adr62,929New!0.009.996,862,000.000.00109.04Form 13
Loomis Sayles & Co L P12-31-2020Adr1,053,323New!0.000.15114,854,000.000.00109.04Form 13
M&t Bank Corp12-31-2020Sponsored Ads322,762Decreased-6.040.1535,195,000.0026.38654.51Form 13
Mml Investors Services, Llc12-31-2020Sponsored Ads171,766Increased67.120.2018,729,000.00220.98109.04Form 13
Pnc Financial Services Group, Inc.12-31-2020Sponsored Ads718,755Increased102.700.1178,372,000.00289.351,090.06Form 13
Stifel Financial Corp12-31-2020Sponsored Ads790,777Increased0.430.1586,226,000.0035.09744.56Form 13
American Century Companies Inc12-31-2020Sponsored Ads879,963Decreased-12.840.0795,951,000.0067.42109.04Form 13
Legal & General Group Plc12-31-2020Sponsored Ads168,931Increased34.300.0118,419,000.00157.97109.03Form 13
Howard Hughes Medical Institute12-31-2020Sponsored Ads110,000Decreased-15.382.8111,994,000.0013.81109.04Form 13
Ameriprise Financial Inc12-31-2020Adr5,095,780Decreased-6.620.20556,669,000.0079.59654.81Form 13
Friess Associates Llc12-31-2020Com249,723New!0.002.0127,230,000.000.00109.04Form 13
Johnson Investment Counsel Inc12-31-2020Common Equity19,636Decreased-12.230.042,150,000.0068.10109.49Form 13
Credit Suisse Ag/12-31-2020Sponsored Ads2,606,583Decreased-5.260.13284,222,000.0081.97872.25Form 13
Montag A & Associates Inc12-31-2020Sponsored Ads242New!0.000.0026,000.000.00107.44Form 13
Banco Bilbao Vizcaya Argentaria, S.a.12-31-2020American Depository Receipts Adr67,839Decreased-5.990.177,397,000.0026.44109.04Form 13
Mercer Global Advisors Inc /adv12-31-2020Sponsored Adr48,437Decreased-4.880.075,282,000.0027.96109.05Form 13
Bluestein R H & Co12-31-2020Com7,500Decreased-25.000.04818,000.000.86109.07Form 13
Trillium Asset Management, Llc12-31-2020Sponsored Ads321,743Increased37.561.2635,083,000.0085.02109.04Form 13
Goldman Sachs Group Inc12-31-2020Cmn12,486,727Increased4.330.341,361,553,000.00100.39763.27Form 13
Banco Santander, S.a.12-31-2020Sponsored Ads75,427New!0.000.068,225,000.000.00109.05Form 13
Caisse De Depot Et Placement Du Quebec12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Axa S.a.12-31-2020Sponsored Ads1,140,458Decreased-10.680.40124,356,000.0020.14327.14Form 13
Wellington Management Group Llp12-31-2020Sponsored Ads23,515,998Decreased-20.970.472,564,185,000.0051.79872.32Form 13
Advisory Research Inc12-31-2020Adr379,902Increased30.713.0441,424,000.0075.81218.08Form 13
American Beacon Advisors, Inc.12-31-2020Sponsored Adr2,225Decreased-16.109.99243,000.0013.02109.21Form 13
Schwartz Investment Counsel Inc12-31-2020Sponsored Ads21,000Maintained0.000.102,290,000.0034.55109.05Form 13
Massachusetts Financial Services Co /ma/12-31-2020Sponsored Ads36,244,313Decreased-12.111.263,952,080,000.0018.21872.31Form 13
Fairfax Financial Holdings Ltd/ Can12-31-2020Sponsored Ads93,700Decreased-6.020.4510,216,000.0080.53109.03Form 13
Wolverine Trading, Llc12-31-2020Sponsored Ads1,255,232Increased183.690.21136,695,000.00447.85326.70Form 13
Bank Of Montreal /can/12-31-2020Sponsored Ads486,983Increased45.470.0359,705,000.00114.57991.45Form 13
Manufacturers Life Insurance Company, The12-31-2020Sponsored Ads85,010Decreased-88.750.019,269,000.00-84.87109.03Form 13
Parametric Portfolio Associates Llc12-31-2020Adr1,794,795Decreased-9.420.12195,704,000.0021.83109.04Form 13
Renaissance Group Llc12-31-2020Com118,813Decreased-26.570.5612,955,000.00-1.24109.04Form 13
Bokf, Na12-31-2020Sponsored Ads18,890Increased22.820.042,059,000.0065.12217.94Form 13
Royal Bank Of Canada12-31-2020Sponsored Ads12,176,912Decreased-10.330.391,327,771,000.0020.612,070.40Form 13
Sandler Capital Management12-31-2020Sponsored Ads345,035Increased3.824.4037,623,000.0039.64109.04Form 13
Shelton Capital Management12-31-2020Sponsored Ads137,833Increased26.450.6815,029,000.0070.07109.04Form 13
Deprince Race & Zollo Inc12-31-2020Sponsored Ads179,201Decreased-3.550.6119,540,000.0029.72109.04Form 13
D. E. Shaw & Co., Inc.12-31-2020Sponsored Ads2,184,477Decreased-13.700.21238,196,000.0016.08436.16Form 13
