PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 47,619 $10.4M 1.65% +328 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 47,593 $10.4M 1.23% -1,121 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,509 $10.3M 0.54% +11,057 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 47,291 $10.3M 0.88% -785 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 47,238 $10.3M 0.99% +3,097 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 47,272 $10.3M 4.08% -214 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 47,107 $10.2M 0.29% +160 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 47,021 $10.2M 1.6% +1,770 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 46,963 $10.2M 1.28% +369 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 46,529 $10.1M 2.11% -465 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 46,453 $10.1M 0.23% +2,304 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 46,377 $10.1M 0.74% -1,662 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 46,253 $10.1M 0.52% -869 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 46,197 $10M 0.89% -68 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 46,130 $10M 1.67% -1,033 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 48,165 $10M 0.28% -1,471 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 45,918 $9.99M 1.81% -15,209 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 45,864 $9.97M 0.74% +417 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 45,715 $9.94M 1.02% -196 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 45,652 $9.93M 1.29% -3,094 13F-HR/A Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 45,610 $9.92M 0.36% +470 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 45,542 $9.9M 0.06% -10,872 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 45,507 $9.9M 0.24% -7,727 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 45,441 $9.88M 2.3% -60 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 45,350 $9.86M 3.31% -300 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 45,348 $9.86M 1.3% +1,263 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 45,326 $9.86M 1.81% -5,040 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 45,317 $9.86M 0.1% -1,139 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 45,297 $9.85M 1.23% +156 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 45,226 $9.84M 1.9% +2,266 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 45,194 $9.83M 0.2% -21,102 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,881 $9.76M 0.23% -963 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 44,813 $9.75M 0.36% -2,651 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 44,696 $9.72M 0.15% +1,172 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 44,674 $9.72M 1.93% -500 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 44,558 $9.69M 0.26% +7,990 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 44,504 $9.68M 1.29% 0 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 44,458 $9.67M 3.97% +174 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 44,400 $9.66M 0.51% -6,096 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 44,234 $9.62M 0.48% +4,501 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 43,748 $9.51M 1.51% -241 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 43,624 $9.49M 1.54% -683 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 43,599 $9.48M 0.29% -742 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 43,440 $9.45M 0.9% -94 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 43,375 $9.43M 0.34% +7,840 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 43,325 $9.42M 0.29% -17,320 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 43,066 $9.37M 1.9% -1,367 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 43,044 $9.36M 0.59% -2,510 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 43,026 $9.36M 0.25% -1,086 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 43,006 $9.35M 4.11% -1,688 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 42,840 $9.32M 0.53% +11,328 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 42,788 $9.31M 3.93% +1,463 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 42,721 $9.29M 2.01% -2,870 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 42,610 $9.27M 2.22% +727 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 42,564 $9.24M 0.34% +36,695 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 42,448 $9.23M 0.51% +463 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 42,392 $9.22M 0.31% +24,843 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 42,392 $9.22M 0.36% +38,099 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 42,390 $9.22M 1.17% +309 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 42,327 $9.21M 0.19% +8,362 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 42,309 $9.2M 1.47% -2,998 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 43,207 $9.14M 0.29% +1,146 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 42,022 $9.14M 0.7% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 41,888 $9.11M 2.08% +1,356 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 41,700 $9.07M 5.41% 0 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 41,498 $9.03M 1.5% +116 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 41,156 $8.95M 0.07% -1,370 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 41,153 $8.95M 1.59% +6,759 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 41,150 $8.95M 0.28% -206 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 40,774 $8.87M 0.12% -227 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 40,702 $8.85M 1.37% +160 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 40,619 $8.83M 0.1% -4,863 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 40,441 $8.8M 0.16% +500 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 40,395 $8.79M 0.55% +3 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 40,393 $8.79M 2.07% +20,426 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 40,371 $8.78M 1.51% -627 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 40,325 $8.77M 3.79% -186 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 40,284 $8.76M 0.72% -2,574 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 38,102 $8.71M 3.91% 0 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 40,006 $8.7M 3.57% -1,866 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 39,861 $8.67M 0.23% -914 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 39,697 $8.63M 1.11% +2,436 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 39,645 $8.62M 8.11% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 39,636 $8.62M 3.11% +5,119 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 39,501 $8.59M 0.36% -3,179 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 39,323 $8.55M 0.83% -700 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 39,267 $8.54M 4.54% -146 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 39,175 $8.52M 0.78% +890 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 39,151 $8.51M 2.48% -97 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 39,138 $8.51M -7,047 Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 38,836 $8.45M 0.76% +14,457 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 39,240 $8.42M 0.55% 0 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 38,729 $8.42M 0.88% +14,160 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 38,725 $8.42M 0.17% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 38,707 $8.42M 0.54% +133 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 38,690 $8.41M 0.38% +777 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 38,686 $8.41M 2.57% +200 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 38,686 $8.41M 4.94% -99 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 38,623 $8.4M 2.45% -270 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38,515 $8.38M 0.75% -378 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 38,452 $8.36M 4.5% -275 