Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 44,304 $22.3M -644 Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 44,133 $22.2M 0.94% -104,869 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 43,928 $22.1M 0.69% -459 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 43,915 $22.1M 0.24% +799 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 43,895 $22.1M 0.12% +14,332 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 43,860 $22M 1.15% +422 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 43,843 $22M 2.61% -526 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 43,754 $22M 2.73% +1,088 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 42,980 $21.6M 9.39% -818 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 42,747 $21.5M 0.66% -3,013 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 42,681 $21.5M 0.77% -20,494 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 42,620 $21.4M 12.71% +949 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42,449 $21.3M 0.31% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 42,341 $21.3M 5.64% +574 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 42,270 $21.2M 0.43% +5,438 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 42,074 $21.1M 4.89% +1,109 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 42,000 $21.1M 2.58% 0 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 41,977 $21.1M 2.34% +31 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 41,927 $21.1M 0.55% +57 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 41,919 $21.1M 8.79% -282 13F-HR Timeline Titan Investment Solutions Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Investment Solutions Ltd 41,843 $21M 2.53% 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 41,725 $21M 0.35% -13,915 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 41,724 $21M 7.86% +355 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 41,701 $21M 0.7% -47,099 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 41,637 $20.9M +616 Timeline Hingham Institution for Savings More: the full row for Hingham Institution for Savings 41,450 $20.8M 17.07% 13F-HR/A Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 41,440 $20.8M 1.08% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 41,367 $20.8M 5.82% -186 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 42,338 $20.7M 1.16% -3,639 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 41,191 $20.7M 8.09% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 41,108 $20.7M 1.52% +997 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 40,971 $20.6M 5.33% -3,156 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 40,921 $20.6M 3.98% -1,319 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 40,705 $20.5M 0.4% 13F-HR Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 40,619 $20.4M 3.6% -151 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 40,521 $20.4M 1.88% +1,433 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 40,479 $20.3M 6.03% +14,369 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 40,445 $20.3M 4.95% -877 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 40,303 $20.3M 2.27% +521 13F-HR Timeline Group Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 40,187 $20.2M 18.11% -1,714 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 41,919 $20.1M 2.78% -369 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 40,020 $20.1M 0.74% -20,157 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 40,008 $20.1M 0.36% +3,487 13F-HR/A Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 40,000 $20.1M 0.34% -144,800 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 39,941 $20.1M 1.48% -104 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 39,883 $20M 1.41% -3,520 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 39,860 $20M 0.78% -594 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 40,093 $20M 2.16% +757 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 39,752 $20M 1.38% +15 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 39,654 $19.9M 4.31% -64 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 39,622 $19.9M +6,593 Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 39,529 $19.9M +47 Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 39,413 $19.8M 3.15% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,278 $19.8M 0.65% -1 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 39,292 $19.8M 0.18% -851 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 39,259 $19.7M 0.67% +1,476 13F-HR Timeline Group TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 39,109 $19.7M 11.34% -2,129 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 38,868 $19.5M 13.41% -73 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 38,838 $19.5M 0.88% -47 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 38,836 $19.5M 9.41% -1,206 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 38,676 $19.4M 3.24% +7,820 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 38,411 $19.3M 5.19% +31 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 38,364 $19.3M 1.2% -1,689 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 38,195 $19.2M 0.01% +2,727 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 37,988 $19.1M 0.26% -2,361 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 37,948 $19.1M 4.12% +1,493 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 37,873 $19M 0.43% +775 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 37,865 $19M 0.68% 13F-HR/A Timeline Stolper Co More: the full row for Stolper Co 37,858 $19M 5.61% +139 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 37,803 $19M 0.95% +2,715 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 37,677 $18.9M 0.16% -5,135 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 37,653 $18.9M 0.34% +1,382 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 37,646 $18.9M 0.46% -542 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 37,612 $18.9M 1.34% +114 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 37,602 $18.9M 2.67% -236 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,530 $18.9M 1.35% +25,691 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 37,446 $18.8M 0.25% +1,992 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 37,303 $18.8M 0.42% -652 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 37,270 $18.7M 3.33% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 35,153 $18.7M 1.24% -628 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 37,138 $18.7M 0.41% -282,795 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 37,166 $18.7M 7.65% -100 13F-HR/A Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,124 $18.7M 0.6% +13,962 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,010 $18.6M 0.45% +388 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 36,886 $18.5M 0.58% +1,514 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 36,624 $18.4M 1.54% +1,347 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 38,005 $18.4M 0.2% -2,087 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 36,521 $18.4M 0.71% +391 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 36,950 $18.3M 0.64% -3,209 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 36,178 $18.2M 0.6% -162 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 36,151 $18.2M 0.58% -2,524 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 36,136 $18.2M 1.74% +2,039 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 36,038 $18.1M 2.73% +392 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 35,936 $18.1M 1.47% -1,785 