Mai Capital Management12-31-2020Cs157,434Increased651.080.4317,167,000.00910.42109.04Form 13
Great West Life Assurance Co /can/12-31-2020Sponsored Ads1,584,590Decreased-9.810.33172,636,000.0021.09436.55Form 13
Peapack Gladstone Financial Corp12-31-2020Sponsored Ads4,804Increased19.650.02524,000.0061.23109.08Form 13
Marsico Capital Management Llc12-31-2020Sponsored Ads154,021Increased1.100.4416,794,000.0035.97109.04Form 13
Td Asset Management Inc12-31-2020Sponsored Ads2,846,144Decreased-6.000.38310,343,000.0026.43218.08Form 13
Capital International Sarl12-31-2020Sponsored Ads304,479Decreased-4.993.4733,200,000.0027.79109.04Form 13
Capital International Ltd /ca/12-31-2020Sponsored Ads416,336Decreased-3.892.6545,397,000.0029.27109.04Form 13
Voya Investment Management Llc12-31-2020Sponsored Ads2,244Decreased-65.660.00245,000.00-53.77109.18Form 13
Colony Group Llc12-31-2020Adr4,281Increased72.410.01467,000.00132.34109.09Form 13
Coldstream Capital Management Inc12-31-2020Sponsored Ads7,876Decreased-27.880.05859,000.00-3.05109.07Form 13
Jefferies Group Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Jefferies Group Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Zacks Investment Management12-31-2020Sponsored Ads2,769Increased4.220.01302,000.0040.47109.06Form 13
First Foundation Advisors12-31-2020Sponsored Ads143,812Increased10.780.7015,681,000.0048.99109.04Form 13
C M Bidwell & Associates Ltd12-31-2020Com687Decreased-19.180.0675,000.008.70109.17Form 13
Earnest Partners Llc12-31-2020Adr351,158Decreased-10.630.2638,290,000.0020.20109.04Form 13
Amundi Pioneer Asset Management Inc12-31-2020Sponsored Ads540,738Decreased-33.500.0458,962,000.00-10.55981.32Form 13
Css Llc/il12-31-2020Sponsored Ads51,229Increased99.330.215,585,000.00167.99218.05Form 13
Viking Global Investors Lp12-31-2020Sponsored Ads5,601,289Decreased-8.881.68610,765,000.0022.56109.04Form 13
Paloma Partners Management Co12-31-2020Sponsored Ads2,238Decreased-95.180.01244,000.00-93.51109.03Form 13
Bridgeway Capital Management, Llc12-31-2020Sponsored Ads24,230Maintained0.000.062,642,000.0034.52109.04Form 13
Nations Financial Group Inc, /ia/ /adv12-31-2020Adr10,102Decreased-0.030.291,102,000.0034.55109.09Form 13
Marietta Investment Partners Llc12-31-2020Sponsored Ads46,530Increased294.461.295,074,000.00430.75109.05Form 13
Tdam Usa Inc.12-31-2020Sponsored Ads534,952Decreased-16.883.6558,331,000.0011.80218.12Form 13
Zurich Insurance Group Ltd/fi12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Prudential Financial Inc12-31-2020Sponsored Ads162,871Increased6.790.0317,760,000.0043.64218.08Form 13
Wedbush Securities Inc12-31-2020Com16,525Increased8.840.161,802,000.0046.39109.05Form 13
Nomura Holdings Inc12-31-2020Cmn8,474,337Increased2.021.54922,853,000.0037.10979.27Form 13
Aqr Capital Management Llc12-31-2020Sponsored Ads7,175,177Decreased-7.941.39782,381,000.0023.83218.08Form 13
Two Sigma Investments, Lp12-31-2020Sponsored Ads55,700Increased16.330.026,074,000.0056.47218.10Form 13
Alkeon Capital Management Llc12-31-2020Sponsored Ads2,805,396Maintained0.000.50305,900,000.000.00218.08Form 13
Silvercrest Asset Management Group Llc12-31-2020Com141,310Decreased-1.970.1115,408,000.0031.84109.04Form 13
Evergreen Capital Management Llc12-31-2020Sponsored Ads25,570Increased6.790.162,788,000.0043.64109.03Form 13
Hilltop Holdings Inc.12-31-2020Sponsored Ads9,209Increased31.000.141,004,000.0076.14218.01Form 13
Janus Henderson Group Plc12-31-2020Sponsored Ads6,523,527Increased8.970.33711,307,000.0046.55109.04Form 13
Clough Capital Partners L P12-31-2020Sponsored Ads338,500Maintained0.002.6236,910,000.0034.50109.04Form 13
Guggenheim Capital Llc12-31-2020Sponsored Ads40,549Increased4.820.034,421,000.0040.98218.06Form 13
Cohen & Steers, Inc.12-31-2020Adr453Decreased-29.000.0049,000.00-5.77108.17Form 13
Pictet Asset Management Ltd12-31-2020Sponsored Ads158,257Decreased-21.060.002,985,000.00-0.4037.75Form 13
Graham Capital Management, L.p.12-31-2020Sponsored Ads190,000New!0.000.7620,717,000.000.00109.04Form 13
Marshall Wace, Llp12-31-2020Adr46,589Decreased-51.900.035,080,000.00-35.30109.04Form 13
