RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 20,675 $7.31M 1.17% -1,558 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 20,550 $7.26M 5.27% -900 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 20,521 $7.25M 0.64% +2,183 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 20,501 $7.24M 4.29% +148 13F-HR/A Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 20,483 $7.24M 1.01% -45 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 20,446 $7.22M 0.95% -461 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20,436 $7.22M 1.47% +665 13F-HR Timeline City State Bank More: the full row for City State Bank 20,417 $7.21M 1.65% +247 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 20,360 $7.19M 1.11% -18 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,354 $7.19M 1.18% -482 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,316 $7.18M 1.77% +273 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,298 $7.17M 1.33% +60 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 20,283 $7.17M 7.3% -4,380 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 20,283 $7.17M 0.18% +707 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 20,277 $7.16M 0.92% -58 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 20,258 $7.16M 1.13% +8,555 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 20,246 $7.15M 0.39% +1,683 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 20,242 $7.15M 2.19% -410 13F-HR Timeline Clark Capital Management Group, Inc. 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SKOPJE More: the full row for SAVA PENZISKO DRUSHTVO A.D. SKOPJE 19,713 $7.04M 1.88% -5,580 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 19,888 $7.03M 0.52% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 19,865 $7.02M 0.62% -134 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,855 $7.02M 0.71% -32 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 19,797 $6.99M 1.99% +2,447 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 19,787 $6.99M 3% -157 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 19,764 $6.98M 0.55% +10,078 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 19,758 $6.98M 0.28% +9,079 13F-HR Timeline Signet Investment Advisory Group, Inc. 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More: the full row for TigerOak Management, L.L.C. 19,328 $6.83M 1.92% -1,066 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 19,313 $6.82M +79 Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 19,263 $6.81M 0.12% +1,684 13F-HR Timeline Group Triton Financial Group Inc More: the full row for Triton Financial Group Inc 19,167 $6.77M 3.9% new 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 19,167 $6.77M 3.06% -618 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 19,164 $6.77M 0.35% -1,020 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 19,123 $6.75M 0.78% +116 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 19,107 $6.75M 1.81% -168 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 19,076 $6.74M 1.12% -560 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. 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(NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 18,831 $6.65M 1.85% -117 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 18,803 $6.64M 0.36% -938 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 18,774 $6.63M 1.42% -54 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,717 $6.61M 3.2% +147 13F-HR Timeline Patten Group, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 17,412 $6.15M 0.62% +8,271 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17,395 $6.15M 0.46% +324 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 17,312 $6.12M 0.34% +2,356 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 17,290 $6.11M 1.31% -483 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 17,262 $6.1M 1.74% +7,003 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 17,083 $6.1M 0.23% +885 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 17,197 $6.08M 1.96% +1,315 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 17,184 $6.07M 4.26% -795 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 17,132 $6.05M 4.36% -3,393 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 17,111 $6.05M 1.1% +1,497 13F-HR Timeline Quaker Capital Investments, LLC More: the full row for Quaker Capital Investments, LLC 17,110 $6.05M 1.65% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,101 $6.04M 1.01% -666 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17,081 $6.04M 0.83% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,058 $6.03M 0.49% -922 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,982 $6M 2.17% +2,165 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 16,946 $5.99M 1.5% -330 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 16,933 $5.98M 0.94% -7,992 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $5.97M 2.37% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 16,851 $5.95M 2.94% -19 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 16,806 $5.94M 1.02% +4,515 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 16,805 $5.94M 0.95% +8,602 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 16,694 $5.9M 1.52% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 16,690 $5.9M 2.82% -359 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 16,689 $5.9M 1.59% +421 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 16,688 $5.9M 0.72% -50 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 16,687 $5.9M 3.23% -7,136 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 16,677 $5.89M 0.74% +230 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,669 $5.89M 1.5% +931 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 16,709 $5.89M 0.87% +2,417 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 16,645 $5.88M 4.1% 0 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 16,642 $5.88M 4.4% -854 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 16,629 $5.88M 2.44% +342 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 16,609 $5.87M 1.28% +22 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 16,537 $5.84M 0.56% +1,747 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,537 $5.84M 0.77% +295 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 16,505 $5.83M 3.45% -16 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,492 $5.83M 1.53% -653 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 16,485 $5.82M 0.33% +536 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,483 $5.82M 0.47% +506 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 16,453 $5.81M 1.28% +417 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16,439 $5.81M 1.19% -178 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 16,415 $5.8M 0.99% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,402 $5.8M 1.58% -254 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,373 $5.79M 0.83% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 16,380 $5.79M 1.56% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,368 $5.78M 0.69% -425 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 16,355 $5.78M 1.7% -186 13F-HR Timeline