Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 101,835 $25.9M 4.58% -4,778 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 101,783 $25.9M 4.08% +20,321 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 101,780 $25.9M 14.54% -3,065 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 101,717 $25.9M 6.4% new 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 101,494 $25.8M 3.05% -2,038 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 101,381 $25.8M 6.81% -64 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 101,192 $25.8M 4.44% +10,291 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 101,177 $25.8M 2.25% -82,670 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 101,151 $25.8M 2.63% +444 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 101,031 $25.7M 1.13% new 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 95,665 $25.7M 5.28% +10,718 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 100,402 $25.6M 2.79% +5,254 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 100,357 $25.6M 7.84% +132 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 100,239 $25.5M 2.08% -6,601 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 100,224 $25.5M 7.68% -9,123 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 100,130 $25.5M 4.54% +4,157 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 100,059 $25.5M 2.91% -4,358 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 100,030 $25.5M 3.17% -1,074 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 100,000 $25.5M 6.09% +65,000 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 100,000 $25.5M 16.32% -7,500 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 99,975 $25.5M 3.97% -189 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 99,754 $25.4M 3.19% -5,642 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 99,651 $25.4M 6.23% -2,200 13F-HR Timeline MOTCO More: the full row for MOTCO 99,520 $25.3M 2.31% +1,367 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 99,500 $25.3M 2.23% -4,174 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 99,362 $25.3M 3.59% +2,110 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 99,313 $25.3M 2.75% +11,408 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 99,094 $25.2M 7.83% -1,478 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 98,065 $25.2M 5.19% -892 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 98,825 $25.2M 2.04% -23,551 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 98,774 $25.2M 3.09% -2,767 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 98,563 $25.1M 1.46% +14,809 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 98,474 $25.1M 2.64% -16,283 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 98,144 $25M 2.31% -868 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 98,089 $25M 5.33% -8,155 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 98,083 $25M 2.28% -6,217 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 98,014 $25M 1.34% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 97,691 $25M 4.61% -1,370 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 97,816 $24.9M 6.81% +3,957 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 97,792 $24.9M 5.87% +36 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 97,736 $24.9M 4.8% -4,043 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 97,700 $24.9M 0.2% +32,600 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 97,457 $24.8M 1.67% -1,246 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 97,411 $24.8M 3.09% +541 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 97,309 $24.8M 7.9% -849 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 97,097 $24.7M 5.84% -4,810 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 97,027 $24.7M 2.94% -13,318 13F-HR Timeline Group Farmers National Bank More: the full row for Farmers National Bank 97,011 $24.7M 5.86% +1,986 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 96,940 $24.7M 1.62% +14,170 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 96,839 $24.7M 4.84% -1,101 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 96,817 $24.7M 14.18% -3,933 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 96,607 $24.6M 2.93% -2,298 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 96,265 $24.5M 8.04% +565 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 96,100 $24.5M 2.42% -210,000 13F-HR/A Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 96,086 $24.5M 3.79% -14,394 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 95,932 $24.4M 1.39% -368 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 95,906 $24.4M 3.99% -64 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 95,714 $24.4M 2.72% +1,642 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 95,521 $24.3M +51,353 Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 95,300 $24.3M 4.18% -6,919 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 95,292 $24.3M 1.41% +3,036 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 95,238 $24.3M 0.49% +26,195 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 95,229 $24.2M 24.05% -4,053 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 94,985 $24.2M 3.91% -1,863 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 94,797 $24.1M 10.13% -543 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 94,782 $24.1M 3.55% +916 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 94,778 $24.1M 4.36% -712 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 94,682 $24.1M 1.41% -277 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 94,646 $24.1M 4.2% +13,429 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,125 $24.1M 6.66% -96,263 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 94,576 $24.1M 14.54% -4,399 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 94,275 $24M 2.93% +249 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 94,366 $24M 7.57% -448 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 94,365 $24M 5.01% -1,471 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 94,347 $24M 0.03% +15,978 13F-HR Timeline Group Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 94,243 $24M 24.83% -985 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 93,863 $23.9M 3.85% -3,047 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 93,808 $23.9M 16.65% -260 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 93,777 $23.9M 2.8% +1,257 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 93,656 $23.8M 9.22% -3,123 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 93,636 $23.8M 10.74% -1,424 13F-HR/A Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 93,431 $23.8M 2.42% -1,998 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 93,429 $23.8M 10% +711 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 93,299 $23.8M 3.79% +3,901 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 92,662 $23.7M 2% -158 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 88,491 $23.7M 4.66% -3,334 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 92,721 $23.6M 2.79% +590 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 92,638 $23.6M 6.92% -275 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 92,637 $23.6M 2.49% +16,553 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 92,596 $23.6M 3.45% -2,367 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 92,588 $23.6M 8.78% +46 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 92,431 $23.5M 6.23% -878 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 92,415 $23.5M 4.05% -2,165 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 92,408 $23.5M 5.87% -240 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 92,230 $23.5M 3.94% +4,781 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 