Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 42,230 $13.2M 1.22% +5,542 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 42,185 $13.2M 0.73% +2,761 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 42,163 $13.2M 5.41% +1,870 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 42,162 $13.2M 0.39% -4,623 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 42,129 $13.2M 0.9% -1,205 13F-HR Timeline Bell Bank More: the full row for Bell Bank 42,056 $13.2M 0.56% -3,075 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 41,988 $13.1M 3.29% -1,416 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 40,678 $13.1M 1.88% +10,662 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 41,924 $13.1M 2.28% +7,282 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 41,823 $13.1M 7% -1,517 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 41,712 $13.1M 2.35% +616 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 40,549 $13.1M 4.49% -106 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 41,627 $13M 4.84% +430 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 41,613 $13M 1.59% +1,617 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 41,500 $13M 1.59% +20,500 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 41,408 $13M 0.54% +601 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 41,385 $13M 2.02% +725 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 41,340 $12.9M 0.67% -719 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 41,277 $12.9M 1.9% 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 41,068 $12.9M 4.44% -745 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 41,047 $12.8M 0.98% +953 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 40,989 $12.8M 2.15% -6,520 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 40,939 $12.8M 2% +2,925 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 40,859 $12.8M 4.89% -949 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 40,827 $12.8M 2.16% -19 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 40,702 $12.7M 1.85% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 40,556 $12.7M 2.31% -7,110 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 40,533 $12.7M 1.06% +4,030 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 40,502 $12.7M 0.92% -666 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40,482 $12.7M 1.43% +7,514 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 40,450 $12.7M 4.91% -1,910 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 40,355 $12.6M 0.89% -6,765 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 40,341 $12.6M 3.18% -31,574 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 40,338 $12.6M 8.41% +29,875 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 40,334 $12.6M 1% -586 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 40,252 $12.6M 4.09% -1,156 13F-HR Timeline Boit C F David More: the full row for Boit C F David 38,322 $12.6M 5.44% -100 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 40,209 $12.6M 4.26% -3,158 13F-HR Timeline Linden Rose Investment LLC More: the full row for Linden Rose Investment LLC 40,121 $12.6M 10.43% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 40,060 $12.5M 0.46% +5,033 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 40,033 $12.5M 0.34% -3,311 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 40,003 $12.5M 3.63% -134 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 39,943 $12.5M 2.93% +1,114 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 39,823 $12.5M 1.68% -15,027 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 38,442 $12.5M 4.75% +19,253 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 39,835 $12.5M 3.52% +25,524 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 39,781 $12.5M 3.66% 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 39,720 $12.4M 3.1% -485 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 39,606 $12.4M 3.61% +218 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 39,586 $12.4M 0.78% -472 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 39,540 $12.4M 1.21% -4,253 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 39,535 $12.4M 2.4% +8,500 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 39,509 $12.4M 5.41% -359 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 39,440 $12.3M 2.04% new 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 39,400 $12.3M 5.56% +2,790 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 39,305 $12.3M 4.38% -284 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 39,164 $12.3M 2.99% -2,079 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 38,984 $12.2M 3.42% +1,407 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 38,978 $12.2M 1.12% +602 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 38,924 $12.2M 6.87% -24,920 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 38,874 $12.2M 2.59% -11,896 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 38,810 $12.1M 1.59% -1,517 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 38,777 $12.1M 1.77% +2,578 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 38,768 $12.1M 0.34% -232,207 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 38,749 $12.1M 5.21% -4,719 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 38,742 $12.1M 0.46% -160 13F-HR Timeline Group QVR LLC More: the full row for QVR LLC 38,688 $12.1M 8.46% +7,002 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 38,674 $12.1M 2.36% -4,744 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 38,673 $12.1M 1.38% +3,321 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 38,642 $12.1M 3.3% -10,000 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 38,584 $12.1M 1.34% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 38,464 $12M 0.51% -15,553 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 38,400 $12M 1.35% +15,148 13F-HR/A Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 38,298 $12M 1.28% -1,010 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 38,294 $12M 2.72% -23 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 35,625 $12M 7.44% +309 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 38,211 $12M 3.62% +1,228 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 38,204 $12M 4.62% -10,178 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 38,175 $11.9M 0.8% -2,195 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 38,160 $11.9M 2.45% 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 38,045 $11.9M 1.95% -4,330 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 37,993 $11.9M 2.12% -161 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 37,976 $11.9M 0.23% -6,511 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 37,937 $11.9M 7.28% -714 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 37,909 $11.9M 4.23% -11,500 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 37,889 $11.9M 0.6% -1,344 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 37,875 $11.9M 6.63% -3,660 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 37,824 $11.8M 1.71% -1,438 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 37,767 $11.8M 2.28% +504 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 37,754 $11.8M 0.68% +17,449 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 37,635 $11.8M 2.63% -770 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 37,599 $11.8M 4.55% -4 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 37,558 $11.8M 6.68% -872 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 37,500 $11.7M 1.21% +596 13F-HR Timeline KINGDON CAPITAL MANAGEMENT, L.L.C. More: the full row for KINGDON CAPITAL MANAGEMENT, L.L.C. 37,500 $11.7M 1.8% +7,500 