HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,523 $773K 0.03% -4,047 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,512 $772K 0.2% +539 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 7,512 $772K 0.43% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,505 $771K 0.06% -11,552 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 7,436 $764K 0.38% +822 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 7,430 $763K 0.09% +1,015 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,422 $763K 0.15% +1,732 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 7,418 $762K 0.02% +1,972 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,416 $762K 0.02% -6,318 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 7,410 $761K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 7,343 $754K 0.03% -81 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 7,335 $754K 0.43% +250 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,327 $753K 0.06% +1,415 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 7,326 $753K 0.59% -397 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,309 $751K 0.03% +3,980 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 7,306 $751K 0.07% +1,594 13F-HR Timeline Group Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 7,304 $750K 0.36% -320 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 7,284 $748K 0.01% -536 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,284 $748K 0.07% -784 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,269 $747K 0.03% -150 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 7,259 $746K 0.06% +1,284 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,239 $744K 0.06% +2,927 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,198 $740K 0.07% +145 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,191 $739K 0.03% -98 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,182 $738K 0.09% -1,402 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,172 $737K 0.04% +1,988 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 8,784 $735K 0.41% new 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 7,117 $731K 0.34% +1,020 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,080 $731K 0.07% -1,558 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,084 $728K 0.03% -92,098 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 7,062 $726K 0.29% +1,224 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,051 $725K 0.04% -95 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,051 $724K 0.12% +1,778 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 7,049 $724K 0.87% -671 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 7,023 $722K 0.1% -5,536 13F-HR Timeline Group Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 7,005 $720K 0.33% -40 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 7,000 $719K 0.14% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,000 $719K 0.27% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 6,991 $718K 0.21% -12,434 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,946 $714K 0.01% +1,602 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 6,936 $713K 0.15% +667 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 6,936 $713K 0.14% -1,258 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 6,924 $711K 0.02% +1,344 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,893 $708K 0.16% +118 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 6,858 $705K 0.09% +1,660 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,830 $703K 0.01% +1,697 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,827 $701K 0.06% +374 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 6,827 $701K 0.21% +4,414 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,812 $700K 0.01% -590 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,805 $699K 0.37% -137,524 13F-HR Timeline Group DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,808 $699K 0.55% -21,238 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,790 $698K 0.12% +1,207 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,789 $698K 0.03% -2,520 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 6,772 $696K 0.3% -234 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,743 $694K 0.01% +3,265 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,750 $693K 0.13% +392 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 6,746 $693K 0.26% -3,147 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 6,745 $693K 0.05% -1,604 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,736 $692K 0.02% -1,562 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 6,736 $692K 0.23% +1,733 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 6,730 $691K 0.61% -350 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 6,726 $691K 0.08% +491 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 6,722 $691K 0.34% -146 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6,693 $688K 0.09% +504 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,686 $687K 0.04% -5,268 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 6,633 $681K 0.02% +1,071 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 6,620 $680K 0.39% +23 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 6,619 $680K 0.34% -112 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,615 $680K 0.08% -45 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6,666 $679K 0.3% +270 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,604 $678K 0.24% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 6,600 $678K 0.01% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 6,572 $675K 0.03% -7,995 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,570 $675K 0.14% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,568 $675K 0.18% +182 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,548 $673K 0.08% -535 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,547 $673K 0.03% +311 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,541 $672K 0.17% -306 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 6,541 $672K 0.26% +313 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 6,535 $671K 0.86% 0 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,530 $671K 0.06% -5,385 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 6,525 $671K 0.96% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 6,506 $668K 0.16% -163 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,496 $667K 0.14% +4,174 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,490 $667K 0.01% -3,793 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,489 $667K 0.1% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,473 $665K 0.08% -21 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,471 $665K 0.04% -143,798 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,470 $665K 0.09% +1,467 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 6,421 $660K 0.13% +751 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,418 $659K 0.02% +11 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 6,416 $659K 0.4% +138 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 6,410 $659K 0.05% -788 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 6,390 $657K 0.53% +926 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 6,387 $656K 0.27% +67 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,365 $654K 0.28% -840 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,350 $652K 0.03% -263 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 6,299 $647K 0.17% -2,002 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 6,282 $645K 0.18% -772 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 6,280 $645K 0.05% +4,036 