MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,213 $3.75M 0.08% +557 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,719 $3.75M 0.14% +619 13F-HR Timeline Whitford Management LLC More: the full row for Whitford Management LLC 13,162 $3.73M 3.82% +2,509 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 13,140 $3.73M 0.53% -4,540 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,104 $3.72M 0.11% +3,805 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 13,082 $3.72M 0.16% +4,741 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 13,089 $3.71M 0.13% +2,854 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 13,073 $3.71M 1.86% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 13,059 $3.71M 1.11% -513 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,987 $3.69M 0.14% +6,150 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,971 $3.68M 0.15% -155 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 12,923 $3.67M 0.06% +607 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 12,838 $3.64M 0.44% +148 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 12,838 $3.64M 0.76% +2,050 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 12,791 $3.63M 0.17% +825 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,770 $3.62M 0.07% -17 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 12,722 $3.61M 0.6% +44 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 12,710 $3.61M 0.41% -444 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,493 $3.55M 0.39% -2,005 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 12,479 $3.54M 0.17% +21 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 12,362 $3.51M 0.1% +798 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 12,348 $3.5M 0.68% +6,478 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 12,346 $3.5M 0.31% -7,864 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 12,266 $3.48M +3,275 Timeline Altrafin AG More: the full row for Altrafin AG 12,257 $3.48M 1.2% new 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 12,245 $3.47M 0.73% -93 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,229 $3.47M 0.23% +646 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 12,187 $3.46M 0.55% -666 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 12,112 $3.44M 0.36% +2,928 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 12,081 $3.43M 0.04% +1,407 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 12,077 $3.43M 0.05% +2,810 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 12,043 $3.42M 0.35% 0 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 12,000 $3.41M 0.09% -5,050 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,986 $3.4M 0.22% -541 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,965 $3.4M 0.38% +61 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,961 $3.39M 0.13% +8,472 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 11,952 $3.39M 0.83% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 11,931 $3.39M 0.07% -13,114 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 11,898 $3.38M 1.03% +206 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 11,886 $3.37M 1.65% -741 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 11,856 $3.36M 1.38% +50 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 11,847 $3.36M 0.07% -11 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,464 $3.36M 0.06% +1,401 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,801 $3.35M 0.44% +211 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 11,792 $3.35M 0.78% -190 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 11,900 $3.34M 0.44% +1,274 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 11,775 $3.34M 0.28% -103 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,747 $3.33M 0.19% -4,010 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 11,690 $3.32M 0.05% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,615 $3.3M 0.17% +944 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,564 $3.28M 0.18% +1,082 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 11,564 $3.28M 0.84% +1,223 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 11,558 $3.28M 1.23% -72 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 11,526 $3.27M 1.44% +86 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 11,522 $3.27M 0.09% +556 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,497 $3.26M 0.1% -863 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 10,412 $3.26M 0.41% +699 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,427 $3.24M 0.42% +95 13F-HR Timeline Busey Bank More: the full row for Busey Bank 11,405 $3.24M 0.09% -181 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,401 $3.24M 0.06% +3,680 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,399 $3.23M 0.1% +1,983 13F-HR/A Timeline Group Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 11,388 $3.23M 1.98% -212 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 11,381 $3.23M 0.45% +10,655 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,359 $3.22M 1.53% -74 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,350 $3.22M 0.09% +8 13F-HR Timeline Owl Creek Asset Management, L.P. More: the full row for Owl Creek Asset Management, L.P. 11,342 $3.22M 0.62% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 11,333 $3.22M 0.17% -4,594 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 11,282 $3.2M 0.17% -402 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 11,246 $3.19M 0.09% +254 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 11,193 $3.18M 2.05% -193 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 11,199 $3.18M 1.07% +431 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,193 $3.18M 0.06% -6,697 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 11,190 $3.18M 2.12% -113 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 11,184 $3.17M 0.25% +2,801 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,165 $3.17M 0.08% +428 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 11,157 $3.17M 2.5% +2 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 11,143 $3.16M 0.14% -2,646 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 11,104 $3.16M +8,006 Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 11,109 $3.15M 0.33% +97 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 11,000 $3.12M 2.19% +8,000 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 11,036 $3.11M 1.27% -10 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 10,956 $3.11M 0.04% +1,212 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 10,883 $3.09M 0.39% +230 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 10,881 $3.09M 1.05% +971 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,878 $3.09M 0.71% -39 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 10,873 $3.09M 0.09% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,664 $3.08M 0.03% -341 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 10,837 $3.08M 0.35% -103 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,830 $3.07M 0.15% -563 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10,827 $3.07M 0.05% -242 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 10,825 $3.07M 0.56% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10,766 $3.06M 0.82% +4,993 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,714 $3.04M 0.24% +435 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 10,705 $3.04M 0.37% -29,065 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 10,886 $3.04M 0.13% +4,088 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,684 $3.03M 0.48% -184 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 10,645 $3.02M 0.26% +3,451 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 10,569 $3M 0.12% +6 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 10,560 $3M 0.31% +1,014 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 10,556 $3M 0.24% +787 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,547 $2.99M 0.11% -1,356 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 10,532 $2.99M 0.44% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,517 $2.98M 0.13% -1,073 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 10,510 $2.98M 0.23% -108 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 10,492 $2.98M 2.78% +9,034 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,396 $2.95M 0.04% +62 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 10,396 $2.95M 0.07% -50 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,335 $2.93M 0.31% -1,530 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 10,299 $2.92M 0.24% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,272 $2.91M 0.05% -38 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,272 $2.91M 0.06% +2,907 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10,254 $2.91M 0.09% +37 13F-HR/A Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 10,250 $2.91M 0.2% -51 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 10,209 $2.9M 0.11% +49 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 10,195 $2.89M 0.1% +29 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,179 $2.89M 0.1% +3,638 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,164 $2.88M 2.48% -209 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 10,148 $2.88M 0.03% -58 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,127 $2.88M 0.08% +761 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,143 $2.88M 0.12% +2,559 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,141 $2.88M 0.23% -109 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 10,136 $2.88M 0.34% +8,083 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 10,116 $2.87M 0.11% +918 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,108 $2.87M 0.37% -957 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 10,099 $2.87M 0.86% +9 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 10,054 $2.85M 0.29% +6,860 13F-HR Timeline HHLR ADVISORS, LTD. in group HHLR ADVISORS, LTD. More: the full row for HHLR ADVISORS, LTD. 10,043 $2.85M 0.17% 0 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 9,251 $2.85M 0.78% -295 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 10,031 $2.85M 0.16% +691 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 10,411 $2.84M 0.04% -100 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 9,795 $2.84M 0.15% new 13F-HR Timeline ADVENT CAPITAL MANAGEMENT /DE/ More: the full row for ADVENT CAPITAL MANAGEMENT /DE/ 10,000 $2.84M 0.08% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,987 $2.83M 0.08% -25 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,983 $2.83M 1.19% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 9,968 $2.83M 1.03% +1,368 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,952 $2.82M 0.11% +1,580 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,938 $2.82M 0.45% +164 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 9,932 $2.82M 0.44% -146 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,932 $2.82M 0.2% -73 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 8,221 $2.81M 1.67% +6,050 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,906 $2.81M 0.61% +95 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 9,868 $2.8M 0.01% -2,373 13F-HR Timeline Group WOODSTOCK CORP More: the full row for WOODSTOCK CORP 9,865 $2.8M 0.25% -4,391 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 9,851 $2.8M 3.22% +87 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,828 $2.79M 0.06% +475 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,660 $2.74M 0.09% -77 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 9,652 $2.74M 0.19% +1,652 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 9,582 $2.72M 0.13% +82 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 9,537 $2.71M 0.64% -50 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,521 $2.7M 0.18% +4,014 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,505 $2.7M 0.01% +578 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,497 $2.69M 0.26% -3 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 9,490 $2.69M 0.15% +6,846 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,485 $2.69M 0.07% +1,381 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 9,462 $2.69M 0.44% -6,000 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 9,440 $2.68M 1.19% 0 13F-HR/A Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 9,405 $2.67M 1.19% 0 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 9,390 $2.66M +801 Timeline First Western Trust Bank More: the full row for First Western Trust Bank 9,369 $2.66M 0.13% -233 13F-HR Timeline SEMPER AUGUSTUS INVESTMENTS GROUP LLC More: the full row for SEMPER AUGUSTUS INVESTMENTS GROUP LLC 9,352 $2.65M 0.32% 0 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 9,318 $2.64M 1.52% 0 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 9,281 $2.63M 0.24% +886 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,235 $2.63M 0.14% +1,445 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 9,246 $2.62M 0.7% 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 9,214 $2.61M 0.12% +355 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 9,209 $2.61M 1.78% -87 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 9,202 $2.61M 0.2% +178 13F-HR Timeline TIFF ADVISORY SERVICES, LLC More: the full row for TIFF ADVISORY SERVICES, LLC 9,188 $2.61M 0.59% -1,345 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 9,180 $2.61M 2.66% +40 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 8,855 $2.59M 0.46% +984 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 9,108 $2.58M 0.47% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,103 $2.58M 0.33% -5,070 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 9,102 $2.58M 1.59% -3 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,086 $2.58M 0.05% +950 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 9,097 $2.58M 1.26% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,073 $2.57M -1 Timeline Optas, LLC More: the full row for Optas, LLC 9,062 $2.57M 0.39% +92 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,054 $2.57M 0.1% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 9,054 $2.57M 0.28% +3,404 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 9,025 $2.56M 0.18% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 9,014 $2.56M 0.11% +78 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 8,301 $2.56M 0.12% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,011 $2.56M 0.08% -180 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 8,976 $2.55M 0.45% -896 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 8,948 $2.54M 0.37% +2,377 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 8,942 $2.54M 0.45% -1,761 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,936 $2.54M 0.04% +545 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 8,908 $2.53M 0.65% -306 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,194 $2.53M 0.3% +4,468 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 8,890 $2.52M 0.02% new 13F-HR Timeline Group Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 8,885 $2.52M 3.34% -2,515 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 8,872 $2.52M 0.37% +60 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,864 $2.52M 1.29% -201 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,860 $2.51M 0.14% -766 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,831 $2.51M 0.09% +16 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 8,821 $2.5M 0.07% +2,836 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 8,769 $2.49M 0.09% +76 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 8,740 $2.48M 0.71% -465 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 8,728 $2.48M 0.51% +368 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,711 $2.48M 0.4% +427 13F-HR Timeline