FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 28,191 $13.5M 0.59% +181 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 28,188 $13.5M 4.65% -182 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 28,185 $13.5M 9.01% -10 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 28,165 $13.5M 0.72% -2,723 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 28,313 $13.5M +1,998 Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 28,069 $13.5M 2.28% +3,325 13F-HR Timeline SEB Asset Management AB More: the full row for SEB Asset Management AB 27,953 $13.4M 0.06% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 27,842 $13.3M 0.95% +94 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 27,834 $13.3M 3.78% -85 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 27,726 $13.3M 0.84% +136 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 27,722 $13.3M 2.18% -710 13F-HR Timeline CANERECTOR INC More: the full row for CANERECTOR INC 27,640 $13.2M 6.28% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 27,564 $13.2M 0.36% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 27,496 $13.2M 1.16% +334 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 27,486 $13.2M 2.42% +1,853 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 27,814 $13.2M 2.2% +2,453 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 27,440 $13.1M 0.75% +29 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 27,382 $13.1M 0.24% -282 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 27,354 $13.1M 0.69% -52 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 27,325 $13.1M 0.91% -8,579 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 27,322 $13.1M 7.65% +1,496 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 27,279 $13.1M 0.47% -551 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 27,237 $13.1M 0.28% +6,145 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 27,191 $13M 1.88% -467 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 27,176 $13M 7.19% +73 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 27,170 $13M 0.75% -162 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 27,107 $13M 0.11% new 13F-HR Timeline Group WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 27,065 $13M 3.74% -409 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 27,062 $13M 2.13% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 27,011 $12.9M 0.06% +8,707 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 26,992 $12.9M 0.19% +2,088 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 26,971 $12.9M 4.01% -14 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 26,957 $12.9M 0.45% +1,024 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 26,950 $12.9M 0.48% -14,751 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 26,846 $12.9M 1.17% +22,464 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 26,841 $12.9M 0.93% +395 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 26,637 $12.8M 2.53% -314 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 26,627 $12.8M 5.9% -14 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 26,582 $12.7M 4.81% -20 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 26,438 $12.7M 1.77% +208 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 26,430 $12.7M 0.73% -5,156 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 26,425 $12.7M 1.2% +2,211 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 26,402 $12.7M 0.69% -5,113 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 26,278 $12.6M 0.27% -4,910 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 26,227 $12.6M 1.54% -257 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 25,936 $12.4M 12.27% -176 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 25,902 $12.4M 3.77% +2,879 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25,895 $12.4M 0.58% +3,105 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 25,880 $12.4M 7.44% -4,032 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 25,845 $12.4M 0.47% +1,599 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 25,822 $12.4M 0.42% -747 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,665 $12.3M 0.58% +972 13F-HR Timeline Walleye Partners, LLC More: the full row for Walleye Partners, LLC 25,624 $12.3M 15.08% +98 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 25,601 $12.3M 1.05% +216 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 26,157 $12.3M 0.79% +1,783 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 25,439 $12.2M 0.02% -560 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 25,433 $12.2M 0.1% -227 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,390 $12.2M 0.34% -1,040 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 25,359 $12.2M 0.96% -650 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 24,164 $12.1M 10.21% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 25,323 $12.1M 0.02% -1,082 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 25,231 $12.1M 6.37% +1,565 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 25,404 $12.1M 0.25% -1,902 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 25,126 $12M 1.02% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 25,106 $12M 1.62% +28 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 25,005 $12M 0.66% +419 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 25,000 $12M 0.27% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 24,959 $12M 1.58% +261 13F-HR Timeline Carmel Capital Management L.L.C. More: the full row for Carmel Capital Management L.L.C. 24,950 $12M 3.42% -50 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 24,931 $11.9M 0.25% +3,301 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 24,869 $11.9M 1.36% -215 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 24,859 $11.9M 0.65% +2,452 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 24,826 $11.9M 2.65% -253 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 24,815 $11.9M 2.71% -53 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 24,694 $11.8M 4.16% +75 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 24,649 $11.8M 0.62% +1,042 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 24,620 $11.8M 0.12% -1,583 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 24,611 $11.8M 0.55% +780 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 24,521 $11.8M 0.72% -1,878 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 24,522 $11.7M 2.87% -1,077 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 24,510 $11.7M 0.57% -368 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 24,498 $11.7M 2.88% -545 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 24,441 $11.7M 8.33% +131 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 24,385 $11.7M 2.71% -483 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 24,345 $11.7M 4.7% +8,310 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 24,220 $11.6M 4.61% -125 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 24,176 $11.6M 0.34% +1,622 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 24,174 $11.6M -227 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,133 $11.6M 0.21% +1,061 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 24,106 $11.6M 0.48% -68,816 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 24,078 $11.5M 0.85% +700 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 24,076 $11.5M 0.99% +1,646 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 23,929 $11.5M 0.12% -928 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 23,926 $11.5M 1.09% -1,432 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 