NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 90,419 $32.3M 2.29% -8,870 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 90,198 $32.2M 3.67% -3,797 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 90,108 $32.2M 11.13% -7,327 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 90,075 $32.2M 1% -9,359 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 90,056 $32.2M 0.85% +9,530 13F-HR Timeline 3G Capital Partners LP More: the full row for 3G Capital Partners LP 90,000 $32.2M 8.62% -22,500 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 90,000 $32.2M 0.65% +24,297 13F-HR Timeline Group Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 89,780 $32.1M 0.66% -2,897 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 89,600 $32M 5.05% +9,910 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 89,592 $32M 2.92% +1,629 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 89,552 $32M 5.39% +40 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 89,371 $31.9M 0.47% +5,033 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 89,364 $31.9M 2.06% -2,622 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 89,356 $31.9M 7.42% -1,593 13F-HR Timeline Bandera Partners LLC More: the full row for Bandera Partners LLC 89,322 $31.9M 11.24% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 90,237 $31.9M 1.04% 0 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 88,993 $31.8M 3.99% +38,277 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 88,979 $31.8M 1.99% -1,469 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 88,908 $31.8M 4.85% +1,213 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 88,881 $31.8M 1.89% +4,919 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 88,859 $31.8M 1.58% -4,054 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 88,790 $31.7M 5.44% -20,762 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 88,779 $31.7M 4.66% -3,839 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 88,586 $31.7M 0.67% +1,764 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 88,527 $31.6M 9.02% -13,708 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 88,504 $31.6M 4.24% -928 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 88,308 $31.6M 0.61% -3,519 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 88,288 $31.6M 1.34% -650 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 88,055 $31.5M 5.68% -360 13F-HR/A Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 87,883 $31.4M 9.31% -4,127 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 87,842 $31.4M 1.22% -1,457 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 87,578 $31.3M 3.29% +1,146 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 87,502 $31.3M 2.51% -3,504 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 87,241 $31.2M 2.29% +1,852 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 87,229 $31.2M 2.75% -1,454 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 87,041 $31.1M 2.38% +1,318 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 86,983 $31.1M 3.47% +1,155 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 86,646 $31M 3.44% -3,795 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 86,221 $30.8M 1.34% +9,621 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 85,938 $30.7M 0.77% +7,047 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 85,922 $30.7M 1.73% +13 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 85,652 $30.6M 6.9% +321 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 85,639 $30.6M 4.26% +28,783 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 85,383 $30.5M 7.55% +619 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 85,095 $30.4M 0.48% +10,259 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 85,062 $30.4M 0.47% +4,197 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 84,951 $30.4M 3.42% +494 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 84,614 $30.2M 5.02% -70 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 84,580 $30.2M 0.5% -599 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 84,341 $30.1M 0.82% +1,808 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 84,174 $30.1M 2.27% -19,580 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 83,888 $30M 1.41% +199 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 83,863 $30M 5.03% -7,248 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 83,695 $29.9M 1.91% -5,821 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 83,617 $29.9M 2.09% -8,802 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 83,602 $29.9M 1.83% -10,444 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 83,586 $29.9M 5.45% -504 13F-HR Timeline Davidson Kempner Capital Management LP More: the full row for Davidson Kempner Capital Management LP 83,286 $29.8M 0.48% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Krilogy Financial LLC More: the full row for Krilogy Financial LLC 83,246 $29.7M 0.88% -2,590 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 83,209 $29.7M 1.68% +1,669 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 83,154 $29.7M 3.67% +1,177 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 83,081 $29.7M 11.63% -35,480 13F-HR/A Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 83,070 $29.7M 4.73% -6,782 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 81,850 $29.7M 0.94% -1,560 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 82,918 $29.6M 3.11% +64,887 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 82,855 $29.6M 1.12% +9,166 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 82,715 $29.6M 1.25% -2,452 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 82,341 $29.4M 0.15% -1,559 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 82,223 $29.4M 1.63% -11,960 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 82,214 $29.4M 5.9% -3,215 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 82,874 $29.4M 2.43% -383,152 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 82,119 $29.3M 2.66% +9,139 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 81,901 $29.3M 6.59% -11,148 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 81,380 $29.1M 2.49% -4,499 13F-HR Timeline Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 81,275 $29M 10.08% -4,000 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 81,186 $29M 4.76% -7,185 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 81,026 $29M 0.07% -8,271 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 81,024 $29M 1.05% -414 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 81,020 $29M 2.83% -1,101 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 80,921 $28.9M 1.87% +9,574 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 80,899 $28.9M 5.47% +2,537 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 80,658 $28.8M 1.23% -1,765 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 80,646 $28.8M 1.38% +589 13F-HR Timeline AMS Capital Ltda More: the full row for AMS Capital Ltda 80,513 $28.8M 9.89% -30,961 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 80,255 $28.7M 0.94% +108 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 80,154 $28.6M 4.12% +24 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 80,055 $28.6M 1.45% +2,649 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 76,085 $28.4M 1.55% +11,303 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 79,070 $28.3M 3.09% +199 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 79,021 $28.2M 6.02% -1,556 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 79,016 $28.2M 2.01% -1,945 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 79,475 $28.2M 1.39% -939 