SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 67,762 $16.5M 2.73% -2,071 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 75,004 $16.5M 2.23% -2,959 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. 74,954 $16.5M 0.51% -3,288 13F-HR Timeline Group Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 74,898 $16.4M 2.64% -534 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 74,850 $16.4M 1.42% -5,220 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 74,835 $16.4M 1.36% new 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 74,739 $16.4M 10.13% +281 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 74,537 $16.4M 0.15% -531 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 74,488 $16.4M 2.85% +16,527 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 74,383 $16.3M 2.06% +217 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 74,346 $16.3M 4.1% +920 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 74,318 $16.3M 3.88% +194 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 74,050 $16.3M 3.29% +3,039 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 73,947 $16.2M 0.46% -86,905 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 73,921 $16.2M 1.94% +1,559 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 73,916 $16.2M 1.1% +1,247 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 73,914 $16.2M 2.47% +241 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 73,901 $16.2M 0.56% +3,370 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 73,857 $16.2M 1.59% +1,118 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 73,567 $16.2M 1.71% +2,739 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 73,519 $16.1M 2.44% -33,741 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 73,457 $16.1M 1.01% +5,110 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 73,445 $16.1M 1.95% -894 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 73,356 $16.1M 1.92% -3,426 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 212,358 $16.1M +199,236 Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 73,219 $16.1M 4.69% -226 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 73,192 $16.1M 1.97% +1,007 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 73,137 $16.1M 2.02% +12,617 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 73,073 $16M 1.33% +279 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 73,005 $16M 1.27% +2,483 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 72,954 $16M 1.33% -900 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 73,145 $16M 0.36% +53,343 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 72,851 $16M 3.11% +284 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 72,849 $16M 1.9% +8,679 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 72,688 $16M 0.16% +2,857 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 72,675 $16M 3.32% +1,185 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 72,673 $16M 4.28% +6,226 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 72,673 $16M 3.03% -747 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 72,662 $16M 2.55% -134,926 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 72,610 $15.9M 3.13% +79 13F-HR Timeline Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 72,588 $15.9M 2.69% -31,000 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 72,556 $15.9M 9.16% -777 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 72,463 $15.9M 0.48% +1,419 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 72,370 $15.9M 1.33% +55 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 72,328 $15.9M 0.76% -1,120 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 69,114 $15.8M 1.69% +199 13F-HR Timeline Crescent Park Management, L.P. More: the full row for Crescent Park Management, L.P. 72,004 $15.8M 6.97% -4,639 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 71,944 $15.8M 3.07% +250 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 71,848 $15.8M 0.88% +102 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 71,846 $15.8M 2.46% -172 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 71,833 $15.8M 0.18% -3,527 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 71,794 $15.8M 2.81% +4,753 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 71,765 $15.8M 2.16% +2,497 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 71,657 $15.7M 2.91% +731 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 71,600 $15.7M 10.63% -28,400 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 71,513 $15.7M 2.48% +540 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 71,353 $15.7M 1.34% +3,218 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 71,348 $15.7M 0.12% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 71,096 $15.6M 2.28% new 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 71,075 $15.6M 3.95% +10,597 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 70,934 $15.6M 2.33% +8,911 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 70,800 $15.5M 4.22% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 70,749 $15.5M 1.2% +3,585 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 70,690 $15.5M 0.83% +500 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 70,519 $15.5M 1.27% -1,222 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 70,421 $15.5M 1.4% +15,682 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 70,402 $15.5M 7.38% +8,391 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 70,382 $15.5M 4.83% 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 70,378 $15.5M 1.79% +4,524 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 70,244 $15.4M 0.85% -328 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 70,155 $15.4M 2.53% new 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 69,928 $15.4M 4.4% +56 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 69,922 $15.4M 2.07% +21,357 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 69,812 $15.3M 5.45% +1,264 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 69,595 $15.3M 0.84% +647 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 69,600 $15.3M 4.02% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 69,540 $15.3M 1.75% -2,030 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 69,342 $15.2M 1.05% -9,641 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 69,248 $15.2M 1.84% +8,604 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 69,218 $15.2M 2.76% -350 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 69,094 $15.2M 1.48% -525 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 68,996 $15.1M 0.89% -453 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 68,876 $15.1M 2.54% -3,369 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 68,843 $15.1M 3.44% -353 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 68,796 $15.1M 0.93% +11,918 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 79,235 $15.1M 1.24% -1,722 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 68,624 $15.1M 9.21% -26,005 13F-HR/A Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 68,594 $15.1M 2.15% +35,550 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 68,291 $15M 8.35% +2,155 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 68,167 $15M 1.86% +90 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 68,165 $15M 0.25% +552 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 68,150 $15M 0.59% -3,000 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 68,089 $15M 2.01% -709 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 68,084 $14.9M 0.77% +30,773 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 68,058 $14.9M 1.68% -622 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 67,945 $14.9M 1.24% -253 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 