SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 93,252 $16.4M 3.48% +2,224 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 93,170 $16.4M 1.2% +9,929 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 93,138 $16.4M 0.35% -311 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 93,121 $16.4M 2.62% -1,106 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 93,036 $16.4M 1.18% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 92,950 $16.4M 1.38% +8,023 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Miller Investment Management, LP More: the full row for Miller Investment Management, LP 92,881 $16.4M 1.72% +1,506 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 92,780 $16.4M 0.39% -16,276 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 92,280 $16.3M 3.53% -320 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 92,064 $16.2M 1.5% -37,662 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 91,268 $16.2M 2.11% +3,410 13F-HR Timeline Group ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 91,873 $16.2M 1.89% +89,248 13F-HR Timeline FACT Capital, LP More: the full row for FACT Capital, LP 91,872 $16.2M 7.7% -15,047 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 91,647 $16.2M 4.03% -1,422 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 91,604 $16.1M 3.19% +693 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 91,576 $16.1M 2.29% +1,851 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 91,359 $16.1M 1.67% -240 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 91,196 $16.1M 0.05% -514 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 91,162 $16.1M 1.02% +3,657 13F-HR Timeline Eldred Rock Partners, LLC More: the full row for Eldred Rock Partners, LLC 91,127 $16.1M 4.88% -4,880 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 90,855 $16M 0.75% -1,566 13F-HR Timeline BERKLEY W R CORP More: the full row for BERKLEY W R CORP 90,800 $16M 0.99% new 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 90,760 $16M 4.22% -2,671 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 90,563 $16M 2.91% -2,835 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 90,491 $15.9M 2.85% +811 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 90,332 $15.9M 0.64% +2,848 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 90,005 $15.9M 4.52% -3,340 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 89,934 $15.8M 4.76% -236 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 89,773 $15.8M 2.32% +1,356 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 89,636 $15.8M 6% -2 13F-HR Timeline Bandera Partners LLC More: the full row for Bandera Partners LLC 89,322 $15.7M 7.1% -26,978 13F-HR Timeline ATOMVEST Ltd More: the full row for ATOMVEST Ltd 89,300 $15.7M 29.56% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 89,218 $15.7M 0.23% +27,689 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 89,201 $15.7M 8.5% -1,016 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 89,177 $15.7M 4.67% -5,236 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 89,056 $15.7M 4.63% +6,317 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 88,955 $15.7M 1.18% -1,287 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 88,771 $15.6M 3.62% +4,799 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 88,691 $15.6M 4.7% -924 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 88,632 $15.6M 1.37% -15,844 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 88,587 $15.6M 4.62% +32,413 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 88,505 $15.6M 4.99% +16,155 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 88,494 $15.6M 3.46% +1,279 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 88,370 $15.6M 1.53% -2,320 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 88,296 $15.6M 1.37% -2,848 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 88,273 $15.6M 0.17% -189,704 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 88,227 $15.5M 4.6% -1,515 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 88,148 $15.5M 4.29% -1,663 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 88,097 $15.5M 3.37% +3,901 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 87,967 $15.5M 0.91% +1,757 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 87,894 $15.5M 1.2% +14,313 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 87,653 $15.4M 4.89% -311 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 87,617 $15.4M 3.65% +1,679 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 87,407 $15.4M 1.98% +14,709 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 87,303 $15.4M 0.44% -761 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 87,294 $15.4M 1.74% +631 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 99,387 $15.4M 8.8% -321 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 87,095 $15.3M 2.29% +1,858 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 87,031 $15.3M 0.91% +1,705 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 86,665 $15.3M 1.22% +31,350 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 86,507 $15.2M 2.28% +705 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 86,247 $15.2M 1.87% -5,675 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 86,159 $15.2M 2.52% -1,031 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 85,913 $15.1M 1.64% -327 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 85,861 $15.1M 1.33% +410 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 85,810 $15.1M 2.22% -906 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 85,717 $15.1M 4.52% -295 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 85,697 $15.1M 6% -98 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 85,519 $15.1M 0.53% -1,656 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 85,383 $15M 0.96% +4,238 13F-HR Timeline Group Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 85,275 $15M 4.44% 0 13F-HR Timeline Group HWG Holdings LP More: the full row for HWG Holdings LP 85,104 $15M 4.39% +3,721 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 85,005 $15M 3.5% +644 13F-HR Timeline Loews Corp More: the full row for Loews Corp 85,000 $15M 0.12% +10,000 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 84,947 $15M 1.75% +6,600 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 84,898 $15M 2.07% -3,759 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 84,834 $15M 2.99% -13,486 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 84,501 $14.9M 0.37% -13,970 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 84,233 $14.8M 0.45% -3,483 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 78,041 $14.8M 7.12% -219 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 84,047 $14.8M 0.35% -4,140 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 84,036 $14.8M 2.33% -5,440 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 83,762 $14.8M 0.72% +15,142 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 83,180 $14.7M 0.85% +2,961 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 76,995 $14.6M 0.42% +4,103 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 83,008 $14.6M 0.4% -1,559 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 82,654 $14.6M 0.71% -86,535 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 80,978 $14.5M 2.47% -6,575 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 82,333 $14.5M 1.97% +1,768 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 82,326 $14.5M 2.71% +255 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 82,097 $14.5M 1.2% +3,630 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 81,954 $14.4M 6.32% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 81,778 $14.4M 2.45% +36,828 13F-HR Timeline Two Point Capital Management, Inc. More: the full row for Two Point Capital Management, Inc. 80,607 $14.4M 6.12% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,662 $14.4M 0.59% +2,515 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 81,572 $14.4M 0.11% -546,643 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 81,271 $14.3M 2.82% -28,235 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 81,055 $14.3M 1.07% +9,057 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 80,622 $14.2M 2.79% +261 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 