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 78,783 $28.2M 2.8% -3,623 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 78,625 $28.1M 2.44% 0 13F-HR Timeline TriCert Investment Counsel Inc. More: the full row for TriCert Investment Counsel Inc. 78,496 $28.1M 2.61% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 78,479 $28M 1.62% +1,975 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 78,476 $28M 3.63% -19,584 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 78,391 $28M 4.57% -8,463 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 78,073 $27.9M 0.99% +57,633 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 78,000 $27.9M 5.59% -27,000 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 77,631 $27.7M 4.95% +9,585 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 87,295 $27.7M 0.56% +3,411 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 77,460 $27.7M 6.03% +1,437 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 77,154 $27.6M 1.44% +20,228 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 77,140 $27.6M 11.43% +580 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 76,858 $27.5M 6.63% -12,300 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 76,656 $27.4M 1.22% -1,343 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 76,506 $27.3M 6.82% -255 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 76,506 $27.3M 6.82% +57,194 13F-HR Timeline Arbejdsmarkedets Tillaegspension More: the full row for Arbejdsmarkedets Tillaegspension 76,188 $27.2M 0.59% -11,047 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 76,016 $27.2M 7.25% -201 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 75,937 $27.1M 5.51% -4,503 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 75,925 $27.1M 4.48% -2,315 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 75,819 $27.1M 1.81% -150 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 75,704 $27.1M 5.13% -4 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 75,282 $26.9M 6.42% -6,463 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 75,177 $26.9M 3.93% -1,037 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 75,168 $26.9M 14.54% +1,522 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 75,153 $26.9M 0.99% -39,449 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 74,960 $26.8M 1.41% +1,019 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 74,726 $26.7M 2.97% -11,050 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 74,676 $26.7M 2.71% -1,328 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 74,627 $26.7M 4.3% -15,841 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 75,186 $26.6M 3.92% -2,248 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 74,538 $26.6M 2.66% -5,148 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 74,451 $26.6M 6.73% -3,038 13F-HR Timeline Benchstone Capital Management LP More: the full row for Benchstone Capital Management LP 74,450 $26.6M 3.32% -41,249 13F-HR Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 74,290 $26.5M 5.71% +4,597 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 74,288 $26.5M 5.56% +5 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 74,285 $26.5M 13.71% +969 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 74,223 $26.5M 5.8% -3,280 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 73,779 $26.4M 11.18% -53,795 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 73,754 $26.4M 1.8% +975 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 73,746 $26.4M 1.36% +10,992 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 73,544 $26.3M 7.62% -824 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 73,519 $26.3M 3.31% -4,053 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 73,493 $26.3M 1.55% +426 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 73,215 $26.2M 1.66% -1,445 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 73,206 $26.2M 1.14% -160 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 72,019 $26.1M 0.51% +1,730 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 72,658 $26M 2.07% -1,913 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 72,630 $26M 3.15% -5,208 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 72,545 $25.9M 1.19% +9,266 13F-HR Timeline Group Northstar Group, Inc. More: the full row for Northstar Group, Inc. 72,408 $25.9M 3.33% -515 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 72,268 $25.8M 0.64% +3,935 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 72,262 $25.8M 4.49% -1,819 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 72,183 $25.8M 0.81% +3,999 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 72,155 $25.8M 3.06% -3,603 13F-HR Timeline Group EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 72,200 $25.8M 7.85% -22,500 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 71,952 $25.7M 6.46% -1,970 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 71,896 $25.7M 10.43% -11,822 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 71,640 $25.6M 4.08% -1,514 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 71,543 $25.6M 2.12% +1,496 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 71,362 $25.5M 7.03% -9,619 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 71,337 $25.5M 6.06% -3,333 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 71,250 $25.5M 6.96% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 71,079 $25.4M 0.63% -943 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 71,072 $25.4M 3.45% -192 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 70,846 $25.3M 7.81% +230 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 70,428 $25.2M 0.88% -12,555 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 70,414 $25.2M 3.76% -8,920 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 70,410 $25.2M 5.53% -144 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 70,277 $25.1M 5.22% +489 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 70,198 $25.1M 3.24% -3,462 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 70,087 $25M 2.42% -85 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 70,027 $25M 1.34% +222 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 70,013 $25M 1.55% +476 13F-HR Timeline Headwater Capital Co Ltd More: the full row for Headwater Capital Co Ltd 70,000 $25M 5.07% -160,000 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 69,753 $24.9M 1.01% -2,213 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 69,694 $24.9M 4.9% -10,413 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 69,594 $24.9M 0.98% -999 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 69,373 $24.8M 2.01% -325 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 69,164 $24.7M 2.48% -1,163 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 69,038 $24.7M 0.36% +1,060 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 68,922 $24.6M 7.22% -6,086 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 68,855 $24.6M 2.02% +1,930 13F-HR Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 68,800 $24.6M 3.26% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 68,722 $24.6M 0.21% -250 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 68,674 $24.5M 2.29% -1,007 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 68,605 $24.5M 2.83% +420 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 68,458 $24.5M 2.28% +57 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 68,181 $24.5M 5.23% -4,822 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 68,351 $24.4M 4.66% -278 13F-HR Timeline Geneos Wealth Management Inc. 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