Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 13,314 $3.21M 0.06% +1,911 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 13,288 $3.2M 0.37% -18 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,280 $3.2M 0.18% -188 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,223 $3.19M 0.03% -40,219 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,987 $3.18M 0.28% -52 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 13,173 $3.18M 0.19% +197 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,120 $3.16M 0.71% -432 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 13,089 $3.16M 0.57% -275 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 13,069 $3.15M 0.53% +725 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,003 $3.14M 0.32% +415 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 13,000 $3.13M 0.01% +10,261 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 12,986 $3.13M 0.64% +6 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 12,875 $3.12M 0.72% 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 12,936 $3.12M 1.16% -189 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 12,934 $3.12M 0.58% -264 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 12,863 $3.1M 1.66% +72 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 12,786 $3.08M 0.15% -893 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 12,780 $3.08M 0.44% 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,763 $3.08M 1.18% -210 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 12,731 $3.07M 0.28% -725 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,722 $3.07M 0.07% -214 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,669 $3.06M 0.13% +723 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 12,642 $3.05M 0.2% -17 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 12,535 $3.02M 0.57% +94 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,480 $3.01M 0.55% -386 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 12,380 $2.99M 0.48% 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 12,370 $2.98M 0.1% +5,517 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 12,341 $2.98M 0.08% +410 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 12,334 $2.97M 0.11% -7,138 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 12,306 $2.97M 0.46% +146 13F-HR Timeline United Bank More: the full row for United Bank 12,279 $2.96M 1% -538 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 12,266 $2.96M 0.42% -100 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 12,253 $2.95M 0.41% -317 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,182 $2.94M 0.11% +1,637 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,142 $2.93M 0.02% -966 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,101 $2.92M 0.04% -24 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 12,058 $2.91M 0.76% -152 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 12,041 $2.9M 0.95% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 12,038 $2.9M 0.72% +224 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 11,986 $2.89M 0.13% -326 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,971 $2.89M 0.1% -756 13F-HR Timeline Group Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 11,962 $2.88M 0.51% 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 11,950 $2.88M 0.09% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 11,948 $2.88M 0.1% +264 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 11,945 $2.88M 0.1% -1,552 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,887 $2.87M 0.62% +50 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 11,846 $2.86M 1.14% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 11,811 $2.85M 1.12% -2,182 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 11,800 $2.85M 0.06% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,784 $2.84M 0.14% +1,341 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,767 $2.84M 0.03% +298 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 11,757 $2.84M 0.07% +203 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,706 $2.82M 0.93% +212 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 11,663 $2.81M 0.69% +68 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 11,590 $2.8M 0.32% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,585 $2.79M 0.29% -1,628 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,577 $2.79M 0.8% +1 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 11,559 $2.79M 0.59% +345 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 11,507 $2.77M 1.66% 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 11,447 $2.76M 0.75% -181 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 11,437 $2.76M 0.11% -680 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,398 $2.75M 0.81% -184 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 11,376 $2.74M 0.2% -11 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 11,352 $2.74M 1.51% +323 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,346 $2.74M 0.04% +86 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 11,332 $2.73M 0.31% -1,366 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11,306 $2.73M 0.12% +370 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,299 $2.72M 0.02% -4,749 13F-HR Timeline Group Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 11,264 $2.72M 0.73% -6,736 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 11,247 $2.71M 0.4% -450 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,222 $2.71M 0.83% 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 11,194 $2.7M 0.81% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,191 $2.7M 0.03% -73 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,154 $2.69M 0.02% -4,062 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 11,098 $2.68M 2.91% -60 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 10,964 $2.64M 0.97% -4,398 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 10,952 $2.64M 0.6% -54 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,949 $2.64M 1.3% +385 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,938 $2.64M 0.04% -70 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 10,929 $2.64M 0.16% -271 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 10,928 $2.64M 1.04% -111 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 10,911 $2.63M 0.08% +1,836 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 10,905 $2.63M 0.55% +167 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,903 $2.63M 0.02% -2,636 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 10,853 $2.62M 0.04% +805 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,788 $2.6M 0.03% -206 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 10,775 $2.6M 0.89% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,714 $2.58M 0.12% -22 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,708 $2.58M 0.06% -1,616 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,694 $2.58M 0.15% -16 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 10,660 $2.57M 0.75% -198 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,646 $2.57M 0.31% -662 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 10,619 $2.56M 0.95% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,618 $2.56M 0.15% +223 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,005 $2.56M +1,260 Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 10,588 $2.55M 0.27% +1,035 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 10,580 $2.55M 0.16% -147 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 10,574 $2.55M 1.12% +1,641 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 10,558 $2.55M 0.04% +74 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,528 $2.54M 0.03% -73 13F-HR Timeline Leibman Financial Services, Inc. More: the full row for Leibman Financial Services, Inc. 10,525 $2.54M 1.83% +800 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,522 $2.54M 0.24% -703 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,500 $2.53M 1.03% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 10,467 $2.52M 0.09% -2,192 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 10,452 $2.52M 1.17% +584 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 10,350 $2.52M 0.1% +703 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 10,398 $2.51M 0.48% -400 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 10,391 $2.51M 0.5% +9,089 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 10,379 $2.5M 0.4% +38 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 10,362 $2.5M 0.57% +2 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,352 $2.5M 0.64% +3,109 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 10,346 $2.5M 0.78% +706 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 10,323 $2.49M 0.19% +931 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 10,318 $2.49M 0.35% -5,301 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 10,314 $2.49M 0.04% -650 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 10,301 $2.48M 0.04% -112 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 10,290 $2.48M 1.29% -187 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,248 $2.47M 0.08% +787 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,233 $2.47M 0.05% +55 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 10,232 $2.47M 0.28% -590 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 10,225 $2.47M 1.35% -163 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,211 $2.46M 0.12% +29 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 10,191 $2.46M 0.3% -211 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 10,189 $2.46M 0.04% -2,415 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 10,158 $2.45M 0.66% -266 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 10,122 $2.44M 0.15% +317 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 10,120 $2.44M 0.95% -36 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10,101 $2.44M 1.03% -147 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 10,100 $2.44M 0.09% -200 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,090 $2.43M 0.12% +291 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,090 $2.43M 0.26% -758 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 10,018 $2.42M 0.68% -19 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,014 $2.42M 0.51% -237 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 10,000 $2.41M 0.28% 0 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 9,982 $2.41M 0.65% -75 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 9,947 $2.4M 0.09% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,835 $2.37M 0.04% +1,643 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 9,791 $2.36M 0.19% +4,817 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 9,750 $2.35M 0.69% +500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 9,714 $2.34M 0.18% -84 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,654 $2.33M 0.05% +1,158 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 9,637 $2.32M 0.11% -1,341 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 9,623 $2.32M 0.07% +56 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,576 $2.31M 0.13% +1,688 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,545 $2.3M 0.06% -50 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 9,513 $2.29M 0.16% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 9,510 $2.29M 0.88% +175 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,498 $2.29M 0.07% -5,766 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,455 $2.28M 0.05% +714 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 9,445 $2.28M 0.08% -328 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 9,433 $2.27M 0.09% -6,195 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,427 $2.27M 0.24% -16 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,423 $2.27M 0.26% -56 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,423 $2.27M 0.44% -37 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,266 $2.23M 0.78% -47 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 9,262 $2.23M 0.19% +2,980 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,236 $2.23M 0.03% +2,061 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 9,200 $2.22M 0.6% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,125 $2.2M 0.08% -1,326 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,114 $2.2M 0.22% +132 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,066 $2.19M 0.21% +296 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 9,047 $2.18M 0.03% +2,183 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 9,040 $2.18M 0.91% 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 8,988 $2.17M +688 Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 8,970 $2.16M 1.49% +1,921 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 8,921 $2.15M 0.09% +1,224 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 8,912 $2.15M 0.29% -75 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 8,905 $2.15M 0.18% +237 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,676 $2.14M 0.07% +287 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 8,888 $2.14M 0.31% +408 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,860 $2.14M 0.23% -2 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,813 $2.13M 0.02% new 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 8,799 $2.12M 0.71% -150 13F-HR Timeline Bell Bank More: the full row for Bell Bank 8,786 $2.12M 0.09% +1,375 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,776 $2.12M 0.05% -3,152 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 8,771 $2.12M 0.43% +1,616 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 8,744 $2.11M 0.2% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,724 $2.1M 0.16% +115 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 8,683 $2.09M 0.14% -3 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,675 $2.09M 0.09% +785 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 8,664 $2.09M 0.69% +49 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 8,660 $2.09M 0.12% -81 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 8,634 $2.08M 0.58% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 8,623 $2.08M 0.48% -500 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,616 $2.08M 0.14% +47 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,599 $2.07M 0.04% +288 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 8,574 $2.07M 0.76% -235 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 8,566 $2.07M 0.17% -522 13F-HR Timeline Tudor Financial Inc. 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