INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,326 $4.7M 0.11% +268 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 25,256 $4.68M 1.22% +1,320 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 25,165 $4.67M 1.28% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 25,149 $4.66M 0.45% -727 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 25,142 $4.66M 1.14% -473 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 25,086 $4.65M 1.4% +1,099 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 25,065 $4.65M 0.73% +6,603 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 25,029 $4.64M 2.25% +912 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 25,000 $4.64M 2.43% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 24,894 $4.62M 1.12% -220 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 24,874 $4.61M 0.34% -1,363 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 24,747 $4.59M 0.65% -71 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 24,693 $4.58M 0.81% +11,274 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 24,687 $4.58M 0.82% new 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 24,574 $4.56M 1.03% 0 13F-HR Timeline Nan Shan Life Insurance Co., Ltd. More: the full row for Nan Shan Life Insurance Co., Ltd. 24,494 $4.54M 0.1% -214,290 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 24,492 $4.54M 1.23% -528 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 24,430 $4.53M 2.6% +110 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 24,368 $4.52M 1.01% -181 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 24,367 $4.52M 0.28% +138 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 24,288 $4.5M 0.63% -69 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 24,263 $4.5M 0.37% +908 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 24,221 $4.49M 0.46% +494 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 24,157 $4.48M 1.23% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,149 $4.48M 1.11% 0 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 24,101 $4.47M 0.97% +640 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 24,085 $4.47M 2.45% +766 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 24,081 $4.47M 0.34% +250 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 23,992 $4.45M 2.82% -33 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 23,983 $4.45M 2.21% -405 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 24,007 $4.44M 0.57% -86 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 23,947 $4.44M 0.06% +466 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 28,124 $4.42M 0.7% -895 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 23,394 $4.41M 0.83% -1,214 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 23,771 $4.41M 1.81% -64 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,743 $4.4M 0.13% -999 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 23,652 $4.4M 0.81% -875 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 24,860 $4.4M 0.06% +2,730 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 23,678 $4.39M 0.82% -2,621 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 23,651 $4.39M 2.66% +56 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 23,599 $4.38M 1.19% -185 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 23,578 $4.37M 0.66% -530 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 23,572 $4.37M 0.64% -589 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 23,570 $4.37M 0.12% -98 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 23,549 $4.37M 0.77% -1,434 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 23,348 $4.36M 0.11% +791 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 23,497 $4.36M 0.74% +29 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 23,491 $4.36M 0.38% +130 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 23,481 $4.35M 0.62% -214 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 23,464 $4.35M 0.6% +4,331 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 23,459 $4.35M 0.3% -1,005 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 23,446 $4.35M 1.99% -25 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 23,426 $4.35M 0.52% -4,654 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 23,300 $4.32M 1.18% 0 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 23,291 $4.32M 0.12% -26,754 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 23,221 $4.31M 0.6% +3,805 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 23,190 $4.3M 1.05% -341 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 23,173 $4.3M 1.13% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 23,172 $4.3M 1.65% +934 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,637 $4.29M 0.45% -1,111 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 23,116 $4.29M 0.25% +2,513 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 23,017 $4.27M 2.57% +780 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 23,004 $4.27M 0.67% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 22,718 $4.25M 0.29% +297 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 22,873 $4.24M 1.02% +606 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 22,794 $4.23M 0.22% +3,163 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 22,794 $4.23M 0.49% +1,328 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,757 $4.22M 0.35% -7 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 22,723 $4.21M 0.74% -221 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 22,715 $4.21M 0.19% +501 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 22,955 $4.21M 0.93% +20,924 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 22,697 $4.21M 1.01% +2,152 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 22,636 $4.2M 0.63% +3,917 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 22,624 $4.19M 0.14% +6,908 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 22,601 $4.19M 0.31% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 22,556 $4.18M 0.05% -1,079 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 22,542 $4.18M 2.11% +2,477 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 22,526 $4.18M 1.83% +231 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 22,470 $4.17M 0.31% +1,803 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 25,085 $4.16M 0.34% -70 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 22,391 $4.15M 1.55% -190 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 22,379 $4.15M 0.81% +1 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 22,310 $4.14M 1.39% -244 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 22,184 $4.11M 2.6% -783 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 22,126 $4.1M 1.48% +112 13F-HR Timeline Essex LLC More: the full row for Essex LLC 22,120 $4.1M 0.74% -2,171 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 22,115 $4.1M 1.16% +121 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 22,104 $4.1M 0.75% +65 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 22,092 $4.1M 0.93% +93 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 22,003 $4.09M 1.39% +1,137 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 22,043 $4.09M 2.99% -3,354,190 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 22,041 $4.09M 0.53% -253 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 22,014 $4.08M 0.23% +3,554 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 22,006 $4.08M 3.67% -208 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 21,990 $4.08M 0.07% -3,530 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 