EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 221,022 $55.3M 3.09% +2,109 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 220,998 $55.3M 3.86% +25,942 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 220,945 $55.3M 10.58% -6,365 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 220,541 $55.2M 5.93% -4,038 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 220,298 $55.2M 24.26% 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 220,058 $55.1M 16.73% +1,629 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 219,868 $55.1M 0.78% -444,419 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 218,741 $54.8M 5.61% -12,264 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 218,710 $54.8M 0.35% +700 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 218,467 $54.7M 6.13% +4,114 13F-HR/A Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 218,262 $54.7M 1.33% -34,554 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 218,167 $54.6M 8.29% +1,610 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 218,121 $54.6M 6.43% 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 218,110 $54.6M 6% -18,627 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 217,681 $54.5M 2.68% +23,179 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 216,822 $54.3M 3.18% -1,704 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 216,235 $54.1M 8.89% -5,654 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 216,082 $54.1M 4.23% -1,148 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 215,645 $54M 2.77% +428 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 215,614 $54M 4.33% -3,190 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 215,478 $54M 3.26% -2,812 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 215,098 $53.9M 5.77% +27,973 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 215,000 $53.8M 47.39% -485,000 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 223,307 $53.8M +605 Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 214,695 $53.8M 7.63% -19,657 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 214,693 $53.8M 12.27% -1,718 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 214,550 $53.7M 4.45% -50 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 214,198 $53.6M 7.91% -1,000 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 214,184 $53.6M 36.21% -908 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 214,153 $53.6M 4.31% -2,857 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 213,909 $53.6M 3.01% +9,962 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 213,749 $53.5M 4.6% -2,254 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 213,069 $53.4M 4.09% -27,780 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 211,357 $52.9M 2.93% +3,047 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 211,185 $52.9M 2.01% -50,250 13F-HR/A Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 210,899 $52.8M 3.21% +20,926 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 210,474 $52.7M 10.32% -20,000 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 210,424 $52.7M 1.43% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 210,163 $52.6M 6.51% +2,858 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 210,000 $52.6M 4.28% 0 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 209,940 $52.6M 9.51% +27,148 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 209,769 $52.5M 2.91% +17,849 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 209,307 $52.4M 6.43% -2,438 13F-HR Timeline Group Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 208,825 $52.3M 25.01% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 208,239 $52.1M 3.18% +5,797 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 207,934 $52.1M 3.58% +663 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 207,802 $52M 10.38% -45,552 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 207,555 $52M 4.83% -4,449 13F-HR Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 207,369 $51.9M 5.37% -3,918 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 206,997 $51.8M 9.55% -1,182 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 206,765 $51.8M 3.65% +236 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 206,683 $51.8M 3.51% -746 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 206,511 $51.7M 0.67% +3,038 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 205,967 $51.6M 6.38% +5,014 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 204,650 $51.2M 7.9% -3,555 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 204,404 $51.2M 4.74% -2,880 13F-HR Timeline Group WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 203,931 $51.1M 6.61% -3,174 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 203,754 $51M 3.81% -1,423 13F-HR Timeline Group ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 229,031 $51M 15.11% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 203,729 $51M 6.96% -3,927 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 203,637 $51M 3.23% +40,223 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 203,564 $51M 2.05% +343 13F-HR Timeline Group Trexquant Investment LP More: the full row for Trexquant Investment LP 203,428 $50.9M 0.59% -16,930 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 203,239 $50.9M 6% +9,107 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 202,738 $50.8M 3.32% -6,574 13F-HR Timeline UG Investment Advisers Ltd. More: the full row for UG Investment Advisers Ltd. 202,663 $50.8M 19.87% -27,367 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 202,301 $50.7M 5.74% +4,660 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 201,818 $50.5M 8.67% +833 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 201,402 $50.4M 1.21% -17,787 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 201,196 $50.4M 5.69% -4,403 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 200,796 $50.3M 2.32% -6,122 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 200,574 $50.2M 2.35% -100,388 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 200,559 $50.2M 2.02% -1,144 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 200,000 $50.1M 0.18% -732,812 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 200,000 $50.1M 2.07% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 199,267 $49.9M 9.04% 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 198,812 $49.8M -25,873 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 198,299 $49.7M 0.77% +1,123 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 198,281 $49.7M 4.93% +13,747 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 197,532 $49.5M 4.85% +19,150 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 197,395 $49.4M 1.26% +21,352 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 197,214 $49.4M 3.93% -287 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 196,479 $49.2M 2.22% +10,011 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 196,440 $49.2M 1.8% +26,761 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 196,007 $49.1M 2.81% -3,658 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 195,947 $49.1M 11.9% +16,469 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 195,717 $49M 1.18% +21,727 13F-HR Timeline Group OAKMONT Corp More: the full row for OAKMONT Corp 195,397 $48.9M 8.56% +23,692 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 194,118 $48.6M 5.43% -2,125 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 193,972 $48.6M 17.83% +1,151 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 193,719 $48.5M 2.01% -6,823 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 193,677 $48.5M 3.87% -21,497 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 193,396 $48.4M 3.79% -9,684 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 