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 38,349 $8.34M 1.2% -2,304 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 38,217 $8.31M 0.13% +7,640 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 37,968 $8.26M 0.14% +1,761 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 37,962 $8.26M 0.97% -730 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 37,866 $8.24M 0.15% -695 13F-HR Timeline Emerald Investment Advisers, LLC in group EMERALD ADVISERS, LLC More: the full row for Emerald Investment Advisers, LLC 37,701 $8.2M 0.74% 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 37,652 $8.19M 0.3% +471 13F-HR Timeline Group Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 37,513 $8.16M 3.93% +492 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 37,482 $8.15M 2.01% -1,042 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 37,284 $8.11M 1.13% +1,472 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 37,166 $8.08M 3.02% +355 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 36,983 $8.04M 1.31% -598 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 36,958 $8.04M 0.19% -239 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 36,951 $8.04M 0.58% +358 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 36,900 $8.03M 2.94% 0 13F-HR/A Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 36,838 $8.01M 1.8% +315 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 36,815 $8.01M 0.31% +13,001 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 36,637 $7.97M 0.25% -4,312 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 36,634 $7.97M 0.42% -1,404 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 36,291 $7.93M 0.08% -2,561 13F-HR Timeline Group DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 36,350 $7.91M 3.41% -2,612 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 36,164 $7.87M 0.65% +604 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 36,080 $7.85M 1.48% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 36,009 $7.83M 0.37% -1,110 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,739 $7.83M 0.28% +1,868 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 35,942 $7.82M 0.25% +6,828 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 35,906 $7.81M 1.29% +601 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 35,563 $7.73M 3.31% +417 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 35,507 $7.72M 0.36% -717 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 35,488 $7.72M 0.35% -620 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 35,375 $7.69M 0.85% -162 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 35,329 $7.68M 1.46% -155 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 35,215 $7.66M 0.49% -1,749 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 35,148 $7.64M 0.61% -105 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 35,133 $7.64M 0.35% -1,202 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 35,130 $7.64M 0.02% -11,973 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 35,090 $7.63M 1.68% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 35,069 $7.63M 2.63% -65 13F-HR Timeline KCM Capital Inc More: the full row for KCM Capital Inc 35,000 $7.61M 1.42% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 34,999 $7.61M 0.49% -9,204 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 34,920 $7.59M 0.53% +743 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 34,808 $7.57M 1.28% new 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 34,785 $7.57M 1.59% +45 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 34,770 $7.56M 0.96% -1,629 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 34,690 $7.54M 1.27% +600 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 34,685 $7.54M 0.25% +1,230 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 34,682 $7.54M 0.06% -69,733 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 34,635 $7.53M 0.08% -355 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 34,573 $7.52M 0.62% +1,180 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 34,553 $7.51M 0.84% -101 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 34,525 $7.51M 0.18% +1,097 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 34,510 $7.51M 0.49% +1,340 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 34,313 $7.46M 1.93% -112 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 34,561 $7.46M 3.23% -4,682 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,263 $7.45M 1.7% -534 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 34,237 $7.45M 2.11% +686 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 34,230 $7.44M 1.78% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 34,113 $7.42M 6.94% -1,817 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 34,070 $7.41M 1.54% -4,846 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 34,069 $7.41M 0.46% +80 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 34,033 $7.4M 1.49% -195 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 33,927 $7.38M 0.26% +4,667 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 33,921 $7.38M 0.85% +143 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 33,818 $7.36M 1.51% +357 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 33,759 $7.34M 1.64% -1,811 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 33,736 $7.34M 0.52% -385 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 33,729 $7.34M 0.39% -2,113 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 33,700 $7.33M 0.35% +17,600 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 33,693 $7.33M 1.47% -374 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 33,669 $7.32M 0.48% -408 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 33,630 $7.31M 1.1% -7,609 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 33,627 $7.31M 1.45% -226 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 33,518 $7.29M 0.23% +15,125 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 33,359 $7.26M 0.25% +74 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 35,559 $7.25M 0.47% -6,948 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 33,334 $7.25M 0.5% -154 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 33,148 $7.21M 0.27% +2,209 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 33,059 $7.19M 0.41% +103 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 32,983 $7.17M 0.21% +34 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 32,937 $7.16M 2.33% new 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 32,904 $7.16M 1.56% -239 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 32,839 $7.14M 0.35% +87 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 32,743 $7.12M 1.04% +2,212 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 32,675 $7.11M 0.4% -198 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 32,484 $7.06M 0.16% new 13F-HR/A Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 32,427 $7.05M 1.74% +4,122 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 32,207 $7M 1.36% -770 13F-HR Timeline Group Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 32,184 $7M 0.34% -5,261 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 32,099 $6.98M 0.3% +161 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 32,454 $6.98M 1.23% +928 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 31,826 $6.92M 1.65% +2,150 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 31,807 $6.92M 0.89% +99 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 31,769 $6.91M 1.13% -643 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 31,724 $6.9M 0.15% -2,728 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 31,637 $6.88M 2.67% +908 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 31,618 $6.88M 0.43% +373 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 31,607 $6.87M 1.16% +8,890 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 31,584 $6.87M 1.02% -27,428 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 31,521 $6.86M 0.14% -5,743 13F-HR Timeline