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 35,904 $18M 1.42% +1,755 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 35,812 $18M 0.68% +785 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 35,803 $18M 0.21% -17,257 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 35,429 $17.8M 0.34% +201 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 35,215 $17.7M 2.39% -3,088 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 35,075 $17.6M 0.54% -409 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 34,941 $17.6M 1.33% 0 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 34,909 $17.5M 0.96% +6,526 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 34,864 $17.5M 0.9% -574 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,844 $17.5M 0.2% +1,019 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 34,703 $17.4M 1.42% -2,909 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 34,621 $17.4M 0.36% -20,505 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 34,595 $17.4M 1.9% -1,823 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 34,550 $17.4M 0.57% +2,352 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 34,506 $17.3M 3.5% +11 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 34,368 $17.3M 0.29% 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 34,332 $17.3M 1.5% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,164 $17.2M 1.04% -1,128 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 34,124 $17.2M 5.71% +5,552 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 34,040 $17.1M 9.99% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 33,990 $17.1M 1.86% -556 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 33,934 $17.1M 0.62% +1,979 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 33,857 $17M 1.07% +268 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 33,580 $16.9M 0.64% +15,594 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 33,613 $16.9M 3.58% -123 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 33,553 $16.9M 0.96% -18,858 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 33,540 $16.9M 5.64% +1,558 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 33,462 $16.8M 0.66% +1,226 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 33,352 $16.8M 0.17% -336 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 33,297 $16.7M 1.1% -327 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 33,250 $16.7M 6.51% 0 13F-HR/A Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 33,225 $16.7M 0.72% -449 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 32,998 $16.6M 0.78% -77 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 32,937 $16.6M 6.89% +2,699 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,905 $16.5M 0.71% -111 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 32,557 $16.4M 0.45% -441 13F-HR/A Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 32,440 $16.3M 2.56% -109 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 32,423 $16.3M 0.74% -449 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 32,410 $16.3M 1.77% -5,820 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 32,278 $16.2M 9.11% +641 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 32,258 $16.2M 2.32% +536 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 32,235 $16.2M 3.76% -1,500 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 32,205 $16.2M 0.48% +1,888 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 32,188 $16.2M 2.58% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 32,089 $16.1M 0.93% -1,302 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 31,928 $16M 0.28% +2,473 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 31,924 $16M 0.29% +377 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 31,887 $16M 0.13% -2,558 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 31,804 $16M 0.6% +38 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 31,770 $16M 1.96% +2,943 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 31,725 $15.9M 1.86% -116 13F-HR Timeline LFL Advisers, LLC More: the full row for LFL Advisers, LLC 31,693 $15.9M 5.23% +863 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 32,250 $15.9M 0.93% +601 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 31,589 $15.9M 3.63% -3,999 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 31,586 $15.9M 0.88% +3,953 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 31,515 $15.8M 0.84% -10,688 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 31,476 $15.8M 3.6% -869 13F-HR Timeline Boit C F David More: the full row for Boit C F David 31,628 $15.8M 6.82% 0 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 31,265 $15.7M 3.53% +349 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 31,200 $15.7M 4.41% 0 13F-HR/A Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 31,188 $15.7M 0.34% -12,233 13F-HR Timeline Group PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 31,112 $15.6M 0.91% +302 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 30,962 $15.6M 0.43% -1,188 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 30,910 $15.5M 3.61% +672 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 30,888 $15.5M 0.73% +7,087 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,837 $15.5M 0.23% -1,014 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 30,808 $15.5M 0.18% -1,083 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 30,729 $15.4M 0.3% +8,021 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 30,591 $15.4M 4.52% -1,104 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 30,571 $15.4M 11.53% -565 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 30,449 $15.3M 1.32% -493 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 30,355 $15.3M 12.2% 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 30,225 $15.2M +1,184 Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 30,166 $15.2M 0.53% -235 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 30,106 $15.1M 6.97% +15 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 30,000 $15.1M 0.44% new 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 29,912 $15M 8.53% -52 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 29,838 $15M 2.88% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29,785 $15M 0.17% -495 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 29,731 $14.9M 0.11% +76 13F-HR Timeline Group Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 29,619 $14.9M 14.51% 13F-HR Timeline Metropolis Capital Ltd More: the full row for Metropolis Capital Ltd 29,609 $14.9M 0.48% -1,795 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 29,685 $14.9M 0.69% +13,050 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 29,572 $14.9M 1.41% -1,031 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 29,550 $14.9M 5.4% +12,025 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 29,510 $14.8M 0.63% -10,895 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 29,398 $14.8M 0.3% +1,188 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 29,361 $14.8M 1.98% +950 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 30,653 $14.7M 2.8% -196 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 29,262 $14.7M 0.33% -1,334 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 29,240 $14.7M 0.29% +1,399 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 28,972 $14.6M 0.97% +957 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 28,947 $14.6M 0.1% new 13F-HR Timeline Group K.J. Harrison & Partners Inc More: the full row for K.J. 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