EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 20,013 $10.7M 0.28% +866 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 20,012 $10.7M 0.85% +235 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 19,882 $10.6M 1.01% +2,286 13F-HR Timeline SAM Advisors, LLC More: the full row for SAM Advisors, LLC 19,861 $10.6M 3.96% -633 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,808 $10.5M 0.43% -4,450 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 19,796 $10.5M 1.12% -8,478 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 19,734 $10.5M 0.93% +135 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 19,648 $10.5M 1.59% -461 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 19,564 $10.4M 5.21% +7,049 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 19,558 $10.4M 0.86% -1,992 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,530 $10.4M 0.67% +1,740 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 19,529 $10.4M 1.73% -206 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 19,515 $10.4M 2.71% +166 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 19,487 $10.4M 3.56% -1,908 13F-HR Timeline Ruffer LLP More: the full row for Ruffer LLP 19,480 $10.4M 0.4% -12,910 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 19,470 $10.4M 0.75% +61 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 19,443 $10.4M 0.6% -333 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 19,292 $10.3M 2.51% -575 13F-HR/A Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 19,271 $10.3M 2.69% -876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 19,211 $10.2M 0.19% -440 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,220 $10.2M 1.15% -425 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 19,203 $10.2M 2.14% -4,538 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 19,170 $10.2M 1.23% +315 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 19,166 $10.2M 4.6% +42 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,154 $10.2M 1.17% +2,439 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 19,112 $10.2M 3.49% 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 19,107 $10.2M 2.82% +767 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 19,101 $10.2M 1.39% +1,270 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19,063 $10.2M 0.18% +4,545 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 19,032 $10.1M 1.49% +9,615 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 18,998 $10.1M 4.82% -14 13F-HR Timeline Venator Management LLC More: the full row for Venator Management LLC 18,998 $10.1M 3.02% -6,502 13F-HR Timeline BROOKTREE CAPITAL MANAGEMENT More: the full row for BROOKTREE CAPITAL MANAGEMENT 18,948 $10.1M 7.57% -1,479 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 18,909 $10.1M 3.83% +149 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 18,873 $10.1M 2.2% -45 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 22,156 $10M 0.8% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,851 $10M 0.73% -3,038 13F-HR Timeline Group Tradewinds, LLC. More: the full row for Tradewinds, LLC. 18,828 $10M 2.83% -182 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 18,809 $10M 2.15% -1,600 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 18,795 $10M 4.37% -49 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 18,785 $10M 7.48% -1,252 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,771 $10M 1.13% -367 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,760 $9.99M 0.93% -330 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 18,742 $9.98M 5.23% -200 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 18,733 $9.98M 0.82% -349 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 18,646 $9.93M 0.15% +8,154 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 18,631 $9.92M 0.18% +1,191 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,606 $9.91M 1.39% +33 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 20,102 $9.9M 4.33% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 18,584 $9.9M 0.62% -610 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 18,583 $9.9M 2.08% -555 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 18,554 $9.88M 2.91% -534 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 18,542 $9.88M 2.48% +344 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 18,503 $9.85M 6.91% +57 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 18,499 $9.85M 0.44% +2,037 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 18,354 $9.77M 3.63% 0 13F-HR Timeline REAVES W H & CO INC More: the full row for REAVES W H & CO INC 18,328 $9.76M 0.25% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 18,303 $9.75M 0.17% +54 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 18,289 $9.74M 0.54% +249 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 18,280 $9.74M 4.13% -300 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 18,278 $9.73M 6.57% -35 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 18,356 $9.73M -1,963 Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 18,264 $9.73M 1.5% -325 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 18,343 $9.73M 1.9% +13,258 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 18,245 $9.71M 0.33% -380 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 18,177 $9.68M 1.74% -588 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 18,172 $9.68M 0.79% +2,195 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 23,774 $9.66M 0.78% +22,254 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 18,104 $9.64M 3.84% -228 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 18,085 $9.63M 1.53% -140 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 18,069 $9.62M 1% -454 13F-HR/A Timeline ACAS, LLC More: the full row for ACAS, LLC 18,141 $9.62M 7.32% +601 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 18,049 $9.61M 1% -6,381 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 18,029 $9.6M 0.37% +2,472 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 17,929 $9.58M 0.83% +1,315 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 17,990 $9.58M 0.3% +326 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 17,955 $9.56M 2.74% -132 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 17,761 $9.55M 0.49% +10 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 17,903 $9.53M 2.06% +14,196 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,885 $9.53M 0.27% +143 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 17,874 $9.52M 5.97% +49 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,852 $9.51M 0.67% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 17,837 $9.5M 2.08% +5,745 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 17,826 $9.49M 0.38% +675 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 17,784 $9.47M 1.73% -903 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 17,715 $9.43M 0.34% -494 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 17,712 $9.43M 2.43% +716 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 17,694 $9.42M 1.04% -346 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17,646 $9.4M 5.84% -143 13F-HR Timeline INTEGRITY WEALTH ADVISORS, INC. More: the full row for INTEGRITY WEALTH ADVISORS, INC. 17,631 $9.39M 6.88% +58 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 17,630 $9.39M 6.13% +138 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,602 $9.37M 1.75% -351 13F-HR Timeline Group Benson Investment Management Company, I… More: the full row for Benson Investment Management Company, Inc. 17,583 $9.36M 4.08% -397 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,548 $9.35M 1.02% +153 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 18,225 $9.34M 1.34% -50 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 17,525 $9.33M 