BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 4 $2.92M 1.13% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 4 $2.92M 0.19% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4 $2.92M <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4 $2.92M <0.01% -21 13F-HR Timeline Group FOUNDATION RESOURCE MANAGEMENT INC More: the full row for FOUNDATION RESOURCE MANAGEMENT INC 4 $2.92M 0.45% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4 $2.92M 0.09% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $2.92M 0.3% -1 13F-HR Timeline BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. More: the full row for BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. 4 $2.92M 1.7% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4 $2.92M 0.08% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4 $2.92M 0.33% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4 $2.92M 0.04% 0 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4 $2.92M 0.26% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4 $2.92M 0.02% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4 $2.92M 0.79% 0 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 4 $2.92M 0.08% 0 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4 $2.92M 0.07% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4 $2.92M 0.22% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4 $2.92M 0.33% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4 $2.92M 0.06% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 4 $2.92M 0.39% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4 $2.92M 0.3% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4 $2.92M 0.21% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4 $2.92M 0.92% 0 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 4 $2.92M 1.15% -12 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 4 $2.92M 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4 $2.92M 0.41% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 4 $2.92M 0.24% +1 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4 $2.92M 0.27% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 4 $2.92M 0.57% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4 $2.92M 0.43% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4 $2.92M 0.54% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4 $2.92M 0.27% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 4 $2.92M 0.57% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 4 $2.92M 0.55% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4 $2.92M 0.46% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 4 $2.92M 0.38% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4 $2.92M 0.28% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4 $2.92M 0.46% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4 $2.92M 0.76% +1 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4 $2.92M 0.08% 0 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4 $2.92M 0.42% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4 $2.92M 0.4% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4 $2.92M 0.34% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4 $2.92M 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4 $2.92M 0.1% 0 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4 $2.92M 1.54% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4 $2.92M 0.5% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4 $2.92M 0.09% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 4 $2.92M 1.41% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4 $2.92M 0.21% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4 $2.92M 0.07% -3 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4 $2.92M 0.29% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4 $2.92M 0.7% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4 $2.92M 1.44% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 4 $2.92M 1.55% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4 $2.92M 2.32% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 4 $2.92M 3.38% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4 $2.92M 0.06% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4 $2.92M 0.31% 13F-HR/A Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 4 $2.92M 1.09% 0 13F-HR Timeline SANTA MONICA PARTNERS LP More: the full row for SANTA MONICA PARTNERS LP 4 $2.92M 1.7% 0 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 4 $2.92M 17.6% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4 $2.92M 2.23% 0 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 4 $2.91M 2.81% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4 $2.91M 0.52% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4 $2.91M 0.08% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4 $2.89M 0.57% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4 $2.88M 0.01% +2 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4 $2.8M 1.24% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3 $2.19M <0.01% 0 13F-HR/A Timeline Group Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 529,664 $2.19M 0.88% +529,662 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3 $2.19M 0.06% 0 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3 $2.19M 0.03% +1 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3 $2.19M 0.08% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3 $2.19M 0.16% 0 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 3 $2.19M 0.01% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3 $2.19M 0.25% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3 $2.19M 0.07% -1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $2.19M 0.01% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3 $2.19M 0.19% -2 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3 $2.19M 0.23% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3 $2.19M <0.01% 0 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3 $2.19M 0.19% +1 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3 $2.19M 0.16% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3 $2.19M 0.13% +1 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3 $2.19M 0.85% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3 $2.19M 0.19% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3 $2.19M 0.15% -3 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 3 $2.19M 0.22% 0 13F-HR/A Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3 $2.19M 0.14% -1 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 3 $2.19M 0.02% -7 13F-HR/A Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3 $2.19M 0.06% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $2.19M 0.27% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3 $2.19M 0.09% +2 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3 $2.19M 0.02% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $2.19M 0.21% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3 $2.19M 0.73% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $2.19M 0.1% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3 $2.19M 0.93% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3 $2.19M 0.16% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3 $2.19M 0.07% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3 $2.19M 0.28% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3 $2.19M 0.31% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3 $2.19M 0.95% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3 $2.19M 0.09% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3 $2.19M 0.05% 0 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3 $2.19M 0.33% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3 $2.19M 0.02% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 3 $2.19M 0.15% 0 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 3 $2.19M 0.19% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3 $2.19M 0.05% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3 $2.19M 0.03% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3 $2.19M 0.98% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3 $2.19M 0.1% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3 $2.19M 0.08% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3 $2.19M 0.33% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3 $2.19M 0.19% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3 $2.19M 0.2% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3 $2.19M 0.82% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3 $2.19M 0.53% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3 $2.19M 1.76% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 3 $2.19M 0.82% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3 $2.19M 0.55% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3 $2.19M 0.54% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 3 $2.19M 0.53% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3 $2.19M 0.34% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3 $2.19M 1.45% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3 $2.19M 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3 $2.19M 1.25% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3 $2.19M 0.13% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3 $2.19M 0.16% +2 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3 $2.19M 0.41% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3 $2.19M 1.99% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3 $2.19M 0.04% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3 $2.19M 0.21% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3 $2.19M 1.73% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3 $2.19M 0.28% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3 $2.19M 0.88% 0 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3 $2.19M 1.76% 0 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 3 $2.19M 1.83% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3 $2.19M 0.48% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3 $2.19M 1.75% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3 $2.19M 1.65% 0 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 3 $2.19M 0.95% 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 3 $2.19M 2.32% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2 $2.19M 0.1% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3 $2.19M 0.15% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3 $2.19M 0.24% 0 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 3 $2.19M 0.45% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3 $2.19M 0.11% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3 $2.19M 1.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3 $2.19M 0.53% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3 $2.19M 0.51% -2 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3 $2.19M 1.67% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 3 $2.19M 1.65% +2 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 3 $2.19M <0.01% 0 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 3 $2.18M 0.72% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3 $2.11M 0.19% +2 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2 $1.53M 0.31% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2 $1.47M 0.34% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2 $1.46M 0.21% 0 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 2 $1.46M 0.75% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2 $1.46M 0.11% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2 $1.46M 0.2% 0 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2 $1.46M 0.28% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2 $1.46M 0.05% new 13F-HR/A Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2 $1.46M 0.55% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2 $1.46M 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $1.46M 0.09% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2 $1.46M 0.09% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2 $1.46M 0.04% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2 $1.46M 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $1.46M 0.06% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2 $1.46M <0.01% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2 $1.46M 0.09% -2 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2 $1.46M 0.24% 0 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2 $1.46M 0.16% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2 $1.46M 0.11% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2 $1.46M 0.05% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2 $1.46M 0.07% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2 $1.46M 0.16% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2 $1.46M 0.77% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 2 $1.46M <0.01% 0 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2 $1.46M 0.11% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2 $1.46M 0.13% 0 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2 $1.46M 0.13% 0 13F-HR Timeline Kaye Capital Management More: the full row for Kaye Capital Management 2 $1.46M 0.56% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2 $1.46M 0.01% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2 $1.46M 0.03% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2 $1.46M 0.17% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2 $1.46M 0.32% +1 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2 $1.46M 0.72% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2 $1.46M 0.16% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2 $1.46M 0.12% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2 $1.46M 0.23% 0 13F-HR Timeline BIGLARI CAPITAL CORP. in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI CAPITAL CORP. 2 $1.46M 0.17% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2 $1.46M 0.03% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2 $1.46M 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2 $1.46M 0.12% 0 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2 $1.46M 0.02% 0 13F-HR Timeline Group