Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 18,251 $6.69M 0.33% +7,726 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 18,207 $6.67M 0.83% -864 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 18,203 $6.67M 0.45% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 18,166 $6.66M 0.46% +42 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 18,108 $6.64M 3.35% -312 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 18,084 $6.63M 0.13% +1,450 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 18,621 $6.63M 1.64% +324 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 18,055 $6.62M 1.57% +1,170 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 18,039 $6.61M 0.54% -221 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 18,029 $6.61M 0.54% +2,302 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 18,008 $6.6M 1.64% +17,011 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,987 $6.59M 1.43% -777 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 17,980 $6.59M 0.09% -1,910 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 17,960 $6.58M 0.5% -3,591 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 17,945 $6.58M 2.34% +235 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 17,939 $6.57M 0.98% -353 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,893 $6.56M 1.03% -171 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 17,856 $6.54M 1.86% +4 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 17,827 $6.53M 0.31% -960 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 17,783 $6.52M 0.17% -244 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17,759 $6.51M 1.36% +420 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 17,707 $6.49M 0.74% new 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 17,645 $6.47M 1.73% -139 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 17,643 $6.47M 0.67% +340 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 17,632 $6.46M 0.24% -30 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 17,621 $6.46M 1.19% -217 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 17,584 $6.44M 0.75% +2,921 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 17,572 $6.44M 0.36% +2,847 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,499 $6.41M 0.58% +11,791 13F-HR/A Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 17,451 $6.4M 2.97% -2,516 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 17,419 $6.38M 3.06% -38 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 17,384 $6.37M 0.54% +8,937 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 17,381 $6.37M 2.25% +46 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 17,340 $6.35M 1.18% +495 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 17,325 $6.35M 3.76% +3,270 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,275 $6.33M 0.59% +374 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 17,247 $6.32M 1.47% +21 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 17,241 $6.32M 1.05% -872 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 17,212 $6.31M 3.2% -244 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 17,195 $6.3M 2.09% -173 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 17,177 $6.29M 2.79% -94 13F-HR Timeline Busey Bank More: the full row for Busey Bank 17,150 $6.29M 0.21% -255 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 17,115 $6.27M 0.95% -2,931 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 17,087 $6.26M 0.26% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 17,071 $6.26M 1.81% -29 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 17,066 $6.25M 0.12% -3,205 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 17,050 $6.25M 0.22% +5,329 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 17,042 $6.25M 0.74% -69 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 17,000 $6.23M 1.71% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 16,982 $6.22M 1.06% +216 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 16,848 $6.17M 1% -739 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,835 $6.17M 0.18% +417 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,773 $6.15M 0.29% +71 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 16,751 $6.14M 3.51% -439 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 16,722 $6.13M 1.06% +126 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 16,699 $6.12M 0.62% +210 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,695 $6.12M 5.8% +65 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 16,688 $6.12M 1.17% +151 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 16,637 $6.1M 0.55% -15,294 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,624 $6.09M 0.46% -195 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 17,000 $6.09M 0.81% new 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 16,562 $6.07M 1.02% +158 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 16,528 $6.06M 0.36% +1,918 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 16,495 $6.05M 3.79% +2,092 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 16,490 $6.04M 0.49% +47 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,472 $6.04M 0.32% -583 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,460 $6.03M 1.03% +119 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 16,431 $6.02M 0.63% -350 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 16,422 $6.02M 0.43% -296 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 16,416 $6.02M 0.87% -90 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 16,407 $6.01M 4.06% -10 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 16,428 $6.01M +8,670 Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,374 $6M 0.23% -576 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,372 $6M 0.32% -54 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 16,355 $5.99M 0.96% +248 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 16,342 $5.99M 0.46% +2,698 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 16,314 $5.98M 3.59% -9,857 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,312 $5.98M 2.96% -40 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 16,303 $5.97M 2.82% +24 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 16,301 $5.97M 1.12% +39 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 16,290 $5.97M 1.5% -3,306 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 16,512 $5.96M 0.13% +1,450 13F-HR Timeline Group MOTCO More: the full row for MOTCO 16,265 $5.96M 0.63% -1,708 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 16,187 $5.93M 1.56% -440 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,172 $5.93M 0.2% -86 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 16,111 $5.9M 0.34% +395 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 16,096 $5.9M 1.13% -403 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 16,083 $5.89M 1.35% -357 13F-HR Timeline Tabor Asset Management, LP More: the full row for Tabor Asset Management, LP 16,061 $5.89M 4.73% new 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,042 $5.88M 1.21% +147 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 16,030 $5.87M 3.19% +30 