Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 20,747 $5.95M 1.34% -1,397 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 20,743 $5.95M 1.48% -11,494 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 20,742 $5.95M 2.73% +109 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 20,669 $5.93M 2.71% +403 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 20,652 $5.92M 1.97% -304 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 20,630 $5.92M 0.94% -348 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,620 $5.92M 0.14% -44,575 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 20,528 $5.89M 1.23% +123 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 20,525 $5.89M 4.42% -336 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 20,518 $5.89M 1.03% -14,107 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 20,435 $5.86M 2% -3,941 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 20,414 $5.86M 0.96% +15,846 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 20,394 $5.85M 1.84% +246 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 20,378 $5.85M 1.04% +3,070 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 20,366 $5.84M 0.56% +39 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 20,353 $5.84M 3.96% +170 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 20,335 $5.83M 0.81% -908 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 20,259 $5.81M 1.37% +13,049 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 20,238 $5.81M 3.89% +75 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 20,238 $5.81M 1.2% +123 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,196 $5.79M 0.46% +121 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 20,184 $5.79M 0.33% +1,883 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 20,178 $5.79M 0.25% -1,076 13F-HR Timeline City State Bank More: the full row for City State Bank 20,170 $5.79M 1.5% +124 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 20,118 $5.77M 7.35% -12,805 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 20,090 $5.76M 0.66% +1,623 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 20,080 $5.76M 4.98% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,043 $5.75M 1.62% +873 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 20,031 $5.75M 6.79% -617 13F-HR/A Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 20,000 $5.74M 0.83% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 19,999 $5.74M 0.56% -302 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 19,950 $5.72M 6.04% -1,281 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 19,944 $5.72M 2.57% -46 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 19,945 $5.72M 1.25% 0 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 19,892 $5.71M 0.03% -45,332 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 19,888 $5.71M 0.46% -15,840 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 19,887 $5.7M 0.62% -530 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 19,872 $5.7M 1.72% -720 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 19,851 $5.69M 4.14% -25 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 19,785 $5.68M 3.11% -1,211 13F-HR/A Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 19,785 $5.68M 2.58% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 19,771 $5.67M 1.45% +2,497 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 19,765 $5.67M 0.51% +842 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 19,741 $5.66M 0.33% -843 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 19,667 $5.64M 0.89% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 19,658 $5.64M 0.43% +65 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 19,636 $5.63M 1.13% -490 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 19,617 $5.63M 0.45% +3,958 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 19,614 $5.63M 0.76% -13,136 13F-HR Timeline DBA TRADING, LLC More: the full row for DBA TRADING, LLC 19,600 $5.62M 2.79% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 19,597 $5.62M 2.37% -295 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 17,755 $5.62M 0.86% +307 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,576 $5.62M 0.17% +218 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19,542 $5.61M 0.59% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 19,495 $5.59M 3.67% -10 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 19,460 $5.58M 1.71% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 19,450 $5.58M 2.21% -26 13F-HR/A Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 19,446 $5.58M 2.19% -668 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 19,431 $5.57M 1.01% +388 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 19,395 $5.56M 0.61% -8,835 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 19,365 $5.56M 1.13% +1,227 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 19,287 $5.53M 0.1% +1,641 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 19,275 $5.53M 1.68% -85 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 19,246 $5.52M 0.46% -8,929 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 19,234 $5.52M +2,096 Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 19,191 $5.51M 0.03% +1,262 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 19,182 $5.5M 0.68% +15,226 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,159 $5.5M 0.87% -2,450 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 19,137 $5.49M 1.57% -484 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 19,130 $5.49M 1.56% -122 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19,105 $5.48M 0.75% -264 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 19,102 $5.48M 1.18% -2,328 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 19,064 $5.47M 2.71% -2,143 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 19,034 $5.46M 0.54% +3,997 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 19,012 $5.45M 0.14% +986 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 19,007 $5.45M 0.72% +216 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 16,373 $5.45M 0.82% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 18,988 $5.45M 0.28% +1,116 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 18,966 $5.44M 1.05% -9,545 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 18,948 $5.44M 1.73% -209 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 18,935 $5.43M 1.05% -1,705 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 18,910 $5.42M 0.48% +862 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 18,903 $5.42M 0.72% +3,625 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 18,900 $5.42M 2.12% -100 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 18,830 $5.4M 2.06% -5,044 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 18,828 $5.4M 1.35% +483 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 18,827 $5.4M 0.94% +9 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 18,825 $5.4M 0.18% -21 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 18,821 $5.4M 0.64% -1,653 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 18,745 $5.38M 2.04% -1,912 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 18,731 $5.37M 1.16% -60 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 13,889 $5.37M 2.02% -8,642 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 16,956 $5.35M 0.15% +811 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $5.35M 2.32% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 18,618 $5.34M 0.39% +2,072 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,608 $5.34M 1.34% -271 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 18,570 $5.33M 2.98% -128 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 18,512 $5.33M 0.36% +6,049 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 18,563 $5.33M 0.31% +262 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 18,548 $5.32M 0.24% +6,597 