WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 54,566 $17.1M 8.63% +2,120 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 54,555 $17.1M 6.08% -1,064 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 54,435 $17M 2.04% -22,859 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 54,323 $17M 2.59% -2,983 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 54,313 $17M 1.01% +1,861 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 54,316 $17M 0.79% -807 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 54,243 $17M 3.18% +796 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 54,087 $16.9M 1.31% -105 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 54,061 $16.9M 1.16% +1,260 13F-HR/A Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 54,012 $16.9M 2.25% -386 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 53,785 $16.8M 0.76% +6,372 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 53,758 $16.8M 7.31% +431 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 53,532 $16.8M 1.08% -720 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 53,418 $16.7M 5.62% -1,218 13F-HR/A Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 53,385 $16.7M 4.42% -6,126 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 53,383 $16.7M 5.44% +12,065 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 53,351 $16.7M 5.52% -5,775 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 53,245 $16.7M 1.53% +990 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 53,233 $16.7M 4.1% +1,032 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 53,168 $16.6M 12.24% new 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 53,140 $16.6M 5.75% -9,340 13F-HR/A Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 53,124 $16.6M 0.78% -4,794 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 53,044 $16.6M 7.56% 0 13F-HR Timeline Group Sicart Associates LLC More: the full row for Sicart Associates LLC 52,835 $16.5M 4.39% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 52,830 $16.5M 2.29% -9,536 13F-HR Timeline SYLEBRA CAPITAL LLC More: the full row for SYLEBRA CAPITAL LLC 52,658 $16.5M 1.43% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 52,635 $16.5M 2.89% +8,831 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 52,526 $16.4M 3.43% -512 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 52,437 $16.4M 3.5% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Willis Investment Counsel More: the full row for Willis Investment Counsel 52,358 $16.4M 0.85% +1,972 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 52,275 $16.4M 1.16% +4,300 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 52,133 $16.3M 2.01% -26,577 13F-HR Timeline RWQ Financial Management Services, Inc. More: the full row for RWQ Financial Management Services, Inc. 51,976 $16.3M 7.48% -16,264 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 51,939 $16.3M 3.36% -1,916 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 51,924 $16.3M 8.69% +95 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 51,879 $16.2M 1.19% -2,232 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 51,808 $16.2M 2.89% 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 51,598 $16.2M 6% -1,132 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 51,349 $16.1M 2.58% -8,252 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 51,275 $16M 0.67% +526 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 51,185 $16M 4.72% -1,254 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 51,106 $16M 1.25% +611 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 50,868 $15.9M 3.12% +373 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 50,577 $15.8M 3.23% -2,201 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 50,553 $15.8M 1.19% +2,672 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 50,511 $15.8M 1.52% -17,101 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 50,477 $15.8M 1.87% -261 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 50,383 $15.8M 3.96% -4,655 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 50,379 $15.8M 2.88% -1,357 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 50,310 $15.8M 6.16% +9,164 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 50,282 $15.7M 5.13% -1,769 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 50,203 $15.7M 1.93% +9,159 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 49,978 $15.7M 0.63% -9,459 13F-HR Timeline Twin Peaks Capital Ltd More: the full row for Twin Peaks Capital Ltd 50,043 $15.7M 19.86% 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 50,022 $15.7M 1.1% -1,842 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 50,000 $15.7M 0.71% 0 13F-HR/A Timeline Telemark Asset Management, LLC More: the full row for Telemark Asset Management, LLC 50,000 $15.7M 1.56% 0 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 49,975 $15.6M 5.93% -935 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 49,881 $15.6M 0.15% +23,613 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 49,826 $15.6M 0.47% +819 13F-HR Timeline LAKEWOOD CAPITAL MANAGEMENT, LP in group LAKEWOOD CAPITAL MANAGEMENT, … More: the full row for LAKEWOOD CAPITAL MANAGEMENT, LP 49,780 $15.6M 1.08% -29,500 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 49,770 $15.6M 2.12% +1,086 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 49,759 $15.6M 0.88% +7,141 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 49,708 $15.6M 2.21% -4,089 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 