CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 27,209 $4.25M 0.72% -935 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 27,192 $4.25M 0.74% +247 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 27,166 $4.24M 0.38% +80 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 27,097 $4.23M 0.35% -473 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 26,304 $4.23M 2.23% +418 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 27,002 $4.22M 1.21% +655 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 26,968 $4.21M 1.12% +785 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 26,963 $4.21M 3.35% -280 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 26,935 $4.21M 0.02% +7,934 13F-HR Timeline Group Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 26,889 $4.2M 0.65% +835 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 26,758 $4.18M 0.44% -163 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 26,738 $4.18M 0.08% +7,179 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 26,734 $4.18M 0.46% +1,596 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 26,718 $4.17M 0.87% +2,182 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 26,684 $4.17M 1.23% +16,920 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 26,642 $4.16M 0.21% +392 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 26,579 $4.15M 0.16% -965 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 26,469 $4.14M 1.81% -1,959 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 26,463 $4.13M 0.1% +2,767 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 26,402 $4.12M 0.8% -87 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 26,398 $4.12M 0.6% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 26,386 $4.12M 0.14% +122 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 26,206 $4.09M 0.9% -811 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 26,200 $4.09M 0.49% -352 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 26,197 $4.09M 2.93% +565 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 26,196 $4.09M 1.69% +2,661 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 26,175 $4.09M 0.75% -22,589 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 26,168 $4.09M 0.25% -573 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 26,060 $4.07M 1.02% -7,993 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 26,025 $4.07M 1.06% +427 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 26,023 $4.07M 3.66% +136 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 25,990 $4.06M 0.14% +3,148 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 25,906 $4.05M 0.31% -561 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 25,868 $4.04M 2.35% -391 13F-HR Timeline Windle Wealth, LLC More: the full row for Windle Wealth, LLC 25,804 $4.03M 2.08% +31 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 25,726 $4.02M 0.26% +4,784 13F-HR Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 25,697 $4.01M 1.97% +229 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 25,612 $4M 3.22% +845 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 25,517 $3.99M 1.12% -1,372 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 25,060 $3.98M 1.6% +469 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25,462 $3.98M 0.27% -167 13F-HR Timeline Amitell Capital Pte Ltd More: the full row for Amitell Capital Pte Ltd 25,421 $3.97M 3.07% new 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 25,420 $3.97M 0.08% +1,532 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 25,380 $3.97M 0.61% -1,340 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 25,293 $3.95M 3.18% +31 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 25,185 $3.93M 0.81% -593 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 25,146 $3.93M 0.15% +976 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 25,141 $3.93M 0.58% -215 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 25,138 $3.93M 0.56% +458 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 25,120 $3.92M 0.66% -543 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 25,073 $3.92M 0.83% -150 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,066 $3.92M 0.13% +2,405 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 25,049 $3.91M 0.33% +4,048 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 25,003 $3.91M 1.65% -20 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 25,000 $3.91M 0.03% 0 13F-HR Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 24,960 $3.9M 0.77% 0 13F-HR/A Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 24,892 $3.89M 4.75% -95 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 24,867 $3.88M 0.49% +1,756 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 24,855 $3.88M 0.09% -2,668 13F-HR Timeline Group Private Capital Management, LLC More: the full row for Private Capital Management, LLC 24,837 $3.88M 0.43% +14 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 24,778 $3.87M 3.01% -664 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 24,761 $3.87M 0.29% -3,590 13F-HR/A Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 24,740 $3.87M 1.11% -7 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 24,720 $3.86M 2.92% -100 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 24,556 $3.84M 0.42% +353 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 24,553 $3.84M 0.85% -73 13F-HR Timeline Essex LLC More: the full row for Essex LLC 24,451 $3.82M 0.83% -534 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 24,446 $3.82M 2.04% +1,251 13F-HR Timeline PURSUE WEALTH PARTNERS LLC More: the full row for PURSUE WEALTH PARTNERS LLC 24,437 $3.82M 2.32% +5,621 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 24,390 $3.81M 0.15% +555 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 24,350 $3.8M 0.4% +980 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 24,336 $3.8M 0.29% +3,945 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 24,304 $3.8M 0.35% +303 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 24,178 $3.78M 0.65% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 24,123 $3.77M 1.98% +1,431 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 24,080 $3.76M 3.89% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 24,000 $3.75M 1.82% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 23,889 $3.73M 0.1% +7,856 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 23,858 $3.73M 1.42% +2,152 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 23,807 $3.72M 0.84% +3,847 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 23,783 $3.72M 1.58% +7,800 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 23,724 $3.71M 0.97% -9,644 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 23,719 $3.71M 2.5% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 23,712 $3.7M 0.2% +477 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 23,656 $3.7M 0.53% +137 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 23,596 $3.69M 0.5% -8,186 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 23,594 $3.69M 0.44% -3,398 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 23,593 $3.69M 2.13% +2,663 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 23,569 $3.68M 1.49% -234 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 23,537 $3.68M 2.74% 0 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 23,530 $3.68M 3.54% +150 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 23,444 $3.66M 0.14% -595 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 23,416 $3.66M 2.47% -1,679 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 23,361 $3.65M 0.57% -10 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 23,309 $3.64M 0.75% +1,350 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 23,277 $3.64M 0.24% -4,764 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 23,273 $3.64M 1.71% 0 13F-HR Timeline Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 23,251 $3.63M 2.92% -2,199 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 23,242 $3.63M 0.41% +1,769 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 23,158 $3.62M 