Alphinity Investment Management Pty Ltd More: the full row for Alphinity Investment Management Pty Ltd 9,767 $5.49M 0.05% -1,727 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,746 $5.48M 0.14% +6,243 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9,722 $5.46M 0.74% +45 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 9,694 $5.45M 0.03% -6,238 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,654 $5.42M 0.19% +668 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 9,649 $5.42M 0.51% -6,757 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 9,597 $5.39M 0.22% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,581 $5.38M 0.18% +5,710 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,537 $5.36M 0.6% -53 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,447 $5.31M 0.39% 0 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 9,447 $5.31M 0.13% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 9,432 $5.3M 0.87% -64 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 9,425 $5.3M 1.87% +2,500 13F-HR Timeline Bretton Capital Management, LLC More: the full row for Bretton Capital Management, LLC 9,380 $5.27M 4.76% 0 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,373 $5.27M 1.78% 13F-HR/A Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,372 $5.27M 0.29% -6,320 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 9,353 $5.26M 0.67% +1,042 13F-HR Timeline Grafton Street Partners Fund, LP More: the full row for Grafton Street Partners Fund, LP 9,345 $5.25M 3.32% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 16,361 $5.25M 0.69% +13,422 13F-HR/A Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 9,316 $5.24M 0.31% +1,880 13F-HR Timeline Group BRIDGER MANAGEMENT, LLC More: the full row for BRIDGER MANAGEMENT, LLC 9,310 $5.23M 3.09% +6,910 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 9,295 $5.22M 0.33% -10 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,277 $5.21M 0.46% +10 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 9,263 $5.2M 0.97% -122 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 9,259 $5.2M 0.63% +1,716 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 9,250 $5.2M 0.36% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,237 $5.19M 2.39% +281 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,233 $5.19M 0.25% +34 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,219 $5.18M 0.56% +74 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 9,195 $5.17M 0.81% +300 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 9,181 $5.16M 0.3% -86 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 9,176 $5.16M 0.03% -13,056 13F-HR/A Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,115 $5.12M 0.47% +85 13F-HR Timeline Group Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 9,103 $5.12M 0.76% -975 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 9,103 $5.12M 3% -1,000 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 9,098 $5.11M 0.72% -173 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,096 $5.11M 0.27% -749 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 9,094 $5.11M 1.38% -432 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 9,082 $5.1M 0.66% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,957 $5.03M 0.31% +338 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,948 $5.03M 0.88% -478 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 8,943 $5.03M 3.24% -1,057 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,931 $5.02M 0.49% -35 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 8,883 $4.99M 0.97% +265 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 8,866 $4.98M 1.31% -134 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,804 $4.95M 0.34% -65 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 8,795 $4.94M 0.68% +322 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 8,776 $4.93M 0.39% new 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 8,771 $4.93M 0.43% +54 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,755 $4.92M 0.23% +174 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 8,752 $4.92M 1.16% +417 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 8,722 $4.9M 0.88% -68 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 8,657 $4.86M 0.61% +269 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,644 $4.86M 0.94% +781 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 8,627 $4.85M 0.63% -919 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 8,580 $4.84M 1.63% -854 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 8,606 $4.84M 1.12% +45 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 8,597 $4.83M 1.72% -523 13F-HR Timeline Group CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 8,595 $4.83M 1.48% -30 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 8,594 $4.83M 0.26% -11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,551 $4.81M 0.14% +690 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,549 $4.8M 0.37% +4,208 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 8,542 $4.8M 1.71% -350 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 8,516 $4.79M 1.89% +10 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 8,511 $4.78M 0.37% -1,050 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 8,490 $4.77M 1.17% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 8,476 $4.76M 0.28% +404 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 8,473 $4.76M 0.16% -267 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,469 $4.76M 0.02% -1,718 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,644 $4.76M 0.42% -554 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 8,464 $4.76M 0.41% -771 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,462 $4.76M 0.23% -5,665 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,456 $4.75M 0.33% +21 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 8,445 $4.75M +81 Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 8,432 $4.74M 0.56% +409 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 8,416 $4.73M 2.8% +891 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 8,389 $4.71M 2.17% -315 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 8,377 $4.71M 0.2% -77 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,375 $4.71M 1.03% -1,590 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 8,352 $4.69M 1.74% -202 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 8,317 $4.67M 2.6% -397 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 8,309 $4.67M 3.33% -80 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,275 $4.65M 3.22% +683 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,260 $4.64M 0.06% -32 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,250 $4.64M 0.13% +23 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 8,246 $4.63M 0.38% -25 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8,239 $4.63M 1.25% +203 13F-HR Timeline Promethos Capital, LLC More: the full row for Promethos Capital, LLC 8,238 $4.63M 1.56% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 8,179 $4.6M 0.79% -112 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 8,168 $4.59M 1.23% -63 13F-HR Timeline Group BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 8,167 $4.59M 0.84% +234 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,161 $4.59M 0.28% +124 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 8,160 $4.59M 0.2% -426 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,158 $4.58M 1.82% +45 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 8,095 $4.57M 1.07% -110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,129 $4.57M 0.05% +259 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 8,120 $4.56M 0.28% -542 13F-HR/A Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 8,098 $4.55M 3.42% -180 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 8,068 $4.53M 0.3% -1,037 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 8,043 $4.52M 0.4% +210 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 8,028 $4.51M 0.16% +1,617 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 8,025 $4.51M 1.07% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 8,003 $4.5M 0.26% -826 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 8,000 $4.5M 5.27% 0 13F-HR Timeline RedJay Asset Management Inc. More: the full row for RedJay Asset Management Inc. 8,000 $4.5M 1.