WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12,331 $11.4M 1.1% -186 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 12,314 $11.4M 2.89% +5 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 12,311 $11.4M 1.79% -155 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 12,271 $11.4M 1.47% +200 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 12,236 $11.3M 0.34% +5,172 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 12,214 $11.3M 0.57% +102 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 12,287 $11.3M 0.76% +83 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,185 $11.3M 0.98% -636 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 12,127 $11.2M 0.74% +1,472 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 12,087 $11.2M 0.34% +383 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 12,038 $11.1M 0.23% -3,940 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,037 $11.1M 2.53% +167 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,008 $11.1M 0.22% +3,471 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 11,959 $11.1M 0.71% +2,126 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,953 $11.1M 0.62% +7,141 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,901 $11M 0.08% -4,691 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 11,887 $11M 0.74% +460 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 11,873 $11M 1.15% -1,752 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 11,845 $11M 0.35% +274 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 11,835 $11M 1.56% -1,405 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 11,708 $10.8M 1.04% +932 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 11,690 $10.8M 0.8% -635 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,666 $10.8M 0.2% +291 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 11,654 $10.8M 6.17% -1,984 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,651 $10.8M 0.57% +25 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,640 $10.8M 0.4% +2,575 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,637 $10.8M 0.36% -5 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 11,625 $10.8M +173 Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 11,600 $10.7M 0.9% -5,100 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 11,580 $10.7M 0.96% +1,405 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 11,663 $10.7M 0.91% +102 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 11,544 $10.7M 4.66% +28 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 11,543 $10.7M 1.96% -146 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 11,527 $10.7M 5.07% -140 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,523 $10.7M 0.39% -595 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 11,475 $10.6M 0.99% +11,233 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 11,463 $10.6M 5.62% -239 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 11,450 $10.6M 1.5% +503 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 11,428 $10.6M 1.36% +7 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 11,416 $10.6M 1.45% -977 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 11,407 $10.6M 0.24% -619 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 11,258 $10.5M 3.15% +1,379 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 11,366 $10.5M 2.45% +472 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 11,350 $10.5M 7.1% 0 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 11,346 $10.5M 0.51% +532 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 11,327 $10.5M 4.03% -98 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,320 $10.5M 0.37% +358 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,318 $10.5M 0.52% -3 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 11,275 $10.4M 1.74% -96 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 11,219 $10.4M 1.24% -135 13F-HR Timeline Group GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,207 $10.4M 11.08% +85 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 11,175 $10.3M 4.47% +698 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 11,114 $10.3M 2.27% -219 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 11,079 $10.3M 5.68% +48 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 11,079 $10.3M 2.02% -8 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,048 $10.2M 1.17% +1,058 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 11,017 $10.2M 0.47% -483 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 10,908 $10.1M 0.42% -425 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,902 $10.1M 0.65% -17 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,891 $10.1M 0.2% +379 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 10,993 $10.1M 1.98% +224 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 10,822 $10M 1.04% -154 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,805 $10M 0.33% -477 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,796 $9.99M 0.35% +917 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,776 $9.97M 0.33% +6,555 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 10,730 $9.93M 0.68% -215 13F-HR/A Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 10,729 $9.93M 1.25% -232 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 10,684 $9.89M 0.46% -302 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,654 $9.86M 0.98% +947 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,613 $9.82M 2.85% +280 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10,587 $9.8M 1.9% -350 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 10,567 $9.78M 1.56% -86 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 10,518 $9.74M 0.31% -462 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,516 $9.73M 8.74% +12 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,467 $9.69M 0.37% -1,013 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,457 $9.68M 0.22% +76 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 10,412 $9.64M 0.59% -19 13F-HR Timeline Group APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 10,341 $9.57M 0.64% -97 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 10,312 $9.55M 0.09% +16 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 10,270 $9.51M 1.2% +107 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 10,265 $9.5M 0.78% +866 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 10,250 $9.49M 0.2% +446 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 10,192 $9.43M 0.24% -6 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,184 $9.43M 0.36% +7,985 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 10,127 $9.37M 1.12% +176 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 10,089 $9.34M 1.14% +952 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 10,068 $9.32M 1.46% -5 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 10,063 $9.31M 0.19% +460 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 10,049 $9.3M 0.49% +28 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 10,012 $9.27M 2.25% -234 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,034 $9.25M +110 Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 9,983 $9.24M 0.32% 0 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 