FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 12,375 $12.3M 0.05% +2,245 13F-HR Timeline Group Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 12,325 $12.2M 0.95% -1,242 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 12,315 $12.2M 0.72% +6,401 13F-HR Timeline Group HWG Holdings LP More: the full row for HWG Holdings LP 12,309 $12.2M 3.57% +685 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 12,251 $12.1M 0.86% -83 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 12,204 $12M 0.9% +43 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 12,151 $12M 1.91% +263 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,144 $12M 0.29% -13,056 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 12,118 $12M 0.46% -152 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,112 $12M 0.64% -233 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 12,071 $11.9M 1.62% -76 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,042 $11.9M 0.34% +780 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,026 $11.9M 0.29% -1,065 13F-HR/A Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 11,870 $11.8M 2.83% +481 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 11,860 $11.7M 0.42% +249 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 11,704 $11.6M 0.36% +128 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,702 $11.6M 6.64% +563 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 11,689 $11.6M 2.3% -650 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11,683 $11.6M 0.49% +309 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,642 $11.5M 0.44% +907 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,626 $11.5M 0.63% -332 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,571 $11.5M 0.38% -100 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 11,545 $11.4M 0.08% +657 13F-HR/A Timeline Group Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 11,516 $11.4M 5.62% -6 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 11,500 $11.4M 0.51% -327 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 11,500 $11.4M 1.22% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 11,480 $11.4M 0.47% +1,883 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 11,561 $11.4M 1.02% +1,632 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,452 $11.3M +229 Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,427 $11.3M 0.84% +292 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 11,425 $11.3M 4.49% -281 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 11,421 $11.3M 1.53% +1,481 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,375 $11.3M 0.29% +663 13F-HR/A Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,371 $11.3M 1.99% -466 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,354 $11.2M 1.46% -46 13F-HR Timeline Group Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 11,350 $11.2M 6.96% 0 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,333 $11.2M 2.77% -11 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 11,333 $11.2M 0.5% -116 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,321 $11.2M 0.82% -69 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 11,282 $11.2M 0.4% +1,777 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,242 $11.1M 1.46% +1,221 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 11,165 $11.1M 3.75% +59 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 11,667 $11M 6.31% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 11,127 $11M 0.19% +1,484 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,126 $11M 0.42% +747 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,122 $11M 12.19% -790 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 11,093 $11M 1.14% -105 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 11,087 $11M 2.33% -1,690 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 11,031 $10.9M 6.69% -93 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,986 $10.9M 0.54% -33 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,980 $10.9M 0.38% +377 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,976 $10.9M 1.22% -31 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 10,962 $10.9M 0.43% -491 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,961 $10.9M 1.45% -433 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 10,947 $10.8M 1.71% +134 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 10,945 $10.8M 1.07% -613 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10,937 $10.8M 2.13% +114 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,919 $10.8M 0.75% -603 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 10,894 $10.8M 2.64% +81 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 10,814 $10.7M 0.6% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 10,776 $10.7M 1.09% +358 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,769 $10.7M 1.89% -34 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 10,686 $10.6M 0.84% new 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 10,682 $10.6M 0.3% -456 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 10,655 $10.5M 0.77% +2,405 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 10,653 $10.5M 1.86% -90 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 10,583 $10.5M 0.67% -1,080 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 10,582 $10.5M 0.15% -17,800 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,512 $10.4M 0.23% +1,195 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,504 $10.4M 9.97% +1 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,477 $10.4M 4.93% +246 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,469 $10.4M 0.43% 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,453 $10.3M 0.23% -34,388 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,438 $10.3M 0.73% -440 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,431 $10.3M 0.71% +591 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,381 $10.3M 0.26% -110 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,333 $10.2M 3.22% +20 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 10,296 $10.2M 0.1% -4,942 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 10,246 $10.1M 2.57% -266 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,198 $10.1M 0.28% +159 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 10,175 $10.1M 1.19% +422 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,163 $10.1M 1.44% -1 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 10,200 $10M 0.29% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,110 $10M 0.49% -11,976 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,110 $10M 1.12% -221 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 10,083 $9.98M 3.77% -16 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 10,073 $9.97M 0.72% -10 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,062 $9.96M 0.3% +3,216 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,046 $9.95M 0.15% +299 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 10,802 $9.94M 5.18% -539 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,031 $9.93M 0.06% -748 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,021 $9.92M 0.54% -85 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 9,990 $9.89M 1.19% +61 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 9,983 $9.88M 0.34% -1,345 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 9,951 $9.85M 1.3% +32 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 9,946 $9.85M 0.56% +1,130 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 9,905 $9.8M 7.08% -132 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 9,890 $9.79M 2.93% -175 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 9,881 $9.78M 