Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,437 $2.85M 0.29% +523 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 7,396 $2.84M 0.65% +1,091 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,381 $2.83M 0.19% +1,541 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,374 $2.83M 0.2% +75 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,373 $2.83M 0.28% +1,490 13F-HR Timeline Group Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 7,370 $2.83M 1.54% -1,737 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,366 $2.82M 0.46% -1,991 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 7,364 $2.82M 1.43% +1,245 13F-HR/A Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 7,361 $2.82M 0.38% +111 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 7,315 $2.81M 0.22% -5 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 7,260 $2.78M 0.9% +8 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,250 $2.78M 0.31% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,243 $2.78M 0.57% 0 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 7,217 $2.77M 0.48% +15 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,211 $2.77M 0.06% +769 13F-HR Timeline Group RDA Financial Network More: the full row for RDA Financial Network 7,161 $2.75M 0.82% +138 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 7,141 $2.74M 0.13% +149 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,133 $2.74M 0.04% -565 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 7,100 $2.72M 0.24% -336 13F-HR Timeline Haven Capital Group, Inc. More: the full row for Haven Capital Group, Inc. 7,082 $2.72M 2.99% -266 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 7,066 $2.71M 0.5% -9,896 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,025 $2.69M 0.08% -6,384 13F-HR/A Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,008 $2.69M 0.92% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,000 $2.68M 0.05% +649 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 6,975 $2.68M 0.38% new 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 5,147 $2.67M 1% +209 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 6,936 $2.66M 0.72% +6,917 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,861 $2.63M 0.63% +1,055 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 6,856 $2.63M 0.65% new 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 6,800 $2.61M 1.4% -79 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,794 $2.61M 0.24% +584 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 6,786 $2.6M 0.72% +1,759 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 6,781 $2.6M 0.25% new 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,779 $2.6M 0.02% -2,681 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,699 $2.57M 0.16% +972 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,698 $2.57M 0.16% +986 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,696 $2.57M 0.06% +145 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,690 $2.57M 0.34% +1,100 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 6,605 $2.55M 0.08% -47,291 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 6,632 $2.54M 0.33% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 6,621 $2.54M 0.3% +201 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,597 $2.53M 0.04% -52,463 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,582 $2.52M 0.08% -279 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,573 $2.52M 0.2% -2,437 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,770 $2.52M -503 Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 6,567 $2.52M 0.68% +673 13F-HR Timeline Bastion Asset Management Inc. More: the full row for Bastion Asset Management Inc. 6,570 $2.51M 1.35% new 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 6,527 $2.5M 1.3% +3,163 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,525 $2.5M 0.36% +4,515 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,525 $2.5M 1.39% new 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 6,476 $2.48M 1.09% -10 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 6,429 $2.47M 1% +914 13F-HR Timeline Turn8 Private Wealth Inc. More: the full row for Turn8 Private Wealth Inc. 6,421 $2.46M 1.93% +1,297 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 6,407 $2.46M 0.23% -329 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,405 $2.46M 0.3% +18 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,385 $2.45M 0.3% -1,445 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,359 $2.44M 0.07% +788 13F-HR Timeline Group Hel Ved Capital Management Ltd More: the full row for Hel Ved Capital Management Ltd 6,318 $2.42M 1.22% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 6,304 $2.42M 0.11% -12 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 6,300 $2.42M 0.69% +374 13F-HR/A Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 6,300 $2.42M 0.89% +224 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,256 $2.4M 0.27% -4,413 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,242 $2.39M 0.15% +5 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 6,220 $2.39M 0.63% +5 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,196 $2.38M 0.31% -2,985 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 6,194 $2.38M 0.09% +5,768 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,168 $2.37M 0.24% +1,022 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6,162 $2.36M 0.72% +1,355 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 6,154 $2.36M 1.93% +2,149 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,151 $2.36M 0.32% +172 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 6,148 $2.36M 0.07% -65 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 6,147 $2.36M 2.1% +178 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 6,110 $2.34M 0.06% +3,640 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,092 $2.34M 0.2% +6,087 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6,089 $2.34M 0.1% -165 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,069 $2.33M 0.08% +2,846 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 6,045 $2.32M 0.17% +1,286 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,044 $2.32M 0.03% -170,693 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 6,021 $2.31M 0.26% +1,757 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,020 $2.31M 0.56% +699 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 6,009 $2.3M 0.37% +281 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,004 $2.3M 0.38% +4,991 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 6,000 $2.3M 0.4% 0 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 6,000 $2.3M 0.54% 0 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,935 $2.28M 0.17% -830 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 5,904 $2.26M 0.59% +39 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 5,862 $2.26M 0.27% -235 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 5,880 $2.26M 0.2% +2,211 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 5,875 $2.25M 0.63% +1,296 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 5,862 $2.25M 0.44% +744 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 5,861 $2.25M 0.78% -125 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,848 $2.24M 0.07% +112 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 5,820 $2.23M 1.36% +1,742 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,806 $2.23M 0.02% -9,488 13F-HR/A Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 5,802 $2.23M 1.59% +4,509 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,780 $2.22M 0.58% +140 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,768 $2.21M 0.11% -1,184 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 5,763 $2.21M 0.45% -33 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 5,755 $2.21M 0.44% -162 