Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 25 $18.9M 1.57% +5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 25 $18.9M 2.42% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 25 $18.9M 0.08% 0 13F-HR/A Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25 $18.7M 0.29% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 24 $18.1M 0.21% 0 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24 $18.1M 0.1% 0 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 24 $18.1M 0.49% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 24 $18.1M 0.11% -1 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 24 $18.1M 4.86% new 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 24 $18.1M 0.22% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 24 $18.1M 0.31% +1 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 24 $18.1M 0 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 23 $17.3M 0.06% 0 13F-HR Timeline Group Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 23 $17.3M 5.99% 0 13F-HR Timeline Group 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 $17.3M 0.02% 0 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 22 $16.6M 1.85% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 22 $16.6M 2.1% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 22 $16.6M 4.34% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22 $16.6M 0.01% -5 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 22 $16.6M 2.52% 0 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22 $16.6M 0.01% 0 13F-HR Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 22 $16.6M 0.01% -9 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22 $16.6M 0.52% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 22 $16.6M 1.27% -3 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 22 $16.6M 0.19% +2 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 22 $16.6M 4.97% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22 $16.6M 0.32% new 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 22 $16.6M 7.75% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 22 $16.6M 3.53% 0 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 21 $15.8M 1.47% 0 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21 $15.8M 2.92% 0 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 21 $15.8M 4.9% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 21 $15.8M 7.51% -2 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21 $15.8M 0.28% 0 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 21 $15.8M 1.43% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 22 $15.8M 0.71% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 20 $15.1M 0.05% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 20 $15.1M 0.49% +14 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 20 $15.1M 6.36% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20 $15.1M 2.14% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 20 $15.1M 2.39% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20 $15.1M 1.78% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 20 $15.1M 8.88% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $14.4M 1.54% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 19 $14.3M 1.71% -9,749 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19 $14.3M 0.21% -1 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 19 $14.3M 0.05% -4 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 19 $14.3M 0.5% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19 $14.3M 0.07% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $14.3M 0.84% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 19 $14.3M 0.07% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19 $14.3M 1.53% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18 $13.8M 0.12% +8 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 18 $13.7M 1.04% +1 13F-HR/A Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 18 $13.6M <0.01% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 18 $13.6M 2.86% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 18 $13.6M 0.42% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 18 $13.6M 0.94% 0 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 18 $13.6M 2.48% -2 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 18 $13.6M 0.65% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 18 $13.6M 2.19% +16 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18 $13.6M 0.06% +1 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 18 $13.6M 0.26% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 18 $13.5M <0.01% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17 $12.8M 0.01% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17 $12.8M <0.01% 0 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 17 $12.8M 0.19% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17 $12.8M 0.43% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 17 $12.8M 0.01% -2 13F-HR Timeline Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 17 $12.8M 3.95% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 17 $12.8M 0.4% 0 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 17 $12.8M 4.74% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 17 $12.8M 0 Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16 $12.1M 0.05% -1 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16 $12.1M 0.15% 0 13F-HR Timeline Group America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 16 $12.1M 2.24% -1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16 $12.1M 0.25% -1 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 16 $12.1M 2.03% -1 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16 $12.1M 4.81% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 16 $11.9M 1.7% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15 $11.3M 1.1% 0 13F-HR Timeline Swedbank AB in group Swedbank AB More: the full row for Swedbank AB 15 $11.3M 0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15 $11.3M 0.06% -1 13F-HR Timeline Group FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 15 $11.3M 30.16% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 15 $11.3M 0.64% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 15 $11.3M 0.53% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 15 $11.3M 0.05% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15 $11.3M 0.22% -1 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 15 $11.3M 0.21% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 15 $11.3M 0.17% +1 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 15 $11.3M 2.21% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15 $11.3M 0.26% +1 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15 $11.3M 1.22% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15 $11.3M 1.39% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 15 $11.3M 2.99% +3 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 15 $11.3M 4.36% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15 $11.3M 0.37% +4 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 14 $10.6M 0.26% 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 14 $10.6M 