Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 47,486 $10.9M 4.21% +157 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 47,464 $10.8M 0.4% -5,761 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 47,455 $10.8M 0.21% -3,031 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 47,448 $10.8M 0.2% +3,723 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 47,300 $10.8M 0.06% +16,300 13F-HR/A Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 47,291 $10.8M 1.69% -144 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 47,163 $10.8M 1.69% -1,113 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 47,122 $10.8M 0.51% -560 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 47,110 $10.8M 1.12% +345 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 47,103 $10.8M 0.02% -13,382 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 47,086 $10.8M 0.37% -2,892 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 46,994 $10.7M 2.26% -4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 46,947 $10.7M 0.33% +4,208 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 46,906 $10.7M 0.64% +9,917 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 46,683 $10.7M 0.46% +1,457 13F-HR Timeline Group KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 46,594 $10.6M 1.47% -50 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 46,456 $10.6M 0.1% -965 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 46,265 $10.6M 0.95% +4,593 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 46,250 $10.6M 0.44% -1,720 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 46,185 $10.6M +1,375 Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 45,605 $10.5M 0.49% +20,811 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 45,911 $10.5M 1.02% +1,532 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 45,844 $10.5M 0.25% -161 13F-HR Timeline Group Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 45,650 $10.4M 3.28% -200 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 45,591 $10.4M 2.28% -351 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 45,554 $10.4M 0.56% -207 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 45,501 $10.4M 2.4% -17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45,482 $10.4M 0.12% -1,017 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 45,447 $10.4M 0.76% +895 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 45,251 $10.3M 1.66% -304 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 45,174 $10.3M 1.92% 0 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 45,140 $10.3M 0.34% +4,830 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 45,141 $10.3M 1.27% +1,887 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 44,694 $10.2M 4.47% -363 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 44,529 $10.2M 0.13% +17,436 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 44,504 $10.2M 1.24% +9,982 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 44,433 $10.2M 1.96% -431 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 44,341 $10.1M 0.3% +25,534 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 44,307 $10.1M 1.63% -83 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 44,284 $10.1M 4.03% -112 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 44,203 $10.1M 0.47% -12,395 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 44,141 $10.1M 0.93% +10,064 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 44,149 $10.1M 0.23% +320 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 44,112 $10.1M 0.25% +1,662 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 44,085 $10.1M 1.26% +476 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 43,989 $10.1M 1.58% +2,778 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 43,911 $10M +4,724 Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 43,534 $9.95M 0.98% +947 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 43,524 $9.95M 0.15% -939 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Titan Investment Solutions Ltd group of 2 filers holding More: the full row for Titan Investment Solutions Ltd 43,384 $9.91M new Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 43,266 $9.89M 0.22% -108 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 45,307 $9.82M 1.5% +5,090 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 42,061 $9.82M 0.34% -3 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 42,960 $9.82M 2.01% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 42,680 $9.75M 0.36% -18,047 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 42,526 $9.72M 0.07% -131 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 42,507 $9.68M 0.64% +659 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 42,345 $9.68M 0.24% -2,232 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 42,081 $9.62M 1.18% -16,820 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 42,059 $9.61M 1.66% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 41,985 $9.59M 0.54% +643 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 41,980 $9.59M 1.79% +133 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 41,883 $9.57M 2.36% +7,805 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 41,872 $9.57M 3.99% -248 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 41,700 $9.53M 5.8% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 41,382 $9.46M 1.63% +321 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 41,356 $9.45M 0.3% +45 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 41,325 $9.44M 4.23% -1,749 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 41,239 $9.42M 1.43% +397 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 41,001 $9.37M 0.13% +368 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 40,998 $9.37M 1.55% +393 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 40,949 $9.36M 0.31% +15,135 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 40,885 $9.34M 0.41% -337 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 40,775 $9.32M 0.24% -2,967 13F-HR Timeline Group JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 40,653 $9.29M 1.25% -1,260 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 40,542 $9.26M 1.37% +614 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 40,532 $9.26M 2.11% +234 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 42,858 $9.24M 0.74% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40,392 $9.23M 0.62% -182 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 40,032 $9.15M 0.56% -4,200 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 40,023 $9.14M 0.92% -82 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 39,941 $9.13M 0.17% +831 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 39,733 $9.08M 0.44% -4,913 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 39,645 $9.06M 7.92% 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 39,413 $9.01M 5.04% -1,192 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 39,243 $8.98M 3.51% +8,164 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 39,240 $8.97M 0.53% -1,015 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 39,248 $8.97M 2.5% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 39,010 $8.91M 0.27% +7,561 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 38,962 $8.9M 3.71% +314 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 38,916 $8.89M 1.92% -3,960 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 38,893 $8.89M 2.49% -759 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38,893 $8.89M 0.78% -111 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 38,852 $8.88M 0.1% +8,047 13F-HR Timeline Group Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 38,785 $8.86M 5.3% 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 38,727 $8.85M 4.11% -785 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 38,725 $8.85M 0.15% 0 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 38,692 $8.84M 1.05% -1,128 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 38,574 $8.81M 0.56% -547 