Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 89,108 $22.3M 2.37% -2,332 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 89,091 $22.3M 12.83% +16,790 13F-HR Timeline Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 88,881 $22.3M 0.93% +5,241 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 88,862 $22.3M 1.56% -634 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 93,499 $22.2M 6.76% -810 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 88,774 $22.2M 3.04% +10,362 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 88,752 $22.2M 1.37% +221 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 88,688 $22.2M 5.34% -1,632 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 88,581 $22.2M 6.47% 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 88,575 $22.2M 11.33% -2,611 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 91,376 $22.2M 2.26% 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 88,445 $22.1M 8.76% -1,267 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 88,372 $22.1M 4.78% +12,464 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 88,344 $22.1M 2.36% -1,271 13F-HR Timeline STF Management LP More: the full row for STF Management LP 88,277 $22.1M 9.92% +2,953 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 88,205 $22.1M 7.12% +5,976 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 88,187 $22.1M 2.22% -2,476 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 88,014 $22M 3.12% -3,339 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 87,855 $22M 7.82% -2,757 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 87,761 $22M 2.1% -3,519 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 87,655 $21.9M 0.8% +3,108 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 87,552 $21.9M 1.72% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 87,519 $21.9M 9.67% -2,169 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 87,500 $21.9M 0.19% 0 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 87,491 $21.9M 3.32% -4,577 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 89,968 $21.9M 8.97% +13,870 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 87,348 $21.9M 5.77% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 95,918 $21.9M 2.1% -459 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 87,319 $21.9M 1.63% +1,096 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 87,225 $21.8M 2.94% +7,829 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 87,205 $21.8M 1.32% -2,183 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 87,181 $21.8M 4.7% -7,912 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 86,862 $21.8M 12.27% -761 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 86,782 $21.7M 4.58% -3,221 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 89,279 $21.7M 4.97% -15,884 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 86,559 $21.7M 4.53% +3,509 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 91,298 $21.7M 15.99% +42 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 86,344 $21.6M 7.51% -1,888 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 90,130 $21.6M 11.51% -1,225 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 86,110 $21.6M 5.77% +12,915 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 85,866 $21.5M 5.38% -21,824 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 85,716 $21.5M 0.94% +2,141 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 85,705 $21.5M 5.26% -2,432 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 85,668 $21.5M 8.11% -738 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 85,502 $21.4M 4.97% -3,106 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 85,258 $21.4M 2.76% -987 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 85,200 $21.3M 2.19% +250 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 85,198 $21.3M 4.5% +480 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 85,085 $21.3M 5.64% -4,502 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 84,931 $21.3M 4.52% -1,053 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 84,831 $21.2M 8.01% -1,649 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 84,786 $21.2M 3.93% +760 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 84,592 $21.2M 4.22% -563 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 84,172 $21.1M +2,488 Timeline EULAV Asset Management More: the full row for EULAV Asset Management 84,061 $21.1M 0.51% -2,995 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 84,040 $21M 2.36% +5,363 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 83,977 $21M 3.3% +476 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 83,879 $21M 8.47% -78 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 83,809 $21M 5.87% -4,541 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 83,735 $21M 1.67% -904 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 83,706 $21M 4.22% +976 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 83,685 $21M -947 Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 83,640 $20.9M 2.68% -7,434 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 83,641 $20.9M 6.34% -1,039 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 83,601 $20.9M 3.64% +954 13F-HR Timeline 111 Capital More: the full row for 111 Capital 83,402 $20.9M 4.38% 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 83,386 $20.9M 2.97% -590 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 83,315 $20.9M 4.51% +5,450 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 83,257 $20.8M 10.21% -6,931 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 83,238 $20.8M 7.7% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 83,177 $20.8M 4.78% -950 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 83,173 $20.8M 21.97% 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 83,000 $20.8M 2.59% +24,000 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 82,943 $20.8M 23.78% -404 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 82,903 $20.8M 1.86% +5,693 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 82,894 $20.8M 5.43% +570 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 82,765 $20.7M 4.66% -582 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 82,621 $20.7M 6.05% -646 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 82,471 $20.7M 1.4% +4,076 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 82,438 $20.6M 2.69% -3,114 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 82,329 $20.6M 8.55% -1,153 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 82,306 $20.6M 13.22% -369 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 82,293 $20.6M 3.61% -937 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 82,291 $20.6M 4.44% -1,431 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 81,837 $20.5M 5.4% -5,710 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 81,815 $20.5M 3.37% -442 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 81,595 $20.4M 1.11% +3,210 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 81,460 $20.4M 2.76% -833 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 81,408 $20.4M 1.75% -10,543 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 81,235 $20.3M 0.29% +19,924 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 81,225 $20.3M 6.98% -971 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 81,203 $20.3M 1.35% -1,710 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 81,169 $20.3M 4.99% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 81,096 $20.3M 5.21% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 81,062 $20.3M 2.15% +8,678 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 81,052 $20.3M 9.44% -876 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 81,010 $20.3M 3.77% -1,068 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 80,838 $20.2M 4% -1,824 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 80,766 $20.2M 4.34% -3,107 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 80,736 $20.2M 7.37% -150 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 