Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,190 $8.8M 2.28% -110 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 8,166 $8.78M 1.01% +40 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,146 $8.75M 0.3% +3,571 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 8,135 $8.74M 1.37% -278 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 8,132 $8.74M 1.12% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 8,052 $8.65M 1.3% -300 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 8,051 $8.65M 0.48% -36 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 8,050 $8.65M 0.2% -2,000 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,028 $8.63M 0.6% +577 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 8,006 $8.6M 1.27% -61 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,987 $8.58M 0.39% -1,332 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 7,978 $8.57M 1.6% +279 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,978 $8.57M 0.58% -965 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 7,923 $8.55M 6.32% -61 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,950 $8.54M 0.34% +101 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 7,910 $8.5M 3.23% -39 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,908 $8.5M 0.96% -1,574 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,875 $8.46M 0.83% -85 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,859 $8.45M 0.39% +1,507 13F-HR Timeline Exome Asset Management LLC More: the full row for Exome Asset Management LLC 7,852 $8.44M 4.17% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 7,792 $8.38M 0.04% 0 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,784 $8.36M 5.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,777 $8.36M 2.91% +7,055 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,741 $8.32M 0.62% -28 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,736 $8.31M 1.21% -84 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 7,736 $8.31M 0.93% +13 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 7,732 $8.31M 1.87% +150 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,717 $8.29M 0.55% -204 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 7,702 $8.28M 0.34% -115 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 7,686 $8.26M 0.32% +172 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 7,666 $8.24M 1.17% +881 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 7,656 $8.23M 1.6% +1,048 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 7,640 $8.21M 0.58% -67 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,605 $8.17M 0.56% +907 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 7,574 $8.14M 0.75% +1,132 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 7,552 $8.12M 1.17% -273 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 7,521 $8.08M 1.3% -292 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 7,509 $8.07M 0.97% -6,182 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,488 $8.05M 0.12% +80 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,450 $8.01M 2.89% -89 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 7,421 $7.98M 1.35% -5,895 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,418 $7.97M 0.3% -258 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 7,414 $7.97M 4.71% +27 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 7,412 $7.97M 3.24% -383 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 7,398 $7.95M 1.21% +37 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,308 $7.95M 2.08% +135 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,389 $7.94M 0.38% +3,506 13F-HR/A Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 7,379 $7.93M 4.5% -8 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 7,360 $7.91M 3.41% -5 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,351 $7.9M 1.06% -471 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,335 $7.88M 0.53% +341 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 7,311 $7.87M 2.61% +31 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,323 $7.87M 0.19% -171 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,283 $7.83M 0.18% +676 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 7,276 $7.82M 6.27% -2,100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,271 $7.81M 0.55% -2,020 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,256 $7.8M 0.27% -33 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 7,243 $7.78M 0.46% -579 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 7,227 $7.77M 0.39% +4,616 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,217 $7.76M 0.57% -127 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,206 $7.74M 0.43% +1,096 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 7,202 $7.74M 2.32% -59 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 7,199 $7.74M 0.48% +935 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 7,180 $7.72M 4.53% +39 13F-HR Timeline QVR LLC More: the full row for QVR LLC 7,177 $7.71M 5.39% +6,487 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,167 $7.7M 0.75% +478 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,163 $7.7M 0.33% -5,075 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 7,158 $7.69M 0.73% +17 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,132 $7.66M 0.41% +58 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 7,132 $7.66M 0.97% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,129 $7.66M 0.28% +733 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,128 $7.66M 0.77% -265 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 7,123 $7.65M 0.64% -225 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 7,111 $7.64M 0.99% +1,138 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,059 $7.59M 1.76% +64 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 7,045 $7.57M 0.98% +89 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,031 $7.56M 0.37% -445 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 7,027 $7.55M 3.25% -62 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,017 $7.54M 0.33% +2,221 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 7,013 $7.54M 5.26% 0 13F-HR Timeline Sivik Global Healthcare LLC More: the full row for Sivik Global Healthcare LLC 7,000 $7.52M 3.67% -3,000 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 6,998 $7.52M 6.86% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 6,982 $7.5M 1.79% +32 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,967 $7.49M 0.24% +825 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 6,956 $7.48M 0.72% -3,183 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,891 $7.41M 3.06% -20 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 6,883 $7.4M 0.68% -16 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 6,877 $7.39M 1.03% -346 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 6,864 $7.38M 0.8% +3,494 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,847 $7.36M +72 Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 6,818 $7.33M 2.11% +90 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 6,766 $7.27M 1.15% -294 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 6,750 $7.25M 2.75% -675 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,850 $7.25M 5.2% -245 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,743 $7.25M 0.19% +1,669 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,741 $7.24M 0.58% +668 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,726 $7.23M 0.4% +1,255 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,721 $7.22M 0.8% -51 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,719 $7.22M 0.26% +849 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,767 $7.22M 0.41% +1,112 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 6,705 $7.21M 0.22% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 6,699 $7.2M 0.55% +70 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 6,691 $7.19M 0.73% -55 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,683 $7.18M 0.12% -8,678 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 6,682 $7.18M 0.17% +472 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 6,678 $7.18M 1.53% -3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 6,671 $7.17M 2.52% -19,236 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,655 $7.15M 0.51% +504 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,650 $7.15M 0.49% -40 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 6,642 $7.14M 1.12% -84 13F-HR Timeline Telligent Fund, LP More: the full row for Telligent Fund, LP 6,600 $7.09M 7.89% -600 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 6,598 $7.09M 2.86% +291 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 6,581 $7.07M 0.29% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,568 $7.06M 0.41% -195 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,566 $7.06M 0.05% -503 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,551 $7.04M 0.72% +165 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 6,549 $7.04M 0.86% -10 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 6,543 $7.03M 0.91% +369 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 6,535 $7.02M 2.64% +9 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 6,476 $6.96M 1.47% +1,023 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 6,465 $6.95M 0.89% +2,665 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,459 $6.94M 1.94% -320 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,452 $6.93M 1.57% +10 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 6,439 $6.92M 0.87% -137 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 6,414 $6.89M 0.77% +61 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,403 $6.88M 0.18% +908 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 6,374 $6.85M 0.95% -74 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,373 $6.85M 1.83% -127 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,370 $6.85M 0.25% -1 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,368 $6.84M 0.25% -162 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,328 $6.8M 0.26% +384 13F-HR Timeline Group American Trust More: the full row for American Trust 6,327 $6.8M 0.57% -58 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,326 $6.8M 0.45% +1,745 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 6,303 $6.77M 0.57% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,303 $6.77M 0.78% +174 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 6,251 $6.72M 1.42% -7 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 6,240 $6.71M 1.19% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,235 $6.7M 0.53% +824 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,223 $6.69M 0.11% +398 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 6,198 $6.66M 3.52% -142 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 6,224 $6.59M 0.94% +990 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,106 $6.56M 1.12% +964 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 6,098 $6.55M 0.5% +443 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,096 $6.55M 0.38% +3,927 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,086 $6.54M 1.02% -156 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 6,082 $6.54M 1.56% +64 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 6,077 $6.53M 1.01% -4,278 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 6,062 $6.51M 0.31% -116 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,054 $6.51M 0.18% +17 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 6,050 $6.5M 0.22% +550 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 6,049 $6.5M 1.88% +101 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,042 $6.49M 0.86% -3,650 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,040 $6.49M 0.18% +790 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 6,003 $6.48M 0.87% -199 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 6,020 $6.47M 0.2% +60 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 6,018 $6.47M 0.3% +557 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 6,016 $6.47M 3.07% -4 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 5,978 $6.42M 0.19% -670 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 5,975 $6.42M 5.14% +1,125 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 5,970 $6.42M 0.96% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,955 $6.4M 0.41% +3,905 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 5,924 $6.37M 0.77% -100 13F-HR Timeline InvesTrust More: the full row for InvesTrust 5,913 $6.35M 2.46% -601 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,912 $6.35M 0.72% -158 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 5,911 $6.35M 2.8% -20 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 5,889 $6.33M 1.11% +157 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,888 $6.33M 2.61% +36 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,926 $6.31M 0.25% -504 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 5,854 $6.29M 0.17% +2,107 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,851 $6.29M 0.9% -122 13F-HR Timeline TOBAM More: the full row for TOBAM 5,788 $6.22M 1.53% +2,755 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 5,780 $6.21M 1.28% +2,144 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 5,758 $6.19M -1,634 Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,755 $6.18M 0.93% +633 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 5,754 $6.18M 0.76% -293 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,753 $6.18M 2.3% -190 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,737 $6.17M 2.16% -406 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,737 $6.16M 0.65% -47 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 5,729 $6.16M 1.74% +1,641 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 5,719 $6.15M 0.56% +118 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 5,718 $6.15M 2.64% -96 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 5,716 $6.14M 0.46% -449 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,713 $6.14M 0.34% +161 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 5,686 $6.11M 3.46% +53 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 5,658 $6.08M 1.98% +842 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 5,656 $6.08M 1.14% +70 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 5,653 $6.08M 0.56% +1,424 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,652 $6.07M 2.21% +41 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,646 $6.07M 0.41% -234 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 5,645 $6.07M 2.14% -122 13F-HR Timeline Concord Investment Counsel Inc. 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