92,077 $23.4M 5.32% -162 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 91,893 $23.4M 5.02% +606 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 92,027 $23.4M 2.03% +49,930 13F-HR/A Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 91,751 $23.4M 10.05% -3,098 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 91,671 $23.3M 12.36% -2,140 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 91,462 $23.3M 7.8% +1,977 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 91,415 $23.3M 10.34% +9 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 91,386 $23.3M 6.49% +229 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 91,384 $23.3M 6.19% -1,349 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 91,095 $23.2M 3.66% -1,949 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 91,057 $23.2M 6.43% +252 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 90,936 $23.2M 3.72% +128 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 90,921 $23.2M 3.89% +737 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 90,808 $23.1M 0.48% -4,243 13F-HR Timeline Skye Global Management LP More: the full row for Skye Global Management LP 90,800 $23.1M 0.47% +57,200 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 90,548 $23.1M 5.3% +3,007 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 90,466 $23M 1.32% -2,407 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 90,441 $23M 6.66% -251 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 90,392 $23M 4.41% -65 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 90,384 $23M 1.37% +4,400 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 90,134 $23M 4.98% -2,649 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 90,001 $22.9M 3.8% +4,094 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 89,963 $22.9M 3.34% -8,912 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 89,899 $22.9M 1.55% +2,205 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 89,658 $22.8M 10.91% -355 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 89,635 $22.8M 1.55% -5,533 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 89,589 $22.8M 3.19% -1,175 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 89,150 $22.7M 5.85% -1,011 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 89,121 $22.7M 3.05% +18,929 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 88,991 $22.7M 9.21% +81 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 88,990 $22.7M 1.81% +64,125 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 88,908 $22.6M 6.35% -9,124 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 88,891 $22.6M 2.7% -1,647 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 88,774 $22.6M 15.78% -2,026 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 88,719 $22.6M 6.22% -3,512 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 88,715 $22.6M 1.97% -1,289 13F-HR Timeline VILLERE ST DENIS J & CO LLC More: the full row for VILLERE ST DENIS J & CO LLC 88,642 $22.6M 2.17% -1,110 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 88,409 $22.5M 3.09% -3,956 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 88,358 $22.5M 7.86% +25 13F-HR Timeline STF Management LP More: the full row for STF Management LP 88,155 $22.4M 8.32% -3,366 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 88,137 $22.4M -563 Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 88,000 $22.4M 0.68% -17,100 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 87,981 $22.4M 2.6% -5,213 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 87,957 $22.4M 2.74% +8,973 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 87,916 $22.4M 1.11% -34,153 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 87,901 $22.4M 3.97% +437 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 88,250 $22.4M 1.86% -16,683 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 87,787 $22.4M 2.05% -485 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 87,733 $22.3M 4.22% -3,091 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 87,706 $22.3M 4.2% -834 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 87,680 $22.3M 5.28% -742 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 87,613 $22.3M 3.08% -125 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 87,486 $22.3M 2.35% +24,806 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 87,479 $22.3M 6.97% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 87,384 $22.3M 2.8% +795 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 87,134 $22.2M 5.68% +29 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 87,075 $22.2M 2.61% -21,086 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 81,980 $22.2M 6.45% +146 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 86,889 $22.1M 5.87% -2,031 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 86,819 $22.1M 5.62% -1,002 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 86,675 $22.1M 5.4% -1,962 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 86,643 $22.1M 5.39% +5,554 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 86,543 $22M 5.15% -716 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 86,316 $22M 9.18% -1,124 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 86,266 $22M 11.82% -3,799 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 86,233 $22M 2.37% +383 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 86,137 $21.9M 10.2% -1,734 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 86,077 $21.9M 10.58% -463 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 86,055 $21.9M 3% -12,021 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 86,252 $21.9M 1.2% -5,447 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 85,723 $21.9M 3.49% +2,072 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 85,780 $21.8M 3.1% -160 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 85,588 $21.8M 1.51% +13,694 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 85,515 $21.8M 8.64% -625 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 85,491 $21.8M 2.11% +73 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 85,468 $21.8M 2.81% 0 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 85,399 $21.7M 3.37% +2,857 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 85,246 $21.7M 3.21% -2,488 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 85,100 $21.7M 6.8% -679 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 85,084 $21.7M 6.29% -9,618 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 85,033 $21.7M 1.93% -25,325 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 84,645 $21.6M 5% -10,400 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 84,616 $21.5M 4.78% -1,590 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 84,589 $21.5M 4.86% +404 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 84,585 $21.5M 4.65% +345 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 84,522 $21.5M 10.14% -2,923 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 84,231 $21.4M 1.31% -1,266 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 83,988 $21.4M 3.67% 0 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 83,924 $21.4M 1.44% +2,171 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 83,628 $21.3M 7.12% +1,451 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 83,611 $21.3M 3.18% +4,275 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 83,601 $21.3M 0.78% +1,583 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 83,532 $21.3M 2.42% +2,438 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 83,485 $21.3M 3.26% -3,249 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 83,209 $21.2M 2.52% -2,192 13F-HR Timeline Pegasus Asset Management, Inc. 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