Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 81,833 $6.69M 3.18% -2,820 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 81,571 $6.67M 0.02% -878 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 81,448 $6.66M 1.2% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 81,279 $6.64M 0.21% +1,166 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 80,940 $6.62M 0.06% -3,558 13F-HR Timeline Group Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 80,713 $6.6M 6.88% +3,000 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 80,219 $6.56M 0.01% +7,486 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 79,828 $6.52M 0.3% -15,225 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 79,466 $6.49M 0.27% -2,070 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 78,614 $6.43M 1.07% -582 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 78,045 $6.38M 0.8% +7,561 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 77,670 $6.35M 0.46% +1,380 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 77,123 $6.3M 6.65% +1,217 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 77,094 $6.3M 4.02% -16,090 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 76,840 $6.28M 0.22% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 76,650 $6.26M 0.23% +9,125 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 76,607 $6.26M 3.68% +462 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 76,574 $6.26M 3.94% +1,018 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 76,425 $6.25M 0.3% -4,558 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 76,425 $6.25M 0.99% -7,826 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 76,262 $6.23M 0.3% +373 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 76,187 $6.23M 6% -294 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 75,603 $6.18M 0.77% -1,724 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 75,423 $6.16M 0.73% -2,178 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. 75,397 $6.16M 0.13% -831 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 75,274 $6.15M 0.6% -607 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 75,034 $6.13M 2.19% -456 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 75,016 $6.13M 0.01% +1,159 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 74,933 $6.12M 0.13% -429 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 74,593 $6.1M 2.32% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 74,287 $6.07M 0.27% -16,809 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 74,186 $6.06M 0.85% +2,275 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 74,089 $6.06M 3.39% -1,151 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 73,896 $6.04M 0.49% -5,560 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 73,495 $6.01M 1.23% +37 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 73,425 $6M 0.58% -500 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 73,392 $5.98M -974 Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 72,770 $5.95M 1.52% +326 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 72,608 $5.93M 0.68% -2,346 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 72,347 $5.91M 2.9% -17,644 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 72,061 $5.89M 1.32% -100,367 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 71,928 $5.88M 2.21% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 71,890 $5.88M 0.09% +180 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 71,862 $5.87M 0.96% 0 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 71,778 $5.87M 2.23% +12,620 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 70,835 $5.79M 0.91% +5,397 13F-HR/A Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 70,793 $5.79M 2.71% -5,205 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 70,504 $5.76M 0.41% -1,906 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 70,473 $5.76M 0.46% -10 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 70,200 $5.74M 3.41% +5,061 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 70,016 $5.72M 0.22% +3,244 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 69,911 $5.71M 1.09% -382 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 69,847 $5.71M 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 69,677 $5.69M 0.8% -692 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 69,183 $5.65M 0.29% +6,313 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 69,123 $5.65M 0.56% +1,657 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 68,805 $5.62M 0.46% +810 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 68,630 $5.61M 0.93% -9,706 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 68,289 $5.58M 0.09% -799,897 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 68,012 $5.56M 0.84% -1,857 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 67,905 $5.55M 0.17% +17,905 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 67,355 $5.5M 0.35% -25,677 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 67,262 $5.5M 0.13% +2,114 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 66,953 $5.47M 0.04% +48,338 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 66,453 $5.43M 0.33% -22,335 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 66,365 $5.42M 0.03% +10,407 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 66,043 $5.4M 0.17% -12,733 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 65,727 $5.37M 1.83% -4,600 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 66,056 $5.37M 0.05% +14,440 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 65,658 $5.37M 0.35% -313 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 65,144 $5.32M 0.26% -523 13F-HR Timeline Group Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 65,126 $5.32M 2.89% +37,639 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 64,567 $5.28M 2.07% +1,811 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 64,547 $5.27M 0.32% -2,317 13F-HR Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 64,005 $5.23M 1.61% -2,036 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 63,573 $5.2M 0.27% -932 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,393 $5.18M 1.69% -32,110 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 62,985 $5.15M 0.39% -2,201 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 62,638 $5.12M 2.08% -483 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 62,587 $5.12M 1.26% -450 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 62,285 $5.09M 0.39% -1,269 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 60,942 $4.98M 0.52% -2,370 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 60,576 $4.95M 1.39% -1,017 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 60,123 $4.91M 0.05% +31,276 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 60,028 $4.91M 0.54% -3,495 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 59,678 $4.88M 0.13% +521 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 59,629 $4.87M 3.2% -773 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 59,167 $4.84M 1.58% +242 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 58,631 $4.79M 0.21% +4,303 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 58,693 $4.76M 0.27% +4,456 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 58,148 $4.75M 0.48% -3,265 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 58,126 $4.75M 4.31% +6,862 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 56,421 $4.75M 