Altshuler Shaham Ltd12-31-2020Sponsored Ads4,053,415Increased1.618.83442,010,000.0036.67218.40Form 13
Marshall Wace North America L.p.12-31-2020Adr509,740Increased38.310.2755,583,000.0086.03218.10Form 13
Highvista Strategies Llc12-31-2020Sponsored Ads8,756Decreased-12.440.61955,000.0017.76109.07Form 13
Advisors Capital Management, Llc12-31-2020Sponsored Ads585,084Decreased-7.832.4463,797,000.0023.97109.04Form 13
Baldwin Investment Management, Llc12-31-2020Sponsored Adr19,345Increased7.060.422,109,000.0043.96109.02Form 13
Brinker Capital Investments, Llc12-31-2020Sponsored Ads126,290Decreased-20.920.2113,781,000.006.33109.12Form 13
Mariner, Llc12-31-2020Sponsored Ads110,213Decreased-61.980.0912,018,000.00-48.86109.04Form 13
Generation Investment Management Llp12-31-2020Sponsored Ads225,443Increased28.600.1124,582,000.0072.97109.04Form 13
Aureus Asset Management, Llc12-31-2020Adr6,056Decreased-2.650.06660,000.0030.95108.98Form 13
Whale Rock Capital Management Llc12-31-2020Sponsored Ads4,037,517Increased64.712.93440,251,000.00121.54109.04Form 13
Prelude Capital Management, Llc12-31-2020Sponsored Ads46,959Increased10.350.135,121,000.0048.43218.11Form 13
Weiss Multi-strategy Advisers Llc12-31-2020Com69,243Increased15.190.157,550,000.0054.94109.04Form 13
Walleye Trading Llc12-31-2020Sponsored Ads944,000Decreased-23.800.45102,934,000.002.49218.08Form 13
Dalton Investments Llc12-31-2020Sponsored Ads59,800Maintained0.003.226,521,000.0034.51109.05Form 13
Bank Of New York Mellon Corp12-31-2020Spon0Liquidated!-100.000.000.000.000.00Form 13
L & S Advisors Inc12-31-2020Com17,258Decreased-17.320.221,882,000.0011.23109.05Form 13
Manchester Capital Management Llc12-31-2020Sponsored Ads1,837Increased634.800.03200,000.00900.00108.87Form 13
First Republic Investment Management, Inc.12-31-2020Sponsored Ads392,486Decreased-2.190.1442,797,000.0031.55109.04Form 13
Macquarie Group Ltd12-31-2020Sponsored Ads986,802Decreased-16.470.16107,601,000.0012.35109.04Form 13
Putnam Investments Llc12-31-2020Common Stock - Adr1,472,136Increased4.660.29160,521,000.0040.77218.08Form 13
Citadel Advisors Llc12-31-2020Sponsored Ads4,576,333Increased23.730.13499,004,000.0066.42436.16Form 13
Perella Weinberg Partners Capital Management Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Perella Weinberg Partners Capital Management Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Atlas Capital Advisors Llc12-31-2020International Large Cap10,692Decreased-21.239.991,165,855,000.005.94109,039.94Form 13
Eventide Asset Management, Llc12-31-2020Sponsored Ads25,800Increased41.760.042,813,000.0090.71109.03Form 13
Benjamin F. Edwards & Company, Inc.12-31-2020Sponsored Ads1,975Increased3.840.01215,000.0039.61108.86Form 13
Susquehanna Fundamental Investments, Llc12-31-2020Sponsored Ads133,830Increased72.920.2714,593,000.00132.59109.04Form 13
Susquehanna International Group, Llp12-31-2020Sponsored Ads11,976,578Increased4.790.221,305,926,000.0040.94981.37Form 13
Two Sigma Securities, Llc12-31-2020Sponsored Ads30,700Increased9.330.083,347,000.0046.99218.03Form 13
Benjamin Edwards Inc12-31-2020Sponsored Ads528Increased114.630.0458,000.00190.00109.85Form 13
Alberta Investment Management Corp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Brown Brothers Harriman & Co12-31-2020Common Stock7,267Increased10.490.01792,000.0048.59108.99Form 13
Freestone Capital Holdings, Llc12-31-2020Sponsored Ads922Increased21.320.01100,535,000.0063.17109,040.13Form 13
Tiedemann Advisors, Llc12-31-2020Sponsored Ads3,659Decreased-0.810.02400,000.0033.33109.32Form 13
Hap Trading, Llc12-31-2020Sponsored Ads1,507,317Maintained0.000.7726,738,000.000.00136.28Form 13
River & Mercantile Asset Management Llp12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Anson Funds Management Lp12-31-2020Sponsored Ads15,000Increased50.000.331,636,000.00101.73109.07Form 13
Tokio Marine Asset Management Co Ltd12-31-2020Sponsored Ads53,300Decreased-4.140.635,812,000.0028.95109.04Form 13
