SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 60,906 $2.25M 0.04% -4,625 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 60,886 $2.25M 0.83% +4,500 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 60,727 $2.24M 0.65% +3,703 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 60,230 $2.22M 0.58% +4,780 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 60,037 $2.22M 0.78% -7,252 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 60,000 $2.21M 0.19% +20,000 13F-HR/A Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 59,802 $2.21M 0.01% +34,265 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 59,364 $2.19M 0.37% -2,946 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 59,287 $2.19M 0.08% +20,546 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 59,270 $2.19M 0.37% -24,703 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 58,994 $2.18M 0.09% -53,631 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 58,704 $2.17M 0.04% +602 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 58,658 $2.16M 0.25% -562 13F-HR Timeline STF Management LP More: the full row for STF Management LP 58,625 $2.16M 1.04% -275 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 58,486 $2.16M 0.24% -8,215 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 58,263 $2.15M 1.47% +18,552 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 58,119 $2.14M 0.1% -15,367 13F-HR Timeline Paralel Advisors LLC More: the full row for Paralel Advisors LLC 57,920 $2.14M 0.09% 0 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 57,830 $2.13M 0.29% -4,900 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 57,732 $2.13M 0.2% +1,670 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 57,138 $2.11M 0.22% +287 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 57,400 $2.11M 0.05% -4,806 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 57,043 $2.1M 0.28% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 56,747 $2.09M 0.33% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 56,680 $2.09M 0.13% +18,140 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 56,641 $2.09M 0.2% +2,674 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 56,439 $2.08M 0.4% -4,599 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 56,027 $2.07M 0.16% +5,821 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 55,465 $2.05M 0.94% +7,950 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 55,324 $2.04M 0.77% -2,478 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 55,095 $2.03M 0.3% -16,475 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 55,022 $2.03M 0.04% +18,476 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 54,886 $2.03M 0.04% +4,630 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 54,824 $2.02M 1.38% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 54,737 $2.02M 0.11% +3,561 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 54,511 $2.01M 0.02% +6,413 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 54,455 $2.01M 0.28% +12,198 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 54,439 $2.01M 0.17% +12,162 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 54,306 $2M 0.52% -281 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 54,260 $2M 0.15% -2,593 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 54,163 $2M 0.1% +310 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 54,118 $2M 0.63% +43,258 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 54,018 $1.99M 0.51% +21,300 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 54,006 $1.99M 0.06% -62,421 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 53,938 $1.99M 0.1% -12,309 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 53,853 $1.99M 0.97% -49,309 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 53,800 $1.99M 0.32% +17,200 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 53,647 $1.98M 0.31% -1,129 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 53,548 $1.98M 0.36% -12,825 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 53,365 $1.97M 0.02% -23,534 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 53,296 $1.97M 0.21% -4,422 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 53,238 $1.96M 1.03% -772 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 52,963 $1.95M 0.03% -7,186 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 52,762 $1.95M 0.21% -319 13F-HR/A Timeline Group Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 52,677 $1.94M 1.35% -519 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 51,932 $1.92M 0.06% +22,135 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 51,806 $1.91M 0.01% -10,143 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 51,638 $1.91M 0.03% -5,404 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 51,570 $1.9M 0.72% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 51,550 $1.9M 0.12% +1,810 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 50,649 $1.87M 0.13% -3,541 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 50,592 $1.87M 0.2% -1,217 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 50,541 $1.86M 0.88% -9 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 50,534 $1.86M 0.16% +32,517 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 50,522 $1.86M 0.14% -1,790 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 50,460 $1.86M 0.4% -3,700 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 50,321 $1.86M 0.38% -2,673 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 50,014 $1.85M 0.03% -27 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 50,000 $1.84M 1.34% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 52,219 $1.84M -3,381 Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 49,874 $1.84M 0.14% +5,475 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 49,853 $1.84M 2.36% -416 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 49,557 $1.83M 0.39% -5,840 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 49,535 $1.83M 0.2% 0 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 49,454 $1.82M 1.43% -3,759 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 49,445 $1.82M 1.08% new 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 49,413 $1.82M 0.62% -49,408 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 49,401 $1.82M 2.18% +117 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 49,276 $1.82M 0.53% -2,744 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 49,207 $1.82M 0.31% -2,581 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 49,177 $1.81M 0.05% +5,668 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 49,176 $1.81M 0.26% -154 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 49,086 $1.81M 0.61% +8,660 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 48,800 $1.8M 0.45% +30,372 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 48,714 $1.8M 0.41% -2,345 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 48,671 $1.8M 0.47% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 48,668 $1.8M 0.12% -19,105 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 48,316 $1.78M 0.07% -1,342 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 48,308 $1.78M 0.26% +4,222 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 52,516 $1.78M 0.25% -11,179 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 48,219 $1.78M 0.62% +2,760 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 47,927 $1.77M 0.03% +2,485 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 48,053 $1.77M 0.19% +7,131 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 47,823 $1.76M 0.07% +10,766 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 47,705 $1.76M 0.15% +9,823 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 47,314 $1.75M 0.31% -19,920 