JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 17,394 $492K <0.01% +805 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 17,383 $492K 0.05% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 17,357 $491K 0.06% +4,379 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 17,310 $490K 0.15% -230 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 17,540 $490K 0.41% -3,073 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,223 $488K 0.04% +630 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 17,138 $485K 0.04% -417 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,994 $481K <0.01% +1,669 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,988 $481K 0.02% +5,145 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,986 $481K 0.03% -13 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16,974 $481K 0.03% +68 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,971 $480K 0.02% +486 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 16,795 $475K 0.21% +20 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 16,794 $475K 0.06% +1,072 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 16,793 $475K 0.06% +5,099 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 16,722 $473K 0.23% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 16,626 $471K 0.16% +13,286 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,615 $470K 0.06% -459 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 16,546 $468K 0.08% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 16,446 $466K 0.01% -330 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 16,416 $465K 0.2% -37 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 16,295 $461K 0.1% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 16,292 $461K 0.14% +5,442 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 16,286 $461K 0.03% +51 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 17,051 $460K 0.18% -2,312 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 16,239 $459K <0.01% -121,312 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 16,164 $458K 0.17% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 16,134 $457K 0.02% -1,405,450 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 16,117 $456K 0.03% -238 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16,502 $454K 0.02% -186 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 16,000 $453K 0.33% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 15,967 $452K 0.09% +74 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 15,950 $452K 0.15% -78 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 15,939 $451K 0.03% +300 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 15,900 $450K 0.09% -192 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 15,841 $448K 0.23% +800 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 15,806 $447K 0.03% +422 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 15,769 $446K 0.26% +6,784 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 15,726 $445K 0.05% +931 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 15,654 $443K 0.02% +3,878 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 15,539 $440K 0.06% +152 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 15,598 $439K 0.04% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 15,499 $439K 0.17% -2,877 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 15,445 $437K 0.02% +855 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 15,439 $437K 0.07% +392 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 15,431 $437K 0.02% +33 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 15,385 $436K 0.03% -574 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 15,238 $431K 0.06% -49 13F-HR Timeline Clearview Wealth Advisors LLC More: the full row for Clearview Wealth Advisors LLC 15,224 $431K 0.28% -416 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15,210 $431K 0.02% +943 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 15,153 $429K 0.44% -50 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 15,128 $428K 0.31% +174 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 15,067 $427K 0.04% -589 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 15,038 $426K <0.01% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 15,037 $426K 0.09% +50 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 15,036 $426K 0.13% -18,598 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 15,027 $425K 0.29% new 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 15,000 $425K 0.1% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 14,998 $425K 0.06% +355 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 14,986 $424K 0.11% +524 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 16,334 $423K 0.09% -1,981 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 14,886 $421K 0.02% +56 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 14,875 $421K 0.01% new 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 14,862 $421K 0.03% +1,083 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 14,743 $417K 0.01% +1,635 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 14,700 $416K 0.1% 0 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 14,593 $413K 0.25% +170 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 14,547 $412K 0.03% -425 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 14,418 $408K 0.02% +5,554 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 14,414 $408K <0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 14,406 $408K 0.01% +10 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,349 $406K 0.01% +249 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 14,343 $406K 0.03% -6,717 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 14,338 $406K 0.29% +9,196 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 14,337 $406K 0.01% -929 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 14,329 $406K 0.01% +4,309 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 14,227 $403K 0.05% +5,287 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 14,175 $401K <0.01% -5,042 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,170 $401K 0.02% -21 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 14,141 $400K 0.12% +77 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 14,112 $400K 0.03% +1,516 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 14,440 $398K 0.02% +464 13F-HR/A Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,041 $397K 0.03% +294 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 14,018 $397K 0.02% -1,587 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 13,966 $395K 0.02% +331 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 13,956 $395K 0.1% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,979 $395K 0.05% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 13,949 $395K 0.17% -315 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 13,865 $393K 0.1% +6,000 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 13,850 $392K 0.33% -200 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 13,780 $390K 0.01% +506 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,709 $388K 0.01% -1,559 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 13,697 $388K 0.11% +1,821 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13,630 $386K 0.01% -54 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,625 $386K 0.03% -414 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 13,570 $384K 0.04% +1,186 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,868 $384K 0.06% -6,091 13F-HR/A Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,556 $384K 0.02% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 13,487 $382K 0.01% +783 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 