Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 104,655 $8.12M 0.48% -6,000 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 104,550 $8.11M 0.86% +18,170 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 104,353 $8.1M 0.53% +593 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 104,223 $8.09M 0.49% +6,183 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 103,864 $8.06M 0.16% +877 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 103,621 $8.04M 1.59% +455 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 103,077 $8M 3.51% +450 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 102,859 $7.98M -630 Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 102,513 $7.95M 1.49% +3,623 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 102,356 $7.94M 0.14% +93,487 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 101,605 $7.88M 0.44% +2,072 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 101,460 $7.87M 0.05% -1,625 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 101,258 $7.87M 0.29% +81,712 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 101,309 $7.86M 1.35% -166 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 101,073 $7.84M 0.63% +5,448 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 101,020 $7.84M -1,688 Timeline Longbow Finance SA More: the full row for Longbow Finance SA 100,903 $7.83M 1.42% +46,496 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 100,650 $7.81M 0.94% -50,463 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 100,371 $7.79M 3.55% -3,125 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 100,291 $7.78M 0.15% -72,209 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 100,212 $7.78M 1.72% +3,671 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 99,646 $7.73M 0.03% -10,919 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 99,518 $7.72M 2.32% +56,163 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 99,489 $7.72M 1% -5,324 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 99,362 $7.71M 0.26% +1,435 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 99,358 $7.71M 0.38% -1,675 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 99,309 $7.71M 0.22% -421 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 98,415 $7.64M 0.25% -2,726 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 98,339 $7.63M 1.25% -2,200 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 86,920 $7.62M 0.29% +16,785 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 98,235 $7.62M 0.84% -15,217 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 98,065 $7.61M 1.15% -3,911 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 97,963 $7.6M 0.24% -2,815 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 97,862 $7.59M 0.21% -9,444 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 97,254 $7.55M 0.62% +77,343 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 97,200 $7.54M 0.53% -5,300 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 96,291 $7.47M 0.48% +898 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 96,202 $7.46M 0.96% -3,768 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 96,012 $7.45M 0.27% -25,950 13F-HR Timeline BONNESS ENTERPRISES INC More: the full row for BONNESS ENTERPRISES INC 96,000 $7.45M 2.73% -100 13F-HR/A Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 95,753 $7.43M 4.38% -2,725 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 95,043 $7.37M 0.45% -2,265 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 95,000 $7.32M 0.52% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 94,105 $7.3M 0.7% +2,577 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 93,954 $7.29M 0.41% +19,458 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 93,756 $7.27M 0.28% +11,963 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 93,642 $7.27M 0.31% -7,117 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 93,001 $7.22M 2.03% -519 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 92,994 $7.22M 0.94% -8,598 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 92,365 $7.17M 0.38% -82 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 92,258 $7.16M +1,043 Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 91,718 $7.12M 0.24% +1,489 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 91,548 $7.1M 0.15% -13,416 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 91,540 $7.1M 1.29% -13,809 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 91,231 $7.08M 0.9% -19,750 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 91,098 $7.07M 0.16% new 13F-HR/A Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 90,716 $7.04M 3.15% +22,140 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 90,560 $7.03M 0.04% new 13F-HR Timeline MOTCO More: the full row for MOTCO 90,506 $7.02M 0.65% -976 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 90,327 $7.01M 1.58% -8,892 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 89,982 $6.98M 1.33% -7,021 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 89,921 $6.98M 1.39% -2,894 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 90,019 $6.93M 3.12% 0 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 89,149 $6.92M 1.01% -1,751 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 77,110 $6.91M 0.45% +10,155 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 88,625 $6.88M 2.14% +1,585 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 88,614 $6.88M 1.78% +4,667 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 88,500 $6.87M 0.25% -28,100 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 88,496 $6.87M 1.18% +1,290 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 88,057 $6.83M 0.4% -328 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 88,035 $6.83M 0.38% -597 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 87,536 $6.79M 1.34% -1,273 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 87,379 $6.78M 0.88% -11,075 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 87,143 $6.76M 0.36% +5,467 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 87,031 $6.75M 0.35% -6,903 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 87,010 $6.75M 0.28% +4,286 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 86,947 $6.75M 3.34% -363 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 86,887 $6.74M 1.66% -414 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 86,806 $6.74M 0.27% +953 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 86,730 $6.73M 0.05% -3,586 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 86,494 $6.71M 0.09% +578 13F-HR Timeline BUTENSKY & COHEN FINANCIAL SECURITY, INC More: the full row for BUTENSKY & COHEN FINANCIAL SECURITY, INC 86,090 $6.68M 1.76% -2,041 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 85,969 $6.67M 0.6% 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 85,949 $6.67M 0.98% -934 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 85,856 $6.66M 0.15% -10,953 13F-HR/A Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 85,281 $6.62M 0.39% -1,120 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 85,186 $6.61M 1.02% +5,186 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 85,181 $6.61M 0.22% +1,730 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 85,125 $6.6M 0.15% +10,095 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 84,870 $6.59M 0.98% +774 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 83,900 $6.51M 3.72% 0 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 83,768 $6.5M 2.98% -305 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 83,584 $6.49M 0.27% +2,402 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 69,787 $6.46M 0.08% -3,052 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 82,787 $6.42M 0.4% +1,675 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 82,581 $6.41M 0.09% +1,546 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 82,548 $6.4M 2.62% -1,815 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 82,527 $6.4M 0.58% -36,026 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 82,152 $6.37M 1.8% -3,418 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 82,072 $6.37M -64,646 Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 81,971 $6.36M 0.1% +1,343 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 81,962 $6.36M 0.95% +49,221 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 81,852 $6.35M 0.88% +1,765 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 81,834 $6.35M 1.92% -3,454 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 81,671 $6.34M 0.43% -2,506 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 81,382 $6.31M 0.71% +2,021 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 81,319 $6.31M 0.42% -174,496 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 81,303 $6.31M 0.4% +574 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 81,278 $6.31M 4.34% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 80,954 $6.28M 0.55% -900 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 80,860 $6.27M 0.55% -992 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 80,198 $6.22M 0.33% -7,165 13F-HR Timeline Group Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 79,913 $6.2M 0.15% new 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 79,777 $6.19M 4.4% -137 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 79,259 $6.15M 1.03% -163 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 78,830 $6.12M 0.92% +1,681 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 78,774 $6.11M 0.2% +2,886 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 78,636 $6.1M 2.17% -616 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 78,635 $6.1M 0.11% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 78,496 $6.09M 0.32% +2,905 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 78,421 $6.08M 0.21% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 76,313 $6.06M 0.17% +14,897 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 77,954 $6.05M 0.08% -1,184 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 77,756 $6.03M 1.96% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 77,740 $6.03M 0.78% -1,535 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 77,603 $6.02M 0.4% -2,287 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 77,543 $6.02M 0.59% -631 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 77,483 $6.01M 0.33% -938 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 77,344 $6M 0.21% +4,710 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 77,287 $6M 0.98% +13,356 13F-HR Timeline Altrius Capital Management Inc More: the full row for Altrius Capital Management Inc 77,256 $5.99M 1.19% +478 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 77,148 $5.99M 0.21% +366 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 77,092 $5.98M 0.2% -1,345 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 77,002 $5.97M 0.68% +205 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 76,980 $5.97M 0.09% +67,577 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 76,946 $5.97M 0.66% -310 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 76,727 $5.95M 1.2% +434 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 76,655 $5.95M 1.07% +73,566 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 76,628 $5.95M 1.29% -85 13F-HR Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 76,622 $5.94M 2.99% -949 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 76,504 $5.94M 0.31% -930 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 76,455 $5.93M 0.2% -7,566 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 76,377 $5.93M 0.09% +36,850 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 76,372 $5.93M 0.23% +28,792 13F-HR/A Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 76,165 $5.91M 0.3% +2,865 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 76,005 $5.9M 0.73% -1,961 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 73,648 $5.89M 0.4% +54,328 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 75,824 $5.88M 0.11% -8,542 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 75,624 $5.87M 0.52% +1,396 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 75,532 $5.86M 1.2% -5,548 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 75,468 $5.86M 0.42% +1,975 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 75,291 $5.84M 2.78% +4,302 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 64,357 $5.83M 0.1% -1,509 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 75,079 $5.83M 3.12% +976 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 74,983 $5.82M 0.89% +142 13F-HR Timeline Group BDF-GESTION More: the full row for BDF-GESTION 74,854 $5.81M 0.78% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 74,762 $5.8M 1.11% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 74,431 $5.78M 0.06% +22,543 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 74,304 $5.77M 0.2% -1,844 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 74,135 $5.75M 0.67% +2,550 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 73,877 $5.73M 0.55% +2,419 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 73,854 $5.73M 0.16% +2,727 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 73,569 $5.71M 0.89% +1,331 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 73,539 $5.71M 0.82% -163 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 73,435 $5.7M 0.55% +798 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 73,450 $5.7M 0.3% 0 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 73,042 $5.67M 2.58% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 72,796 $5.65M 0.53% -307 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 72,729 $5.64M 0.35% +7,724 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 72,673 $5.64M 0.01% -55,662 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 72,044 $5.59M 0.33% +6,203 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 71,907 $5.58M 1.68% -1,556 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 71,787 $5.57M 0.06% -1,008 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 71,770 $5.57M 3% -235 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 71,699 $5.56M 0.46% +2,435 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 71,688 $5.56M 0.84% -4,388 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 71,657 $5.56M 1.14% -1,516 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 71,465 $5.54M 0.06% -139,475 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 71,427 $5.54M 0.29% -549 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 71,395 $5.54M 1.41% +1,953 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 71,387 $5.54M 2.67% +63,233 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71,377 $5.54M 0.26% -3,274 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 71,291 $5.53M 0.18% +43,810 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 71,116 $5.52M 0.01% +40,362 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 71,030 $5.51M 1.01% -13,130 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 70,637 $5.48M 0.13% -14,634 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 70,490 $5.47M 1.85% +8,059 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 70,470 $5.47M 1.86% +29,722 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 70,231 $5.45M 0.48% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 69,788 $5.41M 0.3% -490 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 69,753 $5.41M 0.15% +16,965 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. 69,415 $5.39M 0.1% +3,410 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 69,395 $5.38M 0.41% -52,640 13F-HR Timeline Group Victrix Investment Advisors More: the full row for Victrix Investment Advisors 69,366 $5.38M 1.95% +3,052 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 69,297 $5.38M 2.04% -612 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 69,237 $5.37M 1.77% +2,264 13F-HR Timeline GAMCO Investors (Gabelli) group of 3 filers holding More: the full row for GAMCO Investors (Gabelli) 68,898 $5.35M -388 Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 68,875 $5.34M 0.3% +4,316 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 68,751 $5.33M 0.11% -739 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 64,705 $5.33M 1.69% -6,434 13F-HR Timeline