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,985 $4.49M 0.77% -234 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,977 $4.48M 0.17% -79 13F-HR Timeline TB Capital Gestao de Recursos Ltda. More: the full row for TB Capital Gestao de Recursos Ltda. 7,953 $4.47M 3.88% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 7,911 $4.45M 2.02% -19 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 7,908 $4.44M 0.59% -1,027 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,901 $4.44M 0.12% +946 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,898 $4.44M 0.39% +215 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 7,881 $4.43M 0.79% -123 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,880 $4.43M 1.74% 0 13F-HR Timeline INKWELL CAPITAL LLC More: the full row for INKWELL CAPITAL LLC 7,875 $4.43M 4.74% -100 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 7,874 $4.42M 1.56% +2,450 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 7,867 $4.42M 1.31% +198 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 7,860 $4.42M 0.49% +736 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 7,886 $4.41M 1.14% 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,841 $4.41M 0.54% -475 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,833 $4.4M 0.02% +84 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,813 $4.39M 0.33% +167 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 7,805 $4.39M 0.86% -33 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 7,767 $4.36M 1.56% +37 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 7,714 $4.33M 0.79% -91 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,700 $4.33M 1.04% -718 13F-HR Timeline In-Depth Partners, LLC More: the full row for In-Depth Partners, LLC 7,664 $4.31M 4.52% -1,698 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 7,600 $4.27M 1.21% 0 13F-HR Timeline Group Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 7,600 $4.27M 0.36% new 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,535 $4.23M 0.23% +321 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 7,512 $4.22M +51 Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 7,495 $4.21M 0.33% -2,577 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,446 $4.18M 2.24% +377 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 7,443 $4.18M 0.62% -9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,427 $4.17M 0.19% +7 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,427 $4.17M 0.14% +2,870 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 7,363 $4.15M 1.72% -113 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 7,366 $4.14M 0.67% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 7,364 $4.14M 1.45% -32 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,362 $4.14M 1.7% -2,445 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,352 $4.13M 0.59% +555 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 7,345 $4.13M 5.58% 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 7,297 $4.12M 0.19% -233 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,310 $4.11M 0.76% -283 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,285 $4.09M 0.24% +1,204 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,287 $4.09M 0.19% -156 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,261 $4.08M 1.08% +2,042 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 7,222 $4.06M 0.27% +486 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,183 $4.04M 0.81% -461 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,173 $4.03M 0.24% +110 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,164 $4.03M 0.57% +2,399 13F-HR Timeline Prospect Hill Management, LLC More: the full row for Prospect Hill Management, LLC 7,150 $4.02M 2.07% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,146 $4.02M 0.09% -1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 7,110 $4M 1.64% +289 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,100 $3.99M 0.2% new 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,099 $3.99M 2.12% -5 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 7,096 $3.98M 1.78% +1,770 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,079 $3.98M 0.29% +927 13F-HR Timeline United Bank More: the full row for United Bank 7,074 $3.98M 1.52% -89 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,072 $3.97M 0.18% +399 13F-HR Timeline Group Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 7,050 $3.96M 2.62% -160 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,029 $3.95M 0.05% +293 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,016 $3.94M 0.11% -140 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,015 $3.94M 0.11% +406 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 6,993 $3.94M 0.6% -6 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 7,000 $3.93M 0.54% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 6,981 $3.92M 0.27% +677 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 6,936 $3.9M 1.46% +7 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,893 $3.87M 0.25% +564 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 6,871 $3.86M 0.83% +110 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 6,866 $3.86M 0.54% -700 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,833 $3.84M 0.59% -87 13F-HR Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 6,803 $3.82M 2.61% -126 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,801 $3.82M 0.3% -389 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6,775 $3.81M 1.7% -54 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,763 $3.8M 0.39% -187 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 6,761 $3.8M 0.62% +287 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,737 $3.79M 0.81% +573 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 6,726 $3.78M 1.19% +131 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 6,706 $3.77M 0.2% -37 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 6,687 $3.76M +243 Timeline NVWM, LLC More: the full row for NVWM, LLC 6,678 $3.75M 0.91% +48 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 6,637 $3.73M 0.35% +3,794 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 6,632 $3.73M 0.15% +105 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,631 $3.73M 0.84% +2,880 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,614 $3.72M 0.24% +197 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 6,608 $3.71M 0.81% -19 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6,606 $3.71M 1.1% +33 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 6,579 $3.7M 1.52% -58 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6,572 $3.69M 0.54% -277 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 7,171 $3.68M 1.24% +204 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6,523 $3.67M 0.08% +1,121 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 6,517 $3.66M 0.79% -949 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 6,509 $3.66M +49 Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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