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 16,099 $5.87M 3.03% +189 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,530 $5.87M 0.33% +1,376 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 16,000 $5.86M 0.21% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 15,939 $5.84M 0.85% +967 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,927 $5.84M 0.07% -1,106 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,763 $5.78M 0.05% -45,708 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 15,727 $5.76M 0.47% -76 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,691 $5.75M 0.18% -1,221 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 15,646 $5.73M 2.78% -702 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 15,645 $5.73M 0.76% +17 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 15,635 $5.73M 0.42% +232 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 15,635 $5.73M 1.93% -279 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 15,625 $5.73M 1.58% -32 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 15,566 $5.71M 1.98% +1,641 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,561 $5.7M 1.39% -473 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,555 $5.7M 0.19% -1,616 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,526 $5.69M 0.41% -629 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 15,525 $5.69M 3.31% -142 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,485 $5.67M 0.09% +121 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,470 $5.67M 0.3% +3,181 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 15,453 $5.66M 3.71% -340 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 15,433 $5.66M 1.81% +7 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 15,412 $5.65M 0.77% 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 15,376 $5.64M 1.47% +45 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 15,365 $5.63M 1.14% -715 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,360 $5.63M 0.57% +69 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 15,360 $5.63M 1.74% +764 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15,334 $5.62M 0.63% -184 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 15,331 $5.62M 0.64% +60 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 15,308 $5.61M 3.66% +332 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,285 $5.6M 0.21% +1,819 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 15,268 $5.6M 1.03% +2,015 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 15,260 $5.59M 1.09% +6,160 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 15,250 $5.59M 0.01% -271 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 15,602 $5.59M 2.92% -744 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 15,234 $5.58M 1.05% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15,194 $5.57M 1.1% -35 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 15,192 $5.57M 1.91% +159 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,169 $5.56M 0.4% -24 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 15,166 $5.56M 0.73% +314 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 15,112 $5.54M 1.5% +266 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,098 $5.53M 0.27% +652 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,020 $5.5M -450 Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 15,000 $5.5M 1.16% 0 13F-HR Timeline Alight Capital Management LP More: the full row for Alight Capital Management LP 15,000 $5.5M 2.9% new 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 14,997 $5.5M 2.3% +415 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,324 $5.49M 0.37% +205 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 14,965 $5.48M 0.83% +279 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 14,959 $5.48M -118 Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 14,875 $5.45M 3.38% -27 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 14,856 $5.44M 0.99% -2,375 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 14,832 $5.44M 0.66% -137 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 14,804 $5.43M 0.45% +117 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,792 $5.42M 0.7% -112 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 14,765 $5.41M 0.28% +201 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,768 $5.41M 3.03% +2 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 14,738 $5.4M 0.26% +230 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 14,688 $5.38M 1.78% -3,329 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,678 $5.38M 2.18% -32 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 14,657 $5.37M 2.24% -217 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 14,657 $5.37M 2.85% +28 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 14,626 $5.36M 3.15% -356 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 14,577 $5.34M 0.89% +1,134 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,566 $5.34M 1.1% +14 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,537 $5.33M 0.17% +409 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 14,534 $5.33M 2.28% +13,118 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 14,464 $5.3M 3.61% +499 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,383 $5.27M 1.88% -66 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,370 $5.27M 2.21% +353 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 14,353 $5.26M 2.34% +622 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 14,335 $5.25M 2.05% -74 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 14,333 $5.25M 1.07% -671 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,716 $5.24M 0.33% -913 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,277 $5.23M 0.14% -2,299 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,260 $5.23M +4,261 Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 14,245 $5.22M 0.52% -121 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 14,239 $5.22M 0.59% +165 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 14,191 $5.2M 0.84% -768 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 14,178 $5.2M 1.04% -242 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 14,127 $5.18M 0.98% +272 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 14,056 $5.15M 0.78% -699 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 14,053 $5.15M 0.65% -406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 14,039 $5.15M 3.74% -302 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,029 $5.14M 0.3% +417 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 14,024 $5.14M 0.36% -62 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 14,000 $5.13M 0.17% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 13,987 $5.13M 0.51% +321 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,978 $5.12M 0.54% -446 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 13,954 $5.11M 1.82% +75 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 13,925 $5.1M 2.58% -191 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 13,891 $5.09M 0.66% +908 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. 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