Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 13,434 $5.97M 0.44% +68 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 13,409 $5.94M 0.15% 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 13,344 $5.93M 0.79% +751 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 13,284 $5.91M 3.94% +4,348 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,244 $5.89M 0.07% +1,046 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13,139 $5.84M 0.18% 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 13,075 $5.81M 0.17% +12,676 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 12,989 $5.78M 0.38% -230 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 12,968 $5.77M 0.85% -57 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,968 $5.77M 0.96% -795 13F-HR/A Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 12,892 $5.73M 2.24% -108 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 12,850 $5.71M 0.84% -3,570 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 12,839 $5.71M 0.38% -1,253 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 12,732 $5.66M 0.25% -1,501 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,731 $5.66M 0.13% +1,403 13F-HR Timeline Group Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 12,700 $5.65M 0.23% -10,100 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 13,149 $5.65M 0.13% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,693 $5.64M 0.35% -36 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 12,625 $5.61M 1.92% +194 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 12,585 $5.6M 1.06% +1,943 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,536 $5.57M 0.2% -35 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,448 $5.54M 0.21% +1,200 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 12,431 $5.53M 0.14% -2,034 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,398 $5.51M 0.21% +1,793 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 12,383 $5.51M 1.04% +1,255 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 12,380 $5.51M 3.58% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 12,352 $5.49M 0.16% -13 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 12,303 $5.47M 0.94% -98 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 12,209 $5.43M 2.68% -90 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 12,186 $5.42M 0.44% +1,984 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 12,118 $5.39M 0.24% +817 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,048 $5.36M 0.32% -2,358 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,986 $5.33M 0.04% +101 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 11,948 $5.31M 1.05% +535 13F-HR Timeline SANDER CAPITAL ADVISORS INC More: the full row for SANDER CAPITAL ADVISORS INC 11,904 $5.29M 2.44% -2,757 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 11,824 $5.26M 1.91% +205 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 11,712 $5.21M 0.53% -1,522 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11,684 $5.2M 0.22% -1,627 13F-HR/A Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 11,678 $5.19M 1.82% +2,737 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,647 $5.18M 0.05% +677 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 11,644 $5.18M 0.11% +441 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,631 $5.17M -36 Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 11,597 $5.16M 0.33% -7,898 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 11,560 $5.14M 0.96% +175 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 11,512 $5.12M 2.5% +120 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,501 $5.11M 0.73% +396 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 11,492 $5.11M 1.27% -350 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 11,437 $5.09M 2.38% +357 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 11,409 $5.07M 0.95% -138 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 11,380 $5.06M 0.77% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 11,354 $5.05M 0.18% -3,177 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 11,353 $5.05M +1,667 Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 11,351 $5.05M 0.77% +447 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 10,985 $5.03M 0.27% -264 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 11,261 $5.01M 0.7% -439 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,250 $5M 0.39% +10,516 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 11,155 $4.96M 4.27% -75 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 11,139 $4.95M 2.38% +144 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 11,125 $4.95M 0.82% +506 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 11,108 $4.94M 0.82% new 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 11,003 $4.89M 1.34% -967 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 10,988 $4.89M 1.86% +82 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 10,982 $4.88M 1.25% -265 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,930 $4.86M 0.42% +1,337 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 10,498 $4.86M 2.45% +2,784 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 10,915 $4.85M 0.58% +7,300 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 10,868 $4.83M 2.55% -150 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,800 $4.8M 0.29% -373 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 10,792 $4.8M 0.61% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 10,744 $4.78M 0.27% -5,091 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 10,732 $4.77M 0.28% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 10,728 $4.77M 0.6% +77 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,721 $4.77M 0.02% +6,669 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 10,716 $4.77M 1.38% +329 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,672 $4.75M 0.6% +794 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,669 $4.74M 0.45% +184 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 10,629 $4.73M 0.13% +888 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 10,597 $4.71M 2.38% +60 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 10,585 $4.71M 1.62% -177 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10,753 $4.7M 0.27% +148 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,559 $4.7M 1.52% -183 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 10,500 $4.67M 1.07% -325 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,470 $4.66M 0.3% +415 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,467 $4.65M 0.29% +10,051 13F-HR Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 10,465 $4.65M 3.33% +940 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 10,462 $4.65M +228 Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 10,410 $4.63M 1.06% +242 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 10,347 $4.6M 1.45% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 10,341 $4.6M 0.36% +919 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 10,287 $4.57M 0.38% -26 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 10,255 $4.56M 0.15% -197 13F-HR Timeline Group DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 10,245 $4.56M 0.17% +121 13F-HR Timeline Hillman Capital Management, Inc. More: the full row for Hillman Capital Management, Inc. 10,240 $4.55M 1.69% +340 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 10,200 $4.54M 1.9% +150 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 10,175 $4.52M 2.49% +66 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 10,139 $4.51M 0.44% +7,666 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,137 $4.51M 0.06% +1,002 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,126 $4.5M 0.07% -10,528 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 10,125 $4.5M 0.35% -206 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 