Compound Planning, Inc. More: the full row for Compound Planning, Inc. 65,795 $16.7M 0.44% +4,405 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 65,778 $16.7M 5.48% +2,216 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 65,715 $16.7M 1.44% +61,947 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 65,712 $16.7M 0.2% +4,403 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 65,545 $16.6M 2.61% -6 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 65,500 $16.6M 2.96% -763 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 65,476 $16.6M 0.46% +5,049 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 65,349 $16.6M 0.86% -3,841 13F-HR Timeline Artemis Investment Management LLP More: the full row for Artemis Investment Management LLP 65,168 $16.6M 0.15% 0 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 64,967 $16.5M 4.55% -584 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 64,905 $16.5M 0.32% +245 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 64,900 $16.5M 1.27% +3,500 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 64,694 $16.4M 0.98% +12,113 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 64,629 $16.4M 0.47% +9,900 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 64,501 $16.4M 1% +6,152 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 64,486 $16.4M 0.82% -533 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 64,436 $16.4M 1.07% -372 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 64,265 $16.3M 0.22% +19,409 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 64,187 $16.3M 0.68% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 64,152 $16.3M 2.97% -494 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 63,970 $16.2M 0.74% -1,650 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 63,894 $16.2M 0.42% -1,354 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 63,795 $16.2M 2.13% +721 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 63,968 $16.2M 0.58% -1,409 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 63,682 $16.2M 1.57% +9 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 63,494 $16.1M 1.57% -1,423 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 63,190 $16M 2.19% +308 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 63,130 $16M 0.7% +5,296 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 62,933 $16M 0.99% -760 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 62,902 $16M 1.96% -595 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 62,778 $15.9M 0.34% +5,935 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 62,412 $15.9M 0.22% +43,981 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 62,574 $15.9M 0.34% +278 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 62,572 $15.9M 0.73% -171 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 62,569 $15.9M 5.62% -22 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 62,551 $15.9M 0.59% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 62,151 $15.8M 0.68% +532 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 62,029 $15.8M 0.4% +5,738 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 61,910 $15.7M 0.98% -6,205 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 61,412 $15.6M 2.34% -3,413 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 61,648 $15.5M 0.08% -12,557 13F-HR Timeline Group BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 60,991 $15.5M 3.01% -390 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 60,862 $15.5M 1.69% +1,206 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 60,812 $15.4M 1.42% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 60,680 $15.4M 1.12% -2,209 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 60,481 $15.4M 0.47% +4,758 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 60,314 $15.3M 2.74% +16,114 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 60,278 $15.3M 0.81% +37,765 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 60,000 $15.2M 0.54% -27,550 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 59,881 $15.2M 0.7% +25,545 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 59,675 $15.2M 2.73% -978 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 59,597 $15.1M 3.9% -1,611 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 59,477 $15.1M 1.07% -3,729 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 59,468 $15.1M 0.65% -14,743 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 59,384 $15.1M 0.35% +2,100 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 59,310 $15.1M 0.4% +809 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 59,055 $15M 0.79% +3,112 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 58,958 $15M 0.65% +443 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 58,877 $15M 3.57% -3,896 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 58,848 $14.9M 3.7% -276 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 58,659 $14.9M 2.95% -530 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 58,327 $14.8M 0.39% -519 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 58,294 $14.8M 3.09% -554 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 58,227 $14.8M 0.25% +384 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 58,133 $14.8M 1.04% +805 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 58,039 $14.7M 1.59% -440 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 58,033 $14.7M 0.54% +613 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 57,950 $14.7M 2.14% -115 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 57,899 $14.7M 1.85% -1,488 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 57,875 $14.7M 0.92% -2,278 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 57,752 $14.7M 3.36% -726 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 57,725 $14.7M 0.27% +28 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 56,470 $14.6M 0.17% +6,330 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 57,382 $14.6M 1.12% -702 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 57,366 $14.6M 0.38% +2,768 13F-HR Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 57,345 $14.6M 1.52% -3,294 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 57,332 $14.6M 0.17% +7,560 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 57,238 $14.5M 0.48% -2,782 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 57,057 $14.5M 0.71% -3,727 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 57,038 $14.5M 0.58% +30,216 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 57,018 $14.5M 0.04% -85 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 56,007 $14.5M 0.47% 0 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 57,000 $14.5M 0.88% +5,200 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 56,938 $14.5M 0.24% +247 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 56,927 $14.5M 0.27% +1,553 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 56,825 $14.4M 0.78% -270 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 56,610 $14.4M 0.3% +26 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 56,485 $14.3M 1.16% -1,596 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 56,172 $14.3M 0.34% -1,673 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 56,091 $14.2M 1.65% -888 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 55,938 $14.2M 0.98% -586 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 55,737 $14.2M 0.68% +475 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,734 $14.2M 0.82% +9,968 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 