HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 82,411 $21M 1.63% +2,185 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 82,383 $21M 20.77% -362 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 82,155 $20.9M 3.58% +1,629 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 82,080 $20.9M 3.39% +1,141 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 82,075 $20.9M 0.26% +12,437 13F-HR Timeline Group BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 81,894 $20.9M 5.26% -3,223 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 81,887 $20.9M 12.07% +184 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 81,796 $20.8M 2% -2,737 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 81,732 $20.8M 4.93% +2,124 13F-HR Timeline Atlas Wealth LLC More: the full row for Atlas Wealth LLC 81,729 $20.8M 6.72% -1,058 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 81,712 $20.8M 4.77% -7,862 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 81,677 $20.8M 2.76% +2,328 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 81,658 $20.8M 9.62% +46 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 81,638 $20.8M 19.18% -194 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 81,628 $20.8M 5.22% +821 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 81,622 $20.8M 1.47% -538 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 81,613 $20.8M 2.83% +1,719 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 81,610 $20.8M 4.52% -1,109 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 81,549 $20.8M 6.68% -2,217 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 81,538 $20.8M 8.68% +910 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 81,443 $20.7M 0.8% -121,764 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 81,376 $20.7M 2.85% +4,588 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 81,280 $20.7M 1.92% -186 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 81,169 $20.7M 4.34% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 81,162 $20.7M 0.27% +11,001 13F-HR Timeline Group M1 Capital Management LLC More: the full row for M1 Capital Management LLC 80,902 $20.6M 8.89% +65 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 80,900 $20.6M 5.59% 0 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 80,572 $20.5M 1.53% +4,024 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 80,566 $20.5M 0.27% +64,374 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 80,533 $20.5M 3.47% -640 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 80,316 $20.5M 3.96% +1,607 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 80,112 $20.4M 2.14% +7,881 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 79,973 $20.4M 4.96% +77,172 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 79,892 $20.3M -16,021 Timeline Optas, LLC More: the full row for Optas, LLC 79,868 $20.3M 3.45% +1,900 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 79,647 $20.3M 3.07% -4,575 13F-HR Timeline Avalon Global Asset Management LLC More: the full row for Avalon Global Asset Management LLC 79,580 $20.3M 4.65% 0 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 79,437 $20.2M 9.8% -688 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 79,388 $20.2M 2.58% -861 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 79,292 $20.2M 8.8% -553 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 79,259 $20.2M 2.87% +2,620 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 79,231 $20.2M 5.4% +107 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 79,192 $20.2M 1.67% new 13F-HR Timeline Thiel Macro LLC More: the full row for Thiel Macro LLC 79,181 $20.2M 27.08% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 79,126 $20.1M 3.62% +1,336 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 79,036 $20.1M 4.1% +120 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 79,018 $20.1M 2.37% -1,734 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 365,675 $20.1M 10.11% +33,911 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 78,851 $20.1M 2.03% +2,396 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 78,848 $20.1M 17.07% +230 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 78,846 $20.1M 1.19% +10,668 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 78,795 $20.1M 14.27% +259 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 78,720 $20M 5.21% +2,865 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 78,703 $20M 0.55% +4,018 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 78,680 $20M 7.56% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 78,630 $20M 1.92% +434 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 78,624 $20M 2.83% new 13F-HR Timeline Harbor Island Capital LLC More: the full row for Harbor Island Capital LLC 78,561 $20M 8.56% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 78,511 $20M 3.81% -1,735 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 78,510 $20M 4.58% -731 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 78,388 $20M 5.23% -20 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 78,318 $19.9M 2.78% +1,422 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 78,124 $19.9M 1.14% -450 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 78,061 $19.9M 5.79% +76,159 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 77,930 $19.8M 3.71% -893 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 77,919 $19.8M 4.58% +10,640 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 77,848 $19.8M 4.76% -360 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 77,846 $19.8M 5.8% +150 13F-HR Timeline CLG LLC More: the full row for CLG LLC 77,788 $19.8M 5.4% -265 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 77,651 $19.8M 1.55% +1,245 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 77,641 $19.8M 10.95% -51 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 77,599 $19.8M 5.39% +8 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 77,562 $19.7M 4.25% -1,956 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 77,504 $19.7M 1.62% +3,840 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 77,400 $19.7M 4.2% -21,200 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 77,356 $19.7M 2.7% +702 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 77,349 $19.7M 2.55% -56,501 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 77,250 $19.7M 5.55% +12,561 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 77,186 $19.6M 1.69% -10,930 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 77,053 $19.6M 2.93% -288 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 95,577 $19.6M 1% +16,219 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 77,012 $19.6M 2.46% 0 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 76,912 $19.6M 2.82% -1,837 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 76,793 $19.6M 0.97% +15,177 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 76,787 $19.6M 7.33% +37,265 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 76,712 $19.5M 2.55% -546 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 76,359 $19.5M 6.62% +977 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 76,545 $19.5M 6.36% -3,018 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 76,482 $19.5M 2.49% -2,403 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 76,067 $19.4M 5.02% -367 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 76,053 $19.4M 1.21% -1,181 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 75,889 $19.3M 1.42% -4,675 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 75,831 $19.3M 14.6% -1,698 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 75,790 $19.3M 0.66% -140,633 13F-HR Timeline Group GFG Capital, LLC More: the full row for GFG Capital, LLC 75,722 $19.3M 6.66% -4,394 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 75,631 $19.3M 2.28% +2,716 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 75,580 $19.2M 5.89% -1,500 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 75,501 $19.2M 2.39% -1,955 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 75,487 $19.2M 3.05% +3,489 