STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 67,955 $4.71M 0.95% -808 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 67,803 $4.7M 0.35% -1,322 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 67,755 $4.7M 0.99% -788 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 67,631 $4.69M 1.57% -900 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 67,596 $4.69M 1.93% -399 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 67,437 $4.68M 0.13% +3,340 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 67,164 $4.66M 0.42% -3,275 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,133 $4.66M 0.07% -46,060 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 67,020 $4.65M 0.52% +484 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 66,929 $4.64M 0.54% -2,291 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 66,449 $4.61M 0.24% -238 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. 66,307 $4.6M 0.1% -6,613 13F-HR Timeline Group Oppenheimer & Close, LLC More: the full row for Oppenheimer & Close, LLC 66,205 $4.59M 3.52% -918 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 66,132 $4.59M 1.73% -103 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 65,874 $4.57M 0.37% +26,698 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 65,918 $4.55M 0.21% +1,462 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 65,390 $4.54M 1.04% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 65,280 $4.53M 1.97% +433 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 64,848 $4.5M 0.48% +155 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 64,761 $4.49M 0.15% +170 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 64,732 $4.49M 0.17% -4,888 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 64,677 $4.49M 0.66% +61,239 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 64,135 $4.45M 1.67% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 64,050 $4.44M 0.39% +1,192 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 64,023 $4.44M 0.2% -87 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 63,820 $4.43M 2.04% -476 13F-HR Timeline OSSIAM More: the full row for OSSIAM 63,780 $4.43M 0.05% -6,965 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 63,610 $4.41M 1.78% +2,288 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 63,561 $4.41M 0.65% -4,257 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 63,456 $4.4M 0.1% -104 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 63,346 $4.39M 1.56% -5,946 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 63,308 $4.39M 1.86% -200 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 63,184 $4.38M 1.2% -8,698 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 62,935 $4.37M 1.93% +2,158 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 64,176 $4.36M 2.29% -1,707 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 62,616 $4.34M 1.78% +467 13F-HR Timeline STF Management LP More: the full row for STF Management LP 62,494 $4.34M 1.71% +1,550 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 62,465 $4.33M 2.22% 0 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 62,346 $4.33M 1.22% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 62,322 $4.32M 0.02% -1,334 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 62,315 $4.32M 1.63% -655 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 62,307 $4.32M 0.52% -36,880 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 62,147 $4.31M 0.53% +762 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 61,872 $4.29M 0.53% -29 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 61,826 $4.29M 0.9% +6,711 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 61,812 $4.29M 0.14% +1,368 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 61,639 $4.28M 0.21% +954 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 61,435 $4.26M 1.06% +1,788 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 61,328 $4.25M 0.64% +2,625 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 61,138 $4.24M 3.22% +1,162 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 62,335 $4.24M +15,575 Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 61,010 $4.23M 0.04% +268 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 60,986 $4.22M 0.38% +1,275 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 60,384 $4.19M 0.03% +1,435 13F-HR Timeline Group MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 60,225 $4.18M 2.95% +2 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 60,119 $4.17M 1.31% -1,856 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 60,107 $4.17M 0.77% -479 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 60,090 $4.17M 0.17% +3,311 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 60,078 $4.17M 0.73% -2,423 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 60,049 $4.17M 0.6% -696 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 60,000 $4.16M 0.43% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 59,993 $4.16M 0.11% +4,463 13F-HR/A Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 59,681 $4.14M 1.57% -60,490 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 59,470 $4.13M 1.03% -331 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 59,158 $4.1M 0.93% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 59,014 $4.09M 1.33% -1,357 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 58,927 $4.09M 1.25% -308 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 58,856 $4.08M +2,323 Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 58,766 $4.08M 1.07% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 58,620 $4.07M 1.41% -275 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 58,619 $4.07M 0.07% +14,281 13F-HR Timeline Group Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 58,500 $4.06M 1.06% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 58,330 $4.05M 1.18% -4,224 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 58,113 $4.03M 0.38% -41 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 57,913 $4.02M 0.31% +9,580 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 57,905 $4.02M 1.91% -7,347 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 57,876 $4.02M 0.2% -5,740 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 57,853 $4.01M 0.43% -225 13F-HR Timeline CCLA Investment Management More: the full row for CCLA Investment Management 57,875 $4.01M 0.07% -2,678 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 57,759 $4.01M 0.37% -540 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 57,754 $4.01M 0.3% -407 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 57,549 $3.99M 0.25% -1,366 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 57,521 $3.99M 0.92% +4,080 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 57,500 $3.99M 1.92% -7,500 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 57,502 $3.99M 0.05% -1,227 13F-HR/A Timeline Group Old Port Advisors More: the full row for Old Port Advisors 57,430 $3.98M 1.09% +1,607 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 57,206 $3.97M 2.12% +19,148 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 57,120 $3.96M 0.08% -2,933 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 56,960 $3.95M 1.12% -400 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 56,876 $3.95M 0.94% -3,786 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 56,870 $3.95M 1.67% +233 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 56,734 $3.94M 2.58% -588 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 56,641 $3.93M 0.05% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 56,515 $3.92M 1.11% +18,106 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 56,446 $3.92M 0.7% new 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 56,440 $3.92M 2.04% +2,145 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 56,311 $3.91M 0.25% +13,574 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 56,258 $3.9M 0.86% -39,997 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 56,075 $3.89M 0.3% +3,151 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 