Washington Trust Bank More: the full row for Washington Trust Bank 92,419 $26.6M 1.96% +8,203 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 92,388 $26.6M 0.98% +11,989 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 92,174 $26.5M 0.89% -6,221 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 88,415 $26.5M 4.87% -9,412 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 92,064 $26.5M 2.72% +1,317 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 92,010 $26.5M 8.59% -3,042 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 91,986 $26.5M 2.08% -6,062 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 91,839 $26.4M 0.32% -6,724 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 91,827 $26.4M 0.56% -3,069 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 91,644 $26.4M 1.55% -778 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 91,439 $26.3M 1.45% +1,097 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 91,384 $26.3M 1.98% +9,581 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 91,384 $26.3M 1.01% +519 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 77,434 $26.3M 4.12% -3,335 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 91,125 $26.2M 0.54% -5,641 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 91,111 $26.2M 4.77% -5,327 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 91,006 $26.2M 2.27% -5,773 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 90,949 $26.2M 7% -860 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 90,790 $26.1M 4.28% -4,150 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 90,548 $26M 5.26% -227 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 90,468 $26M 4.36% -2,252 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 90,448 $26M 1.8% +2,727 13F-HR Timeline MayTech Global Investments, LLC More: the full row for MayTech Global Investments, LLC 90,441 $26M 3.17% +11 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 64,782 $26M 1.55% -3,985 13F-HR Timeline Titan Investment Solutions Ltd group of 2 filers holding More: the full row for Titan Investment Solutions Ltd 90,012 $25.9M -40,520 Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 90,000 $25.9M 3.1% -67,986 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 76,653 $25.8M 1.56% -4,749 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 89,852 $25.8M 4.29% +948 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 89,516 $25.7M 1.95% -2,275 13F-HR Timeline KIRR MARBACH & CO LLC /IN/ More: the full row for KIRR MARBACH & CO LLC /IN/ 89,512 $25.7M 4.69% -630 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 89,432 $25.7M 3.69% +22 13F-HR Timeline Bandera Partners LLC More: the full row for Bandera Partners LLC 89,322 $25.7M 11.62% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 89,299 $25.7M 1.2% +2,269 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 89,297 $25.7M 0.07% +4,456 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 89,158 $25.6M 6.65% +80 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 88,938 $25.6M 1.2% -5,501 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 88,904 $25.6M 1.1% -933 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 88,683 $25.5M 2.44% -16,672 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 88,674 $25.5M 4.37% -1,145 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 88,654 $25.5M +24,377 Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 88,371 $25.4M 4.66% -6,622 13F-HR Timeline CastleKnight Management LP More: the full row for CastleKnight Management LP 88,300 $25.4M 1.19% -21,600 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 87,975 $25.3M 4.04% -2,215 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 87,963 $25.3M 2.51% +591 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 87,695 $25.2M 4.33% -17,884 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 87,397 $25.1M 4.92% +4,964 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 87,243 $25.1M 2.58% -52,471 13F-HR Timeline Arbejdsmarkedets Tillaegspension More: the full row for Arbejdsmarkedets Tillaegspension 87,235 $25.1M 0.62% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 86,854 $25M 4.66% +434 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 86,822 $25M 0.58% +3,016 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 86,748 $24.9M 2.52% -2,973 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 86,700 $24.9M 4.66% +12,400 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 86,548 $24.9M 1.31% -33,640 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 86,432 $24.9M 2.98% +16,003 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 85,909 $24.7M 1.45% +36,150 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 85,879 $24.7M 2.44% -1,208 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 85,859 $24.7M 3.68% +14,410 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 85,828 $24.7M 3.59% +3,373 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 90,237 $24.7M 0.89% +1,009 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 85,776 $24.7M 4.16% -41,100 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 85,723 $24.7M 2.11% +3,778 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 85,506 $24.6M 0.65% -4,172 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 85,429 $24.6M 6.28% -1,215 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 85,389 $24.6M 4.22% +2,390 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 85,331 $24.5M 6.69% +816 13F-HR Timeline Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 85,275 $24.5M 8.34% 0 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 85,179 $24.5M 0.46% -3,312 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 85,167 $24.5M 1.14% -2,502 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 83,410 $24.4M 0.9% +59,495 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 84,800 $24.4M 1.16% +24,800 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 84,764 $24.4M 6.22% -1,129 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 84,691 $24.4M 0.3% -383,678 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 84,684 $24.4M 4.48% +840 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 84,457 $24.3M 3.08% -2,164 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 84,338 $24.3M 0.42% +6,978 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 84,229 $24.2M 3.52% +3,459 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 84,090 $24.2M 5.06% 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 84,000 $24.2M 0.88% -255,928 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 83,962 $24.1M 1.65% +651 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 83,900 $24.1M 0.13% -2,160 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 83,718 $24.1M 11% -399 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 83,689 $24.1M 1.34% -2,358 13F-HR Timeline Loews Corp More: the full row for Loews Corp 83,000 $23.9M 0.2% +20,000 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 82,983 $23.9M 0.85% -10,447 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 82,537 $23.7M 4.96% -1,275 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 82,533 $23.7M 0.73% -8,018 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 82,423 $23.7M 1.15% -2,091 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 82,406 $23.7M 2.62% -10,898 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 82,121 $23.6M 2.59% +676 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 81,977 $23.6M 3.23% +4,453 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 81,745 $23.5M 6.2% -48,830 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 81,540 $23.4M 1.55% +2,444 