Homrich & Berg12-31-2020Sponsored Ads12,907Increased15.490.041,407,000.0055.30109.01Form 13
Thomas J. Herzfeld Advisors, Inc.12-31-2020Sponsored Adr187Maintained0.000.0120,000.0025.00106.95Form 13
Pointstate Capital Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Pathstone Family Office, Llc12-31-2020Sponsored Ads1,683New!0.000.01184,000.000.00109.33Form 13
Captrust Financial Advisors12-31-2020Adr32,784Increased14.590.053,589,000.0051.82109.47Form 13
Ashmore Group Plc12-31-2020Adr96,137Decreased-9.460.4310,483,000.0021.78218.08Form 13
Maplelane Capital, Llc12-31-2020Sponsored Ads400,000Increased6.670.6043,615,000.0043.47436.14Form 13
Odey Asset Management Group Ltd12-31-2020Sponsored Ads37,000Increased15.621.034,034,000.0055.51218.03Form 13
Odey Holdings Ag12-31-2020Sponsored Ads5,000Maintained0.005.61545,000.0034.57109.00Form 13
Bsw Wealth Partners12-31-2020Sponsored Ads7,581Increased9.870.25827,000.0047.94109.09Form 13
Marshall Wace Asia Ltd12-31-2020Adr309,716Increased48.200.6133,771,000.0099.33109.04Form 13
Parallax Volatility Advisers, L.p.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Parallax Volatility Advisers, L.p.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Nuveen Asset Management, Llc12-31-2020Sponsored Ads4,704,267Decreased-8.150.18512,954,000.0023.54327.15Form 13
Tower Research Capital Llc (trc)12-31-2020Sponsored Ads3,629Decreased-54.770.01396,000.00-39.08109.12Form 13
Allianz Asset Management Gmbh12-31-2020Sponsored Ads3,701,876Increased41.770.40403,653,000.00172.31327.12Form 13
Lombard Odier Asset Management (switzerland) Sa12-31-2020Sponsored Ads25,000Maintained0.000.312,726,000.0034.48109.04Form 13
Vestcor Inc12-31-2020Sponsored Ads95,822Decreased-12.100.4310,448,000.0018.23109.04Form 13
Mirabella Financial Services Llp12-31-2020Sponsored Ads2,126Decreased-73.000.03232,000.00-48.10109.13Form 13
Buckingham Strategic Wealth, Llc12-31-2020Sponsored Ads19,095Increased1.260.112,082,000.0036.17109.03Form 13
Glovista Investments Llc12-31-2020Sponsored Ads54,310Decreased-11.411.935,922,000.0019.15109.04Form 13
Kemnay Advisory Services Inc.12-31-2020Sponsored Ads8,295Increased11.480.11904,000.0049.92108.98Form 13
Voloridge Investment Management, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Palestra Capital Management Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Nine Masts Capital Ltd12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Comgest Global Investors S.a.s.12-31-2020Sponsored Ads3,274,436Decreased-24.636.27357,045,000.0044.77218.08Form 13
Tiemann Investment Advisors, Llc12-31-2020Sponsored Ads2,522Maintained0.000.15275,000.0034.80109.04Form 13
Rikoon Group, Llc12-31-2020Sponsored Ads14,005Decreased-4.830.431,533,000.0078.05109.46Form 13
Strategic Global Advisors, Llc12-31-2020Sponsored Ads5,440New!0.000.10593,000.000.00109.01Form 13
Central Asset Investments & Management Holdings (hk) Ltd12-31-2020Sponsored Ads170,933Increased9.535.7918,638,000.0047.31109.04Form 13
Select Equity Group, L.p.12-31-2020Sponsored Ads768,885Decreased-33.929.9983,839,220,000.00-11.13109,040.00Form 13
Fullerton Fund Management Co Ltd.12-31-2020Sponsored Ads70,450Increased32.710.567,682,000.0078.49109.04Form 13
Connor, Clark & Lunn Investment Management Ltd.12-31-2020Sponsored Ads414,033Decreased-18.900.2745,146,000.009.08109.04Form 13
Toroso Investments, Llc12-31-2020Sponsored Ads63,621Increased1725.040.486,937,000.00145.47218.05Form 13
Van Hulzen Asset Management, Llc12-31-2020Sponsored Ads5,859New!0.000.10639,000.000.00109.06Form 13
Cubist Systematic Strategies, Llc12-31-2020Sponsored Ads14,691Decreased-79.800.021,602,000.00-72.83109.05Form 13
Point72 Asset Management, L.p.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Lansdowne Partners (uk) Llp12-31-2020Sponsored Ads2,192,749Increased19.527.74239,096,000.0060.75545.20Form 13
Engineers Gate Manager Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Cidel Asset Management Inc12-31-2020Sponsored Ads258,947Decreased-40.431.5928,236,000.00-19.88109.04Form 13
