Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 126,709 $34.4M 8.35% -984 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 126,601 $34.4M 3.7% +9,342 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 126,455 $34.4M 5.76% -2,405 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 125,892 $34.2M 3.28% -3,093 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 125,746 $34.2M 0.73% +7,975 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 125,644 $34.2M 2.8% +676 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 125,607 $34.1M 3.61% -2,445 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 125,566 $34.1M 1.94% -1,411 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 125,392 $34.1M 2.3% +7,021 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 125,290 $34.1M 1.35% +24,259 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 125,257 $34.1M 2.27% +441 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 124,938 $34M 1.12% +320 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 125,005 $34M 17.89% +2,223 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 124,964 $34M 6.35% -12,094 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 124,884 $34M 4.77% -10,280 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 124,848 $33.9M 2.14% -2,059 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 124,846 $33.9M 4.84% -595 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 121,876 $33.9M 4.84% +7,633 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 124,399 $33.8M 3.13% -2,057 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 124,265 $33.8M 2.8% +2,739 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 124,248 $33.8M 6.32% +1,484 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 124,222 $33.8M 12.71% +14 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 124,034 $33.7M 2.62% -671 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 124,008 $33.7M 3.12% +9,038 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 123,976 $33.7M 2.68% +50,263 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 124,127 $33.7M 2.44% +46,778 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 123,794 $33.7M 3.68% -2,221 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 123,578 $33.6M 3.66% -19,084 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 123,570 $33.6M 5.25% -22,139 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 122,962 $33.6M 2.27% +2,288 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 123,365 $33.5M +742 Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 123,275 $33.5M 5.68% -6,021 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 122,889 $33.4M 3.86% -506 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 122,832 $33.4M 3.91% -1,211 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 122,723 $33.4M 4.66% -1,690 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 122,631 $33.3M 2.74% -2,400 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 122,517 $33.3M 3.53% -1,738 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 122,370 $33.3M 5.23% +9,771 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 122,289 $33.2M 2.79% -8,187 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 122,201 $33.2M 4.61% 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 122,122 $33.2M 6.55% -1,741 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 121,984 $33.2M 8.77% -3,084 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 121,978 $33.2M 5.56% +535 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 121,932 $33.1M 2.38% +724 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 121,708 $33.1M 1.21% -4,065 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 121,527 $33M 7.64% -5,530 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 120,678 $32.8M 7.15% -2,685 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 120,584 $32.8M 1.49% -3,364 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 120,528 $32.8M 7.6% -1,560 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 120,296 $32.7M 4.32% -8,571 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 120,286 $32.7M 9.52% -6,405 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 120,264 $32.7M 2.04% +237 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 120,087 $32.6M 6.21% +3,486 13F-HR/A Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 120,000 $32.6M 1.49% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 119,911 $32.6M 1.74% +2,116 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 119,782 $32.6M 0.32% +52,856 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 119,602 $32.5M 3.44% -1,478 13F-HR Timeline Boussard & Gavaudan Investment Manageme… More: the full row for Boussard & Gavaudan Investment Management LLP 119,000 $32.5M 2.51% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 119,480 $32.5M 4.04% -1,814 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 119,099 $32.4M 11.63% +2,084 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 118,890 $32.3M 3.3% -216 13F-HR Timeline Horiko Capital Management LLC More: the full row for Horiko Capital Management LLC 118,664 $32.3M 7.12% -2,414 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 118,780 $32.3M 5.54% +66 13F-HR Timeline CYPRESS FUNDS LLC More: the full row for CYPRESS FUNDS LLC 118,747 $32.3M 5.34% -29,550 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 118,719 $32.3M 0.28% +56 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 118,700 $32.3M 1.91% -18,500 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 118,587 $32.2M 9.6% +6,590 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 118,473 $32.2M 4.22% -5,120 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 118,439 $32.2M 3.62% +35,646 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 118,438 $32.2M 7.83% -110 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 118,377 $32.2M 7.7% +38 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 118,352 $32.2M 3.57% -666 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 117,865 $32M 1.63% -2,183 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 117,400 $31.9M 0.58% +6,580 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 117,374 $31.9M 4.4% +2,221 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 117,325 $31.9M 2.86% -6,277 13F-HR Timeline Group Seek First Inc. More: the full row for Seek First Inc. 117,226 $31.9M 21.97% +1,210 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 117,115 $31.8M 3.4% +1,394 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 117,099 $31.8M 1.57% +2,578 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 116,951 $31.8M 4.1% +5,660 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 116,817 $31.8M 4.34% -18,413 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 116,736 $31.7M 4.7% +475 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 122,146 $31.7M 3.42% +1,035 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 116,454 $31.7M 6.26% +1,184 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 116,364 $31.6M 0.96% -2,777 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 116,359 $31.6M 3.81% +5,943 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 116,359 $31.6M 3.03% +6,747 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 116,020 $31.5M 14.88% -2,363 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 115,878 $31.5M 5.36% -1,731 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 115,876 $31.5M 11.72% +10,391 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 115,811 $31.5M 5.19% +909 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 115,785 $31.5M 6.13% -4,211 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 115,730 $31.5M 7.18% -10,380 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 115,715 $31.5M 10.14% -4,418 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 115,700 $31.5M 3.52% +227 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 115,607 $31.4M 1.37% -3,580 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 115,542 $31.4M 1.65% -8,793 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 115,371 $31.4M 2.56% -6,549 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 115,356 $31.4M 6.38% -1,493 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 115,013 $31.3M 11.65% -5,780 