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 5,700 $2.19M 0.65% -300 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,696 $2.18M 0.19% +1,156 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,688 $2.18M 0.02% -958 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,656 $2.17M 0.06% -2,263 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,640 $2.16M 0.04% -31,184 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 5,627 $2.16M 0.12% +500 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 5,624 $2.16M 0.01% +117 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 5,621 $2.16M 0.55% -1,460 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,569 $2.14M 0.09% -146 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 5,565 $2.13M 0.89% +726 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 5,563 $2.13M 0.46% -342 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,561 $2.13M 0.11% +234 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,558 $2.13M 0.82% +843 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,556 $2.13M 0.29% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,554 $2.13M 0.03% -289 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,528 $2.12M 0.09% -805 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 5,472 $2.1M 1.56% +30 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,435 $2.1M 0.2% +440 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 5,416 $2.08M 1.76% -3,137 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 5,402 $2.07M 0.87% +1,235 13F-HR Timeline MYDA Advisors LLC More: the full row for MYDA Advisors LLC 5,400 $2.07M 0.74% +4,300 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,398 $2.07M 0.02% -71 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 5,388 $2.07M 1.33% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,373 $2.06M 0.24% +262 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 5,373 $2.06M 0.27% +980 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,350 $2.05M 1.23% +5 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 5,347 $2.05M 0.11% -22 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,331 $2.04M 0.09% -6,353 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 5,331 $2.04M 1.69% -77 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,325 $2.04M 0.45% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,320 $2.04M 0.15% -190 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,312 $2.04M 0.27% +54 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,300 $2.03M 0.51% new 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 5,297 $2.03M 0.88% -57 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 5,296 $2.03M 0.2% -88 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,276 $2.02M 0.38% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,258 $2.02M 0.03% -1,407 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,257 $2.02M 0.18% -3,119 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,251 $2.01M 0.06% +613 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,241 $2.01M 0.61% -165 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,232 $2.01M 0.47% -2,417 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,229 $2.01M 0.11% -8 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,220 $2M 0.13% -3,810 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,215 $2M 0.04% -875 13F-HR Timeline Group Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,210 $2M 1.3% +578 13F-HR Timeline Prana Capital Management, LP More: the full row for Prana Capital Management, LP 5,155 $1.98M 0.08% -15,168 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,142 $1.97M 0.36% +56 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 5,115 $1.96M -338 Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,110 $1.96M 0.1% +192 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 5,109 $1.96M 0.45% +237 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 5,096 $1.95M 0.28% +572 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 5,082 $1.95M 0.65% -200 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 5,082 $1.95M 0.16% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 5,080 $1.95M 0.34% -536 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,075 $1.95M 0.16% -239 13F-HR Timeline Horan Capital Advisors, LLC. More: the full row for Horan Capital Advisors, LLC. 5,019 $1.92M 0.65% +158 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,013 $1.92M 0.2% +546 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,439 $1.92M 0.1% +119 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,992 $1.91M 0.05% +1,344 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,974 $1.91M 0.19% +2,419 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 4,971 $1.91M 0.36% +1,058 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,964 $1.9M 0.11% +855 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,934 $1.89M 0.05% -210 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 4,933 $1.89M 0.34% -37 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,923 $1.89M 0.03% +806 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,904 $1.88M 0.33% +361 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 4,892 $1.88M 0.6% -196 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 4,875 $1.87M 0.76% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,860 $1.86M 0.15% +1,720 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 4,842 $1.86M 0.68% +1,400 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,825 $1.85M 0.45% -119 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,822 $1.85M 0.13% -61 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 4,798 $1.84M 0.11% -18,706 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 4,789 $1.84M 0.25% -8,061 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,788 $1.84M 1.48% +1,058 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,774 $1.83M 0.08% +936 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,752 $1.82M 0.39% +1,358 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 4,750 $1.82M 0.18% +2,067 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,744 $1.82M 0.6% +2,715 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,727 $1.81M 0.3% new 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,722 $1.81M 1.9% +289 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,721 $1.81M 0.19% -42 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,695 $1.8M 0.44% -330 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,683 $1.8M 0.03% -1,528 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 4,683 $1.8M 0.5% -472 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,683 $1.8M 0.25% -65 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 4,670 $1.79M 0.46% +402 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,658 $1.79M 0.06% -71 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,656 $1.79M 0.04% +413 13F-HR Timeline Group LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 4,655 $1.78M 0.01% -93,190 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,643 $1.78M 0.06% -640 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,640 $1.78M 0.29% -678 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 4,634 $1.78M 1.84% -908 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,631 $1.78M 0.02% -20,086 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,628 $1.77M 0.04% -53,365 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,598 $1.76M 0.24% -589 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 4,593 $1.76M 0.05% +86 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,587 $1.76M 0.19% -1,222 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,582 $1.76M 0.27% +762 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4,578 $1.76M 0.19% -81 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 4,573 $1.75M 0.21% -205 13F-HR Timeline