1.25% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14 $10.6M 0.14% +2 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 14 $10.6M 2.75% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14 $10.6M 0.1% -4 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 14 $10.6M 1.31% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $10.6M 0.11% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14 $10.6M 1.25% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14 $10.6M 0.12% +4 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 14 $10.6M 2.3% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 14 $10.6M 0.03% -1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14 $10.6M 0.37% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 14 $10.6M 0.48% -5 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14 $10.6M 4.43% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 14 $10.6M 2.15% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14 $10.6M 0.91% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13 $9.8M 1.1% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 13 $9.8M 2.98% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 13 $9.8M 0.13% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13 $9.8M 0.37% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 13 $9.8M 0.02% 0 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13 $9.8M 0.54% 0 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 13 $9.8M 3.66% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13 $9.8M 1.21% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13 $9.8M 0.6% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13 $9.8M 0.02% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 13 $9.8M 0.58% 0 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 13 $9.8M 2.66% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13 $9.8M 0.69% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 13 $9.8M 0.11% -6 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13 $9.8M 0.65% 0 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 13 $9.8M 2.17% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13 $9.8M 0.13% -3 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 13 $9.7M 0.78% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12 $9.05M 0.04% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 12 $9.05M 0.06% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 12 $9.05M 0.04% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 12 $9.05M <0.01% +2 13F-HR Timeline Group COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 12 $9.05M 0.48% 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 12 $9.05M 0.78% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12 $9.05M 0.13% +1 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 12 $9.05M 2.91% 0 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12 $9.05M 2.7% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12 $9.05M 1.91% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 12 $9.05M 2.82% 0 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12 $9.05M 5.21% 0 13F-HR Timeline Pangea Capital Gestao de Recursos Ltda. More: the full row for Pangea Capital Gestao de Recursos Ltda. 12 $9.05M 7.84% 0 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 12 $9.05M 0.3% -1 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12 $9.05M 0.99% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 12 $8.67M 0.05% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 12 $8.67M 0.03% 13F-HR Timeline Group Giverny Capital Inc. More: the full row for Giverny Capital Inc. 11 $8.47M 0.29% 0 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11 $8.3M 0.05% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11 $8.3M 0.38% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11 $8.3M 3.54% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11 $8.3M 0.52% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11 $8.3M 0.12% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11 $8.3M 0.64% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11 $8.3M 0.05% +2 13F-HR/A Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 11 $8.3M 1.37% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11 $8.3M 0.16% 0 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 11 $8.3M 3.92% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11 $8.3M 0.2% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 11 $8.3M 1.11% 0 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11 $8.3M 1.51% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11 $8.14M 0.56% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10 $7.54M 0.12% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $7.54M 0.22% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10 $7.54M 0.43% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10 $7.54M 3.89% 0 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 10 $7.54M 2.06% -1 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 10 $7.54M 0.04% 0 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10 $7.54M 0.77% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 10 $7.54M 1.02% +1 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10 $7.54M 0.02% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10 $7.54M 0.04% +6 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10 $7.54M 0.09% 0 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10 $7.54M 0.43% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10 $7.54M 1.19% 0 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10 $7.54M 0.68% 0 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10 $7.54M 4.3% 0 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 10 $7.54M 2.12% 0 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $7.54M 1.15% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10 $7.54M 0.17% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 10 $7.54M 1.09% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10 $7.54M 3.68% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 10 $7.33M 0.16% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 9 $6.79M <0.01% +1 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 9 $6.79M 0.01% +2 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9 $6.79M 0.9% new 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9 $6.79M 0.37% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9 $6.79M 1.63% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9 $6.79M 0.03% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9 $6.79M 0.86% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9 $6.79M 0.5% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9 $6.79M 0.11% -1 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9 $6.79M 0.04% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 9 $6.79M 6.01% +3 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9 $6.79M 0.23% 0 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 9 $6.79M 2.91% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9 $6.79M 0.16% 0 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 9 $6.79M 0.14% -1 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 9 $6.79M 1.82% 0 13F-HR Timeline