Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 7,680 $2.02M 2.56% -2,688 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,677 $2.02M 0.18% +20 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,677 $2.02M 0.13% +109 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,659 $2.02M 0.2% +5,934 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,652 $2.02M 0.15% +7 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 7,630 $2.01M 0.52% +9 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,632 $2.01M 1.92% -189 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 7,624 $2.01M 0.65% +171 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 7,599 $2M 0.3% +173 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 7,599 $2M 1.39% -296 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,589 $2M 0.15% +122 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 7,567 $1.99M 1.38% -20 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 7,550 $1.99M 0.15% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,547 $1.99M 0.01% +81 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,502 $1.98M 0.18% -80 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,465 $1.97M 0.03% -723 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 7,455 $1.96M 0.18% -797 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,423 $1.96M 0.06% -69 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,409 $1.95M 0.17% +105 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 7,384 $1.95M 0.41% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,369 $1.94M <0.01% -11,977 13F-HR Timeline Group CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 7,323 $1.93M 1.41% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,315 $1.93M 0.04% +450 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 7,297 $1.92M <0.01% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,229 $1.9M 0.03% -42 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 7,197 $1.9M 0.18% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,168 $1.89M 0.12% -3 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 7,088 $1.87M 0.04% +2,034 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,086 $1.87M 0.09% -15 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,049 $1.86M 0.14% +221 13F-HR Timeline Group Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,023 $1.85M 0.26% +2,479 13F-HR Timeline United Bank More: the full row for United Bank 6,992 $1.84M 0.78% +1,216 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,979 $1.84M 0.05% -98 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,952 $1.83M 0.26% +45 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,937 $1.83M 0.09% -168 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 6,931 $1.83M 2.17% -9,866 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 6,926 $1.82M 0.05% new 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,912 $1.82M 0.2% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 6,899 $1.82M 0.18% +31 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 6,858 $1.81M 0.05% +50 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,857 $1.81M 0.06% +4,147 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 6,835 $1.8M 1.24% +24 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 6,825 $1.8M 0.24% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,813 $1.79M 0.02% -2,084 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,732 $1.77M 0.35% -349 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,722 $1.77M 0.21% +15 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 6,701 $1.77M 0.05% +46 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,698 $1.76M 0.04% -2,772 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,651 $1.75M 0.03% +131 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 6,627 $1.75M 1.39% +56 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,483 $1.74M 0.04% +3,078 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 6,586 $1.74M 0.74% +91 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 6,583 $1.73M 0.69% -85 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 6,582 $1.73M 0.3% -13 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 6,546 $1.72M 0.17% -91 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,543 $1.72M 0.29% -200 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 6,520 $1.72M 0.16% +61 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,471 $1.71M 0.12% -1,105 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,465 $1.7M 0.12% -212 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 6,584 $1.7M 0.38% -9 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,444 $1.7M 1.13% -200 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 6,443 $1.7M 0.35% +1,067 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,421 $1.69M 0.03% -854 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 6,377 $1.68M 0.34% 0 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 6,372 $1.68M 0.41% -114 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 6,334 $1.67M 0.71% -46 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,323 $1.67M 0.05% -403 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 6,296 $1.66M 0.68% -234 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,196 $1.63M 0.05% -67 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 6,178 $1.63M 0.02% +2,740 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,163 $1.62M 0.11% +388 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 5,976 $1.62M 0.26% +70 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,153 $1.62M 0.07% +256 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,153 $1.62M 0.17% -185 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 6,150 $1.62M 0.65% +651 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,116 $1.61M 0.24% +710 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 6,110 $1.61M 0.05% +2,518 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 6,107 $1.61M 1.44% 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,050 $1.59M 0.05% -1,053 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,039 $1.59M 0.02% +420 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 6,036 $1.59M 0.11% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 6,020 $1.59M <0.01% -28 13F-HR Timeline Group Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 6,000 $1.58M 0.19% new 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 5,992 $1.58M 0.15% +1,699 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,986 $1.58M 0.04% -121 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,966 $1.57M 0.26% +58 13F-HR/A Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 5,931 $1.56M 0.92% -108 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,922 $1.56M 0.06% 0 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 5,917 $1.56M 0.9% -110 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,912 $1.56M 0.06% -152 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 5,890 $1.55M 0.84% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,887 $1.55M 0.05% +114 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,856 $1.54M 0.04% +2,840 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,850 $1.54M 0.1% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 5,833 $1.54M 0.93% -2,442 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,828 $1.53M 0.11% +1,800 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,810 $1.53M 0.56% +400 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 5,767 $1.52M 0.58% +152 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,872 $1.51M 0.08% -391 