49,574 $15.5M 1.02% -1,142 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 49,503 $15.5M 1.04% -363 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 49,503 $15.5M 0.97% +1,902 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 46,881 $15.5M 0.73% +772 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 49,362 $15.5M 2.99% +3,007 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 49,315 $15.4M 7.16% -3,407 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 49,283 $15.4M 0.89% +7,188 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 49,267 $15.4M 3.71% -669 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 49,259 $15.4M 4.88% -4,183 13F-HR Timeline Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 49,116 $15.4M 14.19% +30 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 49,095 $15.4M 3.51% -2,696 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 49,055 $15.4M 0.5% -1,683 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 49,044 $15.4M 3.22% -1,824 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 49,042 $15.4M 5.15% -532 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 48,813 $15.3M 0.82% +1,745 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 48,658 $15.2M 0.84% +9,462 13F-HR Timeline Group Congress Park Capital LLC More: the full row for Congress Park Capital LLC 48,642 $15.2M 4.55% -1,427 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 48,552 $15.2M 0.87% -2,591 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 48,551 $15.2M 2.72% -853 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 48,342 $15.1M 0.89% +2,546 13F-HR Timeline Group AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 48,328 $15.1M 2.15% -18 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 48,280 $15.1M 3.26% -2,730 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 48,176 $15.1M 1.6% +96 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 48,158 $15.1M 6.55% 0 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 48,132 $15.1M 5.35% -502 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 48,131 $15.1M 3.01% -6,065 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 47,993 $15M 6.09% -2,867 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 47,870 $15M 1.23% -40,500 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47,580 $14.9M 2.39% -135 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 47,610 $14.9M 4.44% +2,986 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 47,588 $14.9M 0.74% -1,116 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 47,534 $14.9M 6.43% -1,215 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 47,401 $14.8M 2.25% -12,502 13F-HR/A Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 47,367 $14.8M 3.04% -1,597 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 47,354 $14.8M 1.18% +2,468 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 47,283 $14.8M 2.31% -9,070 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 47,278 $14.8M 2.12% -2,987 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 47,215 $14.8M 5.32% -884 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 47,075 $14.7M 1.1% +324 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 47,035 $14.7M 1.9% +2,517 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 46,963 $14.7M 9.3% +5,041 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 46,822 $14.7M 6.34% -4,120 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 46,822 $14.7M 1.64% +1,189 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 46,792 $14.6M 1.21% +645 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 46,766 $14.6M 1.34% +9,860 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 46,649 $14.6M 0.6% -1,130 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 46,569 $14.6M 1.97% +2,308 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 46,534 $14.6M 1.35% +2,041 13F-HR Timeline Security National Bank More: the full row for Security National Bank 46,515 $14.6M 2.09% +673 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 46,341 $14.5M 0.97% 0 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 46,316 $14.5M 2.17% -2,327 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 46,055 $14.4M 1.14% +310 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 45,948 $14.4M 4% -4,654 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 45,895 $14.4M 2.14% +1,363 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 45,892 $14.4M 1.23% +5,004 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 45,768 $14.3M 5.21% -1,281 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 45,649 $14.3M 3.25% -5,181 13F-HR/A Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 45,330 $14.2M 6.06% -25,634 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 45,289 $14.2M 6.53% -3,696 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 45,269 $14.2M 0.22% +8,339 13F-HR/A Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 45,263 $14.2M 3.61% -1,187 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 45,215 $14.2M 1.99% -2,835 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 45,205 $14.1M 5.36% -3,300 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 45,155 $14.1M 2.64% -6,157 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 45,028 $14.1M 3.06% -5,832 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 45,010 $14.1M 4.33% +1,583 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 45,004 $14.1M 2.87% +90 13F-HR Timeline Shellback Capital, LP More: the full row for Shellback