Fintrust Capital Advisors, Llc12-31-2020Sponsored Ads795Decreased-3.170.0387,000.0029.85109.43Form 13
Shanda Asset Management Holdings Ltd12-31-2020Sponsored Ads743,500Decreased-8.604.3981,071,000.0022.93218.08Form 13
Crawford Lake Capital Management, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Capital Analysts, Llc12-31-2020Sponsored Ads26New!0.000.003,000.000.00115.38Form 13
Sg3 Management, Llc12-31-2020Sponsored Ads45,100New!0.000.094,918,000.000.00327.37Form 13
Credit Capital Investments Llc12-31-2020Sponsored Ads5,000Maintained0.000.70545,000.0034.57109.00Form 13
Man Group Plc12-31-2020Sponsored Ads3,390,854Decreased-10.741.62369,739,000.0020.06109.04Form 13
Giverny Capital Inc.12-31-2020Sponsored Ads9,377Increased75.739.991,022,000.00237.29108.99Form 13
Squarepoint Ops Llc12-31-2020Sponsored Ads58,750Increased185.300.056,406,000.00283.82109.04Form 13
Wealthspire Advisors, Llc12-31-2020Sponsored Ads4,487Increased5.900.01489,000.0042.57108.98Form 13
Quadrant Capital Group Llc12-31-2020Sponsored Ads14,738Increased13.990.301,607,000.00118.94109.04Form 13
Alight Capital Management Lp12-31-2020Sponsored Ads120,000New!0.002.9613,085,000.000.00109.04Form 13
Tairen Capital Ltd12-31-2020Sponsored Ads75,000Maintained0.001.358,178,000.000.00109.04Form 13
Darwin Advisors, Llc12-31-2020Sponsored Ads10,310Decreased-72.950.502,664,000.00-13.79258.39Form 13
Orbis Allan Gray Ltd12-31-2020Sponsored Ads94,705Decreased-97.080.0710,326,000.00-96.07217.96Form 13
Schonfeld Strategic Advisors Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Brilliance Asset Management Ltd12-31-2020Sponsored Ads140,912Maintained0.000.6115,365,000.0092.09109.04Form 13
United Maritime Capital Llc12-31-2020Sponsored Ads2,000New!0.000.19219,000.000.00109.50Form 13
Knights Of Columbus Asset Advisors Llc12-31-2020Adr33,818Increased9.750.393,688,000.00110.86109.05Form 13
Jt Stratford Llc12-31-2020Sponsored Ads7,701New!0.000.31840,000.000.00109.08Form 13
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main12-31-2020Sponsored Ads1,000,864Decreased-19.220.23108,994,000.008.51435.50Form 13
Holocene Advisors, Lp12-31-2020Sponsored Ads79,185Decreased-86.270.058,634,000.00-81.53109.04Form 13
Caption Management, Llc12-31-2020Sponsored Ads50,600New!0.000.135,518,000.000.00109.05Form 13
Atlantic Trust, Llc12-31-2020Com55Maintained0.000.006,000.0050.00109.09Form 13
Capital Bank & Trust Co12-31-2020Sponsored Ads2,852,948Decreased-2.883.78311,085,000.0086.55109.04Form 13
Ruane, Cunniff & Goldfarb L.p.12-31-2020Sponsored Ads6,689,879Decreased-0.867.78729,464,000.0033.34109.04Form 13
Belpointe Asset Management Llc12-31-2020Sponsored Ads18,937Increased75.650.192,065,000.00237.42109.05Form 13
Islet Management, Lp12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Kcl Capital, L.p.12-31-2020Sponsored Ads4,397New!0.000.05479,000.000.00108.94Form 13
One Wealth Advisors, Llc12-31-2020Common Stock6,560Increased2.520.39715,000.0037.76108.99Form 13
Qube Research & Technologies Ltd12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Virtue Capital Management, Llc12-31-2020Adr Sponsored4,083Decreased-12.480.11445,000.0017.72108.99Form 13
Athanor Capital, Lp12-31-2020Sponsored Ads3,188New!0.000.01348,000.000.00109.16Form 13
Financial Partners Group, Inc12-31-2020Sponsored Ads3,443Decreased-20.480.14462,000.0087.80134.19Form 13
Albar Capital Ltd12-31-2020Sponsored Ads126,904New!0.006.5713,838,000.000.00109.04Form 13
Exoduspoint Capital Management, Lp12-31-2020Sponsored Ads96,720Increased783.210.1010,546,000.001,087.61109.04Form 13
First National Bank Of South Miami12-31-2020Foreign Stock42New!0.000.005,000.000.00119.05Form 13
Sofos Investments, Inc.12-31-2020Adr71Maintained0.000.008,000.000.00112.68Form 13
Principle Wealth Partners Llc12-31-2020Adr4,558Maintained0.000.07497,000.000.00109.04Form 13
Impax Asset Management Group Plc12-31-2020Adr1,004,988Increased18.140.70109,584,000.0058.90109.04Form 13
Townsquare Capital Llc12-31-2020Sponsored Ads8,467Increased29.190.04923,000.0069.36327.01Form 13