67,685 $14.9M 0.6% +9,082 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 67,683 $14.9M 2.65% +25 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 67,648 $14.9M 1.63% +16 13F-HR Timeline MOTCO More: the full row for MOTCO 67,602 $14.8M 1.36% -157 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 67,558 $14.8M 1.16% +50,570 13F-HR Timeline Soapstone Management L.P. More: the full row for Soapstone Management L.P. 67,500 $14.8M 10.06% -32,500 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 67,375 $14.8M 2.11% +937 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 67,283 $14.8M 1.11% +7,245 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 67,009 $14.7M 4.35% -264 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 66,862 $14.7M 0.08% +4,129 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 66,823 $14.7M 1.89% +2,795 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 66,800 $14.7M 3.3% +386 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 66,780 $14.7M 4.03% +6,236 13F-HR Timeline Bell Bank More: the full row for Bell Bank 66,506 $14.6M 0.63% +474 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 66,326 $14.6M 1.28% -1,059 13F-HR Timeline BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 66,271 $14.6M 7.84% +12,800 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 66,076 $14.5M 2.29% +1,144 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 66,053 $14.5M 4.61% -122 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 65,958 $14.5M 4.93% -183 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 56,987 $14.5M 2.76% +1,163 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 65,922 $14.5M 2.44% -3,465 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 65,837 $14.5M 1.58% -702 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 65,649 $14.4M 0.64% -184 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 65,644 $14.4M 3.05% -929 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 65,609 $14.4M 0.59% +51,088 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 65,469 $14.4M 1.49% +3,493 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 65,425 $14.4M 0.92% +228 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 65,304 $14.3M 2.03% new 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 65,221 $14.3M 6.94% +16,221 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 65,201 $14.3M 1.22% -9,705 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 65,078 $14.3M 3.28% +702 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 64,876 $14.2M 4.12% +9,403 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 64,800 $14.2M 2.68% -306 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 64,794 $14.2M 2.17% -10,674 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 64,792 $14.2M 2.3% +63,584 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 64,772 $14.2M 3.98% +17,845 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 64,710 $14.2M 0.53% -4,593 13F-HR Timeline Group COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 64,635 $14.2M 0.75% -5,213 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 64,624 $14.2M 2.46% -185 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 64,539 $14.2M 4.48% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 64,523 $14.2M 2.37% +454 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 64,448 $14.2M 1.47% +369 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 64,436 $14.1M 3.2% -588 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 64,354 $14.1M 2.73% -152 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 64,274 $14.1M 1.08% +609 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 64,264 $14.1M 5.61% -254 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 64,051 $14.1M 10.18% -260 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 63,904 $14M 4.44% +305 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 63,876 $14M 5.7% +925 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 63,764 $14M 5.55% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 61,437 $13.9M 2.86% +7,060 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 63,423 $13.9M 8.06% -53 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 63,417 $13.9M 1.64% -292 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 63,371 $13.9M 1.76% +897 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 63,225 $13.9M 1.58% +2,224 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 63,130 $13.9M 4.91% -7,490 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 63,076 $13.8M 1.62% -5,133 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 63,023 $13.8M 0.54% +2,099 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 62,868 $13.8M 12.62% +6,000 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 62,849 $13.8M 2.36% -594 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 62,660 $13.8M 3.15% +24,720 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 62,644 $13.8M 3.94% -505 13F-HR Timeline Tiptree Advisors, LLC More: the full row for Tiptree Advisors, LLC 62,500 $13.7M 8.58% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 62,266 $13.7M 3.48% +1,135 13F-HR/A Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 62,195 $13.7M 1.99% -779 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 62,155 $13.6M 6% +5,102 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 62,131 $13.6M 1.01% +553 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 62,062 $13.6M 4.38% +2,261 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 62,051 $13.6M 0.94% +1,030 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 62,024 $13.6M 1.75% +1,920 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 62,017 $13.6M 2.37% +211 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 61,910 $13.6M 2.19% -887 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 61,833 $13.6M 3.33% -3,107 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 61,770 $13.6M 1.01% -13,052 13F-HR Timeline STF Management LP More: the full row for STF Management LP 61,645 $13.5M 5.02% -1,448 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 61,565 $13.5M 0.28% +35,837 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 61,560 $13.5M 3.17% +1,250 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 61,551 $13.5M 4.19% +621 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 61,454 $13.5M 2.47% -1,105 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 61,421 $13.5M 0.51% +5,396 13F-HR Timeline Group East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 61,372 $13.5M 4.22% -1,523 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 61,372 $13.5M 1.6% -852 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 61,290 $13.5M 2.03% +825 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 61,122 $13.4M 1.34% +3,546 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 60,992 $13.4M 5.32% -4 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,701 $13.3M 1.78% +3,434 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 60,682 $13.3M 1.94% +934 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 60,669 $13.3M 2% +235 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 60,462 $13.3M 2.33% +677 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 60,444 $13.3M 0.98% -144 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 60,386 $13.3M 0.61% +1,817 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 60,361 $13.3M 1.36% -1,529 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 60,291 $13.2M 4.35% new 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 60,132 $13.2M 2.27% -131 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 60,126 $13.2M 2.33% +701 13F-HR Timeline Cherry Creek Investment Advisors, Inc. 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