21,983 $4.08M 4.29% -231 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 21,903 $4.06M 0.86% -82 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 21,887 $4.06M 0.49% +493 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 21,873 $4.06M 2.96% -111 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 21,866 $4.05M 1.82% -140 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 21,854 $4.05M 0.19% +226 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 21,813 $4.04M 0.57% +112 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 21,807 $4.04M 1.12% -606 13F-HR/A Timeline Dempze Nancy E More: the full row for Dempze Nancy E 21,752 $4.03M 2.22% -418 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 21,735 $4.03M 2.04% +313 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 21,720 $4.03M 0.87% -1,214 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 21,709 $4.03M 0.31% -237 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 21,661 $4.02M 0.2% -195 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 21,660 $4.02M 1.78% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 21,581 $4M 0.36% +1,082 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 21,566 $4M 0.54% -4,352 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 21,542 $3.99M 1.82% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 21,470 $3.98M 1.06% -58 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 21,470 $3.98M 0.27% +2,020 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 21,462 $3.98M 2.55% +950 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 21,449 $3.98M 0.5% -476 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 20,762 $3.97M 1.11% -1,965 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,402 $3.97M 0.31% -15,138 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 21,339 $3.96M 1.63% -191 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 21,279 $3.95M 0.58% -44 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 21,230 $3.94M 2.13% -240 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 21,198 $3.93M 0.35% -45 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 21,170 $3.93M 0.53% +177 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,141 $3.92M 1.17% -152 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 21,036 $3.9M 0.25% -824 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 20,954 $3.89M 0.79% -697 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,954 $3.89M 0.93% +560 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 20,952 $3.88M 1.04% +443 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 20,947 $3.88M <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,861 $3.87M 0.14% +2,950 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 20,850 $3.87M 3.29% -29 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 20,816 $3.86M 1.19% +11,328 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 20,721 $3.84M 0.42% -1,167 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 20,672 $3.83M 0.44% +808 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 20,633 $3.83M 0.6% -111 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 20,621 $3.82M 1.14% +1,343 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 20,591 $3.82M 0.65% -312 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 20,520 $3.8M 2.6% -2,043 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 20,463 $3.79M 0.18% +3,706 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 20,400 $3.78M 1.07% +173 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 20,399 $3.78M 0.38% -202 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 20,367 $3.78M 1.11% +1,100 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 20,283 $3.76M 1.63% +263 13F-HR Timeline InvesTrust More: the full row for InvesTrust 20,251 $3.75M 1.38% -81 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 20,226 $3.75M 0.3% -676 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 20,176 $3.74M 0.8% -200 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 20,173 $3.74M 1.69% +536 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 20,132 $3.73M 0.53% +2,785 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 20,129 $3.73M 0.38% -81 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 20,069 $3.72M 0.41% -453 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 20,041 $3.72M 0.26% -1,100 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 20,022 $3.71M 0.32% -1,319 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 20,020 $3.71M 2% +235 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 19,988 $3.71M 2.01% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 19,936 $3.7M 1.03% +72 13F-HR Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 19,926 $3.69M 1.94% -1,729 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 19,920 $3.69M 0.59% -666 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 19,520 $3.69M 0.82% +335 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 19,821 $3.68M 0.14% +1,232 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 19,789 $3.67M 0.32% +15,704 13F-HR Timeline TOBAM More: the full row for TOBAM 19,780 $3.67M 1.33% +7,403 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,773 $3.67M 0.14% +4,566 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 19,774 $3.67M 0.28% +809 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 19,715 $3.66M 1.73% +550 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 19,690 $3.65M 0.03% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 19,660 $3.65M 1.09% -7,654 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 19,653 $3.64M 0.58% +223 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 19,640 $3.64M 0.88% +12,586 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 19,610 $3.64M 0.83% -2,212 13F-HR Timeline ANB BANK More: the full row for ANB BANK 19,592 $3.63M 1.47% -1,747 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,518 $3.62M 0.22% +6,758 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 19,505 $3.62M 3.26% -100 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 19,501 $3.62M 1.06% +1,228 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 19,468 $3.61M 0.32% +139 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 19,463 $3.61M 1.39% -387 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 19,437 $3.6M 1.06% +32 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 19,401 $3.6M 0.11% -627 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 19,395 $3.6M 0.18% +1,741 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 19,371 $3.59M 1.1% -161 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,360 $3.59M 0.81% +1,611 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CFC Planning Co LLC More: the full row for CFC Planning Co LLC 19,357 $3.59M 3.02% +1,077 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 19,296 $3.58M 0.11% -930 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 19,246 $3.57M 0.21% -575 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,212 $3.56M 1.2% +422 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 19,199 $3.56M 0.06% +4,278 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 19,282 $3.56M 1.04% -1 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 19,163 $3.55M 1.67% -226 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 19,126 $3.55M 0.77% -92 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 19,041 $3.53M 0.66% -186 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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