Krilogy Financial LLC More: the full row for Krilogy Financial LLC 221,633 $49.2M 3.19% -2,789 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 220,927 $49.1M 19.1% -24,739 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 220,480 $49M 15.57% +422 13F-HR/A Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 219,874 $48.8M 6.63% -1,186 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 219,596 $48.8M 4.05% -20,862 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 219,133 $48.7M 6.41% -2,186 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 218,054 $48.5M 4.43% -65,804 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 218,285 $48.5M 2.62% +6,928 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 217,910 $48.4M 6.28% +14,671 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 217,893 $48.4M 2.57% +2,248 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 217,882 $48.4M 4.97% -14,341 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 217,843 $48.4M 5.32% -2,698 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 217,548 $48.3M 2.9% +726 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 217,546 $48.3M 0.61% -57,127 13F-HR/A Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 217,284 $48.3M 4.16% +3,535 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 221,058 $48.2M 6.29% -23,296 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 216,814 $48.2M 3.4% -4,184 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 216,360 $48.1M 5.27% +1,262 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 216,111 $48M 3.79% -7,113 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 215,875 $48M 5.74% -112,379 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 215,693 $47.9M 0.28% -3,017 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 215,437 $47.9M 3.12% -7,031 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 215,385 $47.8M 2.61% +5,616 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 214,163 $47.6M 32.05% -21 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 213,870 $47.5M 6.7% -825 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 213,726 $47.5M 3.85% -1,888 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 213,465 $47.4M 2.47% -4,216 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 213,292 $47.4M 9.63% -7,653 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 213,256 $47.4M 4.33% +8,852 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 213,230 $47.4M 2.03% +54,384 13F-HR Timeline Group Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 212,225 $47.1M 5.71% -11,060 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 212,223 $47.1M 11.1% -2,470 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 212,030 $47.1M 3.6% -2,123 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 210,960 $46.9M 7.11% -3,238 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 210,435 $46.7M 7.81% -5,800 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 $46.6M 4.08% 0 13F-HR/A Timeline Group PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 209,755 $46.6M 4.87% +2,386 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 209,293 $46.5M 3.61% +23,646 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 208,563 $46.3M 2.89% -6,915 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 208,194 $46.2M 5.61% -9,927 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 208,071 $46.2M 2.1% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 208,051 $46.2M 2.8% -188 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 208,012 $46.2M 3.7% -5,057 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 207,307 $46M 5.07% -11,434 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 206,616 $45.9M 3.28% -67 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 206,100 $45.8M 4.38% -1,455 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 205,944 $45.7M 5.63% -4,219 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 205,570 $45.7M 24.92% -3,255 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 205,312 $45.6M 5.59% -12,798 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 205,089 $45.6M 6.28% -48,711 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 204,824 $45.5M 0.16% -32,817 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 204,754 $45.5M 3.44% -2,011 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 204,435 $45.4M 8.81% -2,562 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 204,405 $45.4M 5.74% -1,562 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 203,838 $45.3M 3.7% -12,244 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 203,651 $45.2M 1.15% -14,611 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 202,756 $45M 7.71% +938 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 202,327 $44.9M 2.83% -1,310 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 202,245 $44.9M 6.32% -1,484 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 202,225 $44.9M 7.2% +14,034 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 202,085 $44.9M 2.49% -18,937 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 201,896 $44.8M 2.46% -12,013 13F-HR Timeline Group Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 201,301 $44.7M 5.43% -1,000 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 223,851 $44.7M +544 Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 200,740 $44.6M 4.92% +25,337 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 200,534 $44.5M 2.18% -3,924 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 200,475 $44.5M 2.92% +18,103 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 200,222 $44.5M 5.82% -9,085 13F-HR Timeline Group Strategic Advisors LLC More: the full row for Strategic Advisors LLC 200,135 $44.5M 8.57% -9,805 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 199,722 $44.4M 2.35% +3,715 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 198,810 $44.2M 1.11% +35,729 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 198,351 $44.1M 2.45% +8,930 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 198,123 $44M 2.82% +25,907 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 197,230 $43.8M 1.63% -6,334 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 197,221 $43.8M 4.89% -3,975 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 196,397 $43.6M 2.8% -6,341 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 196,386 $43.6M 3.42% -828 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 196,084 $43.6M 3.3% -7,670 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 195,482 $43.4M 0.66% -2,817 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 195,384 $43.4M 8.84% -15,090 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 194,732 $43.3M 5.45% +6,801 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 194,290 $43.2M 8.51% -1,107 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 194,090 $43.1M 1.17% +23,622 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 194,040 $43.1M 6.96% -10,610 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 193,952 $43.1M 10.62% +32,997 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 193,727 $43M 8.83% +563 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 193,535 $43M 16.18% -437 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 192,825 $42.8M 4.58% -5,456 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 192,681 $42.8M 5.2% -477 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 192,449 $42.7M 2.39% +21,717 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 192,259 $42.7M 0.32% -429,219 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 192,103 $42.7M 1.2% +2,492 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 191,739 $42.6M 3.38% -356 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 191,279 $42.5M 3.01% +5,179 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 190,939 $42.4M 4.71% -3,179 13F-HR Timeline CX Institutional More: the full row for CX Institutional 189,978 $42.2M 1.59% +13,013 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 189,895 $42.2M 4.01% +875 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 189,471 $42.1M 3.35% -4,206 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 189,400 $42.1M 0.47% -4,553 13F-HR Timeline Group TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 189,282 $42M 2.54% +5,120 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 189,201 $42M 3.32% -1,881 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. 