10,117 $4.5M 0.47% +133 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 10,104 $4.49M 4.19% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,501 $4.48M 0.11% +116 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,031 $4.46M 0.97% 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 10,000 $4.45M 0.21% new 13F-HR Timeline Union Square Park Capital Management, L… More: the full row for Union Square Park Capital Management, LLC 10,000 $4.45M 4.84% new 13F-HR Timeline Arrow Capital Pty Ltd More: the full row for Arrow Capital Pty Ltd 10,000 $4.45M 4.07% 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,806 $4.36M 0.48% +164 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,778 $4.35M 0.14% -1,771 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,763 $4.34M 0.08% +3,389 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,758 $4.34M 0.08% -1,303 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 9,680 $4.3M 0.6% -116 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 9,678 $4.3M 0.77% -1,240 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,664 $4.3M 0.33% +206 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 9,586 $4.26M 0.79% +412 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9,581 $4.26M 0.08% -15 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,567 $4.25M 0.15% -83 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,566 $4.25M 0.35% +1,026 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 9,561 $4.25M 1.5% +257 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 9,519 $4.23M 0.08% -220 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,484 $4.22M 0.28% -2,671 13F-HR Timeline Brick & Kyle, Associates More: the full row for Brick & Kyle, Associates 9,483 $4.22M 1.79% -180 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 9,473 $4.21M 1.34% -24,761 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 9,469 $4.21M 0.69% -148 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,460 $4.21M 0.03% +238 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 9,456 $4.2M 0.56% -667 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,425 $4.19M 0.27% +8,962 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9,368 $4.17M 0.82% +385 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 9,357 $4.16M 0.66% +42 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,318 $4.14M 0.13% +4,293 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 9,226 $4.1M 2.27% +113 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 9,181 $4.08M 0.5% -1,331 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 9,144 $4.07M 1.61% +43 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,120 $4.06M 0.11% -431 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 9,107 $4.05M 1.94% 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,106 $4.05M -184 Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 9,237 $4.04M 0.19% +562 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,085 $4.04M 0.71% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,030 $4.02M 0.25% -269 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,010 $4.01M 0.29% +3,413 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 9,000 $4M 0.78% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,950 $3.98M 0.14% +443 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 8,893 $3.95M 0.64% +1,500 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 8,834 $3.93M 0.23% -661 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 8,815 $3.92M 1.4% -915 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,808 $3.92M 0.14% +179 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 8,798 $3.91M 0.17% +7,798 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,733 $3.88M 0.05% -91 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 8,659 $3.85M 1.96% +296 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 8,654 $3.85M 0.1% -400 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 8,648 $3.85M 0.45% new 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,637 $3.84M 0.99% -619 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 8,609 $3.83M 1.07% +373 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,555 $3.8M 0.12% +28 13F-HR Timeline Group STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 8,553 $3.8M 1.36% +1,518 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,452 $3.76M 0.11% -169 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 8,442 $3.75M 0.4% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 8,435 $3.75M 0.58% +326 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,388 $3.73M 0.69% +177 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 8,380 $3.73M 0.71% +1,249 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 8,378 $3.73M 0.38% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,377 $3.73M 0.01% -1,221 13F-HR/A Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,376 $3.72M 0.35% -1,877 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 8,325 $3.7M 0.68% +40 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 8,255 $3.7M 0.92% -108 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,317 $3.7M 1.75% +478 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 8,285 $3.68M 0.83% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 8,276 $3.68M 0.44% -64 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,263 $3.67M 0.2% +241 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,252 $3.67M 0.94% -530 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 8,222 $3.66M 0.09% +1,776 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,211 $3.65M 0.04% +54 13F-HR/A Timeline Settian Capital LP More: the full row for Settian Capital LP 8,200 $3.65M 2.63% +1,200 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 8,120 $3.61M 1.82% +4,426 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 8,120 $3.61M 0.13% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,068 $3.59M 0.1% +167 13F-HR/A Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 8,066 $3.59M 0.87% +457 13F-HR/A Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,050 $3.58M 0.08% +95 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 7,994 $3.55M 2.25% -44 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,990 $3.55M 0.19% -233 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,974 $3.55M 0.91% +153 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,919 $3.52M 0.1% +523 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 7,886 $3.51M 0.22% -1,397 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,873 $3.5M 0.41% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,830 $3.48M 0.41% -539 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,698 $3.42M 0.05% -495 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,692 $3.42M 0.08% -382 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 7,665 $3.41M 0.71% +138 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 7,665 $3.41M 1.2% +260 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 7,649 $3.4M 0.92% -1,264 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 7,634 $3.39M 0.21% +6 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 7,595 $3.38M 0.36% +5,472 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,589 $3.37M 0.28% +6,362 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 7,587 $3.37M 0.35% -223 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 7,568 $3.37M 0.54% +77 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,556 $3.36M 0.93% 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 7,552 $3.36M 1.57% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,548 $3.36M 0.23% +436 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 7,537 $3.35M 1.51% -133 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,526 $3.35M 0.46% +256 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,516 $3.34M 0.61% +28 13F-HR Timeline