WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 12,630 $11.6M 2.69% +157 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 12,543 $11.6M 0.26% +11,742 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 12,620 $11.6M 0.53% -389 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 12,620 $11.6M 1.07% +94 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 12,594 $11.5M 0.45% 13F-HR Timeline Group Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 12,580 $11.5M 4.47% +400 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,531 $11.5M 0.36% -16 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,508 $11.5M 0.31% +3,711 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 12,501 $11.5M 2.96% -300 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 12,487 $11.4M 0.79% -362 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,373 $11.3M 2.09% +53 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,365 $11.3M 0.83% -64 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,345 $11.3M 0.65% -18 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,315 $11.3M 0.16% +231 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 12,300 $11.3M 0.21% -119 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 12,293 $11.3M 1.41% +177 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 12,223 $11.2M 0.53% +1,021 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 12,205 $11.2M 0.36% +1,908 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 12,087 $11.1M 11.6% +31 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 12,070 $11.1M 4.07% -64 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 12,067 $11.1M 2.16% -88 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 12,053 $11M 6.21% -132 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 12,006 $11M 1.5% -83 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 11,991 $11M 3.23% +99 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 11,968 $11M 0.8% -139 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,946 $10.9M 0.63% -238 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 11,913 $10.9M 0.71% +1,590 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,820 $10.8M 0.82% +312 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 11,807 $10.8M 4.57% -346 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 11,787 $10.8M 6.74% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 11,763 $10.8M 0.8% -2,210 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 11,541 $10.8M 2.67% -112 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 11,739 $10.8M 0.29% -206 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 11,737 $10.8M 0.14% -1,027 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 11,700 $10.7M 3.28% +11,200 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 11,697 $10.7M 0.38% -394 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,676 $10.7M 0.43% +110 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 11,657 $10.7M 1.49% -894 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 11,655 $10.7M 6.04% +71 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,584 $10.6M 0.5% -658 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 11,633 $10.6M 1.66% -20 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,517 $10.6M 1.08% -238 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,515 $10.6M 0.73% +141 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 11,457 $10.5M 4.74% -332 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,442 $10.5M 2.86% +115 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,379 $10.4M 0.41% +701 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,363 $10.4M 0.36% +80 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 11,355 $10.4M 0.55% -176 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 11,350 $10.4M 7.84% 0 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 11,340 $10.4M 0.53% +580 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 11,328 $10.4M 0.33% -1,867 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,314 $10.4M 0.42% +1,751 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 11,311 $10.4M 0.07% -172 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,248 $10.3M 1.08% -80 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 11,241 $10.3M 1.74% +411 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 11,233 $10.3M 0.19% +774 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,158 $10.2M 0.31% 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 11,150 $10.2M 2.17% -320 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 11,433 $10.2M 5.27% -3 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 11,092 $10.2M 1.21% -197 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 11,074 $10.1M 1.59% +253 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11,074 $10.1M 2.17% -42 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,062 $10.1M 6.29% 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 11,042 $10.1M 2.37% -705 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,993 $10.1M 2.17% -1,068 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,989 $10.1M 0.48% +456 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,941 $10M 0.3% +783 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,926 $10M 0.75% +241 13F-HR Timeline Group CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 10,898 $9.99M 2.5% -437 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,652 $9.9M 1.19% 0 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 10,802 $9.9M 1.4% -887 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 10,745 $9.85M 4.01% 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,743 $9.84M 1.62% -37 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 10,733 $9.83M 0.32% -309 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,726 $9.83M 0.55% +757 13F-HR Timeline Group Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 10,713 $9.82M 4.37% +7,909 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,700 $9.8M 0.35% +291 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,685 $9.79M 1.14% -196 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 10,666 $9.77M 0.81% +501 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 10,627 $9.74M 0.6% -1,246 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 10,623 $9.73M 0.09% -1,135 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 10,599 $9.71M 2.62% -3,071 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 10,536 $9.65M 2.68% +270 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,533 $9.65M 9.53% -13 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,493 $9.61M 0.18% +61 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 10,361 $9.61M 0.98% 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,480 $9.6M 1.02% -220 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,470 $9.59M 0.41% -155 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 10,430 $9.56M 0.67% -108 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,390 $9.52M 0.32% -661 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,311 $9.51M 0.64% -17 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 10,376 $9.51M 0.54% -182 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,357 $9.49M 2.88% -2 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,323 $9.46M 0.99% +53 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,226 $9.44M +223 Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 10,291 $9.43M 0.31% -49 13F-HR Timeline Group Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,224 $9.37M 2.27% -439 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 10,206 $9.35M 0.47% +2,773 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,198 $9.34M 1.38% +630 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,196 $9.34M 