Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 218,193 $6.84M 0.1% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 216,490 $6.79M 0.07% +38,167 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 200,941 $6.77M 0.2% +14,454 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 215,563 $6.76M 1.37% +783 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 212,948 $6.64M 0.59% -31,419 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 210,116 $6.59M 3.75% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 208,151 $6.53M 0.1% +26,497 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 207,234 $6.5M 1.13% -14,312 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 204,791 $6.42M 0.21% -3,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 204,600 $6.42M 0.12% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 201,846 $6.33M 0.02% -134,209 13F-HR Timeline Group ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 200,943 $6.3M 0.44% -1,409 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 200,372 $6.28M 5.03% 0 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 196,562 $6.16M 1.89% -5,392 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 196,394 $6.16M 0.04% +81,252 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 194,424 $6.1M 1.14% -1,192 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 193,335 $6.06M 0.63% +3,400 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 192,587 $6.04M 2.36% +1,403 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 192,363 $6.03M 0.08% 0 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 191,940 $6.02M 0.25% -25,804 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 191,003 $5.99M 0.04% -7,295 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 190,061 $5.96M 0.05% +238 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 187,625 $5.88M 0.77% -10,908 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 186,230 $5.84M 4.36% +3,553 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 182,644 $5.73M 0.05% -12,856 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 180,667 $5.67M 1.58% -9,600 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 180,250 $5.65M 0.08% +6,620 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 179,960 $5.64M 0.95% -1,026 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 177,021 $5.55M 0.65% -1,377 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 173,951 $5.46M 0.11% +160,109 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 172,418 $5.41M 0.69% +600 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 172,341 $5.4M 0.27% -1,084 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 170,470 $5.35M 0.63% +26,930 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 170,167 $5.34M 0.34% +66,611 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 169,235 $5.31M 0.12% +353 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 168,540 $5.29M 2.66% +465 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 166,050 $5.21M 0.01% -10,777 13F-HR Timeline Group ArchPoint Investors More: the full row for ArchPoint Investors 165,360 $5.19M 1.7% +504 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 163,082 $5.11M 0.03% +3,871 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 162,780 $5.11M 0.01% +31,866 13F-HR Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 162,007 $5.08M 1.01% -14,949 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 160,310 $5.03M 4.07% +500 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 159,450 $5M 0.6% -16,425 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 157,566 $4.94M 0.03% -820 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 156,044 $4.89M 0.16% +13,515 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 155,810 $4.89M 1.11% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 155,221 $4.87M 0.48% +2,233 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 154,516 $4.85M 0.15% +3,651 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 150,000 $4.7M 1.22% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 147,084 $4.61M 0.03% +17,100 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 146,909 $4.61M 0.06% -42,276 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 146,730 $4.6M 0.04% +1,354 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 145,110 $4.55M 0.18% -290 13F-HR Timeline Group Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 143,795 $4.51M 0.05% -2,632 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 143,296 $4.49M 0.02% +123,248 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 142,400 $4.47M 0.16% +110,768 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 140,969 $4.42M 0.07% -1,017 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 140,532 $4.41M 0.46% +21,970 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 139,372 $4.37M 3.69% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 138,164 $4.33M 0.06% +7,224 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 148,295 $4.32M 3.92% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 137,345 $4.31M 0.46% -1,300 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 136,958 $4.3M 0.27% +9,455 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 136,922 $4.29M 0.16% +1,560 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 136,910 $4.29M 0.67% +29,737 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 136,860 $4.29M 0.32% -12,069 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 136,558 $4.28M 0.17% +1,900 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 136,295 $4.27M 0.29% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 134,848 $4.23M 0.36% -10,472 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 133,848 $4.2M +6,336 Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 133,654 $4.19M 0.11% +16,139 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 132,112 $4.14M 0.36% -1,000 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 132,000 $4.14M 0.93% -35,000 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 131,788 $4.13M 1.4% -239 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 130,752 $4.1M 0.05% +580 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 130,630 $4.1M 2% -2,555 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 129,816 $4.07M 0.08% +7,175 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 122,984 $4.06M 0.91% 0 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 126,253 $3.96M 0.22% +4,743 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 126,074 $3.95M 0.27% -1,330 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 123,727 $3.88M 0.41% +2,809 13F-HR/A Timeline AVENIR CORP More: the full row for AVENIR CORP 123,578 $3.88M 0.4% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 123,069 $3.86M 0.07% +40,198 13F-HR/A Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 120,053 $3.76M 0.01% +326 13F-HR Timeline Group Cercano Management LLC More: the full row for Cercano Management LLC 120,021 $3.76M 0.1% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 120,000 $3.76M 1.71% 13F-HR Timeline FIRST TRUST ADVISORS LP group of 2 filers holding More: the full row for FIRST TRUST ADVISORS LP 119,796 $3.76M -4,264 Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 115,680 $3.68M 2.96% 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 117,160 $3.67M 0.85% +5,300 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 116,335 $3.65M +8,919 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 114,521 $3.59M 0.04% -4,708 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 113,815 $3.57M 2.52% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 113,132 $3.55M 0.33% +6,651 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 113,102 $3.55M 0.86% +1,692 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 113,000 $3.54M 0.14% +47,035 13F-HR Timeline Group MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 112,952 $3.54M 2.65% -139 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 112,804 $3.54M 0.32% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 112,706 $3.53M 0.13% +3,960 13F-HR Timeline GRAND JEAN CAPITAL MANAGEMENT INC More: the full row for GRAND JEAN CAPITAL MANAGEMENT INC 112,554 $3.53M 0.82% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 111,606 $3.5M 0.01% +39,562 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 111,585 $3.5M 0.07% -5,490 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 111,520 $3.5M 0.01% +87,390 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 111,156 $3.49M 0.24% +269 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 110,648 $3.47M 0.32% +26,032 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 108,704 $3.41M 0.18% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 108,571 $3.4M 0.25% new 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 108,404 $3.4M 0.01% -10,982 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 107,580 $3.37M 3.27% +1,300 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 105,935 $3.32M 0.47% +86 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 105,810 $3.32M 0.02% -52,080 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 105,003 $3.29M 0.11% +12,998 13F-HR Timeline Northern Right Capital Management, L.P. More: the full row for Northern Right Capital Management, L.P. 105,000 $3.29M 1.22% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 96,955 $3.26M 0.08% -2,790 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 103,655 $3.25M 0.01% +18,831 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. 