193,164 $48.4M 9.21% +37 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 193,158 $48.4M 5.87% -1,816 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 204,458 $48.3M 2.28% -227 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 192,391 $48.2M 3.15% +12,565 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 192,095 $48.1M 3.66% -1,452 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 191,934 $48.1M 1.07% -6,659 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 191,540 $48M 1.22% +1,036 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 191,282 $47.9M 6.53% -3,549 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 191,082 $47.9M 3.73% -1,073 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 190,854 $47.8M 7.6% -6,567 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 189,857 $47.5M 3.14% -8,908 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 189,666 $47.5M 1.91% -517 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 189,611 $47.5M 1.3% -424 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 189,421 $47.4M 2.74% +5,078 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 189,297 $47.4M 9.14% +21,811 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 189,020 $47.3M 4.43% -4,561 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 188,584 $47.2M 3.96% -2,850 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 188,326 $47.2M 0.83% +22,555 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 188,191 $47.1M 7.46% +131,098 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 187,931 $47.1M 6.13% +942 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 187,879 $47M 4.44% -8,752 13F-HR Timeline Group FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 186,822 $46.8M 7.43% -24,837 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 186,663 $46.7M 1.63% -8,349 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 186,555 $46.7M 4.89% +2,787 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 186,424 $46.7M 2.57% +58,305 13F-HR/A Timeline Group PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 186,402 $46.7M 5.08% +621 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 186,100 $46.6M 3.48% +10,872 13F-HR Timeline Trybe Capital Management LP More: the full row for Trybe Capital Management LP 186,042 $46.6M 12.78% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 185,897 $46.6M 9.42% -5,423 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 185,721 $46.5M 6.9% -11,385 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 185,647 $46.5M 3.47% +25,677 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 185,415 $46.4M 4.16% +438 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 184,522 $46.2M 10.59% -745 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 184,171 $46.1M 0.65% +1,531 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 184,162 $46.1M 2.78% +2,610 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 184,136 $46.1M 1.98% +38,847 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 183,354 $45.9M 5.38% +584 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 183,120 $45.9M 0.72% -14,648 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 183,061 $45.8M 9.44% -334 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 182,848 $45.8M 1.06% -7,787 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 182,462 $45.7M 10.82% -4,363 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 182,372 $45.7M 3.09% +7,674 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 182,006 $45.6M 2.47% -29,068 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 181,948 $45.6M 8.47% -1,750 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 181,414 $45.4M 0.77% -72,058 13F-HR Timeline Group J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 181,258 $45.4M 7.49% -630 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 180,794 $45.3M 5.32% -5,173 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 180,642 $45.2M 5.25% -60,435 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 180,028 $45.1M 6.24% -2,739 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 179,572 $45M 2.02% +642 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 179,231 $44.9M 2.07% -46,433 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 179,030 $44.8M 4.95% -2,817 13F-HR/A Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 183,398 $44.7M 3.46% +12,846 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 178,032 $44.6M 7.9% -7,845 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 177,880 $44.5M 12.27% +36,631 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 177,754 $44.5M 3.29% -1,904 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 177,608 $44.5M 10.4% -37,700 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 177,417 $44.4M 8.85% -10,518 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 177,398 $44.4M 23.38% -1,521 13F-HR Timeline Bowie Capital Management, LLC More: the full row for Bowie Capital Management, LLC 177,027 $44.3M 2.35% -15,099 13F-HR Timeline CX Institutional More: the full row for CX Institutional 176,965 $44.3M 1.76% +18,481 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 176,963 $44.3M 3.24% -18,388 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 176,738 $44.3M 3.22% -3,127 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 176,542 $44.2M 3.09% -88,052 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 176,446 $44.2M 5.86% -665 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 176,243 $44.1M 4.24% -6,998 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 188,992 $44.1M 4.6% -6,654 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 175,985 $44.1M 6.12% +2,662 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 175,871 $44M 2.44% -930 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 175,798 $44M 2.06% -4,107 13F-HR/A Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 175,482 $43.9M 17.52% +27,734 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 175,403 $43.9M 4.96% -6,800 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 179,704 $43.8M 6.87% -3,350 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 174,965 $43.8M 2.59% -1,764 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 174,706 $43.7M 6.14% -2,578 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 174,652 $43.7M 14.74% +2,961 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 174,585 $43.7M 1.46% -11,931 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 174,354 $43.7M 5.01% -3,542 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 174,236 $43.6M 4% -11,407 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 174,075 $43.6M 3.67% -834 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 172,767 $43.3M 3.12% +47,356 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172,656 $43.2M 1.97% -18,261 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 172,475 $43.2M 4.16% +16 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 172,411 $43.2M 4.19% +24,470 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 172,385 $43.2M 9.06% -2,020 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 172,216 $43.1M 3.22% +26,260 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 172,210 $43.1M 0.98% +3,150 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 172,195 $43.1M 14.37% -5,599 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 171,916 $43.1M 0.83% +1,589 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 171,849 $43M 11.14% -2,223 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 166,072 $43M 27.06% -4,904 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 171,439 $42.9M 5.65% +54,436 13F-HR Timeline Zullo Investment Group, Inc. 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