Kore Private Wealth Llc12-31-2020Sponsored Ads3,670Increased23.940.06400,000.00138.10108.99Form 13
Legacy Capital Wealth Partners, Llc12-31-2020Common Stock3,571New!0.000.17391,000.000.00109.49Form 13
Edge Capital Group, Llc12-31-2020Sponsored Ads77,747Decreased-29.270.718,478,000.00-4.86109.05Form 13
Aspire Private Capital, Llc12-31-2020Sponsored Ads4Decreased-96.850.000.00-100.000.00Form 13
London & Capital Asset Management Ltd12-31-2020Sponsored Ads183,738Increased80.132.2220,035,000.00142.29109.04Form 13
Global Wealth Management Investment Advisory, Inc.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Meridian Wealth Partners, Llc12-31-2020Sponsored Ads291Increased0.340.0132,000.0033.33109.97Form 13
Crake Asset Management Llp12-31-2020Sponsored Ads449,776Maintained0.001.8349,044,000,000.0092.07109,040.94Form 13
Kingsview Wealth Management, Llc12-31-2020Sponsored Ads10,770Increased68.470.081,174,000.00126.64109.01Form 13
Gunderson Capital Management Inc.12-31-2020Sponsored Ads62,262Increased319.474.446,789,000.00464.34109.04Form 13
Pacitti Group Inc.12-31-2020Adr Sponsored125Maintained0.000.0113,000.0030.00104.00Form 13
Hyperion Capital Advisors Lp12-31-2020Sponsored Ads65,296Increased14.182.817,120,000.0053.58109.04Form 13
Kathmere Capital Management, Llc12-31-2020Sponsored Ads1,459Maintained0.000.03159,000.0034.75108.98Form 13
Fountaincap Research & Investment (hong Kong) Co., Ltd.12-31-2020Sponsored Ads324,523Decreased-1.999.9935,386,000.0031.82109.04Form 13
Mirova Us Llc12-31-2020Sponsored Ads1,241,236Increased3.995.90135,344,000.0039.87109.04Form 13
Carolinas Wealth Consulting Llc12-31-2020Sponsored Ads19Maintained0.000.002,000.000.00105.26Form 13
Keebeck Wealth Management, Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Ascendant Capital Management, Llc12-31-2020Sponsored Ads14,000New!0.001.301,527,000.000.00109.07Form 13
Tt International Asset Management Ltd12-31-2020Adr0Liquidated!-100.000.000.000.000.00Form 13
Standard Family Office Llc12-31-2020Sponsored Ads1,952New!0.000.05213,000.000.00109.12Form 13
Concord Wealth Partners12-31-2020Sponsored Ads461New!0.000.0450,000.000.00108.46Form 13
One01 Capital, Lp12-31-2020Sponsored Ads100,300New!0.004.6410,937,000.000.00109.04Form 13
Sb Management Ltd12-31-2020Sponsored Ads11,939,100Increased278.197.361,301,839,000.00408.67109.04Form 13
Cloverfields Capital Group, Lp12-31-2020Sponsored Ads5,289New!0.000.22577,000.000.00109.09Form 13
Ten Capital Wealth Advisors, Llc12-31-2020Adr145New!0.000.0016,000.000.00110.34Form 13
Polar Capital Holdings Plc12-31-2020Sponsored Ads102,418New!0.000.0711,168,000.000.00109.04Form 13
Interocean Capital Group, Llc12-31-2020Adr2,333New!0.000.02254,000.000.00108.87Form 13
Ritter Daniher Financial Advisory, Llc12-31-2020Sponsored Ads1,105New!0.000.10120,000.000.00108.60Form 13
Green Harvest Asset Management Llc12-31-2020Sponsored Ads4,078New!0.000.15445,000.000.00109.12Form 13
Interchange Capital Partners, Llc12-31-2020Sponsored Ads7,431New!0.000.44810,000.000.00109.00Form 13
Oxler Private Wealth Llc12-31-2020Sponsored Ads130New!0.000.0114,000.000.00107.69Form 13
Sax Wealth Advisors, Llc12-31-2020Sponsored Ads2,848New!0.000.14311,000.000.00109.20Form 13
Smith, Moore & Co.12-31-2020Sponsored Ads1,935New!0.000.04211,000.000.00109.04Form 13
Glenmede Trust Co Na12-31-2020Sponsored Ads57,845Increased10.260.036,307,000.0048.33216.95Form 13
Thrivent Financial For Lutherans12-31-2020Sponsored Ads23,832Increased141.800.002,598,000.00225.16217.96Form 13
Equitable Trust Co12-31-2020Com137,582Decreased-0.471.1215,002,000.0033.86218.08Form 13
Fred Alger Management, Llc12-31-2020Common2,735,120Increased440.100.78298,237,000.00937.38109.04Form 13
Fifth Third Bancorp12-31-2020Sponsored Ads102,402Decreased-0.630.0511,166,000.0033.64109.04Form 13
Mackay Shields Llc12-31-2020Sponsored Ads464,978Decreased-13.730.3550,701,000.0016.03327.97Form 13
Cozad Asset Management Inc12-31-2020Com9,430Decreased-0.840.181,028,000.0033.33109.01Form 13
First Manhattan Co12-31-2020Sponsored Ads1,581Maintained0.000.00172,000.0034.38108.79Form 13