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 18,545 $5.32M 2.77% -2,491 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 18,536 $5.32M 1.05% -44 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 18,487 $5.3M 2.66% -892 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 18,481 $5.3M 0.79% +720 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 18,479 $5.3M 3.66% +1,480 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 18,479 $5.3M 0.51% -69 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 18,415 $5.28M 0.62% +552 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 18,403 $5.28M 1.91% 0 13F-HR Timeline Group EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 18,396 $5.27M 1.59% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 18,383 $5.27M 2.5% -177 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,354 $5.27M 0.37% +22 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 18,349 $5.26M 0.43% -311 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 18,346 $5.26M 2.14% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 18,341 $5.26M 2.06% +761 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 18,338 $5.26M 0.55% +970 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 18,277 $5.24M 0.68% -971 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 18,215 $5.23M 1.64% -351 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 18,213 $5.22M 0.84% -43 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 18,165 $5.21M 4.19% +958 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 18,155 $5.21M 0.73% +1,851 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 18,122 $5.2M 1.27% +3,031 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 18,116 $5.2M 0.45% +460 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 18,102 $5.19M 2.87% -1,046 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 18,036 $5.17M -428 Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 18,025 $5.17M 1.96% -638 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 18,015 $5.17M 0.97% -344 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 18,004 $5.16M 1.77% +14,386 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 17,980 $5.16M 0.46% -216 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 17,979 $5.16M 4.11% -1,265 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 17,933 $5.14M 1.27% +915 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 17,881 $5.13M 0.17% +919 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 17,861 $5.12M 0.38% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 17,856 $5.12M 1.6% +16,000 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 17,813 $5.11M 3.25% -1,014 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,803 $5.11M 0.68% -165 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 17,781 $5.1M 0.57% +6,625 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 17,773 $5.1M 1.18% -400 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 17,767 $5.1M 0.92% -912 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 17,764 $5.1M 0.22% +6,386 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 17,723 $5.08M 2.08% -1,330 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 17,721 $5.08M 0.49% -43 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,717 $5.07M 0.49% +1,159 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 17,688 $5.07M 0.96% +252 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 17,660 $5.07M 0.26% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 17,618 $5.05M 1.11% +6,442 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 17,611 $5.05M 1.39% -219 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 17,611 $5.05M 1.35% -78 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 17,609 $5.05M 2.13% -3,844 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 17,606 $5.05M 0.81% -632 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 17,584 $5.04M 0.44% -641 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 17,579 $5.04M 0.11% -1,474 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 17,542 $5.03M 1.76% -711 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 17,496 $5.02M 4.54% -3,033 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 17,471 $5.01M 0.87% +996 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,411 $4.99M 0.39% +193 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 17,372 $4.98M 1.94% -3,539 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 17,350 $4.98M 0.51% -70 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 17,350 $4.98M 1.71% +1,567 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 17,276 $4.96M 1.37% -11 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 17,200 $4.95M 8.26% +4,840 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 17,166 $4.92M 2.13% -55 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,166 $4.92M 0.15% +9,114 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,163 $4.92M 0.72% -27 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 17,145 $4.92M 1.34% -467 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 17,135 $4.92M 3.31% +1,095 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 17,119 $4.91M 0.48% -583 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 17,111 $4.91M 0.68% -280 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 17,057 $4.9M 10.94% new 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 17,071 $4.9M 0.41% +544 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 17,070 $4.9M 0.35% +1,425 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 17,065 $4.9M 3.29% +458 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 17,060 $4.89M +8,388 Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 17,049 $4.89M 2.64% -1,007 13F-HR/A Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,035 $4.89M 0.35% -1,283 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 17,024 $4.88M 0.37% +122 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 17,013 $4.88M 0.56% -600 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 16,447 $4.85M 3.74% -687 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 16,900 $4.85M 2.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 16,889 $4.84M 1.02% -2,158 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 16,870 $4.84M 2.58% -161 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,859 $4.84M 0.38% +353 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 17,020 $4.82M 0.21% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 16,793 $4.82M 0.65% +39 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 16,788 $4.82M 0.9% +1,108 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 16,784 $4.82M 0.17% -227 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 16,749 $4.8M 0.47% +792 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 16,738 $4.8M 0.64% -75 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16,709 $4.79M 0.51% -51 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 16,694 $4.79M 0.41% +685 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 16,694 $4.79M 1.27% -325 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16,657 $4.78M 0.84% +6,867 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,656 $4.78M 1.5% -4,426 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 16,645 $4.77M 3.73% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 16,631 $4.77M 0.53% +126 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16,617 $4.77M 1.12% +997 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 16,135 $4.76M 0.99% +9,425 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 16,587 $4.76M 1.16% +9 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 16,554 $4.75M 0.49% -381 13F-HR Timeline Greenbush Financial Group, LLC More: the full row for Greenbush Financial Group, LLC 16,541 $4.74M 1.57% +381 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 16,530 $4.74M 0.49% -105 13F-HR Timeline