INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 42,250 $13.1M 0.5% +549 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 42,240 $13.1M 5.77% -334 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 42,169 $13.1M 0.37% +7,005 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 41,999 $13M 4.04% -177 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 41,686 $13M 0.48% +36,897 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 41,869 $13M 2.92% +96 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 41,863 $13M 2.27% -1,419 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 41,822 $12.9M 4.81% +2,332 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 41,799 $12.9M 1.13% +1,683 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 41,741 $12.9M 0.73% -214,340 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 41,661 $12.9M 2.02% -1,886 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 41,647 $12.9M 1.15% +3,824 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 41,444 $12.8M 4% +940 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 41,419 $12.8M 1.93% +343 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 41,396 $12.8M 1.68% +2,126 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 41,317 $12.8M 2.76% -5,448 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 41,302 $12.8M 3.2% +585 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 41,262 $12.8M 3.16% +86 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 41,195 $12.8M 1.21% -413 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 41,142 $12.7M 0.23% +3,009 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 41,115 $12.7M 5.53% -1,992 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 40,984 $12.7M 1.41% +244 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 40,972 $12.7M 1.45% +1,203 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 40,889 $12.7M 1.15% +36,001 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 30,224 $12.6M 4.98% +2,496 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 40,708 $12.6M 3.71% +7,656 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 40,680 $12.6M 1.22% -60,495 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 40,630 $12.6M 1.41% -821 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 40,566 $12.6M 1.53% +6,091 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 40,534 $12.5M 2.39% -45,978 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 40,474 $12.5M 0.52% +33,669 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 40,075 $12.4M 1.47% -289 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 40,074 $12.4M 2.49% +139 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 30,989 $12.4M 5.41% +4,790 13F-HR Timeline Trivest Advisors Ltd More: the full row for Trivest Advisors Ltd 40,000 $12.4M 0.89% -690,000 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 39,977 $12.4M 4.01% +812 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 39,937 $12.4M 0.77% +17,039 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 39,849 $12.3M 0.91% +16,866 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 39,651 $12.3M 1.27% +5,327 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 39,616 $12.3M 3.71% +1,709 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 39,569 $12.2M 3.45% -2,641 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 39,558 $12.2M 3.1% new 13F-HR Timeline Mubadala Investment Co PJSC in group Mubadala Investment Co PJSC More: the full row for Mubadala Investment Co PJSC 39,550 $12.2M 0.06% new 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 39,516 $12.2M 0.67% +1,798 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 39,505 $12.2M 1.04% +6,040 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 39,395 $12.2M 5.22% -1,602 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39,238 $12.1M 2.79% -2,833 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 39,230 $12.1M 0.6% -1,498 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 39,140 $12.1M 0.47% +7,139 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 39,103 $12.1M 0.41% +2,691 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 39,079 $12.1M 2.15% -2,769 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 38,941 $12.1M 0.83% +1,842 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 38,891 $12M 2.8% +2,915 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 38,697 $12M 0.41% -1,793 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 38,684 $12M 0.53% +15,625 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 38,582 $11.9M 1.42% +560 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 38,500 $11.9M 1.48% new 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 38,335 $11.9M 2.79% -3,311 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 38,319 $11.9M 4.55% -86 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 38,164 $11.8M 0.62% +1,960 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 38,104 $11.8M 0.35% +4,050 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 38,070 $11.8M 2.56% -1,409 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,029 $11.8M 0.22% +1,060 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 38,024 $11.8M 0.33% +1,925 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,697 $11.7M 0.94% +1,324 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 28,697 $11.6M 0.76% -15,407 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 37,538 $11.6M 0.52% -3,644 13F-HR Timeline NICOLA WEALTH MANAGEMENT LTD. More: the full row for NICOLA WEALTH MANAGEMENT LTD. 37,500 $11.6M 1.39% +6,000 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 37,485 $11.6M 0.1% +35,038 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 37,397 $11.6M 1.1% -1,658 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 37,380 $11.6M 0.86% -2,058 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 37,345 $11.6M 4.81% -6,655 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 37,307 $11.5M 0.27% +506 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 37,280 $11.5M 1.19% +21,867 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 37,221 $11.5M 1.38% -555 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 37,193 $11.5M 3.26% +536 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 37,170 $11.5M 0.82% +29,993 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 37,160 $11.5M 1.7% +35,492 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 37,152 $11.5M 3.11% -529 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 36,989 $11.4M 1.19% +1,283 13F-HR Timeline HIMENSION CAPITAL (SINGAPORE) PTE. LTD. More: the full row for HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 36,923 $11.4M 0.88% -156,402 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 36,854 $11.4M 1.87% +2,134 13F-HR Timeline Cambridge Financial Group, Inc. More: the full row for Cambridge Financial Group, Inc. 36,848 $11.4M 4.27% -296 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 36,784 $11.4M 0.72% -1,844 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 36,697 $11.4M 5.19% +137 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 30,529 $11.3M 0.11% +3,056 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 36,639 $11.3M 1.53% -781 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 36,579 $11.3M 0.64% +4,905 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 36,578 $11.3M 1.47% -16,345 13F-HR/A Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 36,540 $11.3M 2.17% +1,193 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 36,472 $11.3M 1.47% +2,623 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 36,454 $11.3M 0.67% -894 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 36,354 $11.3M 1.56% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,334 $11.2M 0.13% -1,464 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 36,234 $11.2M 3.25% +224 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 36,210 $11.2M 0.3% -87 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 36,160 $11.2M 2.62% +3,088 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 35,976 $11.1M 1.22% +686 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 35,962 $11.1M 0.72% +213 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 35,938 $11.1M 1.37% +1,001 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 35,938 $11.1M 0.83% -6,223 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,927 $11.1M 0.18% +9,103 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 35,801 $11.1M 1.88% -9,130 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 35,587 $11M 2.61% -34 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. 