Maestria Partners LLC More: the full row for Maestria Partners LLC 69,500 $16.9M 5.34% 0 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 69,440 $16.9M 9.03% -7,477 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 69,225 $16.8M 1.43% -32,422 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 69,141 $16.8M 2.45% -9,061 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 69,123 $16.8M 4.91% -480 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 69,035 $16.8M 0.35% -4,563 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 68,994 $16.8M 4.26% -836 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 68,950 $16.8M 4.23% +172 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 66,707 $16.7M 0.42% +558 13F-HR/A Timeline WITTENBERG INVESTMENT MANAGEMENT, INC. More: the full row for WITTENBERG INVESTMENT MANAGEMENT, INC. 68,872 $16.7M 6.64% -10,000 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 68,818 $16.7M 0.61% +18,367 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 68,807 $16.7M 1.77% -1,144 13F-HR Timeline Stanley Capital Management, LLC More: the full row for Stanley Capital Management, LLC 68,800 $16.7M 2.75% 0 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 68,775 $16.7M 9.13% 0 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 68,708 $16.7M 4.94% -1,412 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 68,703 $16.7M 1.23% -1,068 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 68,381 $16.6M 3.66% -551 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 68,275 $16.6M 2.06% -1,651 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 68,240 $16.6M 7.2% +13,675 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 68,200 $16.5M 0 Timeline PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 67,956 $16.5M 1.99% +21,077 13F-HR Timeline Group FACT Capital, LP More: the full row for FACT Capital, LP 67,820 $16.5M 8.58% -24,052 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 67,753 $16.5M 0.72% -16,009 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 67,612 $16.4M 1.39% +1,847 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 67,451 $16.4M 0.81% +5,690 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 67,415 $16.4M 1.17% -25,755 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 60,838 $16.4M 7.21% -17,203 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 67,368 $16.4M 6.33% -196 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 67,346 $16.4M 2.24% +721 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 67,105 $16.3M 1.76% -178 13F-HR Timeline SPRUCEGROVE INVESTMENT MANAGEMENT LTD More: the full row for SPRUCEGROVE INVESTMENT MANAGEMENT LTD 67,064 $16.3M 1.31% +3,590 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 66,445 $16.3M 1.02% -10,302 13F-HR Timeline Cardinal Capital Management More: the full row for Cardinal Capital Management 66,666 $16.2M 2.24% -1,174 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 66,641 $16.2M 5.42% -97 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 66,521 $16.2M 1.52% -9,258 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 66,415 $16.1M 0.49% -2,257 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 66,371 $16.1M 4.96% -1,669 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 66,000 $16M 3.95% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 65,937 $16M 0.76% -5,112 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 65,824 $16M 1.41% -2,793 13F-HR Timeline Octahedron Capital Management L.P. More: the full row for Octahedron Capital Management L.P. 65,700 $16M 9.08% -36,000 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 65,581 $15.9M 0.95% -282 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 65,540 $15.9M 9.41% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 65,408 $15.9M 1.75% +10 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 64,789 $15.8M 4.59% -7,672 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 64,760 $15.7M 0.95% +25,628 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 64,689 $15.7M 0.61% +427 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 64,683 $15.7M 6.75% +770 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 64,478 $15.7M 1.35% +1,952 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 64,388 $15.7M 0.43% +6,692 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 64,252 $15.6M 0.72% -4,804 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 64,170 $15.6M 0.72% -2,457 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 64,010 $15.6M +1,536 Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 63,964 $15.5M 2.58% +168 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 63,940 $15.5M 2.08% +2,569 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 63,611 $15.5M 0.97% +1,864 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 63,844 $15.5M 6.78% -608 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 63,793 $15.5M 2.18% -4,513 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 63,684 $15.5M 2.08% +120 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 63,624 $15.5M 2.91% +2,187 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 63,622 $15.5M 4.79% -2,304 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 63,517 $15.4M 0.46% -11,556 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 63,398 $15.4M 2.63% +2,061 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 63,282 $15.4M 3.48% -2,306 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 63,170 $15.4M 4.57% -82 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 63,114 $15.3M 2.15% -327 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 63,085 $15.3M 0.91% -8,716 13F-HR Timeline KIDS CAPITAL MANAGEMENT, L.P. More: the full row for KIDS CAPITAL MANAGEMENT, L.P. 63,000 $15.3M 12.1% +11,000 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 62,995 $15.3M 0.45% -973 13F-HR Timeline Group Aristides Capital LLC More: the full row for Aristides Capital LLC 62,480 $15.2M 4.48% -6,200 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 62,397 $15.2M 1.83% +2,628 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 62,366 $15.2M 2.15% +13 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 62,272 $15.1M 8.71% -824 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 62,260 $15.1M 1.54% +6,022 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 62,248 $15.1M 6.17% -2,941 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 62,135 $15.1M 2.05% +16,875 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 62,106 $15.1M 0.37% -1,763 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 62,064 $15.1M 2.22% -2,203 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 62,010 $15.1M 3.44% +135 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 61,973 $15.1M 7.15% -1,500 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 61,856 $15M 6.07% -12,537 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 61,849 $15M 3.68% -783 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 61,747 $15M 1.32% -15,010 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 61,747 $15M 4.05% 0 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 61,732 $15M 4.44% -219 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 61,550 $15M 0.83% -1,336 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 61,359 $14.9M 2.36% +8,980 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 61,288 $14.9M 0.47% -30 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 61,204 $14.9M +2,662 Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 61,166 $14.9M 3.74% -695 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 61,123 $14.9M 0.9% +3,541 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 61,115 $14.9M 3.58% +560 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 60,992 $14.8M 2.79% -504 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 60,854 $14.8M 1.29% +436 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 60,757 $14.8M 3.45% -699 