MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 233,309 $15.2M 15.17% -1,073 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 232,752 $15.2M 4.79% -684 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 231,028 $15.1M 4.95% +12,662 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 229,635 $15M 3.82% +2,513 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 229,728 $15M 2.37% -198 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 228,674 $14.9M 0.18% +22,305 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 228,204 $14.9M 0.08% +39,411 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 227,788 $14.9M 11.7% +10,474 13F-HR Timeline SWS Partners More: the full row for SWS Partners 227,613 $14.9M 3.63% +5,269 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 226,909 $14.8M 1.02% -2,420 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 226,872 $14.8M 0.7% +4,964 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 225,480 $14.7M 1.8% -77,027 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 225,410 $14.7M 0.62% +4,075 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 224,263 $14.6M 0.03% -2,736 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 221,362 $14.4M 0.29% +7,823 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 220,578 $14.4M 5.58% -1,359 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 216,652 $14.1M 0.16% +15,906 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 216,225 $14.1M 1.82% -13,066 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 215,026 $14M 4.78% +6,852 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 214,852 $14M 2.25% +20,636 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 214,416 $14M 0.51% +3,104 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 213,957 $14M 1.16% +2,821 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 212,780 $13.9M 0.73% +957 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 212,363 $13.9M 0.93% +15,194 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 210,797 $13.8M 0.21% -64,859 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 209,407 $13.7M 0.53% +48 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 208,684 $13.6M 0.12% +11,740 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 208,673 $13.6M 0.11% +16,481 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 208,548 $13.6M 3.98% -812 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 208,406 $13.6M 0.26% -124,943 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 208,026 $13.6M 0.45% -163,452 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 206,732 $13.5M 1.61% -7,948 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 205,788 $13.4M 4.94% -6,687 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 204,948 $13.4M 3.07% +6,584 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 204,054 $13.3M 0.01% +100,914 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 202,270 $13.2M 0.34% +7,800 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 199,661 $13M 0.39% -8,365 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 199,403 $13M 2.86% -139 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 199,223 $13M 2.19% -21,309 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 198,986 $13M 3.64% +7,325 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 198,897 $13M 2.38% +7,775 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 198,605 $13M 6.71% -5,239 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 198,293 $12.9M 0.59% -10,452 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 197,945 $12.9M 3.69% +7,113 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 197,855 $12.9M 8.63% +3,051 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 197,716 $12.9M 1.9% +6,148 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 197,059 $12.9M 1.64% +6,527 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 195,635 $12.8M 8.2% +7,761 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 195,599 $12.8M 0.37% +10,377 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 195,520 $12.8M 1.12% -27,299 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 194,002 $12.7M 0.37% -122,692 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 191,615 $12.5M 2.47% +1,489 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 191,489 $12.5M 4.01% +85,564 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 191,310 $12.5M 4.2% +7,028 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 190,992 $12.5M 4.18% -1,935 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 190,732 $12.4M 0.23% +7,886 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 190,589 $12.4M 0.97% +15,076 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 190,087 $12.4M 5.74% +40,758 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 189,081 $12.3M 0.24% -7,140 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 189,073 $12.3M 4.12% -21,378 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 188,777 $12.3M 0.91% -840 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 186,452 $12.2M 0.08% +42,225 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 186,379 $12.2M 1.89% 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 185,842 $12.1M 5.49% +4,619 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 185,139 $12.1M 8.58% +3,611 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 184,558 $12M 0.01% -613,716 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 184,293 $12M 7.83% +11,200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 183,491 $12M 0.25% -1,696 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 183,487 $12M 1.72% +4,082 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 183,106 $11.9M 2.76% -12,118 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 182,173 $11.9M 0.93% +2,248 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 180,825 $11.8M 0.14% -5,647 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 180,466 $11.8M 0.29% -4,060 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 180,097 $11.8M 1.13% +2,981 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 179,127 $11.7M 0.03% +43,200 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 179,048 $11.7M 0.29% +3,657 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 179,012 $11.7M 0.53% -23,734 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 178,980 $11.7M 0.47% -14,297 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 177,962 $11.6M 0.4% -12,032 13F-HR Timeline AtlasMark Financial, Inc More: the full row for AtlasMark Financial, Inc 177,280 $11.6M 7.73% +16,605 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 176,707 $11.5M 0.52% +1,425 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 175,889 $11.5M 1% +4,191 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 175,792 $11.5M 1.31% +1,917 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 175,755 $11.5M 5.34% -2,386 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 175,305 $11.4M -2,696 Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 174,867 $11.4M 0.95% -35,367 13F-HR Timeline Group COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH… More: the full row for COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 173,187 $11.3M 0.06% -40,148 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 171,565 $11.2M 0.24% +1,598 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 171,467 $11.2M 0.31% -6,020 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 170,664 $11.1M 0.66% +2,526 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 170,026 $11.1M 2.02% -596 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 169,725 $11.1M 6.77% +1,413 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 169,497 $11.1M 1.36% -3,593 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 169,080 $11M 0.03% +47,050 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 168,955 $11M 3.71% +12,009 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 168,905 $11M 0.86% +5,500 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 167,929 $11M 0.98% +26,903 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 167,911 $11M 8.44% -883 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 167,262 $10.9M 2.42% -1,788 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 167,112 $10.9M 3.23% +8,992 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 