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,716 $1.51M 0.05% +2,138 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 5,698 $1.5M 0.05% -275 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 5,631 $1.48M 1.67% 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,626 $1.48M 0.11% -984 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,616 $1.48M 0.05% -191 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 5,580 $1.47M 0.85% +210 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 5,561 $1.47M 0.19% +100 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,542 $1.46M 0.37% +351 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,477 $1.44M 0.09% -306 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,439 $1.43M 0.32% +100 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,421 $1.43M 0.86% +63 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 5,411 $1.43M 0.13% -231 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,409 $1.43M 0.01% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,394 $1.42M 0.7% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,393 $1.42M 0.9% -255 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 5,388 $1.42M 0.51% +84 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 5,362 $1.41M 0.25% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,346 $1.41M 0.54% +277 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 5,327 $1.4M 0.28% +134 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 5,326 $1.4M 0.06% +1,596 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 5,284 $1.39M +2,642 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,283 $1.39M 0.03% -330 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,282 $1.39M 0.01% +1,226 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 5,253 $1.38M 0.58% 0 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 5,235 $1.38M 0.2% -90 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 5,226 $1.38M 0.57% +1,554 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,219 $1.38M 0.03% -346 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,187 $1.37M 0.02% -76 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,183 $1.37M 0.11% +839 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,170 $1.36M 0.01% +400 13F-HR Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 5,115 $1.35M 0.45% +65 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,101 $1.34M 0.01% +334 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 5,071 $1.34M 1.36% 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,045 $1.33M 0.16% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 5,000 $1.32M 0.05% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 4,997 $1.32M 0.31% 0 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 4,956 $1.31M 0.42% +16 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,926 $1.3M 0.02% -237 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 4,913 $1.29M 0.61% +126 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,880 $1.29M 0.1% -151 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,841 $1.28M 0.11% +53 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 4,841 $1.28M 0.96% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,836 $1.27M 0.03% -394 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,808 $1.27M 0.02% -396 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 4,793 $1.26M 0.56% +6 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 4,786 $1.26M 0.77% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,783 $1.26M 0.04% -3,342 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,770 $1.26M 0.58% -3,954 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 4,755 $1.25M 0.65% +470 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,743 $1.25M 0.03% -240 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,743 $1.25M 0.1% -161 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,742 $1.25M 0.8% +198 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,720 $1.24M 0.21% -1,490 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,713 $1.24M 0.09% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,700 $1.24M 0.35% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,599 $1.24M 0.08% -45 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,681 $1.23M 0.17% -752 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 4,672 $1.23M 0.25% +1,208 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 4,667 $1.23M 0.66% -35 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,633 $1.22M 0.19% -99 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,631 $1.22M +155 Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 4,626 $1.22M 0.41% +445 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 4,624 $1.22M 0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,618 $1.22M 0.01% -3,696 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 4,614 $1.22M 0.14% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,606 $1.21M 0.02% +9 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 4,591 $1.21M 0.63% -5,410 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,545 $1.2M 0.02% -415 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,538 $1.2M 0.12% -142 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,532 $1.19M 0.09% -4,840 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 4,523 $1.19M 0.94% -35 13F-HR Timeline CROBAN More: the full row for CROBAN 4,503 $1.19M 1.16% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,512 $1.18M 0.03% +80 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,483 $1.18M 0.55% -190 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 4,476 $1.18M 0.15% -12,979 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,474 $1.18M 0.35% -89 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,462 $1.18M 0.01% -37 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,461 $1.18M 0.07% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,429 $1.17M 0.19% -408 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,422 $1.17M 0.07% 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,380 $1.15M 0.01% new 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,375 $1.15M 0.45% -85 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4,371 $1.15M 0.54% 13F-HR/A Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 4,361 $1.15M 0.52% +188 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,360 $1.15M <0.01% +849 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,359 $1.15M 0.43% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,353 $1.15M 0.09% -13 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,351 $1.15M 0.05% +2,303 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 4,319 $1.14M 0.53% +492 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 4,294 $1.13M 0.39% -806 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,283 $1.13M 0.04% -5 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,272 $1.13M 0.11% +125 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 4,271 $1.13M 1.1% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,265 $1.12M 0.02% -165 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,260 $1.12M 0.01% -75 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 4,200 $1.11M 0.89% +480 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,191 $1.1M 0.4% +293 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,165 $1.1M 0.05% +118 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,148 $1.09M 0.08% +300 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 4,132 $1.09M 0.04% -54 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,103 $1.08M 0.02% -685 13F-HR Timeline