VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 67,234 $2.52M 0.45% -27,314 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 67,028 $2.52M 0.11% new 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 66,800 $2.51M 0.02% 0 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 66,701 $2.5M 0.27% -2,666 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 66,627 $2.5M 0.04% +23,114 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 66,373 $2.49M 0.46% -7,950 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 66,265 $2.49M 0.05% +2,329 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 66,247 $2.49M 0.22% -5,566 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 66,197 $2.48M 0.2% -165,735 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 66,067 $2.48M 0.17% +2,348 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 66,018 $2.48M 0.04% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 65,915 $2.47M 0.09% +7,851 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 65,780 $2.47M 0.01% new 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 65,697 $2.47M 0.23% -9,963 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 65,556 $2.46M 0.22% +1,693 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 65,531 $2.46M 0.05% -3,670 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 65,499 $2.46M 0.03% -18,731 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 65,424 $2.46M 0.1% 13F-HR Timeline Group Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 65,224 $2.45M 0.73% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 64,728 $2.43M 0.02% +14,696 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 63,824 $2.4M 0.31% -23,559 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 63,695 $2.38M 0.33% +3,273 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 63,113 $2.37M 0.17% -6,496 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 62,730 $2.35M 0.31% -3,868 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 62,401 $2.34M 0.26% -9,686 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 62,310 $2.34M 0.4% -8 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 62,206 $2.33M 0.08% +19,396 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 62,120 $2.33M 0.22% +13,121 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 62,055 $2.33M 0.03% +3,060 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 61,949 $2.32M 0.01% -3,381 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 61,930 $2.32M 1.07% +16,210 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 61,079 $2.29M 1.09% -4,252 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 61,038 $2.29M 0.41% +2,434 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 61,024 $2.29M 0.21% -1,485 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 60,832 $2.28M 0.06% 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 60,740 $2.28M 0.44% -7,360 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 57,925 $2.27M 1.43% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 60,149 $2.26M 0.04% +2,338 13F-HR/A Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 60,017 $2.25M 0.85% +4,315 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 59,905 $2.25M 0.23% -1,415 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 59,771 $2.24M 0.09% -1,567 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 59,220 $2.22M 0.25% +202 13F-HR Timeline STF Management LP More: the full row for STF Management LP 58,900 $2.21M 0.99% +2,534 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 58,490 $2.2M 0.3% +328 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 58,102 $2.18M 0.04% -6,568 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 58,059 $2.18M 0.58% +1,864 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 57,920 $2.17M 0.09% +5,264 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 57,842 $2.17M 0.06% +721 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 57,802 $2.17M 0.83% +634 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 57,718 $2.17M 0.23% -79,426 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 57,388 $2.15M 0.18% +10,367 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 57,043 $2.14M 0.24% -230,000 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 57,042 $2.14M 0.03% -4,011 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 57,024 $2.14M 0.61% +1,539 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 56,919 $2.14M 0.3% -27,634 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 56,853 $2.13M 0.17% -883 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 56,851 $2.13M 0.22% +2,145 13F-HR Timeline Group First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 56,521 $2.12M 0.17% -379,306 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 56,386 $2.12M 0.83% +6,350 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 56,347 $2.11M 0.27% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 56,181 $2.11M 0.22% new 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 56,062 $2.1M 0.21% -577 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 55,450 $2.08M 0.57% +12,980 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 55,397 $2.08M 0.43% -1,860 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 55,027 $2.07M 0.15% +1,338 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,972 $2.06M 0.06% -3,899 13F-HR Timeline Group R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 54,824 $2.06M 1.37% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 54,776 $2.06M 0.31% -5,375 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 55,600 $2.05M -1,828 Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 54,616 $2.05M 0.1% +12,877 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 54,587 $2.05M 0.54% -3,453 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 54,190 $2.03M 0.13% -1,755 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 54,160 $2.03M 0.43% -3,520 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 54,010 $2.03M 0.65% -2,191 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 53,967 $2.03M 0.2% -2,921 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 53,853 $2.02M 0.1% +5,980 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 53,213 $2M 1.44% -5,601 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 53,196 $2M 1.27% -888 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 53,081 $1.99M 0.19% -105,832 13F-HR/A Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 52,994 $1.99M 0.39% -519 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 52,969 $1.99M 0.19% -4,547 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 52,440 $1.97M 0.06% -25,090 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 52,312 $1.96M 0.14% +1,232 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 76,111 $1.96M 0.21% -9,613 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 52,017 $1.95M 0.53% +43,474 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 52,020 $1.95M 0.56% -1,256 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 51,809 $1.94M 0.21% -11,293 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 51,788 $1.94M 0.32% -2,568 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 51,570 $1.94M 0.71% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 51,345 $1.93M 0.49% -483 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 51,477 $1.92M 0.04% +14,182 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 51,176 $1.92M 0.11% +10,790 13F-HR/A Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 51,059 $1.92M 0.42% -3,061 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 50,793 $1.91M 0.2% +9,959 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 50,785 $1.91M 0.16% -5,127 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 50,649 $1.9M 0.79% +447 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 50,550 $1.9M 0.84% +4,561 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 50,290 $1.89M 0.09% -4,050 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 50,290 $1.89M 0.56% +4,664 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 50,269 $1.89M 2.36% +5,190 