SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 24,906 $1.97M 0.97% +20 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 24,880 $1.97M 0.09% +6,643 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 24,582 $1.94M 0.02% -2,099 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,567 $1.94M 0.15% -466 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 24,400 $1.93M 0.06% -65,100 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 24,336 $1.92M 0.44% -704 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 24,311 $1.92M 0.08% +2,728 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 23,906 $1.89M 0.04% +14,372 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 23,895 $1.89M 0.05% +96 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,039 $1.88M 0.05% -1,216 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 24,310 $1.88M 0.04% -1,414 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 23,618 $1.87M 0.33% -940 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 23,523 $1.86M 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 23,414 $1.85M 0.46% +1,230 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,411 $1.85M 0.09% -376 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 23,378 $1.85M <0.01% +727 13F-HR Timeline Group PFA Pension, Forsikringsaktieselskab More: the full row for PFA Pension, Forsikringsaktieselskab 23,217 $1.85M 0.01% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 23,354 $1.85M 0.06% +27 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 23,352 $1.85M 0.07% -1,050 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 23,329 $1.84M 0.09% +12,437 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,115 $1.83M 0.04% +15,570 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 23,027 $1.82M 0.03% +397 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 19,638 $1.8M 0.38% +27 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 22,822 $1.8M 0.18% -165 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 22,763 $1.8M 0.03% 13F-HR Timeline Group PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 22,740 $1.8M 0.14% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 22,585 $1.78M 0.59% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 22,563 $1.78M 1.05% +4,204 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 22,305 $1.76M 0.52% -1,500 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 22,122 $1.76M 0.09% -2,815 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 22,226 $1.76M 0.39% -1,123 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 22,159 $1.75M 0.03% +366 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 22,114 $1.75M 0.04% -6,531 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 22,090 $1.75M 0.28% +9,794 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 22,018 $1.74M 0.06% -107 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 21,918 $1.73M 0.07% -17,113 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 21,910 $1.73M 0.36% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 21,908 $1.73M 0.04% +6,140 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 21,878 $1.73M 0.03% +4,997 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 21,663 $1.71M 0.62% -31 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 21,512 $1.7M 0.18% -100 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 21,452 $1.7M 0.66% -186 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 21,280 $1.68M 0.05% -150 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,149 $1.67M 0.03% +1,059 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 21,068 $1.66M 0.22% -1,482 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,928 $1.65M 0.05% +13,409 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,751 $1.64M 0.02% -530 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 20,744 $1.64M 0.79% +132 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 20,664 $1.63M 0.09% -2,688 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 20,664 $1.63M 0.31% -1,815 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 20,583 $1.63M 0.48% -71 13F-HR Timeline TOBAM More: the full row for TOBAM 20,374 $1.61M 0.4% +18,145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 17,633 $1.59M 0.2% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 20,141 $1.59M 0.34% +187 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 20,118 $1.59M 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,118 $1.59M 0.39% -3,494 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 20,108 $1.59M 0.03% -495 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 20,064 $1.59M 0.09% -1 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 20,039 $1.58M 0.07% +1,313 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 19,928 $1.57M 0.58% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 19,911 $1.57M +608 Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,791 $1.56M 0.02% +1,910 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHE, LLC More: the full row for GHE, LLC 19,756 $1.56M 0.52% +2,000 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,743 $1.56M 0.12% -38 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 19,699 $1.56M 0.02% -6,730 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 19,557 $1.55M 0.1% +13,761 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 19,354 $1.53M 0.32% +149 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 19,269 $1.52M 0.58% 0 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 19,251 $1.52M 0.7% -1,300 13F-HR Timeline McCartney Wealth Management LLC More: the full row for McCartney Wealth Management LLC 19,243 $1.52M 1.31% 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 19,225 $1.52M 0.76% -325 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 19,128 $1.51M 0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 19,083 $1.51M <0.01% -4,125 13F-HR Timeline Group Sienna Gestion More: the full row for Sienna Gestion 19,046 $1.51M 0.09% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 18,933 $1.5M 0.13% +1,000 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 18,708 $1.48M 0.43% -295 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,707 $1.48M 0.03% +813 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,324 $1.46M 0.04% +871 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 18,528 $1.46M 0.01% -131,806 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 18,467 $1.46M 0.13% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 18,449 $1.46M 0.04% -482 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 18,423 $1.46M 0.23% -330 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 18,313 $1.45M -237 Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 18,158 $1.44M 0.33% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,233 $1.44M 0.09% +4,730 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 18,178 $1.44M 0.08% -103 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 18,018 $1.42M 0.31% 0 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 18,007 $1.42M 0.7% -244 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 17,960 $1.42M 0.09% +53 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 17,959 $1.42M 0.02% +5 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 17,792 $1.41M 0.05% +7,353 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 17,700 $1.4M 0.06% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 17,644 $1.39M 0.14% -40 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 17,637 $1.39M 0.04% -1,543 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 17,551 $1.39M 0.03% +5,814 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 17,519 $1.38M 0.14% -78 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 17,452 $1.38M 0.04% +741 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 17,355 $1.37M 0.03% -2,987 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 17,254 $1.36M 