23,906 $11.5M 4.25% +127 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 23,772 $11.4M 4.03% +1,426 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 23,767 $11.4M 0.32% +1,152 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 23,723 $11.4M 1.89% +164 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 23,814 $11.3M 0.73% -9,184 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 23,587 $11.3M 1.84% -354 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 23,509 $11.3M 0.09% -6,222 13F-HR Timeline Group Garner Asset Management Corp More: the full row for Garner Asset Management Corp 23,505 $11.3M 4.42% +317 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 23,497 $11.3M 4.62% -66 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 23,481 $11.3M 4.4% -5,218 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 23,478 $11.3M 2.58% -3,632 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 23,476 $11.2M 8.63% -186 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 23,423 $11.2M 0.03% -57,557 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,422 $11.2M 0.46% +4,462 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 23,409 $11.2M 1.61% +133 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 23,358 $11.2M 5.62% -54 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,327 $11.2M 1.2% -130 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 23,306 $11.2M 4.01% -67 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 23,291 $11.2M 1.32% -424 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 23,290 $11.2M 1.83% -398 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 23,285 $11.2M 1.65% +102 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 23,262 $11.1M 2.88% -148 13F-HR/A Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 23,177 $11.1M 3.09% -8,023 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 23,147 $11.1M 1.55% +4,762 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 23,146 $11.1M 1.14% -2,685 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 23,129 $11.1M 0.35% -137 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 23,130 $11.1M 6.56% -95 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 23,123 $11.1M 0.52% -870 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 23,107 $11.1M 0.55% +1,006 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 23,096 $11.1M 3.12% -1,424 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 23,025 $11M 0.74% -95 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 23,134 $11M 0.66% -1,128 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 22,963 $11M 2.3% -53 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 22,907 $11M 0.36% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 22,884 $11M 1.56% +488 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 22,860 $11M 7.39% -1,519 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 22,818 $10.9M 2.19% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 22,817 $10.9M 2.59% -160 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 22,780 $10.9M 3.65% -210 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 22,732 $10.9M 1.2% +231 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 22,722 $10.9M 2.1% +2,304 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 22,587 $10.8M 0.77% -765 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 22,534 $10.8M 1.54% +241 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22,514 $10.8M 1.07% -2,185 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 22,468 $10.8M 1.68% +10,614 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 22,349 $10.7M 0.33% -923 13F-HR/A Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 22,349 $10.7M 2.07% +312 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 22,275 $10.7M 0.72% +112 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 22,250 $10.7M 1.72% +4,020 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 22,233 $10.7M 5.15% +18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,229 $10.7M 0.36% -869 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 22,207 $10.6M 0.71% +380 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 22,189 $10.6M 5.87% -2,778 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 22,172 $10.6M 1.01% -3,256 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 22,146 $10.6M 0.52% +82 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 22,140 $10.6M 0.71% +136 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 22,097 $10.6M 3.18% -1,680 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 90,802 $10.6M 3.97% -368 13F-HR Timeline Clio Asset Management LLC More: the full row for Clio Asset Management LLC 21,961 $10.5M 8.82% -3,223 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 21,888 $10.5M 3.34% +67 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 21,853 $10.5M 0.59% -914 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 22,030 $10.4M 0.81% +2,699 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,639 $10.4M 0.2% -267 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 21,637 $10.4M 7.08% -542 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 21,477 $10.3M 0.92% +540 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 21,440 $10.3M 1.69% +6,531 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 21,422 $10.3M 0.25% +3,732 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 21,418 $10.3M 0.82% -204 13F-HR Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 21,351 $10.2M 1.11% +904 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 21,293 $10.2M 1.21% +312 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 21,253 $10.2M 5.02% -1,703 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 21,250 $10.2M 0.91% -3,250 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 21,245 $10.2M 2.05% +2,467 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 21,237 $10.2M 0.52% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 21,191 $10.2M 0.83% +701 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 21,170 $10.1M 0.91% -233 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 21,160 $10.1M 7.85% 0 13F-HR Timeline CANTOR FITZGERALD, L. P. group of 2 filers holding More: the full row for CANTOR FITZGERALD, L. P. 21,157 $10.1M 0 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 21,125 $10.1M 0.54% +2,373 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,123 $10.1M 0.32% +992 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 21,002 $10.1M 1.23% -3,394 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 20,892 $10M 0.89% +175 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 20,842 $9.99M 7.35% +59 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 20,818 $9.98M 1.01% +2,715 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 20,804 $9.97M 0.14% -31,104 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 20,777 $9.96M 1.21% +561 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 20,713 $9.93M 0.21% -4,120 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 20,678 $9.91M 0.65% -2,050 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 20,638 $9.89M 0.19% -725 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 20,622 $9.88M 6.29% -3,103 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 20,594 $9.87M 2.39% +1,796 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 20,579 $9.86M 0.79% +1,411 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 20,470 $9.86M 2.5% +2,169 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. 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