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 75,486 $19.2M 5.51% -11,825 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 75,471 $19.2M 2.81% -255 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 75,335 $19.2M 2.22% -3,929 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 75,323 $19.2M 4.38% +4,276 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 75,322 $19.2M 1.32% -1,284 13F-HR/A Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 75,213 $19.2M 0.6% +2,386 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 75,199 $19.1M 5.59% -252 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 75,037 $19.1M 3.81% +21,836 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 75,022 $19.1M 2.17% +801 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 74,964 $19.1M 3.19% +3,806 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 74,864 $19.1M 5.63% -669 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 74,815 $19.1M 2.29% +6,734 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 74,790 $19M 0.97% -2,826 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 74,758 $19M 1.05% -962 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 74,650 $19M 4.32% -117 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 74,632 $19M 2.97% -1,590 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 74,533 $19M 5.86% -826 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 74,525 $19M 0.69% +2,517 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 74,507 $19M 3.38% +2,587 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 74,434 $19M 3.81% -558 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 74,368 $18.9M 4.13% +515 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 74,351 $18.9M 2.68% +2,812 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 74,251 $18.9M -151 Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 74,218 $18.9M 5.32% +1,950 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 74,140 $18.9M 1.79% -428 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 74,122 $18.9M 2.55% +311 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 74,121 $18.9M 2.36% +144 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 74,102 $18.9M 2.8% +5,100 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 74,048 $18.9M 2.28% -2,790 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 74,043 $18.9M 6.96% -1,141 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 74,457 $18.8M 4.18% +70,758 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 73,953 $18.8M 3.36% +605 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 73,925 $18.8M 11.64% -525 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 73,822 $18.8M 2.86% +2,009 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 73,713 $18.8M 1.7% +4,892 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 73,680 $18.8M 2.6% -87 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 73,644 $18.8M 2.85% -398 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 73,611 $18.7M 3.27% -1,615 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 73,606 $18.7M 4.63% -2,477 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 73,558 $18.7M 3.14% +2,210 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 73,530 $18.7M 5.02% -437 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 73,363 $18.7M 9.73% -1,240 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 73,351 $18.7M 5.68% +235 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 73,337 $18.7M 5.52% -71 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 73,205 $18.6M 5.67% +832 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 73,193 $18.6M +538 Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 73,188 $18.6M 3.12% -1,022 13F-HR Timeline Group Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 73,140 $18.6M 11.79% -28 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 73,126 $18.6M 3.72% -923 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 73,098 $18.6M 2.64% +5,341 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 69,047 $18.6M 5.74% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 72,999 $18.6M 3.46% +27 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 72,842 $18.6M 0.84% +69,984 13F-HR/A Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 72,769 $18.5M 2.41% -2,969 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 72,503 $18.5M 3.07% -1,404 13F-HR/A Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 72,486 $18.5M 2.11% +58 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 72,445 $18.4M 4.29% -1,070 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 72,399 $18.4M 6.33% +1,204 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 72,308 $18.4M 1.83% +6,603 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 72,277 $18.4M 5.66% -2,037 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 72,184 $18.4M 0.94% -93,596 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 72,051 $18.3M 0.92% -774 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 71,982 $18.3M 1.87% +172 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 71,922 $18.3M 3.42% +208 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 74,643 $18.3M 6.15% +4,187 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 71,858 $18.3M 1.4% -244 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 93,681 $18.3M 5.08% +16,270 13F-HR Timeline American Trust More: the full row for American Trust 71,735 $18.3M 1.54% +536 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 71,718 $18.3M 2.63% +1,890 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 67,498 $18.2M 4.06% +1,154 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 71,604 $18.2M 0.91% -490 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 71,578 $18.2M 1.33% +9,872 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 71,599 $18.2M 7.42% +315 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 71,492 $18.2M 0.7% -340 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 71,461 $18.2M 1.58% +3,070 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 71,416 $18.2M 1.42% +403 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 71,400 $18.2M 7.77% -733 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 71,397 $18.2M 4.02% +3,320 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 71,385 $18.2M 0.26% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 71,372 $18.2M 10.22% -150,768 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 71,238 $18.1M 5.88% -12,000 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 71,202 $18.1M 4.18% -2,642 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 71,117 $18.1M 3.67% +1,878 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 71,036 $18.1M 5.47% -620 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 71,034 $18.1M 2.87% -1,182 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 70,963 $18.1M 5.3% -1,538 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 70,900 $18.1M 12.27% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 70,835 $18M 12.14% -1,353 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 70,727 $18M 2.54% +4,171 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 70,690 $18M 2.63% +5,554 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 70,651 $18M 8.63% +1,437 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 70,577 $18M 3.6% +7,433 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 70,509 $18M 7.14% -1,191 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 70,166 $17.9M 4.83% +804 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 70,116 $17.9M 2.83% -13,581 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 70,061 $17.8M 2.49% +39,285 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 69,984 $17.8M 3.29% -60 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 69,954 $17.8M 6.13% +287 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 69,921 $17.8M 3.98% +1,146 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 69,918 $17.8M 1.77% -168 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 68,983 $17.8M 1.6% +7,017 13F-HR Timeline