0.98% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 17,218 $1.36M 0.04% +173 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 17,115 $1.35M 0.21% -11,693 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 17,042 $1.35M 0.03% -861 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17,012 $1.34M 0.81% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 16,990 $1.34M 0.26% +100 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 16,900 $1.33M 0.36% +1,000 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 16,837 $1.33M 0.05% -718 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,828 $1.33M 0.02% +3,953 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 16,810 $1.33M 0.18% +2,942 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 16,798 $1.33M 0.71% -705 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 16,744 $1.32M 0.02% -4,864 13F-HR Timeline Boit C F David More: the full row for Boit C F David 16,200 $1.32M 0.57% 0 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 16,699 $1.32M 0.23% +1,041 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 16,693 $1.32M 0.02% -238 13F-HR Timeline Group L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 16,643 $1.32M 0.15% -2,390 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 16,589 $1.31M 0.11% -454 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 16,512 $1.3M 0.34% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,431 $1.3M 0.01% -7,685 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 16,416 $1.3M 0.05% -60 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 16,319 $1.29M 0.12% -1,232 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 16,251 $1.28M 0.82% +10 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 16,250 $1.28M 0.04% -1,454 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 16,243 $1.28M 0.14% -4 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 16,178 $1.28M 0.08% -1,872 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,152 $1.28M 0.01% -1,687 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,711 $1.27M 0.03% +5,324 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,117 $1.27M 0.03% +6,507 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 15,998 $1.27M 0.02% -1,925 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,087 $1.27M 0.03% +1,140 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 16,440 $1.27M 0.04% +6,813 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 16,022 $1.27M 0.15% -8,452 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,978 $1.26M 0.02% +2,181 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 15,960 $1.26M 0.11% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 15,842 $1.26M 0.04% +9,986 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 15,883 $1.26M 0.14% +742 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 15,805 $1.25M 0.14% -754 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 15,654 $1.24M 0.06% -175 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 15,593 $1.23M 0.08% +7,294 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,506 $1.23M 0.01% +114 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 15,435 $1.22M 0.01% -205,500 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 15,429 $1.22M 0.16% -1,194 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 15,400 $1.22M 0.14% 0 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 15,358 $1.21M 0.44% -1,846 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,261 $1.21M 0.05% +430 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 15,322 $1.21M 0.56% +11 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 15,300 $1.21M 0.04% -1,427 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15,251 $1.21M 0.11% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 15,192 $1.2M 0.34% -3,681 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 15,165 $1.2M 0.01% -1,000 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 15,005 $1.19M 0.04% +843 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 14,890 $1.18M 0.23% +10,800 13F-HR/A Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 14,875 $1.18M 0.08% 0 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 14,867 $1.17M 0.09% +220 13F-HR/A Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 14,861 $1.17M 0.59% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 14,780 $1.17M 0.23% -4,106 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 14,600 $1.15M 0.03% -400 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 14,594 $1.15M 0.09% -22 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 14,561 $1.15M 0.86% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 14,526 $1.15M 0.02% -2,987 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 14,493 $1.15M 0.53% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 14,486 $1.14M 0.41% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,396 $1.14M 0.01% -40,410 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,362 $1.13M 0.04% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,358 $1.13M 0.34% +179 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 14,273 $1.13M 0.25% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 14,207 $1.12M 0.01% -289 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 12,616 $1.12M 0.04% +23 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,146 $1.12M 0.07% -3,620 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 14,062 $1.11M 0.25% -95 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,047 $1.11M 0.03% new 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 14,000 $1.11M <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 13,978 $1.1M 0.35% -3,596 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 13,939 $1.1M 0.1% -1,162 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,897 $1.1M 0.06% -808 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,893 $1.1M 0.07% +48 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 13,886 $1.1M 0.21% +6,158 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,875 $1.1M 0.1% -223 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 13,834 $1.09M 0.02% -1,367 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 13,832 $1.09M 0.11% -598 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 13,785 $1.09M 0.3% -798 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13,755 $1.09M 0.04% -2,071 13F-HR Timeline Group GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 13,700 $1.08M 0 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 13,653 $1.08M <0.01% -2,629 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 13,617 $1.08M 0.05% -200 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 13,614 $1.08M 0.2% -1,305 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 13,568 $1.07M 0.08% -17 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 13,532 $1.07M 0.03% +307 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 13,501 $1.07M 0.67% +1 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 13,432 $1.06M 0.13% +689 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13,018 $1.06M 0.07% -421 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 13,421 $1.06M <0.01% -552,935 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,193 $1.04M 0.48% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 13,148 $1.04M 0.02% -244 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 13,140 $1.04M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 13,000 $1.03M 0.13% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,902 $1.02M 0.02% +3,783 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 12,878 $1.02M 0.47% +106 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 11,185 $1.01M 0.08% 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 12,786 $1.01M 0.48% -11,986 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 12,541 $1M 0.74% -190 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 10,621 $1M 0.02% -235 13F-HR Timeline