TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 96,766 $30.3M 0.65% +2,946 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 96,758 $30.3M 2.07% +883 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 96,616 $30.2M 2.27% -1,383 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 96,606 $30.2M 0.79% -4,414 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 96,495 $30.2M 3.49% -10,340 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 96,467 $30.2M 1.99% +12,113 13F-HR/A Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 96,438 $30.2M 5.87% -992 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 96,077 $30.1M 1.83% -1,546 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 95,806 $30M 1.09% +8,371 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 95,718 $30M 0.77% +11,867 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 95,350 $29.8M 4.9% 13F-HR Timeline S&CO INC More: the full row for S&CO INC 95,307 $29.8M 1.85% -389 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 95,124 $29.8M 1.68% +1,310 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 95,052 $29.8M 8.1% -2,929 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 94,993 $29.7M 5.1% -8,927 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 94,940 $29.7M 4.61% -271 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 94,896 $29.7M 0.61% +915 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 94,865 $29.7M 4.65% +4,057 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 94,829 $29.7M 6.75% -2,098 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 94,549 $29.6M 2.83% +4,677 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 94,439 $29.6M 1.28% -4,645 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 93,430 $29.2M 1.11% +844 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 93,304 $29.2M 3.24% -3,748 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 93,211 $29.2M 0.9% -530,878 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 92,726 $29M 1.75% -6,411 13F-HR Timeline Group Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 92,720 $29M 5.2% -24,612 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 92,422 $28.9M 1.68% +622 13F-HR Timeline Retail Employees Superannuation Pty Ltd… More: the full row for Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 92,339 $28.9M 7.75% 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 93,474 $28.9M 12.86% -4,865 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 92,138 $28.8M 6.89% -17,486 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 92,042 $28.8M 1.33% +2,851 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 91,825 $28.7M 4.44% -1,506 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 91,809 $28.7M 7.4% +2,010 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 91,791 $28.7M 1.98% -22,871 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 85,925 $28.6M 0.97% +16,629 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 91,020 $28.5M 1.19% +1,161 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 91,001 $28.5M 5.43% -44,997 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 90,935 $28.5M 6.97% +1,073 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 90,865 $28.4M 1.14% -28,175 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 90,775 $28.4M 5.48% -1,207 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 90,747 $28.4M 2.73% +4,964 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 90,667 $28.4M 3.57% -1,253 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 90,551 $28.3M 0.87% -3,942 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 90,475 $28.3M 3.83% +40,044 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 90,430 $28.3M 2.87% -1,003 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 90,342 $28.3M 1.5% -17,955 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 90,218 $28.2M 1.45% -28,295 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 90,190 $28.2M 4.36% -32,062 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 90,142 $28.2M 5.39% -984 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 89,837 $28.1M 1.06% +1,301 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 89,819 $28.1M 4.56% -3,032 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 89,759 $28.1M 1.67% 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 89,721 $28.1M 2.75% -4,522 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 89,678 $28.1M 0.78% -2,969 13F-HR/A Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 89,228 $28M 1.06% +13,548 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 89,410 $28M 3.93% -546 13F-HR Timeline Bandera Partners LLC More: the full row for Bandera Partners LLC 89,322 $28M 12.57% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 89,310 $28M 0.81% new 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 89,078 $27.9M 7.49% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 88,946 $27.8M 9.84% -2,130 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 88,904 $27.8M 4.47% -6,193 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 88,491 $27.7M 0.52% -792 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 88,057 $27.6M 2.55% -17,276 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 87,721 $27.5M 1.88% +507 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 87,669 $27.4M 1.25% -5,555 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 87,577 $27.4M 5.99% -786 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 87,372 $27.3M 2.67% -5,476 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 86,644 $27.3M 6.56% -3,217 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 87,097 $27.3M 1.06% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 87,087 $27.3M 2.57% -5,651 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 87,061 $27.3M 5.49% -4,880 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 87,030 $27.2M 1.28% +12,662 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 86,722 $27.1M 1.99% +22,244 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 86,621 $27.1M 3.37% -2,543 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 86,499 $27.1M 0.57% +706 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 86,420 $27M 5.17% -682 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 86,060 $26.9M 0.14% -1,957 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 86,047 $26.9M 1.45% -530 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 80,769 $26.9M 4.33% -4,123 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 85,893 $26.9M 7.13% -2,563 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 85,851 $26.9M 2.18% -4,492 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 142,468 $26.9M 2.13% 13F-HR Timeline Freshford Capital Management, LLC in group Freshford Capital Management,… More: the full row for Freshford Capital Management, LLC 85,591 $26.8M 10.74% -66,366 13F-HR Timeline Group Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 85,275 $26.7M 7.06% 0 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 84,841 $26.6M 0.07% -7,349 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 84,802 $26.5M 0.86% +13,959 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 84,645 $26.5M 1.47% +19,885 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 84,515 $26.5M 6.82% -149 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 84,514 $26.5M 1.32% -2,740 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 79,264 $26.4M 3.03% -638 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 84,382 $26.4M 3.08% -1,795 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 84,216 $26.4M 1.85% -5,674 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. White Pine Investment CO More: the full row for White Pine Investment CO 84,180 $26.3M 