0.5% +22,865 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 57,677 $4.71M 4.44% +15,809 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 57,490 $4.7M 0.12% -1,813 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 57,453 $4.7M 0.19% 0 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 57,397 $4.69M 0.09% -2,763 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 57,347 $4.69M 0.12% +2,092 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 57,203 $4.68M 0.08% +6,867 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 57,185 $4.67M 0.7% -23,234 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 57,030 $4.66M 0.04% +22,757 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 55,770 $4.56M 0.16% +927 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 55,725 $4.55M 0.05% -104,738 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 55,647 $4.55M 0.12% -41,259 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 55,197 $4.51M 0.02% -13,414 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 54,995 $4.49M <0.01% -295,069 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 54,910 $4.49M 0.69% -2,640 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 54,872 $4.48M 0.02% -16,243 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 54,525 $4.46M 1.81% -662 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 54,403 $4.45M 0.18% -892 13F-HR Timeline Group ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 54,163 $4.43M 1.42% +20,223 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 54,032 $4.42M 0.95% -2,130 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 53,540 $4.38M 0.53% -2,919 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 52,146 $4.37M 0.25% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 53,397 $4.36M 0.45% -341 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 53,189 $4.35M 0.89% -360 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 53,013 $4.33M 1.32% -80 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 52,747 $4.31M 1.18% -380 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 52,434 $4.29M 0.06% +19,717 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 51,975 $4.25M 0.11% -5,993 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 51,067 $4.17M 3.86% -21,589 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 51,013 $4.17M 1.62% +2,135 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 50,951 $4.16M 0.02% -1,075 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 50,944 $4.16M 1.11% +203 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 50,860 $4.15M 0.01% +18,385 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 50,499 $4.13M 0.05% -3,769 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 50,404 $4.12M 0.13% -455 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 50,399 $4.12M 1.66% -3,951 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 50,341 $4.11M 2.39% +2,338 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 50,239 $4.11M 0.3% -1,140 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 49,989 $4.09M 0.17% +44,953 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 49,907 $4.08M 1.73% -2,327 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 49,765 $4.07M 0.3% +4,065 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 49,653 $4.06M 0.85% -14,939 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 49,544 $4.05M 0.4% -248 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 49,530 $4.05M 0.16% -5,819 13F-HR Timeline Shorepoint Capital Partners LLC More: the full row for Shorepoint Capital Partners LLC 49,443 $4.04M 0.91% -1,996 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 48,791 $3.99M 0.26% +6,332 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 48,695 $3.98M 0.58% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 48,612 $3.97M 0.35% -555 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48,409 $3.96M 0.27% +125 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 48,374 $3.95M 1.24% +613 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 48,253 $3.94M 0.21% -34,002 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 48,171 $3.94M 1.1% +5,560 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 48,062 $3.93M 2.65% -448 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 47,812 $3.91M 1.62% -1,143 13F-HR Timeline Lionsbridge Wealth Management LLC More: the full row for Lionsbridge Wealth Management LLC 49,775 $3.9M 3.47% +22,741 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 47,650 $3.89M <0.01% +25,350 13F-HR Timeline Group GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 47,505 $3.88M 0.8% -1,495 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 46,965 $3.84M 1.57% +2,571 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 46,435 $3.8M 0.55% -1,492 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 46,295 $3.78M -15,484 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 45,902 $3.75M 1.05% -25 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 45,174 $3.73M 0.01% -1,105,812 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 45,512 $3.72M 1.61% +16,952 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 31,550 $3.71M 0.42% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 45,056 $3.68M 0.51% -3,935 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 48,591 $3.67M 1.21% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 44,820 $3.66M 0.44% -97 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44,771 $3.66M 0.48% -2,427 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 44,695 $3.65M 0.97% +3,421 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 44,534 $3.64M 0.17% +42,876 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 44,491 $3.64M 0.75% -3,176 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44,248 $3.62M 0.11% -437 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 44,222 $3.61M 0.51% -198 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,166 $3.61M 0.1% -10,870 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 44,036 $3.6M 2.37% 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 139,130 $3.59M 11.35% new 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 43,819 $3.58M 0.13% +23,791 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,298 $3.54M 0.65% -94 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 43,180 $3.53M 0.21% -2,580 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 42,369 $3.46M 0.08% -22,297 13F-HR Timeline Group STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 42,351 $3.46M 1.95% -864 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 42,217 $3.45M 0.04% -8,306 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 42,170 $3.45M 0.03% +331 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 40,316 $3.42M 0.3% -319 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 41,812 $3.42M 0.17% -2,913 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 41,630 $3.4M 0.32% -5,136 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 41,571 $3.4M 0.21% -6,232 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 41,476 $3.39M 1.83% -292 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 41,359 $3.38M 1.92% +33,846 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 41,200 $3.37M 0.42% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 41,086 $3.36M 0.02% 0 13F-HR/A Timeline JMG Financial Group, Ltd. 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