Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 87,344 $19.4M 2.04% +6,282 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 87,329 $19.4M 6.7% -876 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 112,222 $19.3M 2.29% -26,798 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 86,974 $19.3M 10.93% -3,156 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 87,084 $19.3M 6.79% +2,514 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 86,889 $19.3M 10.53% -1,686 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 86,745 $19.3M 9.07% -774 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 86,722 $19.3M 1.58% -4,773 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 86,709 $19.3M 3.82% -8,399 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 86,688 $19.3M 8.32% -4,100 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 86,526 $19.2M 2.92% -2,600 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 86,281 $19.2M 4.33% -900 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 86,220 $19.2M 6.69% -124 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 86,058 $19.1M 1.38% -2,804 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 86,018 $19.1M 8.03% -1,837 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 85,900 $19.1M 13.23% new 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 85,676 $19M 3.39% +4,838 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 85,662 $19M 3.98% -4,039 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 85,573 $19M 5.01% -537 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 95,536 $18.9M 3.42% +14,957 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 85,127 $18.9M 2.55% -2,098 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 85,083 $18.9M 4.56% -419 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 85,077 $18.9M 2.03% -3,267 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 85,097 $18.9M 12.57% -1,765 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 84,843 $18.8M 8.59% -5,125 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 84,829 $18.8M +657 Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 84,801 $18.8M 0.25% -8,825 13F-HR Timeline Harbor Island Capital LLC More: the full row for Harbor Island Capital LLC 84,515 $18.8M 9.3% -12,770 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 84,464 $18.8M 2.28% -8,733 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 84,235 $18.7M 4.86% -850 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 84,216 $18.7M 4.86% +1,322 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 84,138 $18.7M 0.38% new 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 84,095 $18.7M 3.44% +1,802 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 83,988 $18.7M 3% -18,652 13F-HR Timeline Group Cardinal Capital Management More: the full row for Cardinal Capital Management 83,759 $18.6M 2.88% -218 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 83,750 $18.6M 1.57% +17,764 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 83,082 $18.5M 3.94% -3,700 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 83,238 $18.5M 6.88% 0 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 83,087 $18.5M 7.2% -2,581 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 83,059 $18.4M 7.39% -1,772 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 83,015 $18.4M 1.59% -12,538 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 82,968 $18.4M 1.1% -4,237 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 82,799 $18.4M 20.81% -374 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 82,770 $18.4M 1.48% -6,440 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 82,702 $18.4M 0.74% -29,188 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 82,625 $18.4M 6.45% +1,400 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 82,587 $18.3M 0.35% -436,358 13F-HR Timeline Group Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 82,547 $18.3M 10.34% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 82,543 $18.3M 3.07% +2,361 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 82,479 $18.3M 3.33% -1,122 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 82,391 $18.3M 2.75% +4,571 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 82,346 $18.3M 2.04% -1,694 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 82,242 $18.3M 21.83% -701 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 90,204 $18.3M 4.56% +925 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 82,220 $18.3M 4.59% -3,485 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 82,118 $18.2M 1.27% +2,151 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 82,054 $18.2M 5.36% -16,625 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 82,011 $18.2M 6.94% -1,868 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 72,746 $18.2M 5.7% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 81,671 $18.1M 3.5% -1,731 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 81,667 $18.1M 2.47% +207 13F-HR Timeline CLG LLC More: the full row for CLG LLC 81,640 $18.1M 6.29% -12,214 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 81,590 $18.1M 4.41% -1,587 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 88,554 $18.1M 1.87% -2,822 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 81,566 $18.1M 4.4% +470 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 81,563 $18.1M 12.21% -743 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 81,211 $18M 3.01% -604 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 81,169 $18M 4.49% 0 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 81,069 $18M 5.08% -236 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 50,913 $18M 8.92% -32,344 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 80,907 $18M 7.51% -1,422 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 80,856 $18M 1.93% +646 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 80,850 $18M 8.2% +17,400 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 80,783 $17.9M 2.47% +3,793 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 71,596 $17.9M 5.83% -394 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 80,684 $17.9M 0.82% -5,032 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 80,666 $17.9M 4.37% -8,914 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 80,491 $17.9M 4.01% +7,450 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 80,430 $17.9M 5.01% +39,990 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 80,367 $17.9M 3.79% +2,345 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 80,266 $17.8M 5.11% -3,543 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 80,257 $17.8M 6.01% +2,049 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 80,186 $17.8M 1.93% -165 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 80,131 $17.8M 0.35% +75,826 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 80,110 $17.8M 1.16% -2,361 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 79,909 $17.8M 11.1% +428 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 79,866 $17.7M 6.62% -870 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 79,801 $17.7M 1.05% -170 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 79,703 $17.7M 3.82% -6,856 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 79,580 $17.7M 6% +1,260 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 79,403 $17.6M 6.78% 0 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 79,382 $17.6M 3.24% +11,951 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 79,370 $17.6M 9.37% -1,184 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 79,310 $17.6M 3.49% -1,700 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 79,048 $17.6M 1.83% -1,619 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 78,792 $17.5M 5.33% -1,139 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 78,726 $17.5M 14.53% -1,996 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 78,710 $17.5M 1.48% -2,698 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 78,680 $17.5M 5.63% +11,990 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 78,600 $17.5M 