Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 27 $20.2M 1.71% +6 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 27 $20.2M 4.87% +3 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 27 $20.2M 8.36% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 27 $20.2M 0.09% +3 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 27 $20.2M 0.11% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 26 $19.5M 0.18% +7 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 26 $19.5M 0.12% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 26 $19.2M 0.09% +4 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 25 $18.7M 0.01% -8 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 25 $18.7M 0.06% -2 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 25 $18.7M 7.96% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24 $18M 0.18% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24 $18M 0.09% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 24 $18M 0.33% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24 $18M 0.34% +1 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 24 $18M 2.79% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 24 $18M 0.13% 0 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 24 $18M -1 Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23 $17.2M 0.37% +1 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 23 $17.2M 0.42% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 23 $17.2M 0.09% -1 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 23 $17.2M 0.01% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23 $17.2M 0.16% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 23 $17.2M 2.76% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27 $17M 0.03% -6 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 23 $16.5M 0.01% 0 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 22 $16.5M 1.77% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 22 $16.5M 4.12% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 22 $16.5M 0.51% 0 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 22 $16.5M 2.65% 0 13F-HR Timeline Group Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 22 $16.5M 1.35% -1 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 22 $16.5M 3.99% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 22 $16.5M -2 Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 21 $15.7M 1.87% +1 13F-HR Timeline Group Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21 $15.7M 2.58% 0 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 21 $15.7M 4.46% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21 $15.7M 0.1% 0 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 21 $15.7M 6.28% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21 $15.7M 0.19% 0 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 21 $15.7M 3.26% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 21 $15.7M 1.27% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21 $15M 0.6% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 20 $15M 0.87% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $15M 1.52% 0 13F-HR Timeline Lubar & Co., Inc More: the full row for Lubar & Co., Inc 20 $15M 11.85% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 20 $15M 5.83% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20 $15M 1.73% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 20 $15M 0.49% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20 $15M 0.2% 0 13F-HR/A Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 20 $15M 1.66% 0 13F-HR/A Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 20 $15M 7.7% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19 $14.2M 0.4% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 19 $14.2M 2.19% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $14.2M 0.71% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 19 $14.2M 3.22% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19 $14.2M 1.33% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 19 $14.2M 1.02% 13F-HR Timeline Legacy Wealth Advisors, LLC More: the full row for Legacy Wealth Advisors, LLC 19 $14.2M 6.16% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 18 $13.5M <0.01% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 18 $13.5M 0.06% 0 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18 $13.5M 0.12% +4 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 18 $13.5M 0.36% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 18 $13.5M 1.74% -1 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18 $13.1M 0.07% +4 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17 $12.7M <0.01% 0 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 17 $12.7M 0.38% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 17 $12.7M 0.67% +2 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17 $12.7M 0.06% -2 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 17 $12.7M 0.37% +3 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 17 $12.7M 0.16% +14 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 17 $12.7M 0.75% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 17 $12.7M 2.33% -1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16 $12M 0.21% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 16 $12M 1.7% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16 $12M 0.14% 0 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 16 $12M 10.37% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 15 $11.3M 4.64% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15 $11.2M 0.98% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 15 $11.2M 0.16% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 15 $11.2M 0.36% 0 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 15 $11.2M 27.7% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Amundi in group Amundi More: the full row for Amundi 15 $11.2M <0.01% -2 13F-HR Timeline Group SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 15 $11.2M 3.33% -5 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 15 $11.2M 1.93% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 15 $11.2M 1.76% -1 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15 $11.2M 0.91% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 15 $11.2M 0.17% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 15 $11.2M 2.74% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 14 $10.5M 0.43% -39 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 14 $10.5M 3.07% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 14 $10.5M 0.53% 0 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14 $10.5M 0.1% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 14 $10.5M <0.01% -1 13F-HR Timeline Group Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 14 $10.5M 3.03% -1 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 14 $10.5M 0.18% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 14 $10.5M 0.21% -1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14 $10.5M 1.09% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 14 $10.5M 1.71% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14 $10.5M 0.75% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13 $9.74M 1.03% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13 $9.74M 0.47% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 13 $9.74M 0.4% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13 $9.74M 1.01% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 13 $9.74M 0.52% 0 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 13 $9.74M 3.32% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13 $9.74M 0.09% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13 $9.74M 0.39% -1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 13 $9.74M 0.21% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13 $9.74M 0.66% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 13 $9.74M 2.8% -1 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 13 $9.74M 3.57% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 13 $9.73M 0.27% +1 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12 $8.99M 0.