13,477 $382K 0.09% +59 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 13,450 $381K 0.09% +264 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 13,346 $378K 0.01% +26 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,331 $377K 0.02% -1,050 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 14,453 $377K 0.06% +59 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 13,306 $377K 0.06% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 13,279 $376K 0.3% -407 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,227 $374K 0.03% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 13,120 $371K 0.11% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 13,104 $371K 0.02% -1,140 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,098 $371K <0.01% +420 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 13,049 $369K 0.11% -13 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,560 $368K 0.03% -1,425 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 12,953 $367K 0.11% -905 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 12,937 $366K 0.03% -52,543 13F-HR Timeline Terril Brothers, Inc. More: the full row for Terril Brothers, Inc. 12,868 $364K 0.11% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,863 $364K 0.01% -1,549 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 12,630 $358K 0.02% 0 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 12,619 $357K 0.37% +1,417 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,574 $356K 0.14% -297 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 12,564 $356K 0.13% +8,520 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,519 $354K 0.03% 0 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 12,500 $354K 0.27% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 12,493 $354K 0.01% +445 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 12,784 $352K 0.05% +544 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 12,423 $352K 0.01% +747 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,341 $349K 0.04% +4,152 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 12,300 $348K 0.06% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 12,251 $347K <0.01% +65 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 12,245 $347K 0.21% +302 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 12,227 $346K 0.01% -81 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,214 $346K 0.02% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 12,200 $345K 0.01% new 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 12,190 $345K 0.23% -376 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 12,181 $345K 0.03% +618 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12,142 $344K 0.23% +1 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 12,140 $344K 0.01% -1,684 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,098 $342K 0.05% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 12,095 $342K 0.07% +374 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 12,089 $342K 0.07% -1,850 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,048 $341K <0.01% +254 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,000 $340K 0.05% -500 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 11,998 $340K 0.1% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 11,987 $339K 0.08% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 11,981 $339K 0.3% -1,753 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 11,974 $339K 0.01% -1,708 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,935 $338K 0.01% +405 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,919 $337K 0.02% -142 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 11,892 $337K 0.23% -899 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 11,820 $335K 0.06% 0 13F-HR/A Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 11,797 $334K 0.04% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 11,775 $333K 0.01% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,770 $333K 0.03% +95 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 11,623 $329K 0.09% +1 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,603 $328K 0.01% -2,879 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 11,597 $328K 0.04% +2,934 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 11,597 $328K 0.02% -750 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,571 $328K 0.06% -812 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 11,520 $327K 0.01% new 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 11,524 $326K 0.14% +124 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 11,518 $326K 0.02% +1,352 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,500 $326K 0.13% -1,000 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 11,494 $325K 0.03% +78 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 11,335 $321K 0.2% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 11,307 $320K 0.01% +50 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 11,417 $320K 0.02% +758 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,267 $319K 0.14% -334 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 11,247 $318K <0.01% +500 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 11,238 $318K 0.02% -844 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 11,231 $318K <0.01% +795 13F-HR Timeline Group Amplify Investments, LLC More: the full row for Amplify Investments, LLC 11,200 $317K 8.07% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,189 $317K 0.02% +968 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 11,149 $316K 0.04% +6,635 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,117 $315K <0.01% -250 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,111 $315K 0.04% -651 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 11,086 $314K 0.01% -450 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 11,030 $312K 0.08% -238 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 11,016 $312K <0.01% -504 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 11,016 $312K 0.07% +139 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 10,979 $311K 0.15% -3,682 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 10,998 $311K 0.11% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 10,994 $311K 0.03% +62 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 10,992 $311K 0.04% new 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,992 $311K 0.12% +2,018 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 10,966 $310K 0.01% -1,442 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 10,863 $308K <0.01% +2,999 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 10,775 $305K 0.14% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 10,765 $305K 0.02% -285 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,752 $304K <0.01% -7,379 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 10,735 $303K 0.13% -262 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 10,696 $303K 0.01% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 10,678 $302K 0.14% -20,100 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 10,658 $302K <0.01% -1,144 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 10,645 $301K 0.03% -30 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,607 $300K 0.01% -251 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,589 $300K 0.01% new 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 10,581 $300K 0.07% +2 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,576 $299K 0.14% -5,358 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 10,574 $299K 0.01% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,571 $299K 0.01% -2,332 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10,490 $297K 0.04% +313 13F-HR Timeline