NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 17,595 $6.45M 1.67% -1,194 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 17,588 $6.45M 0.45% +11,474 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 17,584 $6.45M 0.56% +947 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 17,534 $6.43M 1.29% -453 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 17,527 $6.43M 0.23% -105 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 17,514 $6.42M 1.11% -920 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 17,464 $6.4M 1.01% +902 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 17,459 $6.4M 0.6% +760 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 17,402 $6.38M 0.28% -425 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,386 $6.37M 0.53% +111 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 17,364 $6.37M 2.07% -17 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 17,314 $6.35M 0.08% -3,921 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,281 $6.34M 0.26% +3,465 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 17,261 $6.33M 0.69% -946 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 17,236 $6.32M 2.93% -872 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 17,228 $6.32M 1.36% -19 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 17,171 $6.3M 3.03% -41 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 17,137 $6.28M 2.76% -40 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,130 $6.28M 0.99% +148 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 17,125 $6.28M 0.17% +290 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,102 $6.27M 0.15% -2,101 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 17,098 $6.27M 1.41% -2,293 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 17,090 $6.27M 3.01% -329 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 17,071 $6.26M 1.74% 0 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 17,043 $6.25M 2.79% -408 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 17,024 $6.24M 0.97% -217 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 17,021 $6.24M 0.78% -4,300 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 17,000 $6.23M 1.68% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 16,996 $6.23M 0.45% +506 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 16,992 $6.23M 0.83% +1,053 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 16,919 $6.2M 0.94% -2,693 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,909 $6.2M 0.67% +1,497 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,777 $6.15M 0.01% +1,527 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 16,752 $6.14M 0.55% -290 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 16,751 $6.14M 3.51% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,733 $6.13M 0.29% +261 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 16,699 $6.12M 1.93% -496 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 16,685 $6.12M 1.97% +1,119 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 16,674 $6.11M 5.67% -21 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,672 $6.11M 0.33% -16,503 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 16,667 $6.11M 0.56% +236 13F-HR Timeline Group HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 16,658 $6.11M 1.05% +1,293 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 16,646 $6.1M 0.94% -202 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 16,572 $6.08M 0.85% +156 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 16,552 $6.07M 0.43% +825 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 16,517 $6.06M 0.4% +95 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 16,515 $6.06M 3.83% +108 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 16,509 $6.05M 0.51% -1,530 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 16,451 $6.03M 3.51% -44 13F-HR Timeline Busey Bank More: the full row for Busey Bank 16,388 $6.01M 0.18% -762 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 16,386 $6.01M 0.92% -74 13F-HR Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 16,378 $6M 1.72% +12,537 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 16,369 $6M 1.59% -6,426 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 16,340 $5.99M 3.08% +310 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 16,336 $5.99M 0.25% -437 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 16,314 $5.98M 1.1% +13 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 16,293 $5.97M 0.89% -62 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 16,246 $5.97M 2.84% +147 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 16,197 $5.97M 0.31% -333 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 16,252 $5.96M 0.73% +1,086 13F-HR Timeline MOTCO More: the full row for MOTCO 16,200 $5.95M 0.57% -65 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,238 $5.95M 0.28% -134 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 16,231 $5.95M 0.23% -856 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 16,210 $5.94M 1.11% +168 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 16,196 $5.94M 3.08% +671 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 16,152 $5.92M 0.2% -222 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 16,139 $5.92M 0.03% -122,024 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 16,083 $5.9M 2.83% +437 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16,079 $5.9M 2.79% -233 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 16,070 $5.89M 1.42% -117 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 16,066 $5.89M 0.3% -45 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 16,050 $5.88M 1.23% -33 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 16,026 $5.88M 1.4% -264 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 16,005 $5.87M 0.39% -619 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 16,000 $5.87M 0.2% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 15,982 $5.86M 0.05% +219 13F-HR Timeline Group McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 15,978 $5.86M 3.28% +670 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 15,954 $5.85M 2.72% +1,297 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 15,953 $5.85M 1.34% +392 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. 15,943 $5.85M 0.41% +308 13F-HR Timeline Group GS Investments, Inc. More: the full row for GS Investments, Inc. 15,925 $5.84M 2.59% -378 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 15,860 $5.81M 0.28% +1,095 13F-HR Timeline Abacus FCF Advisors LLC More: the full row for Abacus FCF Advisors LLC 15,854 $5.81M 0.81% -15,319 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 15,697 $5.76M 0.65% +52 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 15,641 $5.73M 1.01% -455 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 15,631 $5.73M 1.57% +271 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 15,601 $5.72M 0.04% -135,762 13F-HR Timeline Group ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 15,559 $5.7M 1.38% -66 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 15,459 $5.7M 0.36% +135 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 15,522 $5.69M 1.59% +89 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 15,475 $5.68M 0.73% +2,271 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 15,414 $5.65M 0.09% -71 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,409 $5.65M 0.17% -146 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 15,395 $5.64M 0.78% +430 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 15,372 $5.64M 0.39% -154 13F-HR Timeline Group McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 15,352 $5.63M 3.56% -101 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 15,345 $5.63M 0.46% +12,879 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 15,315 $5.62M 0.33% new 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 15,271 $5.6M 1.82% +79 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 