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 37,476 $11.7M 3.19% -4,593 13F-HR/A Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 37,464 $11.7M +1,742 Timeline Norway Savings Bank More: the full row for Norway Savings Bank 37,427 $11.7M 5.42% +259 13F-HR Timeline Heathbridge Capital Management Ltd. More: the full row for Heathbridge Capital Management Ltd. 37,400 $11.7M 4.47% -14,375 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 37,371 $11.7M 0.88% +3,259 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 37,336 $11.7M 5.03% +276 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 37,322 $11.7M 1.01% -7,155 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 37,261 $11.7M 10.9% -434 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 37,193 $11.6M 3.11% 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,187 $11.6M 0.75% +2,528 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 37,104 $11.6M 2.46% -7,939 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 37,078 $11.6M 3.26% -8,994 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,000 $11.6M 0.95% -484 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 36,910 $11.6M 2.87% new 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 36,865 $11.5M 5.1% -3,115 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 36,845 $11.5M 5.58% +90 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 36,822 $11.5M 0.83% +3,440 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 36,747 $11.5M 0.41% -3,359 13F-HR Timeline IvyRock Asset Management (HK) Ltd More: the full row for IvyRock Asset Management (HK) Ltd 36,700 $11.5M 6.06% new 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 36,687 $11.5M 3.77% +1,139 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 36,680 $11.5M 6.51% -2,114 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 36,666 $11.5M 1.57% +721 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 36,623 $11.5M 0.16% +4,350 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 36,595 $11.5M 1.47% -1,748 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36,530 $11.4M 2.49% -633 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 36,367 $11.4M 0.47% -1,982 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 36,293 $11.4M 5.28% -1,004 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 36,200 $11.4M 4.13% -700 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 36,168 $11.3M 4.21% -202 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 36,090 $11.3M 0.91% +2,919 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 36,076 $11.3M 3.12% +3,485 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 36,035 $11.3M 1.24% -746 13F-HR Timeline 683 Capital Management, LLC in group 683 Capital Management, LLC More: the full row for 683 Capital Management, LLC 36,000 $11.3M 0.94% 0 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 35,996 $11.3M 1.26% +3,657 13F-HR Timeline Virtus Wealth Solutions LLC More: the full row for Virtus Wealth Solutions LLC 35,984 $11.3M 2.14% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 35,919 $11.2M 1.29% +3,082 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 35,899 $11.2M 4.76% -1,143 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 35,837 $11.2M 4.65% -710 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 35,765 $11.2M 2.51% -2,551 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 35,709 $11.2M 0.67% -7,613 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 35,702 $11.2M 2.98% -1,452 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 35,670 $11.2M 2.12% +1,386 13F-HR Timeline TOBAM More: the full row for TOBAM 35,634 $11.2M 2.74% +9,750 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 35,612 $11.1M 5.41% -45 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,540 $11.1M 0.39% -12,354 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 35,520 $11.1M 6.11% -10,580 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 35,500 $11.1M 0.33% -3,875 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 35,500 $11.1M 3.46% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 35,478 $11.1M 0.66% +12,936 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 35,477 $11.1M 6.38% -1,202 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 35,441 $11.1M 0.4% -594 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 35,439 $11.1M 0.81% -81 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 35,407 $11.1M 3.61% -1,453 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 35,398 $11.1M 7.3% -3,843 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 35,391 $11.1M 1.11% +3,043 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 35,233 $11.1M 0.75% +2,636 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 35,327 $11.1M 0.48% -670 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 35,303 $11M 3.51% -4,277 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 35,243 $11M 4.01% -28 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 35,241 $11M 1.05% -4,265 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 35,195 $11M 1.5% -198 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 35,160 $11M 8.21% -11,938 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 35,070 $11M 1% +1,358 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 35,047 $11M 10.41% -915 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 35,030 $11M 1.81% +243 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 35,006 $11M 0.9% +8,506 13F-HR Timeline CNA FINANCIAL CORP in group CNA FINANCIAL CORP More: the full row for CNA FINANCIAL CORP 35,000 $11M 5.32% -10,000 13F-HR Timeline Group Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 34,994 $11M 13.69% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 33,339 $11M 1.39% +1,731 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 34,830 $10.9M 0.3% +3,645 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 34,647 $10.8M 1.01% -750 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 34,528 $10.8M 3.88% +1,837 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 34,519 $10.8M 2.79% -3,042 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 34,454 $10.8M 0.49% -2,839 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 34,367 $10.8M 1.49% +483 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 34,360 $10.8M 4.05% -911 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 34,306 $10.7M 0.6% +3,709 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 34,294 $10.7M 0.75% -4,916 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 34,275 $10.7M 2.35% -438 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 34,275 $10.7M 1.72% +450 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 34,231 $10.7M 0.28% +3,744 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 34,215 $10.7M 3.28% -584 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 34,200 $10.7M 3.01% 0 13F-HR/A Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 34,200 $10.7M 0.7% +812 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 34,142 $10.7M 2.17% -1,177 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 34,041 $10.7M 0.65% -413 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 33,957 $10.6M 4.42% -173 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 33,942 $10.6M 1.19% -1,014 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 33,900 $10.6M 1.47% new 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 33,896 $10.6M 0.5% +10,506 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 33,880 $10.6M 0.87% +2,447 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 33,874 $10.6M 3.95% -641 13F-HR Timeline PFC CAPITAL GROUP, INC. 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