Aviso Financial Inc. More: the full row for Aviso Financial Inc. 92,586 $22.5M 0.91% -2,056 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 92,190 $22.4M 0.06% +994 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 92,008 $22.4M 0.75% +15,840 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 91,982 $22.4M 4.6% +17,400 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 91,941 $22.4M 4.53% -339 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 91,920 $22.3M 2.93% +29,498 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 91,800 $22.3M 1.34% +638 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 91,433 $22.2M 2.32% +74 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 91,374 $22.2M 2.66% -8,961 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 91,126 $22.2M 4% -478 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 91,076 $22.1M 7.65% +1,440 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 90,808 $22.1M 3.64% +317 13F-HR Timeline Black Creek Investment Management Inc. More: the full row for Black Creek Investment Management Inc. 90,527 $22M 1.04% -24,084 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 90,433 $22M 0.15% +63,554 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 90,343 $22M 1.8% -6,105 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 90,218 $21.9M 7.68% -56,054 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 90,123 $21.9M 3.68% -440 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 89,956 $21.9M 3.06% +183 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 89,890 $21.9M 1.6% -3,060 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 89,872 $21.8M 2.3% +2,578 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 89,862 $21.8M 5.43% -898 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 89,861 $21.8M 5.59% -73 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 89,859 $21.8M 0.95% -996 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 89,799 $21.8M 5.73% +1,572 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 89,468 $21.7M 1.61% +1,574 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 89,326 $21.7M 4.59% +555 13F-HR Timeline Bandera Partners LLC More: the full row for Bandera Partners LLC 89,322 $21.7M 9.52% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 89,283 $21.7M 0.43% -3,855 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 89,199 $21.7M 5.14% -2,448 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 89,191 $21.7M 1.15% +2,160 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 89,164 $21.7M 2.79% -2,412 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 89,078 $21.7M 6.25% +573 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 88,943 $21.6M 5.9% -1,062 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 88,686 $21.6M 5.46% +3,582 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 88,619 $21.5M 10.57% -582 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 88,536 $21.5M 0.83% -35,851 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 88,456 $21.5M 5.89% +2,739 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 88,398 $21.5M 5.31% -189 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 79,805 $21.5M 1.24% +3,226 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 88,370 $21.5M 1.86% 0 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 88,363 $21.5M 4.76% +746 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 88,017 $21.4M 0.12% +16,446 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 87,686 $21.3M 2.48% +1,439 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 87,435 $21.3M 0.78% +11,143 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 87,383 $21.2M 0.15% -332,722 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 87,254 $21.2M 1.11% -713 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 87,233 $21.2M 0.54% -21,113 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 87,214 $21.2M 1.5% -1,741 13F-HR/A Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 87,201 $21.2M 2.9% +106 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 87,102 $21.2M 4.3% -995 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 87,067 $21.2M 6.07% -1,624 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 87,067 $21.2M 1.75% -1,565 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 86,900 $21.1M 1.3% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 86,577 $21M 1.21% -12,282 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 86,470 $21M 4.21% -2,024 13F-HR Timeline FERNBRIDGE CAPITAL MANAGEMENT LP More: the full row for FERNBRIDGE CAPITAL MANAGEMENT LP 86,275 $21M 1.02% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 86,254 $21M 0.68% +735 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 86,177 $20.9M 2.49% -5,091 13F-HR Timeline Group DJE Kapital AG More: the full row for DJE Kapital AG 117,781 $20.9M 0.51% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 85,848 $20.9M 2.92% -659 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 85,793 $20.9M 0.44% +1,746 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 85,783 $20.9M 2% +9,064 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 77,671 $20.8M 0.54% +676 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 85,345 $20.7M 7.98% -352 13F-HR Timeline Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 85,275 $20.7M 5.68% 0 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 85,232 $20.7M 4.82% -10,774 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 85,086 $20.7M 0.56% -2,217 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 84,918 $20.6M 3.82% +84 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 84,752 $20.6M 5.36% -3,396 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 84,664 $20.6M 5.52% -4,513 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 84,623 $20.6M 5.97% -3,030 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 84,399 $20.5M 4.43% -11,001 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 84,354 $20.5M 1.42% -20,036 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 84,263 $20.5M 0.96% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 84,216 $20.5M 2.09% -1,697 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 83,862 $20.4M 2.41% -112,774 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 83,853 $20.4M 2.2% -1,094 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 83,851 $20.4M 0.51% +77,622 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 83,614 $20.3M 1.36% +2,559 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 83,324 $20.3M 0.09% -166,806 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 83,289 $20.2M 2.69% +7,671 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 83,220 $20.2M 1.26% +7,374 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 83,215 $20.2M 3.08% -16,332 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 82,884 $20.1M 2.77% -2,926 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 82,870 $20.1M 0.26% +71,944 13F-HR Timeline Ariose Capital Management Ltd More: the full row for Ariose Capital Management Ltd 82,655 $20.1M 6.75% -52,345 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 82,622 $20.1M 0.11% -107,966 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 82,493 $20.1M 0.94% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 82,291 $20M 1.5% +194 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 82,233 $20M 1.67% -9,831 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 82,197 $20M 3.59% -129 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 81,783 $19.9M 2.57% -550 13F-HR/A Timeline KG Capital Management More: the full row for KG Capital Management 81,302 $19.8M 5.43% -7,754 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 81,261 $19.8M 2.62% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 69,296 $19.7M 0.74% +11,836 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 69,159 $19.7M 1.37% -2,997 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 80,974 $19.7M 1.35% +12,193 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 80,851 $19.7M 1.76% +17,840 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 80,831 $19.7M 2.14% +43,459 