15,265 $5.6M 0.37% +96 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 15,255 $5.59M 0.38% +4,770 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 15,239 $5.59M 0.6% -92 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 15,217 $5.58M 2.11% +220 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,191 $5.57M 0.06% -736 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 15,170 $5.56M 0.25% +72 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15,151 $5.55M 0.19% -134 13F-HR Timeline Group S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 15,110 $5.54M 1.74% -525 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,092 $5.53M +72 Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 14,949 $5.52M +689 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,057 $5.52M 0.14% +520 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 15,048 $5.52M 0.1% +3,357 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 14,958 $5.48M 1.43% -154 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 14,945 $5.48M 0.61% +113 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 14,934 $5.47M 1.06% -300 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 14,904 $5.46M 0.58% -430 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 14,881 $5.46M 0.39% +77 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 14,843 $5.44M 0.3% +127 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 14,767 $5.43M 0.14% +490 13F-HR Timeline Group ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 14,804 $5.43M 3.38% +340 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 14,778 $5.42M 0.52% +1,257 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,774 $5.42M 0.36% +1,534 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,769 $5.41M 1.01% +203 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,768 $5.41M 3.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 14,743 $5.41M 0.51% -617 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,739 $5.4M 0.66% -53 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 14,733 $5.4M 2.14% +55 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 14,717 $5.4M 3.49% -158 13F-HR Timeline Albar Capital Partners LLP More: the full row for Albar Capital Partners LLP 14,709 $5.39M 0.92% new 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 14,676 $5.38M 2.85% +50 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,641 $5.37M 0.16% -16,652 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 14,520 $5.35M 2.49% -1,082 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 14,602 $5.35M 2.3% +249 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 14,879 $5.35M 1% -1,809 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 14,555 $5.34M 1.75% +601 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 14,528 $5.33M 1.99% +158 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 14,510 $5.32M 0.32% -5,943 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 14,494 $5.31M 1.28% +634 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 14,488 $5.31M 1.5% +105 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 14,481 $5.31M 0.64% +590 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 14,475 $5.31M 0.81% +589 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 14,434 $5.29M 1.78% +1,153 13F-HR/A Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 14,421 $5.29M 0.52% -70,941 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 14,384 $5.27M 0.24% -3,867 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 14,346 $5.26M 1.44% -6,208 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 14,292 $5.24M 1.68% +935 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 14,244 $5.22M 0.9% +117 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 14,209 $5.21M 0.83% -647 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 14,193 $5.2M 0.75% +327 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 14,135 $5.18M 0.55% +649 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 14,127 $5.18M 0.96% -51 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 14,084 $5.16M 0.3% +1,308 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 14,064 $5.16M 0.4% +662 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 14,059 $5.15M 2.03% -276 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 14,027 $5.14M 0.23% -711 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 14,025 $5.14M 0.28% -4 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 14,023 $5.14M 2.38% +98 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 14,001 $5.13M 1.47% +190 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 14,000 $5.13M 0.58% +11,000 13F-HR Timeline Group Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 12,572 $5.12M 2.59% -238 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 13,954 $5.12M 1.01% -379 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 13,948 $5.11M 0.76% -243 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,745 $5.1M 0.22% +295 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,904 $5.1M 0.33% +1,601 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 13,893 $5.09M 0.5% -85 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 13,883 $5.09M 0.56% -170 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 13,880 $5.09M 3.23% -159 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 13,772 $5.05M 1.49% +328 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 13,765 $5.05M 0.47% -480 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 13,034 $5.04M 0.46% +488 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 13,728 $5.03M 0.33% -296 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 13,653 $5.01M 1.87% +62 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,648 $5M 0.55% +575 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 13,607 $4.99M 0.55% -11,059 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,554 $4.97M 0.21% -1,916 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 13,537 $4.96M 1.84% -64 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 13,465 $4.94M 0.67% -591 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 13,428 $4.92M 1.49% -1,260 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,423 $4.92M 0.27% -3,105 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13,415 $4.92M 0.5% +510 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 13,407 $4.92M 1.28% +85 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 13,400 $4.91M 0.16% -600 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 13,362 $4.9M 0.2% +499 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 13,353 $4.9M 0.72% +289 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 13,352 $4.9M 1.28% -10 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 13,345 $4.89M 2.82% -2,969 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 13,345 $4.89M 0.36% +644 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 13,323 $4.88M 1.24% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 13,301 $4.88M 1.6% -149 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 13,299 $4.88M 1.09% +155 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,282 $4.87M 0.2% +691 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 13,271 $4.87M 0.23% -49 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 13,270 $4.87M 0.05% +747 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 13,261 $4.86M 1.03% -67 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 13,247 $4.86M 0.41% -313 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 13,030 $4.85M 1.25% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 13,215 $4.85M 1.4% +1,345 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 13,215 $4.84M 0.29% -76 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 13,196 $4.84M 0.57% -5 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13,161 $4.83M 0.31% -128 13F-HR/A Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. 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