103,093 $3.23M 0.07% +647 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 103,098 $3.23M 1.42% -600 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 102,654 $3.22M 1.55% +12,545 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 100,910 $3.16M 0.77% +1,216 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 100,726 $3.16M 0.29% -8,175 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 100,648 $3.16M 0.04% -21,723 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 99,931 $3.13M 0.13% -30 13F-HR/A Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 99,240 $3.11M 0.13% +655 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 99,013 $3.11M 0.86% +615 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 98,714 $3.1M 0.17% +11 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 97,238 $3.05M 0.08% -1,003 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 96,423 $3.02M -6,197 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 95,931 $3.01M 0.14% +64 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 95,394 $2.99M 0.14% +9,706 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 95,323 $2.99M 0.05% -11,686 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 95,029 $2.98M <0.01% +10,090 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 94,160 $2.95M 0.04% -38,536 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 93,321 $2.93M 0.1% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 93,145 $2.92M 0.05% +1,420 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 93,086 $2.92M 0.28% -913 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 93,000 $2.92M <0.01% -8,000 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 92,257 $2.89M 0.08% -12,776 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 92,208 $2.89M 0.39% +1,484 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 91,998 $2.89M 0.16% -8,832 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 91,901 $2.88M 0.04% -634 13F-HR Timeline AlphaQ Advisors LLC More: the full row for AlphaQ Advisors LLC 91,622 $2.87M 7.86% -2,625 13F-HR Timeline Paragon Advisors, LLC More: the full row for Paragon Advisors, LLC 89,270 $2.8M 0.96% -1,000 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 88,962 $2.79M 0.53% +403 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 88,487 $2.77M -349,783 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 88,198 $2.77M 0.04% +8,495 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 87,815 $2.75M 0.13% 0 13F-HR/A Timeline Group COWA, LLC More: the full row for COWA, LLC 87,795 $2.75M 1.27% +2,013 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 87,666 $2.75M 1.04% -3,531 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 86,679 $2.72M 0.01% -40,921 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 86,297 $2.71M 0.43% new 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 86,230 $2.7M 0.09% +19,495 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 85,450 $2.68M 1.99% +10,675 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 84,790 $2.66M 0.03% +3,851 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 84,306 $2.64M 0.04% -51,530 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 83,836 $2.63M 0.25% +21,602 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 82,642 $2.59M 2.63% 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 82,493 $2.59M 0.14% +3,084 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 81,734 $2.56M 1.07% +3,747 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 81,618 $2.56M 0.23% +2,790 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 80,540 $2.53M 0.09% -1,424 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 79,799 $2.5M 0.02% -22,855 13F-HR Timeline Group NEXPOINT ASSET MANAGEMENT, L.P. in group NEXPOINT ASSET MANAGEMENT, L.… More: the full row for NEXPOINT ASSET MANAGEMENT, L.P. 78,631 $2.47M 0.29% 0 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 78,383 $2.46M 1.56% -76 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 77,790 $2.44M 0.13% +667 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 77,413 $2.43M 0.3% +21,025 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 76,484 $2.4M 0.02% -1,500 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 75,919 $2.38M 0.03% +67,687 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 75,369 $2.36M 0.12% +10,064 13F-HR Timeline Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 75,000 $2.35M 1.22% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 74,854 $2.35M 0.13% +6,350 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 74,411 $2.33M 0.05% +583 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 74,359 $2.33M 0.02% 0 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 74,112 $2.32M 0.17% -1,121 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 73,831 $2.32M 2.2% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 73,470 $2.3M 0.16% +306 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 73,349 $2.3M 0.38% +35 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 71,417 $2.3M 0.04% -14,359 13F-HR Timeline Group SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 73,064 $2.29M 3.79% 0 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 72,068 $2.26M <0.01% +24,426 13F-HR Timeline Group CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 69,717 $2.19M 2.06% -1,142 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 69,500 $2.18M 0.17% +49,000 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 69,202 $2.17M 0.73% +975 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 68,703 $2.15M 0.53% 0 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 83,737 $2.13M 1.2% -63,811 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 63,888 $2.12M 1.19% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 67,280 $2.11M 0.1% -1,700 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 66,970 $2.1M 0.99% -110 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 66,554 $2.09M 0.16% +7,550 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 64,898 $2.04M 1.73% 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 64,743 $2.03M 0.81% +70 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 64,569 $2.02M 0.28% +876 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 64,504 $2.02M 0.12% +53,314 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 64,100 $2.01M 1.74% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 64,032 $2.01M 0.02% +19,342 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 63,843 $2M 0.01% +5,333 13F-HR Timeline Group Intrua Financial, LLC More: the full row for Intrua Financial, LLC 63,767 $2M 0.32% -23,662 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 63,754 $2M 0.4% -2,801 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 63,550 $1.99M 0.18% -1,262 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 63,351 $1.99M 0.58% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 62,945 $1.97M 1.55% +1,650 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 62,219 $1.95M 0.84% -10,965 13F-HR Timeline