Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4 $3.02M 0.09% +2 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 $3.02M 0.06% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4 $3.02M 0.31% 0 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 4 $3.02M 0.06% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 4 $3.02M 0.38% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 4 $3.02M 0.29% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4 $3.02M 0.21% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4 $3.02M 0.91% 0 13F-HR Timeline FLOSSBACH VON STORCH SE More: the full row for FLOSSBACH VON STORCH SE 4 $3.02M 0.01% 0 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4 $3.02M 0.42% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4 $3.02M 0.26% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 4 $3.02M 0.54% 0 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4 $3.02M 1.62% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4 $3.02M 0.41% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4 $3.02M 0.26% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 4 $3.02M 1.02% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 4 $3.02M 1.28% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 4 $3.02M 0.53% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 4 $3.02M 0.45% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 4 $3.02M 0.37% 0 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 4 $3.02M 0.28% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4 $3.02M 0.44% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4 $3.02M 0.73% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 4 $3.02M 0.07% +3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4 $3.02M 0.07% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4 $3.02M 0.04% +1 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4 $3.02M 0.33% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4 $3.02M 0.38% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4 $3.02M 0.36% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4 $3.02M 0.06% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4 $3.02M 0.26% +3 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4 $3.02M 0.1% 0 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4 $3.02M 1.36% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4 $3.02M 0.48% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4 $3.02M 0.08% 0 13F-HR Timeline Fortress Wealth Management, Inc. More: the full row for Fortress Wealth Management, Inc. 4 $3.02M 1.34% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4 $3.02M 0.15% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 4 $3.02M 0.68% -1 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 4 $3.02M 2.34% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4 $3.02M 1.37% new 13F-HR/A Timeline Advantage Trust Co More: the full row for Advantage Trust Co 4 $3.02M 1.36% 0 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 4 $3.02M 0.95% new 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 4 $3.02M 1.4% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4 $3.02M 2.24% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 4 $3.02M 3.34% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4 $3.02M 0.06% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4 $3.02M 0.51% -1 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 4 $3.02M 0.29% 0 13F-HR Timeline Black Diamond Capital Management I, LLLP More: the full row for Black Diamond Capital Management I, LLLP 4 $3.02M 2.01% 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 4 $3.02M 2.74% 0 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 4 $3.02M <0.01% +1 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4 $3.01M 0.07% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4 $3.01M <0.01% 0 13F-HR Timeline Group FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4 $3M 0.5% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4 $3M 0.55% 0 13F-HR Timeline FIRST NATIONAL CORP /MA/ /ADV More: the full row for FIRST NATIONAL CORP /MA/ /ADV 4 $2.98M 0.57% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4 $2.94M 0.03% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4 $2.94M <0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4 $2.89M 0.46% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3 $2.26M <0.01% 0 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3 $2.26M 0.14% 0 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3 $2.26M 0.23% 0 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 3 $2.26M 0.42% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3 $2.26M 0.11% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3 $2.26M 0.95% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3 $2.26M 0.51% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 3 $2.26M 0.49% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3 $2.26M 1.61% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 3 $2.26M 0.06% 0 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3 $2.26M 0.09% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3 $2.26M 0.16% 0 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 3 $2.26M 0.01% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3 $2.26M 0.24% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3 $2.26M 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3 $2.26M 0.22% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 3 $2.26M <0.01% 0 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3 $2.26M 0.16% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3 $2.26M 0.13% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3 $2.26M 0.8% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3 $2.26M 0.17% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3 $2.26M 0.15% 0 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 3 $2.26M 0.23% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 3 $2.26M 0.11% -2 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3 $2.26M 0.13% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3 $2.26M <0.01% -8 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3 $2.26M 0.06% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3 $2.26M 0.08% 0 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 3 $2.26M 0.16% -1 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3 $2.26M 0.02% 0 13F-HR Timeline Group Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3 $2.26M 0.05% -3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $2.26M 0.21% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3 $2.26M 0.71% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $2.26M 0.1% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3 $2.26M 0.9% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 3 $2.26M 0.15% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3 $2.26M 0.07% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 3 $2.26M 0.27% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3 $2.26M 0.3% 0 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 3 $2.26M 0.16% -1 13F-HR Timeline Group Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3 $2.26M 0.8% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3 $2.26M 0.39% -2 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3 $2.26M 0.05% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3 $2.26M 0.02% -5 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3 $2.26M 0.27% 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 $2.26M 0.15% 0 13F-HR Timeline Group FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3 $2.26M 0.26% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3 $2.26M 0.08% +1 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3 $2.26M 0.17% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3 $2.26M 0.06% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3 $2.26M 0.94% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3 $2.26M 0.09% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3 $2.26M 0.07% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3 $2.26M 0.32% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3 $2.26M 0.18% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3 $2.26M 0.21% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3 $2.26M 0.77% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3 $2.26M 0.46% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3 $2.26M 1.73% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 3 $2.26M 0.76% +1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3 $2.26M 0.41% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3 $2.26M 0.52% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 3 $2.26M 0.52% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3 $2.26M 0.32% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3 $2.26M 1.39% 0 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 3 $2.26M 1.68% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3 $2.26M 0.05% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3 $2.26M 1.22% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3 $2.26M 0.13% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3 $2.26M 0.18% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3 $2.26M 0.15% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3 $2.26M 0.4% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3 $2.26M 1.98% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3 $2.26M 0.51% -1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3 $2.26M 0.03% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3 $2.26M 0.2% 0 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3 $2.26M 1.57% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3 $2.26M 0.26% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3 $2.26M 0.83% 0 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 3 $2.26M 1.75% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3 $2.26M 0.44% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3 $2.26M 1.67% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3 $2.26M 1.58% 0 13F-HR Timeline McMill Wealth Management More: the full row for McMill Wealth Management 3 $2.26M 0.64% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 3 $2.26M 0.26% +2 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 3 $2.26M 0.73% -1 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp group of 2 filers holding More: the full row for Mitsubishi UFJ Trust & Banking Corp 3 $2.26M -2 Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2 $1.58M 0.3% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2 $1.51M 0.02% -1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2 $1.51M 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2 $1.51M 0.09% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2 $1.51M 0.08% 0 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2 $1.51M 0.04% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2 $1.51M 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2 $1.51M 0.07% 0 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2 $1.51M <0.01% 0 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2 $1.51M 0.1% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2 $1.51M 0.21% 0 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2 $1.51M 0.16% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2 $1.51M 0.11% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2 $1.51M 0.05% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 2 $1.51M 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2 $1.51M 0.15% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 2 $1.51M 0.97% 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 $1.51M <0.01% 0 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2 $1.51M 0.06% +1 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2 $1.51M 0.24% 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 $1.51M 0.13% 0 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2 $1.51M 0.12% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2 $1.51M 0.01% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2 $1.51M 0.13% -1 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2 $1.51M 0.02% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2 $1.51M 0.17% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2 $1.51M 0.29% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2 $1.51M 0.67% 0 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 2 $1.51M 0.16% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2 $1.51M 0.11% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2 $1.51M 0.22% 0 13F-HR Timeline BIGLARI CAPITAL CORP. in group BIGLARI CAPITAL CORP. More: the full row for BIGLARI CAPITAL CORP. 2 $1.51M 0.17% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2 $1.51M 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2 $1.51M 0.01% -1 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 2 $1.51M 0.19% +1 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2 $1.51M 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 $1.51M 0.02% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $1.51M 0.06% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 2 $1.51M 0.7% 0 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 2 $1.51M 1.39% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 2 $1.51M 0.5% 0 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 2 $1.51M 0.04% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $1.51M 0.12% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2 $1.51M 0.1% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2 $1.51M 0.03% 0 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2 $1.51M 0.17% 0 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 2 $1.51M 0.55% 0 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2 $1.51M 0.24% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 2 $1.51M 0.25% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 2 $1.51M 0.44% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2 $1.51M 0.07% 0 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 2 $1.51M 0.1% 0 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2 $1.51M 0.34% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VICUS CAPITAL More: the full row for VICUS CAPITAL 2 $1.51M 0.12% 0 13F-HR Timeline