RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,226 $2.36M 0.04% +1,410 13F-HR Timeline Tribune Investment Group LP More: the full row for Tribune Investment Group LP 9,200 $2.35M 1.59% new 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 9,200 $2.35M 0.96% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,175 $2.34M 1.38% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,146 $2.34M 0.12% -73 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 9,144 $2.34M 0.33% +4,572 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,142 $2.34M 0.98% -35 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 9,129 $2.33M 1.2% -29,975 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,126 $2.33M 0.4% +200 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 9,125 $2.33M 0.76% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 9,240 $2.33M 0.9% +810 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,075 $2.32M 0.08% -131 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,055 $2.31M 0.2% +338 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,055 $2.31M 0.09% +301 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,051 $2.31M 0.06% +998 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,045 $2.31M 0.07% +15 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 8,943 $2.28M 1.58% -145 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,872 $2.27M 0.2% +813 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,840 $2.26M 0.03% +964 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 8,815 $2.25M 0.13% -28,197 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,792 $2.25M 0.11% -1,061 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,784 $2.24M 0.91% -4,197 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 8,781 $2.24M 0.97% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 8,751 $2.24M 1% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,745 $2.23M 0.05% -130 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,681 $2.22M 0.22% -1,115 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,648 $2.21M 0.14% +85 13F-HR/A Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 8,633 $2.21M 1.11% -2,210 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 8,632 $2.2M 0.77% -17 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,538 $2.18M 0.17% -424 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,531 $2.18M 0.07% +1,877 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,522 $2.18M 0.05% +83 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,500 $2.17M 0.41% +200 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 8,463 $2.16M 1.08% +284 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 8,740 $2.16M 0.05% new 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,431 $2.15M 0.65% -392 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,408 $2.15M 0.1% +5,366 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,377 $2.14M 0.07% +4,088 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 8,356 $2.13M 0.12% -100 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 8,302 $2.12M 0.83% -3,646 13F-HR Timeline REX Advisers, LLC More: the full row for REX Advisers, LLC 8,300 $2.12M 5.69% new 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 8,280 $2.11M 0.54% -157 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 8,270 $2.11M 0.13% -2,143 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 8,233 $2.1M 0.06% +206 13F-HR Timeline COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 8,210 $2.1M 0.9% +848 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 8,209 $2.1M 0.51% -300 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 8,176 $2.09M 1.12% -30 13F-HR Timeline Candelo Capital Management LP More: the full row for Candelo Capital Management LP 8,139 $2.08M 1.53% -11,700 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 8,129 $2.08M 0.17% -720 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,121 $2.07M 0.18% -1,631 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,100 $2.07M 0.04% 0 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 8,100 $2.07M 1.28% new 13F-HR Timeline SIR Capital Management, L.P. More: the full row for SIR Capital Management, L.P. 8,088 $2.07M 0.24% -63,005 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,068 $2.06M 0.09% +96 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 8,055 $2.06M 0.95% -430 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,055 $2.06M 0.01% -2,330 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 8,020 $2.05M 1.22% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,002 $2.04M 0.08% +27 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 7,964 $2.03M 0.18% -10,027 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7,950 $2.03M 0.93% +7,500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,916 $2.02M 0.14% +943 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 7,913 $2.02M 1.83% -2,479 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,900 $2.02M 0.07% -50 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,894 $2.02M 0.04% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 7,864 $2.01M 0.39% -17,132 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,860 $2.01M 0.03% +2,259 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,859 $2.01M 0.07% +5 13F-HR Timeline Parametrica Management Ltd in group Parametrica Management Ltd More: the full row for Parametrica Management Ltd 7,839 $2M 1.57% new 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 7,816 $2M 0.07% +1,037 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 7,792 $1.99M 0.42% +1,747 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,763 $1.98M 0.64% +25 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,760 $1.98M 1.22% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,730 $1.97M 0.02% +228 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 7,729 $1.97M 0.03% -62,240 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,722 $1.97M 0.37% -288 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,719 $1.97M 0.28% -1,814 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 7,705 $1.97M 0.32% +1,708 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,705 $1.97M 0.53% +431 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,695 $1.97M 0.02% +42 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,690 $1.96M 0.5% -760 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,674 $1.96M 0.14% +960 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 7,672 $1.96M 0.89% +1,890 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,660 $1.96M 0.07% -227 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,657 $1.96M 0.1% +3,473 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,632 $1.95M 0.05% +242 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,604 $1.94M 0.03% -273 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 7,554 $1.93M 0.31% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,515 $1.92M 0.25% +55 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 7,507 $1.92M 0.01% new 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 7,502 $1.92M 0.6% +6 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 7,500 $1.92M 0.52% new 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 7,500 $1.92M 0.49% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 7,498 $1.92M 0.09% -25 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 7,498 $1.92M 0.24% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7,492 $1.91M 0.24% +6,199 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,450 $1.9M 0.34% -283 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,961 $1.9M 0.05% +443 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 7,426 $1.9M 0.47% -859 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 7,415 $1.89M <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,414 $1.89M 0.03% +2,307 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,412 $1.89M 0.19% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,405 $1.89M 0.04% -95 13F-HR Timeline Group SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 7,329 $1.87M 0.36% +1,134 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,314 $1.87M 0.2% +107 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,303 $1.87M 0.79% -261 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 7,290 $1.86M 0.17% -8,431 13F-HR Timeline Group OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 7,285 $1.86M 1% +4,569 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,278 $1.86M 0.11% +518 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 7,273 $1.86M 0.24% -50 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,260 $1.85M 0.29% +4,725 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,250 $1.85M 0.21% -884 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 7,216 $1.84M 0.35% -159 13F-HR/A Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 7,133 $1.82M 0.8% new 13F-HR Timeline TOBAM More: the full row for TOBAM 7,127 $1.82M 0.44% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 7,055 $1.8M 0.55% +3,925 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 7,053 $1.8M 0.03% +3 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 7,038 $1.8M 0.24% +1,975 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 7,000 $1.79M 0.34% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 6,998 $1.79M 0.11% -5,117 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,134 $1.79M 0.07% +196 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 6,972 $1.78M 1% -790 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 6,967 $1.78M 0.79% 0 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 6,955 $1.78M 0.14% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 6,942 $1.77M 0.48% +1,799 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,939 $1.77M 0.25% +125 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,921 $1.77M 0.06% +1,726 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,903 $1.76M 0.03% new 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 6,890 $1.76M 0.6% -254 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 7,906 $1.74M 0.37% -1,164 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 6,817 $1.74M <0.01% +200 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,812 $1.74M 0.14% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,804 $1.74M 0.02% +925 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 6,774 $1.73M 0.39% new 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 6,783 $1.73M 0.11% -457 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 6,759 $1.73M 0.14% +71 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 6,748 $1.72M 0.17% -279 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 6,730 $1.72M 0.66% -3,163 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,720 $1.72M 0.08% +1,810 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,702 $1.71M 0.29% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 6,688 $1.71M 0.8% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,680 $1.71M 0.2% +505 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 6,679 $1.71M 0.99% +929 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,672 $1.7M 0.51% -1,737 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,631 $1.69M 0.01% -1,475 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,623 $1.69M 1.05% -449 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,617 $1.69M 0.22% -929 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 6,585 $1.68M 0.83% +2,125 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 6,561 $1.68M 0.17% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,551 $1.67M 0.12% -738 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,530 $1.67M 0.74% +1 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,500 $1.66M 1.12% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,469 $1.65M 0.06% +97 13F-HR Timeline Firsthand Capital Management, Inc. More: the full row for Firsthand Capital Management, Inc. 6,460 $1.65M 2.64% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 6,431 $1.64M 0.59% +6,110 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 6,410 $1.64M 0.1% +2,246 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,400 $1.63M 0.35% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,397 $1.63M 0.03% +188 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,375 $1.63M 0.01% -103 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,372 $1.63M 0.25% +37 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 6,350 $1.62M 0.76% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,318 $1.61M 0.05% -3,905 13F-HR Timeline Group Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 6,309 $1.61M 1.07% -227 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,295 $1.61M 0.07% +926 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,257 $1.6M 0.09% +1,219 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,253 $1.6M 0.39% +4,387 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,251 $1.6M 0.07% +350 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,228 $1.59M 0.09% +2,041 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,225 $1.59M 0.07% -954 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,169 $1.58M 0.05% -5,121 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 6,165 $1.57M +1,224 Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 6,164 $1.57M 0.16% -100 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 6,147 $1.57M 0.18% -329 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,110 $1.56M 0.08% +1,438 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,105 $1.56M 0.23% -170 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 6,094 $1.56M 0.01% -204 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,084 $1.55M 0.1% -5,315 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,082 $1.55M 0.29% -9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,080 $1.55M 0.14% +70 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6,071 $1.55M 0.22% -1,338 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,055 $1.55M 0.77% -510 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,045 $1.54M 0.04% +2,281 13F-HR/A Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 6,020 $1.54M 0.2% +2,460 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,000 $1.53M 0.16% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5,961 $1.52M 0.41% -187 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,959 $1.52M 0.13% +804 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,946 $1.52M 0.5% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,939 $1.52M 0.07% +2,064 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5,938 $1.52M 1.16% -1,076 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 5,925 $1.51M 0.49% +52 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,922 $1.51M 0.01% +706 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,913 $1.51M 0.02% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,909 $1.51M 0.05% +2,615 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,863 $1.5M 0.29% -1,086 13F-HR/A Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,854 $1.5M 0.03% +1,758 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,851 $1.49M 0.08% +1,488 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 5,850 $1.49M 0.42% +2,089 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,847 $1.49M 0.09% +349 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,830 $1.49M 0.08% -331 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 5,801 $1.48M 0.08% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,795 $1.48M 0.35% -2,717 13F-HR Timeline