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12 $8.99M 0.04% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 12 $8.99M 0.17% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 12 $8.99M 0.01% -1 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 12 $8.99M 0.02% 0 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 12 $8.99M 3.45% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12 $8.99M 0.53% -1 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 12 $8.99M 0.63% -3 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12 $8.99M 0.01% -8 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12 $8.99M 0.09% +2 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12 $8.99M 1.93% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 12 $8.99M 0.18% -1 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12 $8.99M 0.87% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 12 $8.99M 1.11% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12 $8.99M 4.47% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 12 $8.99M 2.29% 0 13F-HR Timeline Pangea Capital Gestao de Recursos Ltda. More: the full row for Pangea Capital Gestao de Recursos Ltda. 12 $8.99M 6.21% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 12 $8.62M 1.9% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 12 $8.62M 0.35% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11 $8.45M 0.46% 0 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 11 $8.24M 0.03% -3 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11 $8.24M 0.35% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11 $8.24M <0.01% 0 13F-HR Timeline Group COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 11 $8.24M 0.5% 0 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 11 $8.24M 0.55% +9 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11 $8.24M 3.31% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11 $8.24M 0.14% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 11 $8.24M 0.01% -2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11 $8.24M 0.56% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11 $8.24M 0.12% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11 $8.24M 0.02% +2 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 11 $8.24M 1.19% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11 $8.24M 0.12% 0 13F-HR/A Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 11 $8.24M 3.3% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 11 $8.24M 0.47% -1 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10 $7.56M 0.11% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 10 $7.49M 0.03% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $7.49M 0.19% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10 $7.49M 0.36% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 10 $7.49M 0.04% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 10 $7.49M 1.39% +2 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 10 $7.49M 0.03% -1 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10 $7.49M 1.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10 $7.49M 0.01% +1 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 10 $7.49M 1.65% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10 $7.49M 0.36% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10 $7.49M 0.03% +3 13F-HR Timeline Group Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10 $7.49M 1.1% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 10 $7.49M 1.87% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10 $7.49M 0.58% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10 $7.49M 3.63% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10 $7.49M 0.14% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 10 $7.49M 2.62% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10 $7.49M 2.93% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 9 $6.81M 2.04% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9 $6.75M 0.54% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 9 $6.74M 0.78% -7,172 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 9 $6.74M 0.07% -2 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9 $6.74M 0.08% -1 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9 $6.74M 0.39% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9 $6.74M 0.12% +1 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9 $6.74M 1.19% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9 $6.74M 0.02% -2 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9 $6.74M 0.1% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9 $6.74M 0.72% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9 $6.74M 0.1% 0 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 9 $6.74M 0.23% -2 13F-HR/A Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9 $6.74M 0.09% 0 13F-HR/A Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 9 $6.74M 0.01% -42 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9 $6.74M 0.03% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9 $6.74M 1.81% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9 $6.74M 0.19% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9 $6.74M 0.14% -2 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9 $6.74M 0.12% -1 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 9 $6.74M 0.28% -4 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9 $6.74M 0.41% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 9 $6.74M 0.33% -4 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $6.74M 0.87% -1 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 9 $6.74M 4.11% -8 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 8 $5.99M 0.1% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8 $5.99M 1.48% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 8 $5.99M 0.09% 0 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 8 $5.99M <0.01% -1 13F-HR/A Timeline Group Swedbank AB in group Swedbank AB More: the full row for Swedbank AB 8 $5.99M 0.01% -11 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8 $5.99M 0.3% -2 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8 $5.99M 2.45% -2 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 8 $5.99M 1.54% -1 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 8 $5.99M 3% 0 13F-HR Timeline