0.27% -267 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 23,110 $3.61M 0.47% +446 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 23,101 $3.61M 0.62% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 23,083 $3.61M 1.05% +421 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 23,070 $3.6M 0.37% +773 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 23,060 $3.6M 2.24% +1,858 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 23,013 $3.6M 0.15% +4,806 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 23,002 $3.59M 0.34% -178 13F-HR Timeline Forge First Asset Management Inc. More: the full row for Forge First Asset Management Inc. 23,000 $3.59M 1.56% new 13F-HR Timeline Financial Advisors, LLC More: the full row for Financial Advisors, LLC 22,929 $3.58M 0.71% -145 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 22,856 $3.57M 1.52% +201 13F-HR Timeline CNB Bank More: the full row for CNB Bank 22,806 $3.56M 1.8% -4,509 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 22,771 $3.56M 0.45% -8,909 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 22,717 $3.55M 1.92% -324 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 22,716 $3.55M 1.31% -135 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 22,709 $3.55M 0.37% +1,112 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 22,622 $3.53M 2.26% +3,180 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 22,548 $3.52M 0.32% +824 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 22,523 $3.52M 0.29% +11,457 13F-HR/A Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 22,522 $3.52M 0.47% -438 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 22,506 $3.52M 1.24% -3,012 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 22,024 $3.51M 0.69% -2,879 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,481 $3.51M 0.33% +525 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 22,425 $3.5M 1.96% -578 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 22,416 $3.5M 0.79% -447 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,395 $3.5M 0.06% +261 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 22,365 $3.49M 0.37% -4,821 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 22,364 $3.49M 1.48% -778 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 22,300 $3.48M 0.81% 0 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 22,239 $3.47M 2.36% +317 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 22,237 $3.47M 0.91% -1,803 13F-HR Timeline Clayton Partners LLC More: the full row for Clayton Partners LLC 22,225 $3.47M 3.02% -3,030 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 22,187 $3.47M 2.19% -70 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 22,113 $3.45M 0.84% -2,604 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 22,100 $3.45M 0.7% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 22,044 $3.44M 0.87% -24 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,040 $3.44M 0.32% +1,375 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 21,977 $3.43M 0.42% +287 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 21,961 $3.43M 0.14% -1,582 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 21,964 $3.43M 2.44% 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 21,318 $3.43M 2.76% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 21,947 $3.43M 0.18% +2,139 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 21,945 $3.43M 1.17% +105 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,927 $3.43M 0.06% -83 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 21,900 $3.42M 0.11% +300 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 21,889 $3.42M 0.14% -295 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,854 $3.41M 0.08% +827 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 21,795 $3.41M 0.42% -137 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 21,787 $3.4M 0.17% -1,163 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 21,750 $3.4M 2.66% -100 13F-HR/A Timeline MWA Asset Management More: the full row for MWA Asset Management 21,634 $3.38M 2.34% -148 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 21,606 $3.38M 0.63% +17,839 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 21,599 $3.37M 0.47% -2,321 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 21,521 $3.36M 1.76% -2,276 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 21,512 $3.36M 1.04% -618 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 21,498 $3.36M 0.21% +1,518 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 21,496 $3.36M 1.39% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 21,494 $3.36M 1.47% -1,010 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 21,400 $3.34M 2.87% 0 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,376 $3.34M 0.14% +760 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 21,291 $3.33M 0.13% -11,725 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 21,272 $3.32M 0.73% -698 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 21,250 $3.32M 2.6% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 21,230 $3.32M 2% +1,050 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 21,216 $3.31M 0.22% +848 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 21,205 $3.31M 0.67% +417 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 20,857 $3.31M 0.51% 0 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 21,100 $3.3M 0.98% -4,000 13F-HR Timeline Group Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 21,085 $3.29M 1.96% -2,545 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 21,078 $3.29M 0.63% -37 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 21,068 $3.29M 0.37% -810 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 21,052 $3.29M 1.94% +1,014 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 21,013 $3.28M 1.58% -1,000 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,045 $3.28M 0.16% -80 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 20,978 $3.28M 1.96% -8 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 20,952 $3.27M 0.68% +1,617 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 20,900 $3.27M 0.13% new 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,888 $3.26M 1.15% -143 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 20,885 $3.26M 1.74% +132 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 20,883 $3.26M 2.58% +260 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 20,805 $3.25M 2.24% +11,009 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 20,784 $3.25M 0.45% -5,687 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 20,746 $3.24M 0.09% -5,917 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 19,581 $3.23M 1.14% +2,274 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,687 $3.23M 0.31% -293 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 20,557 $3.21M 1.08% -1,499 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 20,534 $3.21M 1.62% -16,403 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 20,517 $3.21M 0.09% +1,998 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 20,485 $3.2M 0.33% +473 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20,433 $3.19M 0.46% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,408 $3.19M 0.66% +2,096 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 20,401 $3.19M 0.38% -851 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,386 $3.18M 0.51% 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 20,379 $3.18M 0.11% +15,157 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 20,364 $3.18M 0.72% +1,287 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 20,327 $3.18M 0.63% +42 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 20,545 $3.17M 2.2% +1,290 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 20,296 $3.17M 0.1% -214 13F-HR Timeline CUMBERLAND ADVISORS INC More: the full row for CUMBERLAND ADVISORS INC 20,181 $3.15M 1.43% +31 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 20,177 $3.15M 0.73% +176 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 20,066 $3.14M 0.44% +831 13F-HR Timeline