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 81,438 $23.4M 1.04% -23,993 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 80,984 $23.3M 0.23% -468,900 13F-HR Timeline Group Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 80,981 $23.3M 6.79% -1,082 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 80,961 $23.3M 1.87% +1,648 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 80,865 $23.3M 0.42% +652 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 80,749 $23.2M 0.55% -21,280 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 80,740 $23.2M 3.33% -1,729 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 80,577 $23.2M 5.38% -3,603 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 80,590 $23.2M 1.7% +36,235 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 80,561 $23.2M 3.35% -1,142 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 80,526 $23.2M 0.74% +19,225 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 80,440 $23.1M 5.02% -20,106 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 80,147 $23M 0.84% +14,082 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 80,130 $23M 4.48% +145 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 80,107 $23M 4.95% -6,954 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 80,057 $23M 1.37% +654 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 80,414 $23M 1.51% +118 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 79,824 $23M 2.73% -82,992 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 79,690 $22.9M 4.74% +54,490 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 79,686 $22.9M 2.66% +2,190 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 79,648 $22.9M 5% +73,323 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 79,368 $22.8M 9.6% -1,807 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 79,334 $22.8M 3.74% -4,674 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 78,891 $22.7M 0.63% -352 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 78,871 $22.7M 2.84% +541 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 78,773 $22.7M 0.37% -31,508 13F-HR Timeline Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 78,625 $22.6M 2.45% +2,075 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 78,362 $22.5M 6.15% +617 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 78,240 $22.5M 4.01% -1,571 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 77,999 $22.4M 1.12% -1,122 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 77,838 $22.4M 3.06% -5,469 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 77,572 $22.3M 2.96% -1,954 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 77,503 $22.3M 3.7% -457 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 77,489 $22.3M 6.55% -4,498 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 77,406 $22.3M 1.29% -7,239 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 77,319 $22.2M 2.43% -1,945 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 76,761 $22.1M 6.04% -85 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 76,600 $22M 1.11% +687 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 76,600 $22M 2.75% +55 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 76,560 $22M 10.86% -4,907 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 76,504 $22M 1.43% -19,963 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 76,214 $21.9M 3.54% -3,739 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 76,217 $21.9M 6.44% -4,963 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 76,037 $21.9M 0.33% +30,768 13F-HR/A Timeline Atwater Malick LLC More: the full row for Atwater Malick LLC 76,023 $21.9M 5.91% -3,441 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 76,004 $21.9M 2.69% +1,265 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 76,000 $21.9M 1.84% -2,000 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 75,969 $21.8M 1.66% -3,765 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 75,758 $21.8M 2.81% -8,624 13F-HR Timeline Group Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 75,708 $21.8M 4.53% -36 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 75,222 $21.6M 0.9% -4,036 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 75,029 $21.6M 3.27% +1,656 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 75,008 $21.6M 6.62% -6,743 13F-HR Timeline COOPERMAN LEON G More: the full row for COOPERMAN LEON G 75,000 $21.6M 0.71% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 74,836 $21.5M 0.4% +2,838 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 74,670 $21.5M 5.95% -401 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 74,660 $21.5M 1.58% -12,062 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 74,571 $21.4M 1.93% -4,043 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 74,498 $21.4M 6.24% -6,033 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 74,368 $21.4M 8.39% +73,022 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 74,283 $21.4M 5.21% +1,902 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 74,189 $21.3M 1.75% -32,744 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 74,188 $21.3M 1.78% +513 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 74,081 $21.3M 4.06% -3,085 13F-HR Timeline Pennant Investors, LP group of 2 filers holding More: the full row for Pennant Investors, LP 74,000 $21.3M -38,100 Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 73,941 $21.3M 1.24% -6,915 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 73,932 $21.3M 0.49% -9,417 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 73,922 $21.3M 6.35% +110 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 73,882 $21.2M 0.33% +16,874 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 73,807 $21.2M 0.17% -429,339 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 73,689 $21.2M 0.94% +438 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 73,660 $21.2M 3.13% +11,813 13F-HR Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 73,646 $21.2M 15.67% -8,483 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 73,564 $21.2M 4.61% -5,736 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 73,366 $21.1M 0.7% -6,739 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 73,316 $21.1M 12.79% +53,321 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 73,154 $21M 3.62% -4,790 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 73,067 $21M 1.44% +2,330 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 73,003 $21M 4.84% -27,651 13F-HR/A Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 72,980 $21M 3.79% -10,184 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 72,969 $21M 2.54% +2,853 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 72,923 $21M 2.96% -2,075 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 69,805 $20.9M 1.26% +6,973 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 72,779 $20.9M 1.69% -36,084 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 72,022 $20.7M 0.58% -3,129 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 71,966 $20.7M 0.98% +1,659 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 71,700 $20.6M 0.59% +600 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 71,347 $20.5M 1.56% -42,558 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 71,264 $20.5M 3.18% +697 13F-HR Timeline Maytus Capital Management, LLC More: the full row for Maytus Capital Management, LLC 71,263 $20.5M 3.65% +43,763 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 71,250 $20.5M 6.87% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 60,518 $20.4M 0.78% +10,540 13F-HR Timeline NWK Group, Inc. 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