AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $3.02M 0.29% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4 $3.02M 0.28% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4 $3.02M 0.55% -1 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4 $3.02M 0.04% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4 $3.02M 0.89% +3 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 4 $3.02M 0.25% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4 $3.02M 0.02% -6 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4 $3.02M 0.73% 0 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 4 $3.02M 0.1% +1 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4 $3.02M 0.01% -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 0.05% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4 $3.02M 0.32% 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 0.28% 0 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 4 $3.02M 0.22% 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 FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 4 $3.02M 0.2% +1 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4 $3.02M 0.1% -1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4 $3.02M 0.47% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 4 $3.02M <0.01% new 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4 $3.02M 0.25% 0 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 4 $3.02M 0.51% 0 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4 $3.02M 0.4% 0 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 4 $3.02M 0.26% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $3.02M 0.29% -1 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 4 $3.02M 1.17% 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 0.43% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 4 $3.02M 0.35% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4 $3.02M 0.43% 0 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 4 $3.02M 0.71% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4 $3.02M 0.1% +1 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% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4 $3.02M 0.31% 0 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4 $3.02M 0.36% 0 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 4 $3.02M 0.33% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 4 $3.02M 1.32% +3 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 4 $3.02M 0.25% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4 $3.02M 0.51% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4 $3.02M 1.64% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 4 $3.02M 0.46% 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 Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 4 $3.02M 2.4% 0 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 4 $3.02M 0.84% +2 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 4 $3.02M 1.27% 0 13F-HR/A Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 4 $3.02M 1.39% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 4 $3.02M 3.32% 0 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 4 $3.02M 0.8% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4 $3.02M 0.05% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 4 $3.02M 0.44% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 4 $3.02M 1.78% +2 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% 0 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4 $3.02M 0.33% 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4 $3.02M 0.42% 13F-HR Timeline SANTA MONICA PARTNERS LP More: the full row for SANTA MONICA PARTNERS LP 4 $3.02M 1.83% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4 $3.02M 0.01% +3 13F-HR Timeline RK Asset Management, LLC More: the full row for RK Asset Management, LLC 4 $3.02M 2.85% 0 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 4 $3.02M 56.71% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 4 $3.02M 2.42% 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% 0 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4 $2.99M 0.07% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 4 $2.98M 0.47% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4 $2.85M 0.03% 0 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 4 $2.65M <0.01% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3 $2.27M <0.01% 0 13F-HR Timeline Group 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 HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3 $2.26M 0.01% -8 13F-HR Timeline Group DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 3 $2.26M <0.01% -1 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 3 $2.26M 0.08% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3 $2.26M 0.15% 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 0.21% 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 Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3 $2.26M 0.09% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3 $2.26M 0.12% 0 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 3 $2.26M 0.81% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 3 $2.26M 0.06% +2 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3 $2.26M 0.18% 0 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 3 $2.26M 0.23% 0 13F-HR/A Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3 $2.26M 0.12% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 3 $2.26M 0.14% 0 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3 $2.26M 0.25% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 3 $2.26M 0.07% -1 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 3 $2.26M 0.14% +1 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3 $2.26M 0.04% +1 13F-HR Timeline Bulldog Investors, LLP More: the full row for Bulldog Investors, LLP 3 $2.26M 0.5% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 3 $2.26M 0.15% 0 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 J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3 $2.26M 0.12% new 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3 $2.26M 0.05% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 3 $2.26M 0.2% 0 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 3 $2.26M 0.67% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3 $2.26M 0.07% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $2.26M 0.09% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 3 $2.26M 0.88% 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 0.26% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3 $2.26M 0.29% 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% 0 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3 $2.26M 0.03% new 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3 $2.26M 1.28% -1 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 3 $2.26M 0.76% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 3 $2.26M 0.39% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 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 LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 3 $2.26M 0.97% -1 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3 $2.26M 0.05% -50 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 3 $2.26M 0.26% 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 0.17% 0 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 3 $2.26M 0.74% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3 $2.26M 0.05% +2 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 3 $2.26M 0.28% 0 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 3 $2.26M 0.18% 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 0.9% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3 $2.26M 0.06% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 3 $2.26M 0.31% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 3 $2.26M 0.22% 0 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 3 $2.26M 0.74% 0 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 3 $2.26M 0.49% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3 $2.26M 0.12% -2 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 3 $2.26M 1.61% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3 $2.26M 0.06% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3 $2.26M 0.36% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3 $2.26M 0.36% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3 $2.26M 0.51% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 3 $2.26M 0.53% 0 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3 $2.26M 0.31% 0 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 3 $2.26M 1.34% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 3 $2.26M 0.48% -1 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3 $2.26M 0.96% 0 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 3 $2.26M 0.31% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3 $2.26M 0.12% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3 $2.26M 0.88% +1 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3 $2.26M 0.16% 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 0.39% 0 13F-HR/A Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3 $2.26M 1.99% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3 $2.26M 0.51% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3 $2.26M 0.21% 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 NavPoint Financial, Inc. More: the full row for NavPoint Financial, Inc. 3 $2.26M 0.97% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3 $2.26M 0.02% +3 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 3 $2.26M 0.79% 0 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 3 $2.26M 1.65% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3 $2.26M 0.4% 0 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3 $2.26M 1.63% 0 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 3 $2.26M 1.42% 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 0.24% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3 $2.26M 0.67% 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 3 $2.26M 1.41% 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 3 $2.26M 0.9% 13F-HR Timeline Sound Portfolio Advisors, LLC More: the full row for Sound Portfolio Advisors, LLC 3 $2.26M 1.9% 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3 $2.26M 0.22% 0 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 3 $2.26M 0.38% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 3 $2.26M 0.9% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3 $2.26M 0.52% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 3 $2.26M 1.55% 0 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 3 $2.19M 1.48% 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2 $1.59M 0.29% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2 $1.51M <0.01% +1 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2 $1.51M 0.11% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2 $1.51M 0.2% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2 $1.51M 0.01% 0 13F-HR Timeline Group LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 2 $1.51M 0.27% 0 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 2 $1.51M 0.31% -1 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2 $1.51M 0.19% new 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 2 $1.51M 0.97% 0 13F-HR/A 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 0.08% 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 0.03% 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 0.23% 0 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 2 $1.51M 0.17% 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 RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 2 $1.51M 1.22% 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2 $1.51M 0.04% +1 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 0.94% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2 $1.51M 0.34% new 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% 0 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 0.14% 0 13F-HR Timeline Group BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 2 $1.51M 0.46% new 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2 $1.51M 0.12% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2 $1.51M 0.12% 0 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2 $1.51M <0.01% -2 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2 $1.51M 0.02% 0 13F-HR Timeline