6.21% -5,019 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 84,117 $26.3M 11.79% -17,548 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 84,008 $26.3M 4.32% +1,811 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 83,844 $26.2M 4.78% -1,074 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 83,806 $26.2M 0.64% +3,522 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 83,821 $26.2M 6.77% +2,519 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 83,812 $26.2M 5.88% -1,420 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 83,768 $26.2M 3.47% -2,080 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 83,372 $26.1M 1.98% -216,628 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 83,349 $26.1M 0.64% -3,884 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 83,311 $26.1M 1.79% +1,020 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 83,307 $26.1M 3.46% -3,894 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 83,164 $26M 2.62% -1,052 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 82,999 $26M 5.16% -1,400 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 78,777 $25.8M 0.64% +1,106 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 82,500 $25.8M 16.97% +22,500 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 82,469 $25.8M 3.26% -1,393 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 82,455 $25.8M 3.96% -760 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 82,433 $25.8M 5.28% -6,893 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 82,129 $25.7M 20.09% 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 82,063 $25.7M 7.09% -12,480 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 81,987 $25.7M 7.24% -5,080 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 81,945 $25.6M 2.16% -7,523 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 81,803 $25.6M 2.02% +952 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 81,751 $25.6M 6.61% -3,001 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 81,703 $25.6M 3.42% -1,181 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 81,180 $25.5M 6.82% -11,959 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 81,467 $25.5M 12.01% -7,152 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 81,445 $25.5M 2.77% -2,408 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 81,402 $25.5M 1.67% -2,212 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 81,175 $25.4M 9.9% -4,170 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 80,856 $25.3M 1.5% +1,051 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 80,770 $25.3M 3.57% +234 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 80,531 $25.2M 6.86% -8,412 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 80,501 $25.2M 2.8% -10,139 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 80,435 $25.2M 0.39% +363 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 80,399 $25.2M 0.95% +1,446 13F-HR Timeline Platform Wealth Management, LLC More: the full row for Platform Wealth Management, LLC 80,558 $25.1M 6.68% 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 80,296 $25.1M 1.58% -678 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 80,213 $25.1M 0.46% +1,923 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 80,151 $25.1M 10.68% -18,015 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 80,105 $25.1M 0.74% -4,981 13F-HR Timeline 3G Capital Partners LP More: the full row for 3G Capital Partners LP 80,000 $25M 5.9% -20,000 13F-HR Timeline Woodson Capital Management, LP More: the full row for Woodson Capital Management, LP 80,000 $25M 3.87% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 79,985 $25M 4.34% -151 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 79,953 $25M 3.89% +1,006 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 79,811 $25M 4.23% +167 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 79,734 $25M 1.8% -607 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 79,243 $24.9M 0.69% -626 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 79,526 $24.9M 3.22% -2,257 13F-HR Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 79,464 $24.9M 6.86% -5,159 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 79,403 $24.9M 1.47% +339 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 79,313 $24.8M 2.04% -1,137 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 79,300 $24.8M 5.19% -310 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 79,258 $24.8M 1.11% -3,235 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 79,121 $24.8M 1.22% -185 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 79,096 $24.8M 1.5% +8,125 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 78,669 $24.7M 1.42% -35,354 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 78,749 $24.6M 4.88% +7,385 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 78,614 $24.6M 2.02% -654 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 78,606 $24.6M 8.12% -11,612 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 78,330 $24.5M 2.96% +5,763 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 78,000 $24.4M 1.95% -60,000 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 77,960 $24.4M 3.82% -1,515 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 77,944 $24.4M 4.12% -12,179 13F-HR Timeline Two Point Capital Management, Inc. More: the full row for Two Point Capital Management, Inc. 78,873 $24.4M 9.87% +83 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 77,745 $24.3M 6.21% -1,320 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 77,644 $24.3M 0.83% -16,681 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 77,524 $24.3M 3.27% 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 77,496 $24.3M 2.79% -617 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 77,360 $24.2M 0.43% -1,858 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 77,166 $24.2M 4.29% -3,399 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 76,968 $24.1M 1.16% +25,162 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 76,846 $24.1M 6.45% -1,550 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 76,550 $24M 2.87% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 76,545 $24M 3.13% -11,141 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 75,913 $23.8M 1.18% +579 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 75,744 $23.7M 4.75% +6,205 13F-HR Timeline Group IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 75,542 $23.6M 0.42% -192,339 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 75,151 $23.5M 0.66% +8,736 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 75,071 $23.5M 6.31% -3,727 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 75,000 $23.5M 0.78% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 74,998 $23.5M 3.2% +4,061 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 74,931 $23.5M 2.5% -5,900 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 74,739 $23.4M 2.98% +1,522 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 71,692 $23.3M +2,696 Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 74,300 $23.3M 4.58% +69,300 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 74,284 $23.3M 4.69% -18 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 74,147 $23.2M 3.34% -5,499 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 73,976 $23.2M 4.43% -531 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 73,812 $23.2M 6.91% -1,162 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 73,924 $23.1M 7.51% -3,042 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 73,675 $23.1M 1.87% -13,392 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 73,432 $23M 1.28% -5,562 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. 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