167,995 $10.9M 0.16% -7,685 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 165,238 $10.8M 2.96% -51,047 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 165,069 $10.8M 3.11% +161,176 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 164,529 $10.7M 5.35% +5,546 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 164,466 $10.7M 5.69% +8,900 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 163,763 $10.7M 1.29% +634 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 163,530 $10.7M 6% -11,041 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 162,941 $10.6M 1.01% -842 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 162,396 $10.6M 6.93% +4,481 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 161,812 $10.6M 6.18% +1,213 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 161,746 $10.6M 0.06% -8,232 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 161,715 $10.6M 1.35% -18,199 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 160,957 $10.5M 0.06% +6,685 13F-HR Timeline CX Institutional More: the full row for CX Institutional 160,167 $10.5M 0.32% +5,279 13F-HR Timeline PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 158,495 $10.4M 3.84% +1,251 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 158,814 $10.4M 0.15% 0 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 157,916 $10.3M 0.52% +1,631 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 156,787 $10.2M 1.85% -2,446 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 155,765 $10.2M 2.91% +7,984 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 155,551 $10.2M 0.35% +1,017 13F-HR Timeline Group Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 154,814 $10.1M 4.75% +5,376 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 154,793 $10.1M 3.42% +8,459 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 154,665 $10.1M 0.15% +6,447 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 154,546 $10.1M +8,824 Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 154,367 $10.1M 0.55% +5,801 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 154,027 $10.1M 2.95% -15,732 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 154,016 $10.1M 1.3% +2,343 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 153,826 $10M 0.86% -91,751 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 152,385 $9.94M 4.07% -24,625 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 151,685 $9.9M 6.1% +9,454 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 151,185 $9.87M 0.26% -6,267 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 151,179 $9.87M 1.4% +950 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 149,856 $9.78M 1.64% +3,137 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 149,643 $9.77M 4.4% +5,454 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 149,068 $9.73M 1.06% -5,513 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 148,793 $9.71M 5.29% +3,870 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 148,125 $9.67M 3% -15,500 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 147,242 $9.61M 0.42% +25,592 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 146,393 $9.6M 1.47% +17,518 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 146,619 $9.57M 1.71% +840 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 146,598 $9.57M 2.94% +3,957 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 145,457 $9.49M 0.19% -30,959 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 145,127 $9.47M 1.02% -2,620 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 143,596 $9.37M 0.88% +2,117 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 142,830 $9.32M 0.01% +29,115 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 142,479 $9.3M 1.35% +9,399 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 141,971 $9.27M 0.71% +2,194 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 141,847 $9.26M 1.83% -27,504 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 141,617 $9.24M 3.52% +2,999 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 141,422 $9.23M 1.64% -437 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 140,772 $9.19M 1.31% -1,063 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 139,735 $9.17M 0.2% +5,810 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 140,308 $9.16M 0.11% +304 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 140,017 $9.14M 0.1% -7,899 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 138,836 $9.06M 1.79% +3,641 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 138,668 $9.05M 0.31% -14,173 13F-HR Timeline Group BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 137,488 $8.97M 3.83% +1,984 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 136,896 $8.93M 0.1% -12,784 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 135,414 $8.84M 1.9% -1,520 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 134,337 $8.84M 3.91% +3,611 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 135,372 $8.83M 1.55% +2,423 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 135,277 $8.83M 0.12% +46,187 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 134,838 $8.8M 1.1% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 134,217 $8.76M 1.69% -787 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 133,315 $8.7M 1.71% +100,616 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 133,102 $8.69M 1.91% -1,979 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 132,634 $8.66M 1.52% -329 13F-HR Timeline Flagship Private Wealth, LLC More: the full row for Flagship Private Wealth, LLC 132,159 $8.62M 3.47% +30,723 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 132,039 $8.62M 1.54% -1,600 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 131,942 $8.61M 4.61% -12,991 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 131,872 $8.61M 6.74% -356 13F-HR Timeline Vishria Bird Financial Group, LLC More: the full row for Vishria Bird Financial Group, LLC 131,791 $8.6M 1.69% -446 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 131,679 $8.59M 0.05% +39,524 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 131,060 $8.55M 1.94% +4,674 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 131,000 $8.55M 0.04% -1,000 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 130,925 $8.54M 0.33% -8,214 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 130,599 $8.52M 0.15% -2,343 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 130,781 $8.52M 0.2% -9,044 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 130,523 $8.52M 0.36% -1,161 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 130,481 $8.52M 0.74% +11,375 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 130,221 $8.5M 1.87% -7,166 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 129,797 $8.47M 5.2% -5,741 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 128,367 $8.42M 0.23% +178 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 128,726 $8.4M 0.98% -312 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 127,953 $8.35M 2.31% +5,461 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 127,331 $8.31M 1.37% +552 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 127,135 $8.3M 3.15% -793 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 126,789 $8.27M 5.21% 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 132,151 $8.25M 3.36% +172 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 126,025 $8.22M 0.27% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 124,837 $8.15M 1.22% -937 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 124,753 $8.14M 1.88% -7,869 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 124,689 $8.14M 2.84% -6,874 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 124,667 $8.14M 2.86% +5,796 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 124,539 $8.13M 3.56% +113 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 124,266 $8.11M 0.17% +1,901 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 124,167 $8.1M 5.41% -15,419 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 123,894 $8.09M 2.55% -3,214 13F-HR Timeline Hi-Line Capital Management, LLC More: the full row for Hi-Line Capital Management, LLC 123,577 $8.06M 2.55% +14,743 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 123,245 $8.04M 0.22% +2,723 13F-HR Timeline