Barbara Oil Co. More: the full row for Barbara Oil Co. 68,951 $4.25M 1.73% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 68,939 $4.25M 1.25% -857 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 68,763 $4.24M 0.88% -1,776 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 68,746 $4.24M 1.36% +85 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 68,543 $4.23M 0.97% -1,602 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 68,531 $4.23M 1.58% -2,000 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 68,242 $4.21M 0.28% +2,252 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 67,995 $4.2M 1.8% +12,621 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 67,818 $4.19M 0.68% -8,728 13F-HR/A Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 71,761 $4.17M 1.81% -482 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 67,473 $4.16M 0.14% -3,731 13F-HR Timeline Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 67,123 $4.14M 3.42% -3,018 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 67,046 $4.14M 0.04% +14,643 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 66,828 $4.12M 0.26% +121 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 66,761 $4.12M 0.56% +5,310 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 66,687 $4.12M 0.24% -233 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 66,536 $4.11M 0.52% +435 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 66,256 $4.09M 1.07% +7,765 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 66,235 $4.09M 1.71% +172 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 65,900 $4.07M 0.28% +2,670 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 65,390 $4.04M 0.94% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 65,252 $4.03M 2.16% -2,930 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 65,000 $4.01M 2.15% +35,000 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 64,847 $4M 1.78% +54 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 64,693 $3.99M 0.47% -506 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 64,591 $3.99M 0.16% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 64,456 $3.98M 0.2% +144 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 64,296 $3.97M 2.06% +7 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 64,110 $3.96M 0.21% +12,663 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 64,097 $3.96M 0.12% -1,019 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 63,656 $3.93M 0.02% +814 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 63,616 $3.93M 0.21% -2,377 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 63,560 $3.92M 0.1% +10,183 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 63,508 $3.92M 1.66% -840 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 63,439 $3.91M 1.17% new 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 62,970 $3.89M 1.58% -22,137 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 62,858 $3.88M 0.41% +633 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 62,554 $3.86M 1.18% -3,548 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 62,551 $3.86M 0.79% +2,275 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 62,501 $3.86M 0.77% -266 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 62,500 $3.86M 0.92% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 62,465 $3.85M 2% -3,578 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 62,279 $3.84M 0.08% -2,553 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 62,149 $3.84M 1.72% +102 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 62,062 $3.83M 0.19% +2,365 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 61,975 $3.82M 1.29% +230 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 61,385 $3.79M 0.51% -5,122 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 61,322 $3.78M 1.68% +1,838 13F-HR Timeline STF Management LP More: the full row for STF Management LP 60,944 $3.76M 1.81% -203 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 60,907 $3.76M 0.09% +23,459 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 60,801 $3.75M 1.11% +15,005 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 60,771 $3.75M 0.2% +29,085 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 60,745 $3.75M 0.57% -2,353 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 60,742 $3.75M 0.04% -10,287 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 60,685 $3.74M 0.21% -1,468 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 60,662 $3.74M 0.97% +785 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 60,586 $3.74M 0.7% 0 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 60,553 $3.73M 0.07% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 60,444 $3.73M 0.14% +410 13F-HR Timeline Group RPO LLC More: the full row for RPO LLC 60,390 $3.73M 7.45% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 60,371 $3.73M 1.27% -469 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 60,223 $3.72M 2.73% -518 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 65,883 $3.71M 2.42% -1,102 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 60,053 $3.71M 0.08% +1,699 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 60,032 $3.71M 0.52% -403 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 59,976 $3.7M 3.32% -2,611 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 59,801 $3.69M 1.01% -1,292 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 59,647 $3.68M 0.96% -795 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 59,560 $3.68M 0.28% +4,252 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 61,901 $3.67M 0.51% +53,801 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 59,235 $3.66M 1.18% -102 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 59,158 $3.65M 0.96% +964 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 58,949 $3.64M 0.03% +3,162 13F-HR Timeline Group MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 58,915 $3.64M 0.24% -2,822 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 58,895 $3.63M 1.33% -321 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 58,729 $3.62M 0.05% -4,286 13F-HR Timeline Group Embree Financial Group More: the full row for Embree Financial Group 58,703 $3.62M 0.61% +1,838 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 58,299 $3.6M 0.32% -1,644 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 58,161 $3.59M 0.29% -1,376 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 58,154 $3.59M 0.37% -364 13F-HR/A Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 58,078 $3.58M 0.4% +1,200 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 60,777 $3.57M 1.88% -1,053 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 57,711 $3.56M 0.82% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 57,360 $3.54M 1.01% 0 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 57,322 $3.54M 2.57% -4,335 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 56,779 $3.5M 0.18% +26,455 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 56,641 $3.5M 0.04% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 56,637 $3.5M 1.62% -4,700 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 56,589 $3.49M 0.91% +5,012 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 56,533 $3.49M +899 Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 56,184 $3.47M 0.28% +17,573 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 56,158 $3.47M 0.26% -652 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 55,894 $3.45M 0.08% -2,936 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 55,823 $3.44M 1.02% -493 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 55,530 $3.43M 0.12% +384 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 55,473 $3.42M 1.39% -1,240 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 55,395 $3.42M 1.93% -150 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 55,133 $3.4M 0.1% -587 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 55,115 $3.4M 0.75% +36,322 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 55,048 $3.4M 0.77% -4,655 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 