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,268 $644K 0.02% new 13F-HR/A Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,252 $642K 0.19% +81 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 6,226 $640K 0.27% 13F-HR Timeline TLWM More: the full row for TLWM 6,208 $638K 0.13% -97 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6,206 $638K 0.62% +192 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,204 $637K 0.06% -113 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,199 $637K 0.13% -1,138 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,190 $635K 0.05% -930 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 6,162 $633K 0.16% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,158 $633K 0.13% +196 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,150 $632K 0.31% -245 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 6,122 $629K 0.14% +1,190 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,100 $627K 0.23% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 6,088 $625K 0.54% -44 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 6,078 $624K 0.09% -814 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,079 $624K 0.29% -3,036 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 6,070 $624K 0.05% +381 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,030 $620K 0.12% -9,996 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,014 $618K 0.01% -1,451 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 6,014 $618K 0.13% +2,504 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,006 $617K 0.01% +1,387 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 6,000 $616K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,990 $615K 0.54% +2,712 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,983 $615K 0.2% +144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 5,954 $612K 0.21% +596 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,657 $612K 0.12% -501 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 5,949 $611K 0.15% +1,700 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 5,945 $611K 0.17% +1,395 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 6,005 $609K <0.01% +3,572 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,904 $607K 0.06% -1,204 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,903 $606K 0.03% +7 13F-HR Timeline BRILLIANCE ASSET MANAGEMENT LTD More: the full row for BRILLIANCE ASSET MANAGEMENT LTD 5,872 $603K 0.2% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,870 $603K 0.28% +2,424 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,870 $603K 0.18% +168 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 5,855 $602K 0.05% 0 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,850 $601K 0.31% +35 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,835 $599K 0.04% +763 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 5,474 $599K 0.17% +265 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 5,811 $597K 0.1% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,787 $595K 0.17% +1,081 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,761 $592K 0.01% +2,982 13F-HR Timeline City State Bank More: the full row for City State Bank 5,747 $590K 0.19% +1,775 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,738 $590K 0.02% -1,828 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 5,725 $588K 0.27% -583 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,707 $586K 0.14% +1,458 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,100 $586K 0.05% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,691 $585K 0.05% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,679 $583K 0.07% -2,881 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,653 $581K 0.55% -18 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,655 $581K <0.01% -3,343 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,619 $577K 0.03% +725 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 5,618 $577K 0.08% +616 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,617 $577K 0.06% +777 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,588 $574K 0.07% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 5,575 $573K 0.11% -202 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 5,575 $573K 0.22% -558 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 5,504 $565K 0.24% new 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,501 $565K 0.28% -5,321 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 5,501 $565K 0.04% -439 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 5,500 $565K 0.16% +395 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,502 $565K 0.13% +1,349 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 4,666 $564K 0.05% 0 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 5,454 $560K 0.11% 0 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 5,820 $559K 0.43% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,440 $559K 0.02% +766 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 5,428 $558K 0.18% +9 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 6,167 $557K 0.01% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 5,415 $556K 0.19% +400 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 5,410 $556K 0.24% +2,740 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,398 $555K 0.07% -360 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,395 $554K 0.22% +517 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 5,375 $552K 0.09% +81 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,373 $552K 0.01% +1,575 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greenfield Savings Bank More: the full row for Greenfield Savings Bank 5,362 $551K 0.27% +185 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,344 $549K 0.14% +1,474 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,341 $549K 0.05% +403 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,328 $547K 0.14% +83 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,322 $547K 0.1% +515 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 4,827 $543K 0.29% -703 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,242 $539K 0.04% -528 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 5,225 $537K 0.14% +338 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 5,221 $536K 0.02% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,212 $535K 0.09% +210 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 5,196 $534K 0.18% +386 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,189 $533K 0.18% -1,825 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,187 $533K 0.02% -449 13F-HR/A Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,169 $531K 0.04% -1,218 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5,154 $530K 0.18% +3,286 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 5,149 $529K 0.14% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 5,145 $529K 0.59% +1,635 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,142 $528K 0.05% -17,945 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 5,109 $525K 0.4% +580 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,095 $523K 0.29% +139 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,058 $520K 0.45% -86 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,058 $520K 0.03% +621 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 5,040 $518K 0.46% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,029 $517K 0.01% +791 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 5,028 $517K 0.1% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 5,010 $515K 0.02% +40 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,007 $514K 0.58% -5,441 13F-HR Timeline