4.88% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,191 $9.34M 0.29% +35 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,137 $9.29M 0.27% +520 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 10,125 $9.28M 3.88% +487 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,119 $9.27M 2.19% +3,888 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 10,111 $9.26M 2.84% -191 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 10,107 $9.26M 0.55% -252 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,099 $9.25M 0.47% +666 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 10,097 $9.25M 0.59% +957 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 10,093 $9.25M 7.21% -14 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 10,082 $9.24M 1.01% -637 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,070 $9.23M 0.32% -479 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 10,050 $9.21M 2.44% +970 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 9,986 $9.15M 0.22% +2,355 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,978 $9.14M 1.05% -50 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,887 $9.06M 1.5% -524 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,884 $9.06M 0.5% +503 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,873 $9.05M 0.96% +113 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,854 $9.03M 0.42% +820 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 9,802 $8.98M 6.12% -398 13F-HR Timeline ADAMS DIVERSIFIED EQUITY FUND, INC. in group ADAMS DIVERSIFIED EQUITY FUND… More: the full row for ADAMS DIVERSIFIED EQUITY FUND, INC. 9,800 $8.98M 0.34% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,750 $8.93M 0.29% -809 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 9,720 $8.91M 1.77% -3,607 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,705 $8.89M 1.04% +683 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,699 $8.89M 2.31% +21 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 9,687 $8.88M 0.73% +769 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,677 $8.87M 0.51% -146 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,645 $8.84M 0.15% -61 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,628 $8.82M 1.11% -98 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,602 $8.8M 0.66% -273 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 9,582 $8.78M 4.43% -27 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,802 $8.78M 0.15% 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,569 $8.77M 0.48% -38 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,540 $8.74M 1.14% -315 13F-HR Timeline OSSIAM More: the full row for OSSIAM 9,531 $8.73M 0.15% -47,435 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,504 $8.71M 1.34% 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,498 $8.7M 1.51% +312 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,496 $8.7M 0.16% +744 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 9,443 $8.65M 1.72% -354 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 9,419 $8.63M 1.27% +280 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,355 $8.63M 0.18% -1,007 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,415 $8.63M 4.05% -2 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 9,399 $8.61M 2% -58 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 9,385 $8.6M 4.19% +68 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,370 $8.59M 0.32% +2,797 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,356 $8.57M 0.21% +1,129 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,348 $8.57M 1.11% -128 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,319 $8.54M 0.74% -59 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 9,274 $8.5M 1.25% -9,274 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,266 $8.49M 0.37% -24 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 9,215 $8.44M 0.19% -395 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 9,200 $8.43M 0.09% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 9,180 $8.41M 3% -666 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 9,173 $8.4M 0.92% +434 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,054 $8.3M 0.91% +720 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 9,044 $8.29M 1.5% 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,037 $8.28M 3.3% -52 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,006 $8.25M 2.39% -6 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,004 $8.25M 0.23% +737 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 8,995 $8.24M 2.82% 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 8,967 $8.22M 2.2% +226 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 8,926 $8.18M 3.57% -69 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 8,924 $8.18M 0.51% -165 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 8,923 $8.18M 2.89% -32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,917 $8.17M 0.42% +322 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 8,917 $8.17M 1.2% -2,024 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 8,894 $8.15M 2.93% +42 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,891 $8.15M 3.31% -83 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,871 $8.13M 2.6% -53 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 8,844 $8.1M 0.59% new 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 8,836 $8.1M 0.71% -300 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,829 $8.09M 0.61% +176 13F-HR Timeline Group BARR E S & CO More: the full row for BARR E S & CO 8,818 $8.08M 0.48% -56 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,768 $8.03M 1.09% +1,280 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 8,741 $8.01M 2.67% -524 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,793 $8M 0.67% -7,362,123 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 8,727 $8M 4.13% -180 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 8,638 $7.91M +367 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,842 $7.89M 0.48% +1,670 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,600 $7.88M 0.71% -11,336 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,582 $7.86M 1.03% +310 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,581 $7.86M 0.46% -50 13F-HR Timeline Group Merriman Wealth Management, LLC More: the full row for Merriman Wealth Management, LLC 8,510 $7.8M 0.32% -267 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,501 $7.79M 2.9% +455 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 8,470 $7.76M 1.91% +504 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 8,469 $7.76M 0.22% +6,209 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 8,458 $7.75M 0.29% new 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,451 $7.74M 0.51% -179 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,418 $7.71M 0.91% -88 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,398 $7.7M 2.79% +40 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 8,405 $7.7M 4.93% 0 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 8,373 $7.67M 1.15% -205 13F-HR/A Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 8,369 $7.67M 2.27% +215 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,642 $7.66M 0.68% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,315 $7.62M 0.93% -200 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,311 $7.62M 0.32% +232 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,302 $7.61M 0.28% -119 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,282 $7.59M 0.52% +522 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,245 $7.55M 0.15% -10 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 8,236 $7.55M 0.31% -9,880 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 8,202 $7.52M 0.03% -37,086 13F-HR Timeline Group