Capital, LP 45,000 $14.1M 1.34% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 44,861 $14.1M 3.92% -1,329 13F-HR/A Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 44,914 $14.1M 5.48% +210 13F-HR Timeline United Bank More: the full row for United Bank 44,903 $14.1M 4.77% -1,907 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 44,890 $14.1M 1.49% -507 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 44,882 $14M 9.94% 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 44,663 $14M 8.69% 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 44,647 $14M 7.02% -3,936 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 44,644 $14M 3.28% -3,567 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 44,634 $14M 7.58% -26,533 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 44,611 $14M 5.53% 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 44,554 $13.9M 4.97% -555 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 44,479 $13.9M 1.71% +17,518 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 44,457 $13.9M 0.69% -339 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 44,400 $13.9M 2.95% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 44,386 $13.9M 1.49% +3,085 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 44,355 $13.9M 1.68% -6,700 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 44,348 $13.9M 1.19% +4,952 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 44,257 $13.9M 5.36% -2,331 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 44,200 $13.8M 3.54% -575 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 44,172 $13.8M 0.61% -558 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 44,166 $13.8M 1.47% -614 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 44,120 $13.8M 2.45% -31,456 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 44,115 $13.8M 1.66% -939 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 44,100 $13.8M 1.8% -6,100 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 43,975 $13.8M 0.76% 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 43,848 $13.7M 1.85% +75 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 43,800 $13.7M 3.7% -22,200 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 43,771 $13.7M 0.86% -260 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 43,723 $13.7M 2.18% -9,649 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 43,593 $13.6M 4.22% -1,115 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 43,557 $13.6M 3.9% +1,775 13F-HR Timeline Triavera Capital LLC More: the full row for Triavera Capital LLC 43,496 $13.6M 6.51% 0 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 43,320 $13.6M 2.26% +10,745 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 43,318 $13.6M 0.14% -3,502 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 43,314 $13.6M 4.37% -9,615 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 43,249 $13.5M 6.04% -734 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 41,073 $13.5M 0.76% -5,504 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 43,200 $13.5M 2.96% -350 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 43,156 $13.5M 1.27% -924 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 43,085 $13.5M 7.52% -421 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 42,872 $13.5M 4.46% -45 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 43,001 $13.5M 4.04% -7,063 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 42,910 $13.4M 3.88% -1,976 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 42,885 $13.4M 1.68% -1,547 13F-HR Timeline SWS Partners More: the full row for SWS Partners 42,875 $13.4M 3.24% +8,156 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 42,870 $13.4M 3.1% -3,415 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 42,848 $13.4M 0.45% -6,458 13F-HR Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 42,834 $13.4M 3.3% +84 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 42,768 $13.4M 1.16% -5,911 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 42,780 $13.4M 0.92% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 42,780 $13.4M 1.16% +24,167 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 42,635 $13.3M 3% +411 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 42,630 $13.3M 1.62% +4,053 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 42,609 $13.3M 2.65% +2,393 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 42,590 $13.3M 8.91% -1,275 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 42,579 $13.3M 3.14% +463 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 42,575 $13.3M 3.84% 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 42,521 $13.3M 11.53% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 42,520 $13.3M 0.69% +596 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 42,505 $13.3M 2.41% -4,167 13F-HR Timeline Tenzing Global Management, LLC More: the full row for Tenzing Global Management, LLC 42,500 $13.3M 11.28% +17,500 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 42,357 $13.3M 3.54% +5,053 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 42,353 $13.3M 0.89% +3,207 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42,286 $13.2M 0.15% -76 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 42,277 $13.2M 4.02% +586 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 42,276 $13.2M 3.84% +64 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 42,270 $13.2M 5.56% -1,565 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 42,242 $13.2M 4.03% -904 13F-HR Timeline