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 60,636 $14.7M 0.18% +47,554 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 60,511 $14.7M 0.84% +11,306 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 60,303 $14.7M 4.91% -1,200 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 60,220 $14.6M 3.09% -1,194 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 60,045 $14.6M 5.8% -21,909 13F-HR Timeline Empirical Capital Management, LLC More: the full row for Empirical Capital Management, LLC 60,000 $14.6M 9.86% +35,000 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 59,989 $14.6M 0.59% +4,812 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 59,903 $14.6M 2.06% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 59,854 $14.6M 0.71% -135 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 59,700 $14.5M 0.92% +570 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 53,855 $14.5M 2.98% -271 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 59,619 $14.5M 0.23% +1,649 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 59,601 $14.5M 2.73% -15,312 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 59,572 $14.5M 1.27% +864 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 59,535 $14.5M 10.77% -18,700 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 59,511 $14.5M 3.9% -5,129 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 59,471 $14.5M 4.06% -333 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 59,437 $14.4M 0.62% +1,582 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 59,170 $14.4M 1.71% +303 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 59,135 $14.4M 1.71% -3,534 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 59,126 $14.4M 5.35% -5,329 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 58,862 $14.3M 1.43% +15,151 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 58,816 $14.3M 4.24% +21,629 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 58,731 $14.3M 1.6% +7,180 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 58,721 $14.3M 0.14% +763 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 58,648 $14.3M 0.4% -1,885 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 58,641 $14.3M 2.31% +3,888 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 58,637 $14.3M 5.76% -998 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 58,597 $14.2M 2.5% -517 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 58,548 $14.2M 5.14% -177 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 58,516 $14.2M 1.57% -3,692 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 58,457 $14.2M 0.46% +862 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 58,447 $14.2M 4.17% -403 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 58,428 $14.2M 1.36% +469 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 58,388 $14.2M 2.45% -2,579 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,360 $14.2M 0.32% +7,892 13F-HR Timeline Maytree Asset Management Ltd More: the full row for Maytree Asset Management Ltd 58,325 $14.2M 12.76% +49,825 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 58,303 $14.2M 5.18% +4,006 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 58,006 $14.1M 3.05% -609 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 57,918 $14.1M 0.61% -286 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 57,727 $14M -4,745 Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 57,697 $14M 3.02% -1,517 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 57,600 $14M 1.55% 0 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 57,527 $14M 4.51% -1,154 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 57,410 $14M 2.72% -1,301 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 57,359 $13.9M 2.36% -102 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 57,337 $13.9M 6.28% -1,055 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 57,306 $13.9M 2.21% +1,940 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 57,035 $13.9M 4.54% -992 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 56,897 $13.8M 1.41% -649 13F-HR Timeline Group Iowa State Bank More: the full row for Iowa State Bank 56,842 $13.8M 2.63% +9,511 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 56,733 $13.8M 1.06% +14,552 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 56,704 $13.8M 1.95% -326 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 56,419 $13.7M 0.48% -4,522 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 56,353 $13.7M 2.19% +700 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 56,345 $13.7M 1.43% -2,241 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 56,312 $13.7M 2.73% -107 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 56,104 $13.6M 1% +2,174 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 56,068 $13.6M 0.59% +572 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 55,669 $13.6M 1.44% +44,328 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 55,738 $13.5M 1.35% -2,907 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 55,663 $13.5M 0.18% +37,575 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 55,619 $13.5M 4.67% -451 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 55,577 $13.5M 2.98% +2,701 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 55,538 $13.5M 1.92% +2,161 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 55,515 $13.5M 0.47% +2,755 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 55,470 $13.5M 1.67% new 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 55,412 $13.5M 4.25% +388 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 55,123 $13.4M 0.65% +13,456 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 55,038 $13.4M 3.08% -2,525 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 55,018 $13.4M 2.11% +2,859 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 55,000 $13.4M 3.2% +32,500 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 54,980 $13.4M 1.66% -187 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 54,398 $13.4M 1.91% -204 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 54,850 $13.4M 1.63% +60 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 54,660 $13.3M 1.2% +560 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 54,636 $13.3M 4.48% -139 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 54,413 $13.2M 1.88% +1,624 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 54,252 $13.2M 0.86% +6,530 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 54,196 $13.2M 2.71% -136 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 54,192 $13.2M 0.93% +2,713 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 54,173 $13.2M 0.89% +1,796 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 54,115 $13.2M 3.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 54,111 $13.2M 0.98% -950 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 54,017 $13.1M 0.44% +8,176 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 53,943 $13.1M 1.32% -144,260 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 53,797 $13.1M 1.96% -2,125 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 53,488 $13M 1.03% -21,885 13F-HR Timeline Group Legacy Trust More: the full row for Legacy Trust 53,447 $13M 2.56% +3,179 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 53,442 $13M 4.24% -431 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 53,372 $13M 2.02% 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 53,327 $13M 5.7% -5,493 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 53,255 $12.9M 1.42% -500 13F-HR Timeline Nishkama Capital, LLC More: the full row for Nishkama Capital, LLC 53,131 $12.9M 1.16% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 53,044 $12.9M 6.05% 0 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 53,038 $12.9M 2.78% -1,458 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 52,929 $12.9M 4.09% -1,010 13F-HR Timeline Guardian Partners Inc. 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