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,263 $1.89M 0.1% -1,230 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 50,256 $1.89M 0.04% +4,148 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 50,206 $1.88M 0.14% +3,531 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 50,136 $1.88M 0.08% -4,861 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 50,041 $1.88M 0.03% -13,796 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 49,740 $1.87M 0.12% -2,190 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 49,658 $1.86M 0.08% -6,284 13F-HR/A Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 49,535 $1.86M 0.2% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 49,419 $1.85M 0.03% -633 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 49,330 $1.85M 0.27% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 49,284 $1.85M 2.19% -68,744 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 48,781 $1.83M 0.67% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 48,767 $1.83M 0.06% +1,540 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 48,389 $1.82M 0.14% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 48,309 $1.81M 0.61% +5,795 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 48,287 $1.81M 0.39% -4,742 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 48,160 $1.81M 0.15% -27,584 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 48,098 $1.81M 0.03% -2,210 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 47,776 $1.79M 0.04% -4,378 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 47,515 $1.78M 0.82% +2,693 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 47,488 $1.78M 0.82% +32,371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Trust Co More: the full row for First National Trust Co 47,327 $1.78M 0.07% +8,826 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 47,324 $1.78M 0.35% -45,513 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 47,003 $1.76M 0.25% -1,931 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 46,367 $1.74M 0.41% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 46,345 $1.74M 0.13% -3,717 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 46,321 $1.74M 0.03% -2,080 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 45,848 $1.72M 0.45% -171,138 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 45,790 $1.72M 0.64% +33,181 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 45,517 $1.71M 0.12% -19,799 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 45,459 $1.71M 0.65% +397 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 45,442 $1.71M 0.02% +3,771 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 44,970 $1.69M 0.21% +4,211 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 44,944 $1.69M 0.08% +1,751 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 44,927 $1.69M 0.46% +3,065 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 44,755 $1.68M 0.28% -662 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 44,730 $1.68M 0.1% -393 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 44,579 $1.67M 1.09% -3,544 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 44,540 $1.67M 0.03% +232 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 47,201 $1.67M 1.52% +2,313 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 44,496 $1.67M 0.31% -20,773 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 44,399 $1.67M 0.07% -205 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 44,398 $1.67M 0.29% -10,058 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 44,350 $1.66M 5.49% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 44,192 $1.66M 0.7% new 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 44,086 $1.65M 0.24% +3,719 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 44,026 $1.65M 0.86% -1,824 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 43,960 $1.65M -2,999 Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 43,852 $1.65M 0.02% -1,476 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 43,565 $1.63M 0.47% -245 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 43,558 $1.63M 0.03% -1,120 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 43,555 $1.63M 0.47% -677 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 43,509 $1.63M 0.04% +3,344 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 43,431 $1.63M 0.27% -99,834 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 43,409 $1.63M 0.11% -2,260 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 43,388 $1.63M 0.78% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 43,300 $1.63M 0.65% -2,012 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 42,871 $1.61M 0.2% -225 13F-HR Timeline United Bank More: the full row for United Bank 42,810 $1.61M 0.68% +5,161 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. 42,789 $1.61M 0.04% -192 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 76,164 $1.61M 0.04% -7,300 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 42,639 $1.6M 1.28% -2,295 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 42,480 $1.59M 0.76% +528 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 42,443 $1.59M 0.1% +1,099 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 42,277 $1.59M 0.14% +11,693 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 42,257 $1.59M 0.24% +13,962 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,222 $1.58M 0.05% +1,645 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 42,200 $1.58M 0.18% 0 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 42,186 $1.58M 1.11% -324 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 42,103 $1.58M 0.1% +2,357 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 41,957 $1.57M 0.03% +1,016 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 41,899 $1.57M 0.02% -768 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 41,856 $1.57M 1.23% -735 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 41,662 $1.56M 0.02% -5,111 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 41,653 $1.56M 0.8% +1,247 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 41,638 $1.56M 0.33% -1,520 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 41,573 $1.56M 0.17% -8,824 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 41,561 $1.56M 0.12% -45,851 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 41,539 $1.56M 0.4% +10,783 13F-HR/A Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 41,488 $1.56M 0.34% +3,327 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 42,809 $1.55M 0.04% +108 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 41,390 $1.55M 0.16% -616 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 41,386 $1.55M 0.23% -7,288 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 41,094 $1.54M 0.22% -3,917 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 40,998 $1.54M 0.05% -1,564 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 40,969 $1.54M 0.11% -6,698 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 40,922 $1.54M 0.16% -491 13F-HR/A Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 43,277 $1.53M 0.63% -1,214 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 40,732 $1.53M -3,944 Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 40,660 $1.53M 1.27% -6,030 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 40,474 $1.52M 0.09% +5,474 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 40,426 $1.52M 0.56% +1,746 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 40,414 $1.52M 0.77% -6 13F-HR Timeline Mork Capital Management, LLC More: the full row for Mork Capital Management, LLC 40,230 $1.51M 0.99% +16,100 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,169 $1.51M 0.05% -23,865 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 40,104 $1.51M 0.08% +39 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 40,000 $1.5M 0.12% 0 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 40,000 $1.5M 0.44% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 39,880 $1.5M 0.51% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 39,875 $1.5M 0.31% -7,467 13F-HR Timeline