55,639 $14.1M 0.29% +993 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 55,333 $14.1M 0.7% -4,637 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 55,162 $14M 1.04% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 55,081 $14M 0.61% -1,713 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 54,557 $13.9M 1.6% +90 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 54,544 $13.9M 1.62% -3,177 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 54,440 $13.8M 1.31% -1,456 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 54,429 $13.8M 1.4% -276 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 54,379 $13.8M 0.51% -391 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 54,323 $13.8M 0.45% -1,488 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 54,266 $13.8M +16,605 Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 54,265 $13.8M 1.7% +401 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 53,838 $13.7M 1.56% -27,708 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 53,762 $13.7M 0.24% -2,878 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 53,587 $13.6M 0.42% -2,763 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 53,500 $13.6M 2.28% -738 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 53,495 $13.6M 1.42% -709 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 53,272 $13.5M 2.44% -1,037 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 53,196 $13.5M 0.46% +21,844 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 53,024 $13.5M 1.98% -774 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 52,966 $13.5M 1.39% +3,363 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 52,767 $13.4M 0.42% +3,523 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 52,696 $13.4M 0.45% -914 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 52,505 $13.3M 0.07% -23,506 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 52,427 $13.3M 1.58% +5,142 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 52,184 $13.3M 0.82% +291 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 51,986 $13.2M 0.55% -665 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 51,914 $13.2M 3.58% +11,081 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 51,668 $13.1M 0.74% +3,657 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 51,624 $13.1M 0.28% +9,178 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 51,324 $13M 0.73% +5,144 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 51,246 $13M 0.09% +709 13F-HR Timeline Group Columbia Asset Management More: the full row for Columbia Asset Management 51,192 $13M 2.26% -3,078 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 51,089 $13M 0.43% +569 13F-HR Timeline WEYBOSSET RESEARCH & MANAGEMENT LLC More: the full row for WEYBOSSET RESEARCH & MANAGEMENT LLC 50,844 $12.9M 3.39% -152 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 50,803 $12.9M 1.62% +6,603 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 50,692 $12.9M 1.47% -169 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 50,589 $12.8M 1.38% +59 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 50,226 $12.8M 0.23% +17,289 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 50,162 $12.7M 0.08% -21,654 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 50,046 $12.7M 1.2% +223 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 49,143 $12.7M 0.69% +11,183 13F-HR Timeline Rench Wealth Management, Inc. More: the full row for Rench Wealth Management, Inc. 49,991 $12.7M 3.41% -307 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 49,990 $12.7M 0.73% +1,662 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 49,900 $12.7M 3.13% -1,384 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 49,826 $12.7M 3.73% -312 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 49,706 $12.6M 1.63% +909 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 49,680 $12.6M 0.23% +90 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 49,597 $12.6M 3.62% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 49,522 $12.6M 0.44% -15,587 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 49,493 $12.6M 0.94% +32 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 49,461 $12.6M 3.33% +490 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 49,415 $12.5M 0.16% -3,848 13F-HR/A Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 49,349 $12.5M 0.36% +7,238 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 49,300 $12.5M 0.4% -1,500 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 49,266 $12.5M 1.21% -417 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 49,167 $12.5M 1.43% -100 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 48,938 $12.4M 1.38% -278 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 48,853 $12.4M 1.22% -7,082 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 48,780 $12.4M 0.57% -2,358 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 48,713 $12.4M 1.42% -17 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 48,707 $12.4M 3.71% +2,750 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 48,675 $12.4M 1.06% -32 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 48,537 $12.3M 1.9% -255 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 48,399 $12.3M 3.23% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 48,385 $12.3M 1.43% -7,912 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 48,360 $12.3M 1.02% +953 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 48,282 $12.3M 0.37% -761 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 47,859 $12.2M 0.39% +1,332 13F-HR Timeline Group PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 48,192 $12.2M 1.63% +1,236 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 48,023 $12.2M 1.48% -10,326 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 47,921 $12.2M 0.36% +1,058 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 49,045 $12.1M 1.99% -1,093 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 47,660 $12.1M 0.54% -283 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 47,625 $12.1M 5.02% +532 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 47,610 $12.1M 2.58% -175 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 47,366 $12M 0.8% -349 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 47,287 $12M 0.71% -1,567 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 47,173 $12M 1.31% +4,680 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 47,126 $12M 0.43% +1,276 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 47,062 $12M 1.29% +697 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 47,061 $12M 3.51% -877 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 46,955 $11.9M 0.09% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 46,830 $11.9M 0.08% -5,157 13F-HR Timeline Group Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 46,755 $11.9M 7.45% +2,647 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 46,726 $11.9M 0.96% 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 46,715 $11.9M 1.45% -437 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 46,663 $11.9M 5.13% +371 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 46,617 $11.8M 1.36% +1,985 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 46,596 $11.8M 0.18% -1,070 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 46,204 $11.7M 0.62% +2,396 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 46,163 $11.7M 1.78% -1,214 13F-HR Timeline Telos Capital Management, Inc. 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