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 38,561 $8.81M 0.16% +510 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 38,524 $8.8M 2.1% -815 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 38,486 $8.79M 2.64% +150 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 38,285 $8.75M 0.79% -528 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 38,102 $8.71M 3.91% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 38,038 $8.69M 0.61% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 37,913 $8.66M 0.4% -189 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 40,511 $8.65M 4.25% -1,251 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 37,798 $8.64M 0.57% -1,074 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 37,582 $8.59M 0.21% +21,259 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 37,581 $8.59M 1.45% -1,970 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 37,504 $8.57M 0.41% -1,505 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 37,445 $8.56M 0.39% -49,224 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 37,264 $8.51M 0.17% -9,597 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 37,261 $8.51M 1.1% -6,837 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,197 $8.5M 0.21% +547 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 37,181 $8.5M 0.32% -7,120 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 37,157 $8.49M 0.32% -2,196 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,119 $8.48M 0.41% +11,947 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 37,021 $8.46M 3.44% +858 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 36,964 $8.45M 0.55% -1,226 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 36,900 $8.43M 2.91% 0 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 36,811 $8.41M 3.21% -917 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 36,593 $8.36M 0.58% +690 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,568 $8.36M 0.27% +6,646 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 36,523 $8.35M 1.91% -1,256 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 36,452 $8.33M 0.37% +37 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 36,399 $8.32M 1.02% +616 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 36,335 $8.3M 0.37% +363 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 36,224 $8.28M 0.39% +4,517 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 36,207 $8.27M 0.15% +2,833 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 36,108 $8.25M 0.37% +12,983 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 35,930 $8.21M 7.36% -467 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 35,880 $8.2M 2.29% +1,008 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 35,842 $8.19M 0.42% -1,509 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 35,818 $8.18M 0.05% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 35,812 $8.18M 1.13% +887 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 35,570 $8.13M 1.83% -3,372 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 35,560 $8.12M 0.68% -1,047 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 35,537 $8.12M 0.86% -414 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 35,535 $8.12M 0.29% -113 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 35,484 $8.11M 1.44% -220 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 35,405 $8.09M 0.04% +17,963 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 35,305 $8.07M 1.38% -36 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35,253 $8.05M 0.63% -4 13F-HR Timeline Group Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 35,146 $8.03M 3.53% -138 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 35,134 $8.03M 2.74% -1,179 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 35,090 $8.02M 1.79% -757 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 35,064 $8.01M 0.74% -7,793 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,871 $8.01M 0.3% +4,631 13F-HR Timeline KCM Capital Inc More: the full row for KCM Capital Inc 35,000 $8M 1.61% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,990 $7.99M 0.08% +102 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,797 $7.95M 1.77% -590 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 34,740 $7.94M 1.76% -236 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 34,654 $7.92M 0.86% -239 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 34,517 $7.89M 2.97% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 34,452 $7.87M 0.17% +705 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 34,425 $7.87M 1.96% -99 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 34,394 $7.84M 1.96% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 34,313 $7.84M 0.09% -25,750 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 34,277 $7.83M 0.11% +613 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 34,230 $7.82M 1.81% -1,135 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 34,228 $7.82M 1.52% -2,441 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 34,177 $7.81M 0.51% -4,274 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 34,121 $7.8M 0.57% +1,796 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 34,090 $7.79M 1.27% -332 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 34,077 $7.79M 0.51% +12,096 13F-HR/A Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 34,067 $7.78M 1.55% -3,364 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 33,989 $7.77M 0.5% -232 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 33,965 $7.76M 0.16% -869 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 33,455 $7.75M 0.25% -31 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 33,863 $7.74M 0.37% +1,089 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 33,853 $7.74M 1.59% -824 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 33,778 $7.72M 0.85% -513 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 33,628 $7.68M 0.26% -2,679 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 33,588 $7.67M 0.08% -8,863 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 33,551 $7.67M 2.22% -25 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 33,488 $7.65M 0.52% -95 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 33,461 $7.65M 1.56% +679 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33,428 $7.64M 0.17% +2,877 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 33,285 $7.61M 0.26% +1,024 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,170 $7.58M 0.48% +148 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 33,143 $7.57M 1.54% +403 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 33,008 $7.54M 0.1% +1,849 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 32,977 $7.53M 1.44% +4,878 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 32,956 $7.53M 0.42% +21 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 32,949 $7.53M 0.22% -12 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 32,873 $7.51M 0.44% -672 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 32,752 $7.48M 0.37% +5,427 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 32,573 $7.44M 0.52% +1,884 13F-HR/A Timeline Citizens Business Bank More: the full row for Citizens Business Bank 32,412 $7.41M 1.22% +116 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 33,393 $7.4M 0.66% +6,966 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 32,099 $7.33M -313 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 31,938 $7.29M 0.32% -45 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 31,847 $7.28M 0.63% -484 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 31,739 $7.25M 1.16% -2,590 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 31,708 $7.24M 0.91% -276 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 31,526 $7.2M 1.32% -893 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 31,512 $7.2M 0.43% +1,300 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 31,436 $7.18M 0.7% +231 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 31,422 $7.18M 0.8% -143 13F-HR Timeline