55,894 $3.88M 0.1% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 55,663 $3.86M 0.26% -495 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 55,496 $3.85M 0.1% +3,215 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 55,223 $3.83M 1.52% -250 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 55,076 $3.82M 0.92% -1,513 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 55,168 $3.81M 0.04% +535 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 54,943 $3.81M 0.35% +1,011 13F-HR Timeline Group CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 54,868 $3.81M 0.28% -1,316 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 55,895 $3.81M 2.05% +500 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 54,846 $3.81M 2.13% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 54,740 $3.8M 0.27% +4,646 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 54,611 $3.79M 1.19% +25,680 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 54,425 $3.78M 0.54% -12,336 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 54,326 $3.77M 0.36% +5,402 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 54,318 $3.77M 0.81% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 54,265 $3.76M 0.04% +1,709 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 54,232 $3.76M 0.1% -901 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 54,218 $3.76M 0.21% +3,915 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 54,049 $3.75M 0.3% -481 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 53,852 $3.74M 0.33% -1,091 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 53,775 $3.73M 2.17% -701 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 53,561 $3.72M 0.5% -15,806 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 53,528 $3.71M 0.08% +3,258 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 53,315 $3.7M 0.26% -13,513 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 53,306 $3.7M 1.08% -10,133 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 53,250 $3.69M 1.89% +17,375 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 53,220 $3.69M 0.03% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 53,145 $3.69M 0.77% -7,656 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 53,033 $3.68M 1.26% -546 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 52,681 $3.66M 1.41% -51,251 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 52,661 $3.65M 0.09% -39,830 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 52,562 $3.65M 0.96% -1,625 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 52,185 $3.62M 0.49% -7,847 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 52,125 $3.62M 0.75% +432 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 52,439 $3.6M 1.55% +285 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 51,755 $3.59M 0.44% -94 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 51,742 $3.59M 0.38% -362 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 51,591 $3.58M 0.31% -380 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 51,473 $3.57M 0.8% +2,760 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 51,407 $3.57M 0.26% -2,600 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 51,272 $3.56M 0.22% +378 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 51,244 $3.56M 0.57% -1,100 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 51,239 $3.55M 0.09% +25,328 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 48,167 $3.55M 0.55% +1,876 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 51,012 $3.54M 0.09% +1,039 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 50,964 $3.54M 0.03% +450 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 50,762 $3.52M 1.04% +2,318 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 50,711 $3.52M 0.15% -200 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 50,402 $3.5M 0.06% +27,124 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 50,375 $3.5M 0.37% -3,487 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 50,300 $3.49M 0.49% +4,931 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 50,294 $3.49M 0.86% -65 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 50,229 $3.48M 1.39% +1,200 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 50,218 $3.48M 2.44% -4,224 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 50,150 $3.48M 0.77% +14,874 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 50,052 $3.47M 1.05% -932 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 49,760 $3.45M 0.39% +1,774 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 49,739 $3.45M 1.8% -1,148 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 49,630 $3.44M 0.43% -1,397 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 49,407 $3.43M 0.29% +753 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 49,305 $3.42M 1.09% -52,045 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 49,115 $3.41M 0.64% -2,195 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 48,880 $3.39M 0.25% +2,027 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 48,541 $3.37M 0.56% +9,438 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 48,477 $3.36M 1.15% +1,376 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 48,311 $3.35M 0.55% +79 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 48,306 $3.35M 1.79% -13 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 48,285 $3.35M 1.82% -200 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 48,207 $3.34M 0.83% +828 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 48,156 $3.34M 0.01% +2,379 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 47,926 $3.33M 0.1% +7,972 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 47,849 $3.32M 2.3% +3,435 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 47,795 $3.32M 0.04% -600 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 47,764 $3.31M 0.42% -1,860 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 47,609 $3.3M 0.09% -555,272 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 47,100 $3.27M 0.93% -1,900 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,060 $3.27M 0.11% -7,300 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 47,433 $3.26M 0.5% -1,833 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 47,001 $3.26M 0.42% -11 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 46,874 $3.25M 0.31% -223 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 46,858 $3.25M 0.88% -728 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 46,810 $3.25M 0.14% +4,125 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 46,708 $3.24M 0.89% -574 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 46,686 $3.24M 0.34% +7,847 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 46,624 $3.23M 1.65% +110 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 46,555 $3.23M 1.62% +136 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,508 $3.23M 0.24% +2,344 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 46,418 $3.22M 0.32% -5,200 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 46,154 $3.2M 0.97% +206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 46,107 $3.2M 0.59% +5,103 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 46,044 $3.19M 0.05% +4,007 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 46,013 $3.19M 0.24% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 45,959 $3.19M 1.09% +3,257 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 45,905 $3.18M 2.41% +22,545 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 45,904 $3.18M 0.36% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 45,834 $3.18M 0.54% +2,314 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 45,783 $3.18M 0.28% +770 13F-HR Timeline Integras Partners LLC More: the full row for Integras Partners LLC 45,721 $3.17M 3.19% -672 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 45,666 $3.17M 0.6% +11,123 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 45,627 $3.17M 0.54% -165 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 45,611 $3.16M 0.53% new 13F-HR Timeline