4.4% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 17,819 $9.29M 0.32% +1,649 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 17,438 $9.29M 0.66% -67 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 17,432 $9.28M 0.64% -3,245 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 17,415 $9.28M 0.72% -822 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 17,412 $9.27M 1.41% +14 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 17,361 $9.25M 2.86% +621 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 17,315 $9.22M 2.28% -66 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 17,299 $9.21M 2.7% -188 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 17,208 $9.16M 0.95% +2,157 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 17,206 $9.16M 0.21% +60 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,180 $9.15M 0.67% +790 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 17,152 $9.13M 2.08% +9,866 13F-HR/A Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 17,147 $9.13M 5.09% +373 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 17,122 $9.12M 0.95% -9 13F-HR Timeline Group Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 17,096 $9.1M 3.28% +58 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,087 $9.1M 1.28% +693 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,078 $9.1M 0.64% +189 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 17,075 $9.09M 1.93% -802 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 17,064 $9.09M 2.77% -313 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 17,002 $9.05M 0.81% +8,002 13F-HR Timeline Group DCM Advisors, LLC More: the full row for DCM Advisors, LLC 17,050 $9.03M 4.81% -839 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 16,943 $9.02M 2.92% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,934 $9.02M 2.12% +631 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 16,918 $9.01M 2.48% -2,662 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,876 $8.99M 0.38% +2,911 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,809 $8.95M 1.13% -223 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 16,795 $8.94M 2.34% +89 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 16,784 $8.94M 0.76% +797 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 16,774 $8.93M 9.24% -22 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 16,773 $8.93M 1.59% +78 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 16,704 $8.9M 1.39% -269 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 16,695 $8.89M 1.33% 0 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 16,672 $8.88M 2.87% -125 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 16,520 $8.8M 3.29% -45 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 16,512 $8.79M 2.24% +1,152 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 16,498 $8.79M 1.67% -216 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 16,481 $8.78M 7.16% -427 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 16,464 $8.77M 0.79% +9,482 13F-HR/A Timeline Shorepath Capital Management LLC More: the full row for Shorepath Capital Management LLC 16,419 $8.74M 6.6% -568 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 16,397 $8.73M 2.93% +1,015 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 16,393 $8.73M 0.35% -329 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 16,603 $8.72M 4.58% -56 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 16,570 $8.72M 1.06% +697 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 16,370 $8.72M 0.82% -430 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 16,353 $8.71M 0.24% -8,847 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 16,323 $8.69M 2.15% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,320 $8.69M 0.46% -194 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 16,319 $8.69M 0.13% +481 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 16,298 $8.68M 1.79% -188 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 16,287 $8.67M 3.52% -2,626 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,214 $8.64M 0.71% +1,133 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 16,213 $8.63M 1.44% +101 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 16,209 $8.63M 4.88% -4 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 16,209 $8.63M 4.03% +150 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 16,188 $8.62M 1.61% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 16,178 $8.62M 1.13% +1,669 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 16,173 $8.61M 4.6% -3,037 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 16,165 $8.61M 2.07% -824 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 16,133 $8.59M 4.03% -8,663 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 16,124 $8.59M 0.51% +77 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 16,112 $8.58M 2.24% +132 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 16,112 $8.58M 3.44% +456 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 16,083 $8.57M 0.82% +248 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 16,082 $8.56M 3.24% -641 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 16,077 $8.56M 1.57% -18,625 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 15,996 $8.52M 2.53% -379 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 15,969 $8.5M 1.03% +328 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,965 $8.5M 0.38% +234 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,941 $8.49M 2.15% -73 13F-HR Timeline UDINE WEALTH MANAGEMENT, INC. More: the full row for UDINE WEALTH MANAGEMENT, INC. 15,930 $8.48M 5.68% +508 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15,896 $8.47M 2.22% -1,281 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 15,892 $8.46M 1.58% 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 15,882 $8.46M 0.02% +4,526 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 15,846 $8.44M 2.18% -20 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 15,846 $8.44M 1.64% +380 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 15,811 $8.42M 2.07% -4,903 13F-HR Timeline Fenimore Asset Management Inc More: the full row for Fenimore Asset Management Inc 15,752 $8.39M 0.18% -887 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,735 $8.38M 0.76% -1,827 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 16,988 $8.37M 1.67% -273 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 15,712 $8.37M 3.86% +372 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 15,773 $8.37M 3.82% -407 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,644 $8.33M 0.66% +915 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 15,614 $8.32M 1.93% -184 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,605 $8.31M 0.22% +2,013 13F-HR Timeline Group Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 15,598 $8.31M 10.15% -176 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 15,569 $8.29M 2.3% +56 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 15,563 $8.29M 0.8% +26 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,489 $8.25M 1.59% +1,534 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 15,469 $8.24M 6.22% -70 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 15,443 $8.22M 0.49% -14 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 15,428 $8.22M 4.03% -6,206 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 15,415 $8.21M 2.3% -700 13F-HR Timeline CIBC Capital Markets (Europe) S.A. More: the full row for CIBC Capital Markets (Europe) S.A. 15,400 $8.2M 12.54% 0 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 15,388 $8.2M 1.6% +184 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 15,368 $8.18M 2.89% +1 13F-HR Timeline North Star Investment Management Corp. 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