80,587 $14.2M 0.92% -2,426 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 80,466 $14.2M 1.11% -1 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 80,297 $14.2M 0.79% +2,479 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 72,156 $14.1M 1.07% +1,713 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 80,000 $14.1M 1.32% new 13F-HR Timeline Group Rovida Advisors Inc. More: the full row for Rovida Advisors Inc. 80,000 $14.1M 12.54% -50,000 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 79,695 $14M 2.59% +2,521 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 79,470 $14M 4.61% -15,718 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 79,263 $14M 0.79% +4,111 13F-HR Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 78,872 $13.9M 6.07% -1,080 13F-HR Timeline Financial Partners Group, LLC More: the full row for Financial Partners Group, LLC 78,871 $13.9M 5.03% +2,970 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 78,621 $13.9M 0.62% +990 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 78,390 $13.8M 1.7% -12,810 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 78,385 $13.8M 4.11% -2,648 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 78,235 $13.8M 8.25% +22,135 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 78,202 $13.8M 1.98% -8,149 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 78,103 $13.8M 0.31% -4,511 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 77,711 $13.7M 2.09% +9,225 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 77,707 $13.7M 4.21% +1,494 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 77,446 $13.6M 0.95% -43,336 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 77,131 $13.6M 1.62% -2,406 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 76,917 $13.6M 8.5% +23,795 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 76,757 $13.5M 1.34% +1,835 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 76,747 $13.5M 0.91% -820 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 76,719 $13.5M 1.43% +11,991 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 76,616 $13.5M 1.71% +2,992 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 76,579 $13.5M 0.92% +2,244 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 76,550 $13.5M 1.81% 0 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 76,355 $13.5M 0.3% +5,541 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 76,340 $13.5M 3% +1,746 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 76,292 $13.4M 0.52% -4,771 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 76,263 $13.4M 2.39% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 76,168 $13.4M 0.51% +30,269 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 76,008 $13.4M 1.23% -2,150 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 75,846 $13.4M 0.92% +14,604 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 75,779 $13.4M 1.31% -15,094 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 75,618 $13.3M 1.97% -35,134 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 75,561 $13.3M 3.83% +6,413 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 75,494 $13.3M 0.88% +4,818 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 75,488 $13.3M 0.56% +1,799 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 75,373 $13.3M 0.87% -7,817 13F-HR/A Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 75,264 $13.3M 0.42% -4,923 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 75,230 $13.3M 4.58% +1,001 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 75,073 $13.2M 0.43% -2,097 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 75,000 $13.2M 0.46% -575,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 74,913 $13.2M 2.37% +36,161 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 74,832 $13.2M 1.79% +2,969 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 74,718 $13.2M 0.33% +9,631 13F-HR/A Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 74,582 $13.1M 3.31% -184 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 74,556 $13.1M 1.09% +6,257 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 74,393 $13.1M 5.58% +7,215 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 74,054 $13.1M 3.26% +4,161 13F-HR Timeline Pennant Investors, LP group of 2 filers holding More: the full row for Pennant Investors, LP 74,000 $13M -116,200 Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 73,913 $13M 0.51% -11,842 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 73,781 $13M 8.83% +543 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 73,745 $13M 0.91% +586 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 73,598 $13M 0.3% -1,820 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 73,210 $12.9M 2.78% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 73,075 $12.9M 0.63% +1,715 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 73,058 $12.9M 1.92% -1,329 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 72,997 $12.9M 0.64% +14,823 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 72,948 $12.9M 0.66% -1,072 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 72,940 $12.9M 0.28% +8,807 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 72,557 $12.8M 3.02% -97 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 72,544 $12.8M 0.75% -1,868 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 72,502 $12.8M 6.74% -120 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 72,461 $12.8M 4% +1,585 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 72,354 $12.8M 2.91% +134 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 72,325 $12.7M 1.96% -1,175 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 71,801 $12.7M 0.9% -1,365 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 71,776 $12.6M 2.77% -944 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 71,753 $12.6M 3.12% +6,992 13F-HR Timeline COOPER INVESTORS PTY LTD More: the full row for COOPER INVESTORS PTY LTD 71,712 $12.6M 2.3% -41,517 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 71,693 $12.6M 0.56% +67,846 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 71,644 $12.6M 3.9% +497 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 71,571 $12.6M 0.07% -1,155 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 71,554 $12.6M 2.3% -8,843 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 67,946 $12.6M +3,039 Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 71,360 $12.6M 4.42% +22,891 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 71,060 $12.5M 1.93% -318 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 71,049 $12.5M 0.68% -30,649 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 71,000 $12.5M 4.41% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 70,686 $12.5M 0.89% -86,709 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 70,617 $12.4M 2.14% +1,195 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 70,567 $12.4M 2.02% +30 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 70,294 $12.4M 1.68% +513 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 70,274 $12.4M 1.33% -2,732 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 70,120 $12.4M 3.94% +752 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 69,951 $12.3M 1.42% -314 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 69,932 $12.3M 0.88% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 69,926 $12.3M 1.57% 0 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 69,830 $12.3M 3.15% -77 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 69,771 $12.3M 0.97% -1,759 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 69,603 $12.3M 3.88% -2,210 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 69,556 $12.3M 0.45% -2,926 13F-HR Timeline Maestria Partners LLC More: the full row for Maestria Partners LLC 69,500 $12.2M 4.26% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 69,238 $12.2M 1.85% -5,409 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 69,107 $12.2M 0.33% -474,395 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 69,056 $12.2M 0.53% -6,699 13F-HR Timeline Group DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 69,014 $12.2M 1.6% +35,604 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 68,932 $12.1M 2.8% -319 13F-HR Timeline