3.61% -400 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 78,578 $17.5M 4.9% -1,357 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 78,540 $17.4M 7.6% +24,403 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 78,481 $17.4M 1.57% +1,513 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 78,411 $17.4M 5% -4,210 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 78,317 $17.4M 2.26% -1,692 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 78,299 $17.4M 1.2% -2,904 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 78,273 $17.4M 4.46% +459 13F-HR/A Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 78,266 $17.4M 6.01% +1,189 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 78,247 $17.4M 4.46% +238 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 78,156 $17.4M 5.92% -532,286 13F-HR Timeline Monterey Private Wealth, Inc. More: the full row for Monterey Private Wealth, Inc. 78,143 $17.4M 5.11% -335 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 96,097 $17.4M 4.21% -12,964 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 78,070 $17.3M 3.52% +3,052 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 77,992 $17.3M 1.88% -213 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 77,984 $17.3M 4.53% -2,419 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 77,929 $17.3M 4.06% -4,362 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 77,919 $17.3M 5.23% +589 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 77,684 $17.3M 2.2% -4,754 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 $17.2M 0 Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 77,480 $17.2M 2.95% -1,804 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 77,395 $17.2M 2.93% -803 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 77,509 $17.2M 1.31% -27,520 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 77,247 $17.2M -6,438 Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 77,246 $17.2M 4.25% -779 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 77,209 $17.2M 2.55% -6,177 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 77,129 $17.1M 5.89% -936 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 77,080 $17.1M 7.29% +26,630 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 77,012 $17.1M 2.22% -6,628 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 76,835 $17.1M 2.77% -745 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 76,807 $17.1M 7.83% -4,245 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 76,710 $17M 11.13% +909 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 76,690 $17M 1.56% -2,809 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 76,681 $17M 0.28% -4,554 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 76,590 $17M 3.51% -22,798 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 76,540 $17M 5.01% -122 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 76,535 $17M 0.3% +10,392 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 76,533 $17M 2.5% +26,500 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 98,510 $17M 5.61% +37,124 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 76,426 $17M 10.76% +29,569 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 76,375 $17M 2.92% +188 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 76,347 $17M 5.53% -3,209 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 76,257 $16.9M 2.12% -1,956 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 76,246 $16.9M 11.8% -1,559 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 76,155 $16.9M 3.83% +2,644 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 76,090 $16.9M 6.13% -812 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 76,008 $16.9M 5.92% +635 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 75,991 $16.9M 6.44% +2,043 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 75,926 $16.9M 1.91% -1,887 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 75,803 $16.8M 4.37% -1,196 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 75,776 $16.8M 0.54% +107 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 75,649 $16.8M 4.97% -16,952 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 75,589 $16.8M 3.04% +10,102 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 75,543 $16.8M 2.48% -2,264 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 75,495 $16.8M 4.82% -506 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 75,446 $16.8M 1.56% -1,148 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 75,437 $16.8M 1.62% -1,477 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 75,415 $16.8M 5.69% -2,022 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 75,340 $16.7M 10.85% +1,344 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 75,303 $16.7M 2.91% -4,922 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 75,290 $16.7M 11.46% +1,549 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 75,284 $16.7M 5.7% +4,700 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 75,221 $16.7M 6.72% +607 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 74,981 $16.7M 4.34% -3,319 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 75,008 $16.7M 12.51% +572 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 74,944 $16.6M 3.18% +148 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 74,912 $16.6M 1.95% -2,919 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 74,678 $16.6M 1.03% -6,917 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 74,515 $16.6M 3.58% +7,383 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 74,286 $16.5M 8.68% +12,277 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 74,146 $16.5M 3.88% -1,452 13F-HR Timeline Group CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 74,086 $16.5M 0.73% -2,407 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 74,041 $16.4M 0.95% -672 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 74,033 $16.4M 5.81% -2,185 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 73,942 $16.4M -5,958 Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 73,938 $16.4M 3.75% +31,451 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 73,931 $16.4M 6.24% -636 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 73,894 $16.4M 2.75% +1,663 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 73,813 $16.4M 5.58% -2,749 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 73,810 $16.4M 2.13% -3,601 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 73,621 $16.4M 2.29% -1,645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 73,546 $16.3M 3.24% -1,083 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 73,522 $16.3M 3.74% -3,310 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 73,506 $16.3M 6.91% -1,236 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 73,423 $16.3M 4.58% -10,218 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 73,283 $16.3M 0.02% -18,251 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 73,273 $16.3M 5.75% -1,813 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 73,198 $16.3M -1,572 Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 73,183 $16.3M 11.91% +162 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 73,154 $16.2M 5.37% -7,351 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 73,124 $16.2M 3.62% -339 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 73,111 $16.2M 2.18% +309 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 73,089 $16.2M 2.25% -239 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 73,040 $16.2M 7.53% +395 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 72,974 $16.2M 0.95% -1,708 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 72,706 $16.2M 1.08% -4,158 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 72,599 $16.1M 1.8% -42,548 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 72,496 $16.1M 2.33% +5,639 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 72,460 $16.1M 6.56% -3,066 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 72,325 $16.1M 1.21% -3,928 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 80,889 $16.1M 2.3% +268 13F-HR Timeline