Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,811 $7.33M 0.22% +11,876 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 23,767 $7.32M 0.88% 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 23,673 $7.29M 0.79% -871 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 23,664 $7.29M 1.23% -13,548 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 23,554 $7.26M 2.25% -2,089 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 23,520 $7.24M 0.34% -286 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 23,468 $7.24M 3.21% +3,373 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 23,438 $7.22M 0.52% +4,808 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 23,338 $7.19M 0.16% +2,747 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 23,129 $7.12M 0.45% -353 13F-HR Timeline Group Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 23,067 $7.11M 0.99% -2,286 13F-HR Timeline Obion Capital Management LP More: the full row for Obion Capital Management LP 22,980 $7.08M 6.81% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 22,662 $7.06M 0.06% +13,588 13F-HR Timeline Group MB Generational Wealth, LLC More: the full row for MB Generational Wealth, LLC 22,864 $7.04M 3.73% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 22,392 $6.9M 0.74% -161 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 22,379 $6.89M 2.98% +257 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 22,333 $6.88M 2.36% -906 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 22,246 $6.85M 0.11% +8,684 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,965 $6.84M 0.32% +6,912 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 22,207 $6.84M 0.64% +7,515 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 22,205 $6.84M 0.46% +378 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 22,125 $6.82M 0.2% -9,469 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 22,022 $6.78M 0.1% +407 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,945 $6.76M 0.3% -826 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 21,700 $6.68M 4.71% -1,250 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 21,511 $6.63M 0.86% -13 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 21,487 $6.62M 0.04% +4,092 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 21,418 $6.6M 0.13% +979 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 20,365 $6.59M 0.23% +110 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 21,385 $6.59M 0.46% +211 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 21,232 $6.54M 2.89% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21,175 $6.53M 0.29% +220 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 21,168 $6.52M 1.26% +288 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 21,087 $6.5M 0.02% +17,051 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 21,087 $6.5M 0.78% -1,827 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,018 $6.47M +1,587 Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 20,987 $6.46M 0.06% -50 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 20,931 $6.45M 0.14% +424 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 20,707 $6.38M 3.75% -300 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,599 $6.35M 0.09% +577 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 20,589 $6.34M 0.88% 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 20,564 $6.33M 0.18% -88 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 20,452 $6.3M 2.63% -415 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 20,261 $6.24M 0.37% +117 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 20,231 $6.23M 0.2% -2,372 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 20,210 $6.23M 0.4% -11,986 13F-HR Timeline Group RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 20,165 $6.21M 2.86% -34,405 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 20,142 $6.2M 0.07% +9,663 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 20,140 $6.2M 0.85% +942 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 20,045 $6.17M 0.12% -1,520 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,023 $6.17M 0.11% +2,075 13F-HR/A Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 20,019 $6.17M 1.47% +351 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 20,014 $6.16M 0.43% +18,974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Western Financial Corp/CA More: the full row for Western Financial Corp/CA 20,012 $6.16M 2.44% -24 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 20,000 $6.16M 0.16% -35,000 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,684 $6.06M 1.67% -7 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 19,645 $6.05M 0.09% +161 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 19,612 $6.04M 0.08% +634 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 19,596 $6.04M 1.07% -242 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,588 $6.03M 0.2% +120 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 19,422 $5.98M 0.05% -1,005 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 19,274 $5.94M 0.94% +1,352 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 19,265 $5.93M 0.43% -62 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 19,240 $5.93M 0.11% +3,291 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 19,218 $5.92M 2.46% -138 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 19,120 $5.89M 0.15% +27 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 18,998 $5.85M 0.14% +1,577 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 18,975 $5.85M 1.91% +1,871 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,971 $5.84M 0.11% +1,319 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 18,952 $5.84M 0.81% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 19,811 $5.82M 0.14% +51 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 18,886 $5.82M 0.1% +842 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,815 $5.8M 0.2% +598 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 18,802 $5.79M 3.34% -82 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 18,802 $5.79M 3.34% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 18,699 $5.76M 0.19% -322 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,632 $5.74M 0.29% -2,172 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 18,541 $5.71M 0.22% -5,084 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 18,386 $5.66M 1.37% -348 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 18,145 $5.59M 1.43% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 18,012 $5.55M 0.06% +20 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,967 $5.53M 0.12% -510 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 17,952 $5.53M 1.3% +620 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 17,929 $5.53M 0.36% +2,106 13F-HR Timeline Alcosta Capital Management, Inc. More: the full row for Alcosta Capital Management, Inc. 17,944 $5.53M 3.48% -1,005 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 17,890 $5.51M 0.1% -925 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 17,865 $5.5M 4.19% +68 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 17,852 $5.5M 0.06% +694 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 17,823 $5.49M +1,064 Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,986 $5.45M 0.13% -1,012 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 17,680 $5.45M 0.74% -3,730 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 17,643 $5.43M 