9,970 $9.23M 3.48% -113 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 9,966 $9.23M 1.38% +996 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 9,946 $9.21M 0.5% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,932 $9.19M 0.13% -114 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,880 $9.15M 1.45% +195 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 9,849 $9.12M 0.17% -32 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 9,814 $9.08M 0.35% +66 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,796 $9.07M 0.52% +303 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 9,780 $9.05M 0.12% +6,491 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,770 $9.04M 0.23% -2,374 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,766 $9.04M 0.5% +48 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 9,759 $9.03M 0.99% +256 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 10,551 $9.02M 4.48% -251 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 9,737 $9.01M 6.29% -168 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 9,730 $9.01M 0.15% +957 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,730 $9.01M 0.97% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kenora Financial, LLC More: the full row for Kenora Financial, LLC 9,618 $8.9M 3.01% +29 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,588 $8.87M 2.19% +123 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,467 $8.76M 0.91% -250 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 9,465 $8.76M 1.81% +182 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 9,540 $8.73M 0.92% -200 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,382 $8.68M 0.5% -8,103 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9,379 $8.68M 2.11% +169 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 9,365 $8.67M 1.69% -45 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9,345 $8.65M 0.2% +108 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 9,338 $8.64M 0.08% -9,455 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 9,334 $8.64M 3.06% +733 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,316 $8.62M 0.59% -394 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 9,286 $8.6M 2.41% +126 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,276 $8.59M 0.53% +120 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,268 $8.58M 0.78% -23 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 9,268 $8.58M 0.53% -3,158 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 9,264 $8.58M 3.65% -120 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 9,346 $8.57M 0.38% +1,500 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,257 $8.57M 0.32% -1,212 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,227 $8.54M 1.33% 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 9,300 $8.54M 0.25% -900 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 9,305 $8.53M 0.51% -370 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,212 $8.53M 0.18% +907 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,189 $8.51M 0.89% -27 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,175 $8.49M 0.57% -661 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 9,171 $8.49M 1.35% +459 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 9,145 $8.47M 1.92% +7,727 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,136 $8.46M 0.23% +134 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 9,126 $8.45M -626 Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,121 $8.44M 0.51% +1,118 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,051 $8.38M 0.27% -2,075 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,047 $8.37M 0.44% -52 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,002 $8.33M 0.81% -1,108 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 8,972 $8.3M 1.22% +271 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,965 $8.3M 0.13% +102 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,950 $8.29M 0.29% +403 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 8,930 $8.27M 0.31% +4,241 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,919 $8.26M 0.49% -131 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8,903 $8.24M 0.83% +103 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 8,892 $8.23M 0.06% -160 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 8,863 $8.2M 0.56% -713 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 8,838 $8.18M 0.48% -104 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,791 $8.14M 0.37% +3,665 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 8,790 $8.14M 3.21% -35 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 8,774 $8.12M 3.56% +160 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 8,757 $8.11M 1.77% +74 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,210 $8.09M 0.65% +5 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 8,728 $8.08M 4.82% -429 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 8,725 $8.08M +184 Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 8,683 $8.04M 0.91% -2,410 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 8,652 $8.01M 1.01% +153 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,648 $8M 2.52% +105 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 8,600 $7.96M 0.8% -30,239 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 8,514 $7.88M 2.24% +715 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,502 $7.87M 1.4% 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 8,579 $7.86M 1.13% -8 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,495 $7.86M 0.83% -567 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8,488 $7.86M 0.2% +6,177 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 8,474 $7.84M 2.36% new 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,465 $7.84M 2.32% +12 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,464 $7.83M 0.37% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,461 $7.83M 0.3% +295 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 8,433 $7.81M 1.01% +142 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,420 $7.79M 0.45% -15 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,358 $7.74M 0.32% +7,488 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 8,355 $7.73M 0.53% -446 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 8,300 $7.68M 3.41% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,287 $7.67M 0.64% +135 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,362 $7.67M 0.79% +371 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 8,642 $7.66M 0.7% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,230 $7.62M 0.54% +2,937 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 8,212 $7.6M 2.39% +103 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,204 $7.59M 0.59% +151 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 8,169 $7.56M 0.9% -144 13F-HR Timeline Group ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 8,140 $7.53M 0.15% +10 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 8,135 $7.53M 0.85% -52 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 8,119 $7.51M 0.27% +3,464 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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