54,943 $3.39M 0.32% -427 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 59,711 $3.39M 0.36% -198 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 54,846 $3.38M 1.96% -1,460 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 54,531 $3.37M 0.21% -4,451 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 54,530 $3.37M 0.3% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 54,486 $3.36M 0.14% +8,504 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 54,476 $3.36M 2% +636 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 54,451 $3.36M 0.66% -17,332 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 54,442 $3.36M 2.31% -84 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 54,432 $3.36M 0.33% +2,326 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 54,633 $3.36M 0.04% -517 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 54,360 $3.35M 0.13% +1,277 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 54,295 $3.35M 1.94% +1,592 13F-HR/A Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 54,187 $3.34M 0.81% -3,875 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 54,007 $3.33M 0.26% -1,803 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 53,932 $3.33M 0.35% -46 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 53,862 $3.32M 0.37% -730 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 53,579 $3.31M 1.23% -830 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 53,461 $3.3M 0.01% -3,068 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 53,441 $3.3M 0.84% +4,766 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 53,220 $3.28M 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 52,924 $3.27M 0.28% +5,003 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 52,796 $3.26M 0.24% -29,071 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 52,556 $3.24M 0.04% -1,618 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 52,344 $3.23M 0.54% +1,395 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 52,281 $3.23M 0.09% +14,740 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 52,223 $3.22M 4.81% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 52,154 $3.22M 1.52% +204 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 52,104 $3.22M 0.36% -1,472 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 51,971 $3.21M 0.29% +392 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 51,848 $3.21M 0.05% -10,211 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 51,849 $3.2M 0.42% -979 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 51,693 $3.19M 0.79% +1,079 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 51,618 $3.19M 0.32% -2,100 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 51,310 $3.17M 0.63% -184 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 51,238 $3.16M 3.1% -2,001 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 51,027 $3.15M 0.41% -838 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 50,984 $3.15M 0.94% -422 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 50,911 $3.14M 0.15% -71 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 50,894 $3.14M 0.22% -491 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 50,887 $3.14M 1.65% -644 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 50,394 $3.11M 0.15% +227 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 50,359 $3.11M 0.83% +328 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 50,350 $3.11M 3.4% +5,032 13F-HR/A Timeline Graypoint LLC More: the full row for Graypoint LLC 50,303 $3.1M 0.19% +8,194 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 50,270 $3.1M 0.08% +11,644 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 50,094 $3.09M 0.25% +248 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 49,988 $3.08M 0.12% +23,532 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 49,973 $3.08M 0.09% +1,350 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 49,624 $3.06M 0.37% -888 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 49,094 $3.03M 2.07% -181 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 49,029 $3.03M 1.28% +2,442 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 49,000 $3.02M 0.9% -6,500 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 48,924 $3.02M 0.31% +3,057 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 48,804 $3.01M 0.22% +3,678 13F-HR Timeline Essex LLC More: the full row for Essex LLC 48,730 $3.01M 0.65% -4,905 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 48,713 $3.01M 0.72% +1,540 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 48,654 $3M 0.26% +284 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 48,485 $2.99M 1.77% +10,785 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 48,444 $2.99M 1% +3,900 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 48,416 $2.99M 0.09% -1,075 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 48,395 $2.99M 0.04% -3,375 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 48,333 $2.98M 0.43% -5,425 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 48,319 $2.98M 1.77% +10,094 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 48,293 $2.98M 0.41% -1,361 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 48,284 $2.98M 1.2% -666 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 48,232 $2.98M 0.53% -924 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 48,100 $2.97M 0.74% +17,556 13F-HR Timeline 111 Capital More: the full row for 111 Capital 47,999 $2.96M 0.57% -30,798 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 47,986 $2.96M 3.04% -3 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 47,986 $2.96M 0.36% +482 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 47,690 $2.94M 0.81% -3,536 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 47,586 $2.94M 0.8% -2,907 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 47,482 $2.93M 0.03% -12,868 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 47,440 $2.93M 0.38% +3,491 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 47,379 $2.92M 0.8% +2,819 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 47,282 $2.92M 0.89% +211 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 47,101 $2.91M 1.05% +1,234 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 47,097 $2.91M 0.31% +3,911 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 47,012 $2.9M 0.41% +349 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 46,879 $2.89M 0.6% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 46,853 $2.89M 0.23% -2,041 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 46,846 $2.89M 1.34% -1,716 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 46,770 $2.89M 0.82% +2,263 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 46,514 $2.87M 1.52% -1,483 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 46,421 $2.86M 0.24% -641 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 46,419 $2.86M 1.53% -31 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 46,393 $2.86M 2.58% -389 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 46,320 $2.86M 0.31% +12,119 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 46,291 $2.86M 0.49% -766 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 46,250 $2.85M 0.38% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 46,068 $2.84M 0.2% +1,199 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 46,013 $2.84M 0.23% -1,376 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 45,961 $2.84M 0.09% +2,972 13F-HR Timeline Group Freedom Together Foundation More: the full row for Freedom Together Foundation 45,958 $2.84M 0.37% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 45,948 $2.84M 0.94% +18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Coastline Trust Co More: the full row for Coastline Trust Co 45,914 $2.83M 0.35% -14,951 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 45,792 $2.83M 0.52% -3,507 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 45,777 $2.82M 0.01% -8,870 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 49,266 $2.82M 0.54% -1,210 13F-HR Timeline