Asset Planning Corporation12-31-2020Com403New!0.000.0444,000.000.00109.18Form 13
Price T Rowe Associates Inc /md/12-31-2020Adr10,428,356Increased583.570.121,136,363,000.001,212.09108.97Form 13
Harris Associates L P12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Mark Asset Management Lp12-31-2020Sponsored Ads20,400New!0.000.786,543,000.000.0011,014.05Form 13
Trustmark National Bank Trust Department12-31-2020Sponsored Ads7,924New!0.000.08864,000.000.00109.04Form 13
Caxton Associates Lp12-31-2020Sponsored Ads148,144New!0.001.1216,154,000.000.00109.04Form 13
Tocqueville Asset Management L.p.12-31-2020Sponsored Ads75,546Decreased-21.580.148,238,000.0050.63109.05Form 13
Charles Schwab Investment Management Inc12-31-2020Sponsored Ads3,995Decreased-50.290.00436,000.00-4.39109.14Form 13
Capital International Inc /ca/12-31-2020Sponsored Ads1,897,426Decreased-6.861.92206,895,000.0078.90109.04Form 13
Morgan Stanley12-31-2020Sponsored Ads12,205,231Decreased-2.170.191,330,858,000.0087.901,526.52Form 13
Barings Llc12-31-2020Sponsored Ads798,468Decreased-17.022.2387,065,000.0011.61109.04Form 13
American National Insurance Co12-31-2020Com52,271Maintained0.000.245,700,000.0092.11109.05Form 13
Invesco Ltd.12-31-2020Sponsored Ads3,671,648Decreased-28.980.12400,356,000.0036.401,417.45Form 13
Tudor Investment Corp Et Al12-31-2020Common Stock27,659Decreased-47.600.093,016,000.000.63109.04Form 13
Harding Loevner Lp12-31-2020Sponsored Ads14,987,427Decreased-29.336.761,634,737,000.0035.78109.07Form 13
Vontobel Asset Management Inc12-31-2020Sponsored Ads3,992,324Decreased-37.442.59438,285,000.0019.47109.78Form 13
State Street Corp12-31-2020Sponsored Ads1,819,369Decreased-4.580.01199,124,000.0028.19109.45Form 13
Driehaus Capital Management Llc12-31-2020Adr3,465,222Decreased-17.646.11377,848,000.0058.19109.04Form 13
1832 Asset Management L.p.12-31-2020Sponsored Ads5,459,858Increased3568434.641.40596,676,000.006,629,633.33109.28Form 13
Deutsche Bank Ag\12-31-2020Sponsored Ads2,079,548Decreased-41.050.14226,753,000.00-20.71981.41Form 13
Berkshire Asset Management Llc/pa12-31-2020Sponsored Ads4,166Decreased-18.570.03454,000.0056.55108.98Form 13
Oaktree Capital Management Lp12-31-2020Common Stock398,949Decreased-89.510.7543,501,000.00-79.85109.04Form 13
S&t Bank/pa12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Sands Capital Management, Llc12-31-2020Com7,247,501Maintained0.001.50790,268,000.000.00109.04Form 13
Castleark Management Llc12-31-2020Sponsored Ads22,510Maintained0.000.092,454,000.0034.47109.02Form 13
Canada Pension Plan Investment Board12-31-2020Depository Receipt473,600New!0.000.0851,641,000.000.00109.04Form 13
United American Securities Inc. (d/b/a Uas Asset Management)12-31-2020Spon Ads2,500New!0.000.08273,000.000.00109.20Form 13
Financial Architects, Inc12-31-2020Sponsored Ads4,420Increased3.800.09482,000.0039.71109.05Form 13
Imc-chicago, Llc12-31-2020Sponsored Ads15,935New!0.000.001,738,000.000.00109.07Form 13
Advisor Partners Llc12-31-2020Sponsored Ads53,197Decreased-1.130.445,801,000.0032.99109.05Form 13
United Capital Financial Advisers, Llc12-31-2020Common Stock273,216Decreased-19.090.1829,791,000.008.83109.04Form 13
Wms Partners, Llc12-31-2020Sponsored Ads2,547New!0.000.05278,000.000.00109.15Form 13
Wills Financial Group, Inc.12-31-2020Sponsored Ads18,851Increased102.421.022,055,000.00172.19109.01Form 13
Cetera Advisors Llc12-31-2020Sponsored Ads4,861Increased13.840.02530,000.00119.01109.03Form 13
Cetera Advisor Networks Llc12-31-2020Sponsored Ads21,947Decreased-7.320.062,393,000.0078.05109.04Form 13
Kiwi Wealth Investments Limited Partnership12-31-2020Sponsored Ads224,526Increased32.861.4424,482,000.0078.70109.04Form 13
Jane Street Group, Llc12-31-2020Sponsored Ads3,354,796Decreased-12.550.19365,807,000.0017.62436.16Form 13
Oak Grove Capital Llc12-31-2020Sponsored Ads52,635Increased184.541.865,686,000.00441.52174.03Form 13
Cetera Investment Advisers12-31-2020Sponsored Ads48,362Increased455.370.105,273,000.00967.41109.03Form 13
