RMR Wealth Builders More: the full row for RMR Wealth Builders 81,431 $19.4M 1.21% +5,139 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 81,327 $19.4M 2.67% +1,685 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 81,207 $19.4M 4.05% -509 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 80,856 $19.3M 2.34% -4,937 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 80,835 $19.3M 2.52% +715 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 80,728 $19.2M 7.98% +1,267 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 80,609 $19.2M 0.55% -3,027 13F-HR Timeline Metatron Capital SICAV plc - Metatron L… More: the full row for Metatron Capital SICAV plc - Metatron Long Term Equity Fund 80,592 $19.2M 9.4% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 80,573 $19.2M 3.34% -3,916 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 80,525 $19.2M 2.32% +3,236 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 80,500 $19.2M 11.86% 0 13F-HR Timeline Night Squared LP More: the full row for Night Squared LP 80,378 $19.2M 2.06% -9,748 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 80,342 $19.1M 0.23% -7,262 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 80,295 $19.1M 3.26% -23 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 80,292 $19.1M 4.85% -6,874 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 80,239 $19.1M 0.98% -2,450 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 80,200 $19.1M 13.56% -32,387 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 80,162 $19.1M 0.95% -2,409 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 80,086 $19.1M 2.78% +307 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 80,066 $19.1M 2% +1,663 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 80,052 $19.1M 1.02% +571 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 80,017 $19.1M 0.5% -16,671 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 79,928 $19.1M 1.87% +1,053 13F-HR Timeline Georgetown University More: the full row for Georgetown University 79,872 $19M 7.8% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 79,575 $19M 3.6% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 77,095 $19M 0.27% +540 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 79,534 $19M 10.81% +7,158 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 79,463 $18.9M 0.36% +184 13F-HR Timeline LYNWOOD PRICE CAPITAL MANAGEMENT LP More: the full row for LYNWOOD PRICE CAPITAL MANAGEMENT LP 79,445 $18.9M 9.14% -8,055 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 79,418 $18.9M 1.05% +5,787 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 79,330 $18.9M 3.93% -1,757 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 79,000 $18.8M 6.9% 0 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 78,986 $18.8M 4.66% -355 13F-HR Timeline Luma Capital S.A. - SPF More: the full row for Luma Capital S.A. - SPF 78,747 $18.8M 16.74% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 78,710 $18.8M 2.78% +31,660 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 68,294 $18.7M 2.76% +254 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 78,526 $18.7M 1.65% +5,441 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 78,464 $18.7M 2.16% +1,235 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 78,295 $18.7M 9.64% +2,908 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 78,265 $18.7M 2.89% +2,415 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 78,201 $18.6M 2.97% -6,493 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 78,159 $18.6M 2.16% +7,795 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 77,968 $18.6M 2.95% +1,269 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 77,879 $18.6M 3.79% -918 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 77,616 $18.5M 2.41% +953 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 77,572 $18.5M 1.88% -1,148 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 77,506 $18.5M 0.19% +3,573 13F-HR Timeline Channing Capital Management, LLC More: the full row for Channing Capital Management, LLC 77,421 $18.5M 0.42% +12,532 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 77,093 $18.4M 9.36% -47,933 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 77,084 $18.4M 1.36% +5,996 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 77,042 $18.4M 3.27% -1,898 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 76,851 $18.3M 1.93% -276 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 76,726 $18.3M 3.25% -1,126 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 76,680 $18.3M 3.87% -383 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 76,589 $18.3M 0.33% +15,866 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 75,508 $18.3M 3.17% -3,850 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 76,513 $18.2M 2.7% +24,007 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 76,468 $18.2M 2.55% +7,831 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 76,050 $18.1M 1.45% -2,167 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 75,963 $18.1M 1.7% +157 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 75,943 $18.1M 1.59% +576 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 75,794 $18.1M 3.01% +1,073 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 75,704 $18M 2.31% -3,595 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 75,602 $18M 2.17% +352 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 75,506 $18M 2.99% +1,657 13F-HR Timeline JACKSON HILL ADVISORS, LLC More: the full row for JACKSON HILL ADVISORS, LLC 75,500 $18M 