0.92% -173 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 17,533 $5.4M 0.38% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 17,453 $5.38M 0.29% -73 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 17,404 $5.36M 0.58% -10 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 17,355 $5.35M 0.23% +2,745 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 17,161 $5.29M 0.22% +43 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 17,050 $5.25M 0.14% +460 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 17,032 $5.25M 0.23% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 16,980 $5.23M -5,010 Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,963 $5.22M 1.21% -46 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,902 $5.21M 0.54% -3,141 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 16,896 $5.2M 0.61% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 16,817 $5.18M 0.94% -169 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,778 $5.17M 0.14% +2,062 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 16,764 $5.16M 0.33% -9,354 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 16,657 $5.14M 0.22% -70 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,596 $5.11M 0.37% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 16,587 $5.11M 0.07% -13 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 16,571 $5.1M 0.23% +8,029 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 16,684 $5.1M 0.07% -727 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,556 $5.1M 0.18% +3,220 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,485 $5.08M 0.24% +8,174 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 16,500 $5.08M 1.58% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 16,443 $5.06M 3.8% -103 13F-HR Timeline Themes Management Co LLC More: the full row for Themes Management Co LLC 16,370 $5.04M 4.01% 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 16,339 $5.03M 0.54% +4,026 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 16,273 $5.01M 0.02% +65 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 16,189 $4.99M 0.11% +1,721 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,175 $4.98M 0.34% +559 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 16,142 $4.97M 0.39% -23 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 16,104 $4.96M 2.72% -1,194 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,965 $4.92M 0.11% +6,728 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 15,983 $4.92M 0.28% +25 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 15,938 $4.92M 1.63% -24 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 15,927 $4.91M 0.35% -3,000 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 15,923 $4.9M 0.01% -258,138 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 15,800 $4.87M 0.87% +886 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 15,771 $4.86M 2.1% -129 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,757 $4.85M 0.27% +2,384 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 15,677 $4.83M 0.61% +10 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 15,671 $4.83M 3.18% -458 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 15,664 $4.83M 1.24% +1,538 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 15,649 $4.82M 2.33% -989 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,610 $4.81M 0.6% +568 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,511 $4.78M 0.3% +100 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 15,498 $4.77M 0.59% -1,899 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 15,492 $4.77M 3.07% -343 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 15,462 $4.76M 0.63% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 15,437 $4.76M 1.15% 0 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 15,125 $4.66M 1.36% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 15,087 $4.65M 0.27% -1,393 13F-HR Timeline Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 15,000 $4.62M 0.3% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,965 $4.61M 0.23% +2,458 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 14,959 $4.61M 1.34% 0 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. 14,926 $4.6M 0.09% +3,433 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,886 $4.59M 0.09% -889 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 14,695 $4.58M 1.17% +1,105 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 14,835 $4.57M 2.74% -2,527 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 14,810 $4.56M 0.15% +1,797 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 14,799 $4.56M 0.27% +89 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 14,770 $4.55M 2.12% +45 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,734 $4.54M 0.11% +974 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,708 $4.53M 0.08% +950 13F-HR Timeline Quilter Plc in group Quilter Plc More: the full row for Quilter Plc 14,656 $4.51M 0.08% -2,852 13F-HR Timeline Group SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 14,598 $4.5M 5.09% +214 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,498 $4.47M 0.5% -286 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,490 $4.46M 0.07% +1,581 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 127,200 $4.44M 1.07% +92,662 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,351 $4.42M 0.57% -1,546 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,344 $4.42M 0.2% +249 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 14,324 $4.41M 1.67% -12 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14,303 $4.41M 0.68% +1,347 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,282 $4.4M 0.06% -352 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 14,300 $4.4M 0.05% -6,386 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,256 $4.39M 0.38% -936 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 14,245 $4.39M 0.07% -998 13F-HR Timeline Group LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 14,223 $4.38M 1.56% -206 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 14,173 $4.37M 0.54% -848 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 14,155 $4.36M 0.25% -2,869 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 14,043 $4.33M 0.52% +369 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 14,021 $4.32M 0.44% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,921 $4.29M 0.13% +944 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,916 $4.29M 0.38% -5,063 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 13,903 $4.28M 1.8% -1,730 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 13,809 $4.25M 0.38% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 13,789 $4.25M 0.18% +53 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,782 $4.25M 0.22% +1,997 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 14,271 $4.25M 0.04% +120 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 13,779 $4.24M 0.32% +2,520 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 13,776 $4.24M 0.95% -5 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,572 $4.18M 1.25% -188 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 13,506 $4.16M 0.04% +66 13F-HR Timeline Tenere Capital LLC More: the full row for Tenere Capital LLC 13,461 $4.15M 3.21% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 13,439 $4.14M 0.05% +525 13F-HR Timeline Kovack Advisors, Inc. 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