80,722 $20.2M 16.28% 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 80,667 $20.2M 2% +309 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 80,554 $20.2M 10.29% -713 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 80,505 $20.2M 6.55% -6,842 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 80,501 $20.2M 2.38% +465 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 80,403 $20.1M 5.18% -2,805 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 80,351 $20.1M 2.16% -116 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 80,331 $20.1M 5.33% -30,700 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 80,303 $20.1M 6.62% +2,622 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 80,225 $20.1M 4.33% +2,818 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 80,210 $20.1M 2.19% +1,205 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 80,182 $20.1M 3.32% +1,130 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 80,009 $20M 2.2% +3,164 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 79,971 $20M 1.18% -1,988 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 79,967 $20M 1.46% -1,266 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 79,935 $20M 5.28% 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 79,931 $20M 5.96% -527 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 79,900 $20M 3.18% +17,689 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 79,775 $20M 3.25% -5,935 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 79,556 $19.9M 6.42% -1,891 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 79,538 $19.9M 2.01% -1,333 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 79,499 $19.9M 1.85% -1,606 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 79,481 $19.9M 10.75% 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 610,442 $19.9M 6.65% +321,481 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 79,403 $19.9M 7.37% 0 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 79,289 $19.9M 3.63% +3,176 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 79,284 $19.9M 3.3% -2,772 13F-HR Timeline Fairhaven Wealth Management, LLC More: the full row for Fairhaven Wealth Management, LLC 79,165 $19.8M 6.2% +244 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 79,000 $19.8M 3.6% +665 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 78,782 $19.7M 1.18% -1,931 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 78,639 $19.7M 19.11% -5,768 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 78,509 $19.7M 0.75% -563 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 78,478 $19.7M 6.48% +794 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 78,320 $19.6M 5.5% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 80,579 $19.6M 3.44% +2,108 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 78,300 $19.6M 5.01% -831 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 78,213 $19.6M 2.49% +35,884 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 78,208 $19.6M 6.59% -1,417 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 78,205 $19.6M 2.16% -1,584 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 78,198 $19.6M 3.3% 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 78,065 $19.5M 6.31% -963 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 78,057 $19.5M 0.23% +17,381 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 78,025 $19.5M 5.09% +203 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 78,022 $19.5M 4.06% -152 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 78,009 $19.5M 5.03% -1,177 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 77,831 $19.5M 2.26% -1,380 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 77,820 $19.5M 2.93% -19,353 13F-HR/A Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 77,814 $19.5M 4.51% -1,273 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 77,813 $19.5M 2.11% -271 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 77,807 $19.5M 2.81% -48 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 77,805 $19.5M 13.42% 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 77,754 $19.5M 2.05% +2,611 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 77,580 $19.4M 3.26% -2,864 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 77,582 $19.4M -38,500 Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 77,515 $19.4M +33,402 Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 77,437 $19.4M 6.24% -1,773 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 77,411 $19.4M 2.52% -13,231 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 77,351 $19.4M 7.58% -51,897 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 77,330 $19.4M 5.69% -1,776 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 77,191 $19.3M 3.67% -3,068 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 77,123 $19.3M 11.63% -2,035 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 77,077 $19.3M 6.41% -2,480 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 76,999 $19.3M 4.88% +787 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 76,990 $19.3M 2.62% +3,026 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 76,968 $19.3M 1.81% +441 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 76,914 $19.3M 1.86% +276 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 76,902 $19.3M 6.93% -898 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 76,864 $19.2M 1.11% -30,113 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 76,832 $19.2M 4.26% -3,805 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 76,662 $19.2M 5.73% +16,105 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 76,594 $19.2M 1.78% +1,555 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 76,564 $19.2M 1.73% +288 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 76,562 $19.2M 6.37% -1,505 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 76,493 $19.2M 0.82% -1,117 13F-HR/A Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 76,278 $19.1M 4.64% +53,123 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 76,253 $19.1M 1.38% -5,374 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 76,218 $19.1M 6.71% -1,257 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76,187 $19.1M 3.22% +1,056 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 76,001 $19M 5.26% -254 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 81,305 $19M 5.28% +736 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 75,801 $19M 11.74% +1,913 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 75,669 $18.9M 0.62% +2,522 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 75,598 $18.9M 4.46% -2,058 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 75,526 $18.9M 7.34% +2,391 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 75,436 $18.9M 1% new 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 75,373 $18.9M 6.46% -232 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 75,266 $18.8M 2.6% -2,073 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lipe & Dalton More: the full row for Lipe & Dalton 75,105 $18.8M 9.98% -1,528 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 75,086 $18.8M 6.72% -802 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 75,023 $18.8M 2.33% +12,453 13F-HR Timeline American Trust More: the full row for American Trust 74,857 $18.7M 1.43% -2,435 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 80,621 $18.7M 2.61% +241 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 74,796 $18.7M 3.55% -1,394 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 74,770 $18.7M new Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 74,742 $18.7M 7.71% 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 74,713 $18.7M 1.07% -675 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 74,682 $18.7M 1.12% +290 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 74,629 $18.7M 3.77% -3,484 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 74,614 $18.7M 7.27% -2,283 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 74,567 $18.7M 6.85% -10,144 13F-HR Timeline