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 114,994 $31.3M 1.47% +6,651 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 114,884 $31.2M 5.54% -3,830 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 114,557 $31.1M 3.94% +8,210 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 114,350 $31.1M 1.01% -1,929 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 114,311 $31.1M 2.28% -2,262 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 114,121 $31M 1.77% +745 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 114,120 $31M 2.96% -1,748 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 113,952 $31M 2.79% +28,919 13F-HR Timeline Group SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 113,833 $30.9M 14.74% -8,696 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 113,642 $30.9M 3.59% -785 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 113,449 $30.8M 3.02% +725 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 113,426 $30.8M 2.54% -5,756 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 112,922 $30.7M 5.49% -8,632 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 112,894 $30.7M 1.84% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 112,670 $30.6M 3.42% +10,278 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 112,623 $30.6M 5.79% -1,318 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 112,446 $30.6M 1.21% -3,319 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 112,410 $30.6M 0.71% +133 13F-HR Timeline Security National Bank More: the full row for Security National Bank 112,396 $30.6M 4.38% +227 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 112,262 $30.5M 9.22% -1,272 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 112,242 $30.5M 1.91% +4,704 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 112,101 $30.5M 4.18% -165 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 112,010 $30.5M 7.87% -990 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 111,687 $30.4M 6.87% -4,978 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 111,526 $30.3M 5.12% +1,669 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 111,176 $30.2M 3.34% -11,784 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 111,024 $30.2M 4.19% -4,404 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 110,811 $30.1M 2.9% -45,664 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 110,808 $30.1M 3.81% 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 110,719 $30.1M 6.62% +1,716 13F-HR Timeline Himalaya Capital Management LLC More: the full row for Himalaya Capital Management LLC 110,600 $30.1M 0.84% 0 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 110,385 $30M 5.46% -340 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 110,298 $30M 0.31% +53,419 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 110,302 $30M 6.27% -3 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 110,275 $29.9M 2.49% +22,025 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 110,025 $29.9M 8.26% -2,184 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 109,988 $29.9M 3.16% +5,106 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 109,885 $29.9M 7.49% -3,215 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 109,663 $29.8M 12.13% -5,440 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 109,663 $29.8M 7.3% -278 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 109,653 $29.8M 7.96% +9,429 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 109,639 $29.8M 2.74% +3,676 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 109,633 $29.8M 9.61% -2,125 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 109,586 $29.8M 1.54% -473 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 109,468 $29.8M 1.78% +10,905 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 109,440 $29.8M 5.87% +175 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 114,531 $29.7M 3.77% -1,188 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 108,911 $29.6M 9.67% -1,804 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 108,908 $29.6M 4.18% +104,212 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 108,792 $29.6M 6.54% -3,318 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 108,666 $29.5M 4.65% -3,760 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 108,300 $29.4M 3.12% -1,905 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 108,156 $29.4M 2.48% +8,656 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 107,506 $29.2M 6.71% 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 107,389 $29.2M 7.63% -906 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 107,327 $29.2M 2.19% -51,774 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 107,220 $29.1M 1.03% +30,427 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 107,203 $29.1M 6.87% +431 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 107,026 $29.1M 6.69% -650 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 106,994 $29.1M 0.42% +24,919 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 106,967 $29.1M 3.09% +691 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 106,919 $29.1M 3.16% +1,426 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 106,909 $29.1M 1.68% -80 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 106,745 $29M 2.85% -16,850 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 106,487 $28.9M 1.71% +11,805 13F-HR Timeline Group Concentrum Wealth Management More: the full row for Concentrum Wealth Management 106,487 $28.9M 8.08% -1,696 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 106,412 $28.9M 0.85% -11,784 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 113,219 $28.9M 4.65% -2,624 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 106,267 $28.9M 1.82% +971 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 106,211 $28.9M 8.43% -251 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 106,144 $28.9M 5.17% -18,697 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 106,142 $28.9M 20.86% -4,888 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 106,104 $28.8M 4.9% -1,108 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 106,086 $28.8M 6.43% -1,433 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 106,000 $28.8M 22.51% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 105,878 $28.8M 1.7% +16,243 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 105,603 $28.7M 3.34% -1,553 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 105,530 $28.7M 3.97% +9,444 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 105,521 $28.7M 20.55% -3,051 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 105,326 $28.6M 2.87% -2,222 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 104,989 $28.5M 2.65% -977 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 104,668 $28.5M 10.91% -1,819 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 104,648 $28.4M 4.91% +38,174 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 104,557 $28.4M 2.25% -265 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 104,425 $28.4M 8.23% -798 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 104,383 $28.4M 0.4% +32,998 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 104,303 $28.4M 1.68% -3,237 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 103,790 $28.2M 5.38% -519 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 103,706 $28.2M 15.41% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 103,482 $28.1M 2.04% -1,730 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 103,471 $28.1M 10.18% -4,624 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 103,153 $28M 0.06% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 103,089 $28M 5.87% -352 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 102,757 $27.9M 2.47% -3,229 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 102,703 $27.9M 2.21% +33,673 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 102,578 $27.9M 4.28% +795 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 102,557 $27.9M 2.24% +13,842 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 102,542 $27.9M 1.66% +18,618 13F-HR Timeline FIRETRAIL INVESTMENTS PTY LTD More: the full row for FIRETRAIL INVESTMENTS PTY LTD 101,954 $27.9M 9.13% -37,361 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 102,450 $27.9M +6,929 Timeline