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 47,142 $1.74M 0.04% -63,405 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 46,966 $1.73M 0.29% +12,134 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 46,781 $1.73M 0.07% -546 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 46,324 $1.71M 0.12% +5,850 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 46,304 $1.71M 0.26% +5,210 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 46,261 $1.71M 0.37% -2,026 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 46,219 $1.71M 0.08% 13F-HR Timeline Group SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 46,139 $1.7M 1.24% +3,953 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 46,086 $1.7M 0.13% +7,318 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 46,068 $1.7M 0.81% +2,680 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 45,997 $1.7M 0.1% -4,266 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 49,479 $1.69M 0.46% -91,628 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 45,803 $1.69M 0.09% -4,487 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 45,457 $1.68M 0.28% +702 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 45,406 $1.68M 0.65% +6,501 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 45,379 $1.67M 1.07% +800 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 44,962 $1.66M 0.3% +5,476 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 44,934 $1.66M 0.87% +908 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 44,683 $1.65M 0.46% -244 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 44,531 $1.64M 0.05% +20,555 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 44,350 $1.64M 5.43% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 44,343 $1.64M 0.1% -387 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 44,290 $1.63M 0.13% -3,870 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 44,138 $1.63M 1.48% +30,811 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 44,123 $1.63M 0.03% -417 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 44,089 $1.63M 0.44% +2,550 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 44,085 $1.63M 0.29% -313 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 44,071 $1.63M 0.13% -4,318 13F-HR Timeline CLARK ESTATES INC/NY More: the full row for CLARK ESTATES INC/NY 43,956 $1.62M 0.34% -16,784 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 43,949 $1.62M 0.13% +35,900 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 43,888 $1.62M 0.18% -6,905 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 43,754 $1.61M 0.86% +3,340 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 43,728 $1.61M 0.1% +1,285 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 43,727 $1.61M 0.03% -645,846 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 43,708 $1.61M 0.24% -3,295 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 47,940 $1.61M 0.04% -76,329 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 43,646 $1.61M 0.48% new 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 43,621 $1.61M 0.79% +1,141 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 43,315 $1.6M -645 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 47,069 $1.6M 0.05% +4,260 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 42,566 $1.57M 0.22% +11,388 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 42,509 $1.57M 0.43% +21,659 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 42,381 $1.56M 1.27% +1,721 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 42,214 $1.56M 0.92% +6,055 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 41,800 $1.54M 0.03% -157 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 41,718 $1.54M 0.48% +3,810 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 41,712 $1.54M 0.78% +59 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 41,660 $1.54M 0.05% -562 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 41,526 $1.53M 0.22% +140 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 41,472 $1.53M 0.05% +6,908 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 41,422 $1.53M 0.04% +4,649 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 41,372 $1.53M 0.15% -30,157 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 41,334 $1.53M 0.48% +1,542 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 41,260 $1.52M 0.32% -378 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 41,187 $1.52M 0.68% +4,843 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. 41,125 $1.52M 0.03% -1,664 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 41,081 $1.52M 1.21% +1,282 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 44,968 $1.51M 0.66% +5,876 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 40,534 $1.5M 0.1% -2,875 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 40,497 $1.49M 0.05% +328 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 40,417 $1.49M 0.16% +28,904 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 40,338 $1.49M 0.98% +887 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 40,335 $1.49M 1.43% +825 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 43,928 $1.48M 0.61% +651 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 40,069 $1.48M 0.08% +7,361 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,051 $1.48M 0.08% +1,025 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 40,000 $1.48M 0.46% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 39,979 $1.48M 0.12% -6,366 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 39,880 $1.47M 0.51% 0 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 39,800 $1.47M 0.38% -6,567 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,081 $1.47M 0.14% +1,473 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 39,724 $1.47M 0.27% -151 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 39,712 $1.47M 1.5% +18,320 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 39,679 $1.46M 0.12% -5,838 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 39,573 $1.46M 0.03% -9,846 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 39,566 $1.46M 0.13% +4,026 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 39,565 $1.46M <0.01% +2,758 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 39,508 $1.46M 0.04% +3,941 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 39,491 $1.46M 0.02% -4,361 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 39,502 $1.46M +15,629 Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 39,272 $1.45M 0.15% -2,118 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 39,223 $1.45M 0.05% +18 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 39,148 $1.44M 0.13% +2,413 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 39,131 $1.44M 0.26% +19,105 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 34,536 $1.44M 0.13% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 38,210 $1.43M 1.06% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 38,711 $1.43M 0.4% +4,653 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 38,572 $1.42M 0.93% +6,861 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 38,533 $1.42M 0.04% +4,102 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 38,319 $1.41M 0.08% -1,785 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 38,243 $1.41M 0.04% +1,064 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 38,227 $1.41M 0.05% -2,771 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 38,159 $1.41M 0.04% +307 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 38,101 $1.41M 0.06% +201 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 38,095 $1.41M 0.29% +2,431 13F-HR Timeline Papamarkou Wellner Asset Management inc. 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