0.19% -31 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,879 $9.78M 0.39% +726 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,836 $9.74M 0.73% -328 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,833 $9.73M 0.83% +1,976 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 9,804 $9.71M 0.22% +173 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 9,795 $9.7M 2.39% +57 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,924 $9.69M -17 Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 9,752 $9.65M -10,928 Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,748 $9.65M 0.39% -156 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,740 $9.64M 1.05% -714 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,730 $9.63M 1.1% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,718 $9.62M 0.61% +1,090 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,717 $9.62M 1.09% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,710 $9.61M 0.67% -2 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,707 $9.61M 1.03% -58 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 9,700 $9.6M 0.35% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,685 $9.59M 1.84% +319 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 9,669 $9.57M 0.11% +8,392 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,675 $9.53M 0.6% -562 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,603 $9.51M 0.21% +114 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,589 $9.49M 3.54% +201 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 9,576 $9.48M 0.7% +295 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,519 $9.42M 0.59% +540 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,503 $9.41M 1.11% -100 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,493 $9.4M 0.58% 0 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 9,879 $9.39M 2.95% -1,778 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,465 $9.37M 2.53% +118 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,410 $9.32M 2.04% -301 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,399 $9.3M 0.87% -839 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,384 $9.29M 4.13% -27 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,336 $9.24M 0.16% +196 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,291 $9.2M 0.91% +69 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,283 $9.19M 2.17% +185 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 9,274 $9.18M 1.18% 0 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 9,248 $9.16M 5.87% -1,125 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,237 $9.14M 0.23% +27 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,216 $9.12M 1.02% -286 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9,210 $9.12M 2.34% -1,517 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 9,160 $9.07M 2.74% +134 13F-HR/A Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 9,157 $9.06M 5.76% -413 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,156 $9.06M 0.63% -4,230 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 9,146 $9.05M 1.32% -21 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 9,137 $9.05M 1.02% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,099 $9.01M 0.48% -333 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 9,098 $9.01M 0.1% -30 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,065 $8.97M 0.31% +110 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,062 $8.97M 1.01% +4,110 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,052 $8.96M 0.06% -1,107 13F-HR/A Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 9,050 $8.96M 0.56% -6 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 9,011 $8.92M 0.22% -900 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,002 $8.91M 0.26% -6,417 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,970 $8.88M 1.43% -1,605 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,942 $8.85M 0.56% -3 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 8,932 $8.84M 0.34% -883 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,863 $8.77M 0.15% +838 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,829 $8.74M 0.83% -1,829 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 8,825 $8.74M 3.86% +5 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 8,801 $8.71M 0.63% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,800 $8.71M 0.96% +165 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 8,795 $8.71M 2.98% -53 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 8,773 $8.68M 0.18% -146 13F-HR/A Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 8,712 $8.62M 1.53% +157 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,701 $8.61M 1.41% -1,278 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,683 $8.6M 2.07% -925 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 8,662 $8.57M 0.54% -80 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 8,614 $8.53M 4.38% +281 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 8,601 $8.51M 3.08% -302 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 8,598 $8.51M 4.09% -56 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,587 $8.5M 1.41% -1,027 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,583 $8.5M 0.5% -78 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,543 $8.47M 2.93% +161 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,549 $8.46M 0.46% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,547 $8.46M 0.32% +383 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 8,541 $8.45M +962 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,537 $8.45M 0.21% +629 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,502 $8.42M 1.48% +182 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 8,499 $8.41M 1.1% +146 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 8,461 $8.38M 5.22% +365 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,453 $8.37M 2.66% -256 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,435 $8.35M 0.51% -27 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,313 $8.23M 1.02% +196 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,305 $8.22M 0.19% +1,715 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 8,300 $8.22M 4.07% -140 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,291 $8.21M 1.17% +412 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 8,242 $8.16M 2.48% -280 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,215 $8.13M 0.86% +22 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,205 $8.12M 0.66% -750 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 8,202 $8.12M 0.03% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,200 $8.12M 0.66% +5,578 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,187 $8.1M 0.96% -258 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 8,175 $8.09M 2.25% -110 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,166 $8.08M 0.34% +673 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,158 $8.08M 1.5% -153 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 8,479 $8.07M 6.04% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,152 $8.07M 0.71% -128 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,130 $8.05M 0.16% +35 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 8,120 $8.04M 0.16% -36,070 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,109 $8.03M 2.77% -1,148 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 8,092 $8.01M 1.3% +469 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 8,091 $8.01M 0.38% -75 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,068 $7.99M 0.21% +168 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,052 $7.97M 0.52% -1,786 13F-HR/A Timeline Group