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 80,565 $19.6M 3.67% -57 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 80,536 $19.6M 2.83% -3,500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 80,284 $19.6M 0.49% -2,724 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 80,450 $19.6M 1.67% -5,411 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 80,341 $19.5M 1.45% -125 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 80,136 $19.5M 3.28% -1,642 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 80,117 $19.5M 2.24% -33,490 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 80,072 $19.5M 0.38% +1,969 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 80,014 $19.4M 2.51% -18,704 13F-HR Timeline Loews Corp More: the full row for Loews Corp 80,000 $19.4M 0.16% -5,000 13F-HR Timeline Rovida Advisors Inc. More: the full row for Rovida Advisors Inc. 80,000 $19.4M 16.77% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 79,902 $19.4M 2.38% +23,579 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 79,869 $19.4M 0.55% -4,364 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 79,646 $19.4M 2.6% -5,252 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 79,644 $19.4M 3.2% +77,374 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 79,610 $19.4M 4.15% -5,395 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 79,475 $19.3M 3.12% -1,796 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 79,306 $19.3M 0.99% +43 13F-HR Timeline LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 79,280 $19.3M 1.46% -143,900 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 79,268 $19.3M 1.64% -9,028 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 79,218 $19.3M 0.39% +2,863 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 79,065 $19.2M 5.32% +1,358 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 79,064 $19.2M 1.19% +1,618 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 78,994 $19.2M 1.01% -1,303 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 78,953 $19.2M 0.74% -2,709 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 78,947 $19.2M 3.18% -748 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 78,798 $19.2M 5.13% +3,237 13F-HR Timeline Two Point Capital Management, Inc. More: the full row for Two Point Capital Management, Inc. 78,790 $19.2M 7.7% -1,817 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 78,710 $19.1M 1.61% +70,875 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 78,396 $19.1M 5.2% +11 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 78,290 $19M 0.37% +5,350 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 78,113 $19M 2.2% -277 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 78,090 $19M 1.18% -2,497 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 77,522 $18.8M 0.72% -1,099 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 77,437 $18.8M 2.5% +821 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 77,294 $18.8M 1.94% -27,631 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 76,966 $18.7M 5.94% 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 76,695 $18.6M 2.56% -1,016 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 76,550 $18.6M 2.29% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 76,476 $18.6M 0.81% +3,401 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 75,680 $18.5M 1.14% +18,968 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 75,698 $18.4M 3.21% +4,144 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 75,576 $18.4M 2.69% +17,021 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75,475 $18.3M 1.53% -533 13F-HR Timeline Group Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 75,334 $18.3M 0.94% -7,846 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 75,313 $18.3M 3.5% +56,648 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 75,273 $18.3M 1.39% +717 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 75,186 $18.3M 0.8% -125,520 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 75,180 $18.3M 0.88% -7,474 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 75,053 $18.2M 2.66% new 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 75,000 $18.2M 0.57% 0 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 74,974 $18.2M 5.72% -256 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 74,507 $18.1M 3.62% +453 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 74,368 $18.1M 0.94% +1,824 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 74,302 $18.1M 3.67% -2,038 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 74,169 $18M 2% -2,962 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 74,153 $18M 11.13% +372 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 74,032 $18M 0.57% +4,476 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 73,891 $18M 0.55% -1,373 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 73,656 $17.9M 1.15% -89 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 73,217 $17.8M 2.54% +38,915 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 73,181 $17.8M 6.13% +4,355 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 73,153 $17.8M 0.88% +6,565 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 72,900 $17.7M 0.97% new 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 72,862 $17.7M 2.5% +9,193 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 72,840 $17.7M 0.72% -2,648 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 72,722 $17.7M 2.79% +2,105 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 72,644 $17.7M 0.63% -1,269 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 72,608 $17.7M 0.67% +3,740 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 72,567 $17.6M 2.22% +2,273 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 72,494 $17.6M 3.91% -63 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 72,359 $17.6M 0.84% -589 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 72,116 $17.5M 2.44% -942 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 71,915 $17.5M 4.14% +4,835 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 71,744 $17.4M 4.15% -9 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 71,731 $17.4M 1.71% +1,457 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 71,640 $17.4M 2.16% -3,192 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 71,520 $17.4M 2.53% -805 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 71,364 $17.3M 3.78% +18,870 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 71,343 $17.3M 0.36% +32,540 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 71,300 $17.3M 1.07% -4,194 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 71,167 $17.3M 7.82% -1,335 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 71,160 $17.3M 3.67% -1,194 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 71,137 $17.3M 5.88% -223 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 71,000 $17.3M 5.52% 0 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 70,971 $17.3M 1.12% +285 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 70,964 $17.3M 7.91% -62,794 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 70,937 $17.2M 2.51% -123 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 70,904 $17.2M 6.32% +2,867 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 70,843 $17.2M 0.79% +2,456 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 70,717 $17.2M 0.88% +18,396 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 70,567 $17.2M 2.67% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 70,312 $17.1M 0.8% +7,539 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 70,300 $17.1M 0.73% -2,697 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 70,037 $17M 1.93% +2,386 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 69,857 $17M 1.86% +2,364 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 69,844 $17M 3.27% -1,932 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 69,837 $17M 4.73% +21,956 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 69,661 $16.9M 2.35% +423 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 69,539 $16.9M 3.55% +3,129 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 68,996 $16.9M +1,050 Timeline