188,910 $42M 1.62% +92,671 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 188,711 $41.9M 4.94% -586 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 188,425 $41.9M 4.38% +16,014 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 188,051 $41.8M 1.78% +3,915 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 188,012 $41.8M 1.84% -5,707 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 187,738 $41.7M 2.87% -4,653 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 187,250 $41.6M 4.19% -629 13F-HR/A Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 187,175 $41.6M 0.61% +3,004 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 186,663 $41.5M 6.62% -4,191 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 186,611 $41.5M 3.15% -3,246 13F-HR/A Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 186,574 $41.4M 21.41% -33,724 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 186,557 $41.4M 4.45% +2 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 186,369 $41.4M 3.65% -2,215 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 186,202 $41.4M 3.87% +787 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 185,977 $41.3M 8.38% +80 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 185,707 $41.3M 7.14% +4,449 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 185,483 $41.2M 1.56% -10,957 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 185,102 $41.1M 1.21% +10,517 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 184,547 $41M 4.85% -1,855 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 184,161 $40.9M 1.68% -5,505 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 183,740 $40.8M 4.32% -13,792 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 183,544 $40.8M 6.8% -3,278 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 183,308 $40.7M 2.23% -3,116 13F-HR/A Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 182,512 $40.5M 9.79% -2,010 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 182,491 $40.5M 4.58% -52,456 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 182,244 $40.5M 1.07% -9,296 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 182,160 $40.5M 2.84% +5,618 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 182,116 $40.5M 3.76% +7,880 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 181,804 $40.4M 6.45% +2,850 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 190,349 $40.2M 3.48% +1,357 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 179,603 $39.9M 4.96% -3,751 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 179,517 $39.9M 7.58% -2,431 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 179,129 $39.8M 5.45% 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 179,226 $39.8M 1.19% +179,225 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 178,791 $39.7M 8.02% -20,476 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 178,541 $39.6M 0.75% +8,957 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 178,242 $39.6M 4.85% -2,552 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 177,608 $39.5M 2.85% -146 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 177,344 $39.4M 5.47% +898 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 177,298 $39.4M 21.51% -100 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 177,314 $39.4M 3.91% -75,435 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 177,153 $39.4M 0.82% +4,943 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 177,153 $39.4M 5.87% -8,568 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 176,695 $39.2M 8.26% -6,366 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 176,620 $39.2M 11.28% -988 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 176,011 $39.1M 7.5% -2,021 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 175,787 $39M 1.74% -3,785 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 175,777 $39M 4.92% -7,621 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 175,598 $39M 5.84% +892 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 175,297 $38.9M 3.9% -946 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 189,840 $38.8M 2.45% +12,784 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 174,745 $38.8M 3.16% +40,812 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 174,667 $38.8M 15.86% -815 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 174,310 $38.7M 6.08% +2,871 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 174,061 $38.7M 3.17% +7,185 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 173,630 $38.6M 2.1% -2,168 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 173,485 $38.5M 0.92% -18,449 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 173,262 $38.5M 4.9% +3,714 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 173,196 $38.5M 1.69% +540 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 172,851 $38.4M 3.35% -1,224 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 172,710 $38.4M 0.65% -10,410 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 172,604 $38.3M 5.12% -3,381 13F-HR Timeline Estuary Capital Management LP More: the full row for Estuary Capital Management LP 172,500 $38.3M 9.3% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 172,230 $38.3M 2.32% -2,735 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 172,123 $38.2M 2.92% -4,840 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 172,060 $38.2M 0.71% +144 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 172,028 $38.2M 2.19% -3,843 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 171,906 $38.2M 8.19% -479 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 171,437 $38.1M 2.87% +20,047 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 170,567 $37.9M 0.91% -12,281 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 169,861 $37.7M 0.48% +3,306 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 169,842 $37.7M 3.73% -2,633 13F-HR Timeline WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 169,738 $37.7M 8.32% -7,679 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 169,592 $37.7M 16.15% -1,748 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 169,585 $37.7M 16.07% +688 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 169,230 $37.6M 2.87% -3,537 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 168,915 $37.5M 2.61% +222 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 168,301 $37.4M 7.3% -11,403 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 168,032 $37.3M 9.75% -3,817 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 167,436 $37.2M 0.08% +11,689 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 167,229 $37.1M 5.06% -24,053 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 167,132 $37.1M 13.09% -7,520 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 167,219 $37.1M 3.89% -2,138 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 166,689 $37.1M +89,174 Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 166,598 $37M 4.17% +2,394 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 166,196 $36.9M 4.57% -14,446 13F-HR Timeline TCV Trust & Wealth Management, Inc. 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