9.12% +11,500 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 75,415 $18M 5.54% +1,249 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 75,289 $17.9M 1.49% +100 13F-HR Timeline Group Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 75,046 $17.9M 1.01% +4,698 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 74,688 $17.8M 1.21% -1,178 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 74,530 $17.8M 1.42% -1,405 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 74,524 $17.8M 1.21% +1,565 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 74,508 $17.8M 2.61% +710 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 74,462 $17.7M 1.27% +3,692 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 74,462 $17.7M 5.49% -1,877 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 74,153 $17.7M 2.15% -5,772 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 74,099 $17.7M 2.17% +1,069 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 74,024 $17.6M 3.24% +6,783 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 73,894 $17.6M 3.02% -113 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 73,878 $17.6M 2.02% +2,245 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 73,840 $17.6M 1.64% +12,000 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 73,803 $17.6M 2.11% -460 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 73,788 $17.6M 1.42% +2,041 13F-HR Timeline 11 Capital Partners LP More: the full row for 11 Capital Partners LP 73,740 $17.6M 5.15% -25,910 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 73,653 $17.6M 2.38% -741 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 73,626 $17.5M 1.24% -275 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 73,599 $17.5M 1.46% +849 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 73,488 $17.5M 1.12% -1,597 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 73,472 $17.5M 1.32% -409 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 73,397 $17.5M 1.11% +1,099 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 73,190 $17.4M 3.62% +140 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 73,039 $17.4M 0.43% +3,116 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 73,026 $17.4M 2.71% -3,967 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 72,899 $17.4M 4.94% +1,709 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 72,827 $17.4M 0.93% -758 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 72,668 $17.3M 1.07% +13,655 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 72,617 $17.3M 2.51% +1,086 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 72,532 $17.3M 2.27% -222 13F-HR Timeline Visualize Group LP More: the full row for Visualize Group LP 72,500 $17.3M 5.95% new 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 72,451 $17.3M 3.29% +153 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 72,444 $17.3M 0.71% -3,316 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 72,380 $17.3M 1.05% -42,110 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 72,363 $17.2M 1.21% -940 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 72,337 $17.2M 2.44% -517 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 72,285 $17.2M 1.56% +12,226 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 72,209 $17.2M 0.67% +3,427 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 72,200 $17.2M 2.49% -23,935 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 72,068 $17.2M 0.37% +23,120 13F-HR/A Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 72,062 $17.2M 5.83% +14,761 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 71,982 $17.2M 3.89% -123,695 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 71,943 $17.1M 1.82% -1,726 13F-HR Timeline 9823 Capital, L.P. More: the full row for 9823 Capital, L.P. 71,915 $17.1M 11.57% +915 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 71,904 $17.1M 1.7% +6,425 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 71,856 $17.1M 1.9% -10,865 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 71,738 $17.1M 1.9% +823 13F-HR Timeline Pelham Capital Ltd. More: the full row for Pelham Capital Ltd. 71,730 $17.1M 9.74% +7,755 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 71,580 $17.1M 4.56% -7,088 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 71,409 $17M 1.95% -232 13F-HR Timeline Darwins River Capital, LP More: the full row for Darwins River Capital, LP 71,354 $17M 9.32% -18,413 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 59,842 $17M 1.01% +3,984 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 71,018 $16.9M 2.83% -1,200 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 70,800 $16.9M 3.31% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 70,715 $16.9M 0.73% -5,395 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 70,692 $16.8M 1.49% +10,452 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 70,690 $16.8M 1.37% 0 13F-HR Timeline Group Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 70,428 $16.8M 2.55% -3,800 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 70,392 $16.8M 2.26% +357 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 70,389 $16.8M 3.42% -9,524 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 70,344 $16.8M 1.02% +19,806 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 70,269 $16.7M 0.53% -815 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 70,225 $16.7M 6.49% +411 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 70,098 $16.7M 1.88% +3,320 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 70,014 $16.7M 5.92% 