Iht Wealth Management, Llc12-31-2020Sponsored Ads3,335Increased19.410.03364,000.0061.06109.15Form 13
Truvestments Capital Llc12-31-2020Sponsored Ads900Maintained0.000.0798,000.0092.16108.89Form 13
Prestige Wealth Management Group Llc12-31-2020Sponsored Ads51Maintained0.000.006,000.00100.00117.65Form 13
Stonehage Fleming Financial Services Holdings Ltd12-31-2020Sponsored Ads28,997Increased285.500.113,161,000.00422.48109.01Form 13
Paul John Balson12-31-2020Com2,518Maintained0.000.06275,000.0034.80109.21Form 13
Ninepointtwo Capital12-31-2020Sponsored Ads8,259New!0.000.37901,000.000.00109.09Form 13
Hoese & Co Llp12-31-2020Sponsored Adr0Liquidated!-100.000.000.000.000.00Form 13
Ubs Asset Management Americas Inc12-31-2020Adr-emg Mkt3,254,640Increased3.349.99263,853,665,000.0047.57567,490.04Form 13
Salem Investment Counselors Inc12-31-2020Sponsored Ads12New!0.000.001,000.000.0083.33Form 13
Verition Fund Management Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Ep Wealth Advisors, Llc12-31-2020Sponsored Ads2,102New!0.000.01229,000.000.00108.94Form 13
Circle Wealth Management, Llc12-31-2020Sponsored Ads3,818Increased4.030.06416,000.0039.60108.96Form 13
Symmetry Partners, Llc12-31-2020Com45,704Decreased-18.480.394,984,000.009.66109.05Form 13
Strategic Wealth Partners, Ltd.12-31-2020Adr Sponsored13,620Decreased-4.320.621,485,000.0028.68109.03Form 13
Capital Advisory Group Advisory Services, Llc12-31-2020Sponsored Ads2,197Increased876.440.10240,000.001,233.33109.24Form 13
Eudaimonia Partners, Llc12-31-2020Common Stock647Decreased-3.430.0271,000.0031.48109.74Form 13
Safeguard Investment Advisory Group, Llc12-31-2020Sponsored Ads533New!0.000.0558,000.000.00108.82Form 13
Strategic Wealth Management Inc12-31-2020Sponsored Ads25,185Increased182.951.692,746,000.00280.33109.03Form 13
Truist Financial Corp12-31-2020Sponsored Ads456,057New!0.000.0849,728,000.000.00545.21Form 13
Pin Oak Investment Advisors Inc12-31-2020Ltd Partn431Maintained0.000.0447,000.0034.29109.05Form 13
Kcm Investment Advisors Llc12-31-2020Sponsored Ads66,494Decreased-5.200.357,251,000.0027.50109.05Form 13
Rehmann Capital Advisory Group12-31-2020Sponsored Ads17,608Decreased-3.920.221,920,076,000.0029.23109,045.66Form 13
Edmonds Duncan Registered Investment Advisors, Llc12-31-2020Adr3,274Maintained0.000.15441,000.0066.42134.70Form 13
Intercontinental Wealth Advisors, Llc12-31-2020Sponsored Ads6,969Decreased-49.130.18760,000.0019.31109.05Form 13
Berman Capital Advisors, Llc12-31-2020Adr622Maintained0.000.0267,000.000.00107.72Form 13
Jpmorgan Chase & Co12-31-2020Adr48,292,810Maintained0.000.765,265,849,000.000.001,966.33Form 13
Optimus Prime Fund Management Co., Ltd.12-31-2020Sponsored Ads468,000Maintained0.005.4951,031,000.000.00109.04Form 13
Wcm Investment Management, Llc12-31-2020Sponsored Ads33,404,614Maintained0.009.903,642,439,000.000.00109.04Form 13
Principal Financial Group Inc12-31-2020Sponsored Ads2,738,396Maintained0.000.22298,595,000.000.00109.04Form 13
Cwa Asset Management Group, Llc12-31-2020Sponsored Ads210,626Increased1.342.4122,967,000.001.34109.04Form 13
Schroder Investment Management Group12-31-2020Adr12,424,213Maintained0.001.921,354,736,000.000.00981.38Form 13
Alyeska Investment Group, L.p.12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Virtu Financial Llc12-31-2020Sponsored Ads0Liquidated!-100.000.000.000.000.00Form 13
Bank Julius Baer & Co. Ltd, Zurich12-31-2020Sponsored Ads8,410Decreased-10.820.01917,000.000.00109.04Form 13
Fort Pitt Capital Group, Llc12-31-2020Sponsored Ads34Maintained0.000.004,000.000.00117.65Form 13
Clear Street Markets Llc12-31-2020Sponsored Ads73,249Increased58499.209.9914,993,000.001,380.0621,917.98Form 13
Front Row Advisors Llc12-31-2020Adr28,416Decreased-5.241.593,111,000.0081.40109.48Form 13
Dimensional Fund Advisors Lp12-31-2020Adr6,387,265Maintained0.000.25696,467,000.000.00109.04Form 13
Hsbc Holdings Plc12-31-2020Sponsored Ads785,990Maintained0.000.1385,663,000.000.001,635.13Form 13
Rmr Wealth Builders12-31-2020Sponsored Ads6,799Increased29.460.36741,000.000.00108.99Form 13