35,554 $11M 0.33% -7,321 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 35,454 $11M 0.58% +1,633 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 26,973 $11M 0.76% -25 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 35,399 $11M 1.63% -1,003 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 35,382 $11M 0.5% new 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 35,334 $10.9M 1.37% +2,580 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 35,311 $10.9M 1.88% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 35,292 $10.9M 3.18% -332 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 35,268 $10.9M 0.08% +5,183 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 35,222 $10.9M 0.8% -1,448 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 35,186 $10.9M 1.65% +1,675 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 34,590 $10.9M 2% +21,458 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 35,090 $10.9M 3.53% -2,151 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 35,024 $10.8M 0.61% +15,538 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 26,018 $10.8M 2.14% 0 13F-HR Timeline Divisadero Street Capital Management, LP in group Divisadero Street Capital Man… More: the full row for Divisadero Street Capital Management, LP 35,000 $10.8M 0.51% new 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 34,923 $10.8M 0.42% -824 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 34,710 $10.7M 0.5% +585 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 34,621 $10.7M 1.95% +30,379 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 34,631 $10.7M 0.36% -2,636 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 34,555 $10.7M 1.86% +1,241 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 34,540 $10.7M 1.02% +107 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 28,800 $10.7M 1.29% +1,322 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 34,445 $10.7M 0.81% +2,536 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 34,383 $10.6M 0.85% +1,465 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 34,366 $10.6M 1.65% +259 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 34,360 $10.6M 3.91% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 34,261 $10.6M 1.27% +6,808 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 34,238 $10.6M 2.02% -496 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34,047 $10.5M 0.74% -1,461 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 34,043 $10.5M 2.72% -1,823 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 33,948 $10.5M 0.44% -104,107 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 33,849 $10.5M 0.29% +480 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 33,824 $10.5M 0.81% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 33,801 $10.5M 0.31% +1,083 13F-HR/A Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 33,730 $10.4M 0.51% 0 13F-HR/A Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 33,647 $10.4M 2.15% +25,835 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 33,636 $10.4M 7.97% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 33,634 $10.4M 0.39% +67 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 33,629 $10.4M 0.27% -1,397 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 30,063 $10.4M 0.95% +534 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 33,588 $10.4M 0.58% +11,125 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 24,925 $10.4M 1.01% +315 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 33,548 $10.4M 0.38% +2,026 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 33,545 $10.4M 1.79% -899 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 33,533 $10.4M 1.08% -9,965 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 33,526 $10.4M 2.07% -306 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 33,414 $10.3M 0.36% +9,780 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 33,206 $10.3M 1.49% +480 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 33,977 $10.3M 1.36% +1,336 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 33,165 $10.3M 6.71% +285 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 32,971 $10.2M 0.71% -43,496 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 24,428 $10.2M 6.38% +2,480 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 32,936 $10.2M 1.27% -494 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 32,331 $10.1M 2.26% -2,145 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 32,681 $10.1M 0.74% -2,957 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 32,605 $10.1M 7.69% -1,682 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 32,595 $10.1M 1.11% +1 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 32,500 $10.1M 2.88% -2,500 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 32,456 $10M 0.95% +3,499 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 32,428 $10M 0.9% +4,402 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 32,418 $10M 3.04% -4,529 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 32,404 $10M 2.8% -79 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 32,313 $10M 3.15% -4,810 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 32,280 $9.99M 2.92% -154 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 32,191 $9.96M 0.95% -1,231 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 32,160 $9.95M 4.55% -611 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 32,130 $9.94M 0.64% -22,327 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 32,126 $9.94M 3.17% -757 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 32,101 $9.94M 2.66% +226 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 32,052 $9.92M 1.12% +8,215 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32,042 $9.92M 1.39% -606 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 32,023 $9.91M 1.35% +4,372 13F-HR Timeline Spinecap SAS More: the full row for Spinecap SAS 31,997 $9.9M 3.63% -792 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 31,975 $9.9M 2.79% +9,875 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 31,961 $9.89M 2.7% -402 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 31,946 $9.89M 0.48% -3,240 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 31,885 $9.87M 0.16% -623 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 31,875 $9.87M 1.09% -3,857 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 31,766 $9.83M 0.72% -4,968 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 31,737 $9.82M 1.71% -85 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 39,698 $9.81M 1.56% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 31,577 $9.77M 0.64% +1,406 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 31,528 $9.76M 2.45% -643 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 31,510 $9.75M 2.11% -22,287 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 31,431 $9.73M 2.2% -18,819 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 24,119 $9.7M 1.07% +9,545 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 31,320 $9.69M 1.09% +1,280 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 31,267 $9.68M 0.7% -525 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 31,166 $9.65M 0.28% -1,098 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 31,129 $9.63M 4.63% -12,370 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 30,982 $9.59M 0.44% -2,313 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 30,861 $9.55M 0.52% +3,949 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 30,844 $9.55M 0.08% +42 13F-HR Timeline Fourier Capital Management Ltd More: the full row for Fourier Capital Management Ltd 30,797 $9.53M 9.52% +9,866 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 30,786 $9.53M 0.82% new 13F-HR Timeline