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 70,000 $16.7M 0.7% +5,000 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 70,007 $16.7M 0.76% -4,860 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 69,953 $16.7M 1.46% +974 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 69,675 $16.6M 0.94% +22,124 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 69,670 $16.6M 0.57% +2,206 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 69,665 $16.6M 2.17% +891 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 69,653 $16.6M 5.32% -346 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 69,611 $16.6M 1.24% -264 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 69,596 $16.6M 2.24% -303 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 69,579 $16.6M 0.81% -7,832 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 69,565 $16.6M 2.48% -2,861 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 69,548 $16.6M 3.23% +1,256 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 69,284 $16.5M +12,400 Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 69,271 $16.5M 4.37% -23,833 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 69,133 $16.5M 0.95% +1,476 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 69,069 $16.5M 1.67% +289 13F-HR Timeline 111 Capital More: the full row for 111 Capital 69,022 $16.5M 2.83% +11,182 13F-HR Timeline ARDSLEY ADVISORY PARTNERS LP More: the full row for ARDSLEY ADVISORY PARTNERS LP 69,000 $16.4M 1.79% -37,000 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 68,990 $16.4M 2.38% +66,697 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 68,914 $16.4M 1.43% -941 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 68,888 $16.4M 1.65% -12,698 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 68,798 $16.4M 2.69% -10,857 13F-HR Timeline HS Management Partners, LLC More: the full row for HS Management Partners, LLC 68,740 $16.4M 5.63% -28,980 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 68,695 $16.4M 8.72% -1,858 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 68,632 $16.4M 0.85% +325 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 68,626 $16.4M 1.94% -477 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 68,548 $16.3M 0.27% +689 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 68,514 $16.3M 14.33% +3,570 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 68,421 $16.3M 2.74% -4,617 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 68,392 $16.3M 0.78% +2,330 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 68,339 $16.3M 3.55% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 68,288 $16.3M 1.05% +5,694 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 68,189 $16.3M 1.09% -1,028 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 68,148 $16.2M 2.71% +28 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 68,125 $16.2M 3.27% -22 13F-HR Timeline Melqart Asset Management (UK) Ltd More: the full row for Melqart Asset Management (UK) Ltd 68,122 $16.2M 1.55% new 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 68,062 $16.2M 2.19% -3,716 13F-HR Timeline MOTCO More: the full row for MOTCO 68,052 $16.2M 1.39% +66 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 67,958 $16.2M 1.68% +1,520 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 67,759 $16.1M 2.47% +825 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 67,682 $16.1M 1% +5,126 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 67,547 $16.1M 2.64% -1,048 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 67,491 $16.1M 1.35% +640 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 67,452 $16.1M 3.23% -499 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 67,348 $16.1M 0.9% +7,324 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 67,193 $16M 2.89% +6,140 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 67,033 $16M 4.22% -11,905 13F-HR Timeline Bell Bank More: the full row for Bell Bank 67,017 $16M 0.61% +1,646 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 67,003 $16M 5.11% +3 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 66,992 $16M 4.72% +7,518 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 66,966 $16M 0.37% -7,639 13F-HR Timeline Group Tufton Capital Management More: the full row for Tufton Capital Management 66,916 $15.9M 2.68% -1,516 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 66,821 $15.9M 5.06% +248 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 66,795 $15.9M 3.43% +1,611 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 65,809 $15.9M 2.32% +2,331 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 66,662 $15.9M 1.54% -1,351 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 66,387 $15.8M 1.63% -7,526 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 66,180 $15.8M 2.94% -96 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 66,146 $15.8M 3.15% +509 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 66,123 $15.8M 0.51% +43,320 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 66,025 $15.7M 0.52% -40 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 64,157 $15.7M 1.5% +3,951 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 65,869 $15.7M 0.67% -25 13F-HR Timeline Group N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 65,718 $15.7M 6.77% 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 65,681 $15.7M 2.25% -103 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 65,540 $15.6M 1.56% -18,883 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 65,417 $15.6M 1.64% +674 13F-HR Timeline