LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 17,606 $5.47M 0.05% +14,618 13F-HR Timeline Group MOTCO More: the full row for MOTCO 17,499 $5.44M 0.5% -224 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 17,392 $5.41M 0.24% -1,558 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,240 $5.39M 0.36% +479 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 17,314 $5.38M 1.2% -473 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 17,296 $5.38M 1.3% +150 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,248 $5.36M 0.06% +2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 17,240 $5.36M 0.1% +905 13F-HR/A Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 17,313 $5.35M 0.2% +11,221 13F-HR Timeline Group INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 17,116 $5.32M 1.06% -575 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 17,104 $5.32M 0.18% -282 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 17,089 $5.31M 0.41% +1,689 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,058 $5.3M 0.16% +1,441 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 16,916 $5.26M 0.09% -397 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 16,892 $5.25M 0.68% -265 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 16,859 $5.24M 0.15% -659 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 16,830 $5.23M 0.36% -840 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 16,823 $5.23M 0.12% +654 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 16,816 $5.23M -441 Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 16,811 $5.22M 0.58% +1,248 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 17,040 $5.21M 0.47% -184 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 16,708 $5.19M 0.23% -1,683 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 16,664 $5.18M 2.45% -94 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 16,643 $5.17M 0.43% +729 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 16,623 $5.17M 0.16% new 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 16,595 $5.16M 1.64% -605 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 16,594 $5.16M 0.44% -1,087 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 16,572 $5.15M 0.25% +12,022 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 17,063 $5.15M 0.57% +1,565 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 16,561 $5.15M 2.03% -3 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 16,511 $5.13M 0.23% +1,072 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,371 $5.09M 0.19% -9,011 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 16,360 $5.08M 0.37% -337 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 16,272 $5.06M 0.35% +119 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 16,271 $5.06M 1.2% -871 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 16,212 $5.04M 0.18% +333 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 16,198 $5.03M +2,819 Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 16,051 $4.99M 1.16% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 16,026 $4.98M 0.27% -211 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 16,015 $4.98M 0.17% +1,603 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,999 $4.97M 0.19% -1,307 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,997 $4.97M 0.11% +1,155 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 15,996 $4.97M 1.47% -857 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 15,974 $4.96M 0.21% -55,778 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 15,888 $4.94M 0.94% -74 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 15,851 $4.93M 0.23% +536 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 15,821 $4.92M 0.27% +4,371 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 15,820 $4.92M 0.11% +2,854 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 15,809 $4.91M 0.14% -22 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 15,803 $4.91M 0.27% +4,905 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 15,739 $4.89M 0.19% +346 13F-HR Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 15,723 $4.89M 0.73% -284 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 15,975 $4.88M 0.24% -117 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 15,711 $4.88M 1.13% -423 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 15,753 $4.86M 0.07% +1,833 13F-HR Timeline Group ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 15,605 $4.85M 4.54% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 15,600 $4.85M 0.15% +8,096 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 15,589 $4.84M 0.15% +642 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 15,483 $4.81M 0.28% -3,105 13F-HR Timeline Tabor Asset Management, LP More: the full row for Tabor Asset Management, LP 15,361 $4.77M 1.92% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 15,430 $4.77M -74 Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 15,272 $4.75M 0.07% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 15,268 $4.75M 3.23% +4,595 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 15,149 $4.71M 0.19% -287 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 15,115 $4.7M 0.36% +39 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,081 $4.69M 0.1% -1,664 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 15,071 $4.68M 0.73% -499 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,070 $4.68M 0.39% +238 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 15,043 $4.68M 0.42% -2,645 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 14,984 $4.66M 0.39% -35 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 14,964 $4.65M 0.31% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 14,912 $4.63M 0.61% -5,637 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,892 $4.63M 0.03% +1,406 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,962 $4.62M 0.17% +827 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 14,810 $4.6M 0.07% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 14,808 $4.6M +875 Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,790 $4.6M 0.05% -13,811 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 14,763 $4.59M 1.26% +5 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 14,745 $4.58M 0.73% +150 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 14,705 $4.57M 0.57% +13,134 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 14,698 $4.57M 0.41% +365 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 14,658 $4.56M 0.2% +13,731 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,644 $4.55M 0.42% 0 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 14,600 $4.54M 2.71% 0 13F-HR Timeline Group Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 14,595 $4.54M 0.61% +313 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 14,536 $4.52M 0.1% +146 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 14,480 $4.5M 0.75% -505 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 14,467 $4.5M <0.01% -23,258 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,456 $4.49M 0.25% +63 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 14,427 $4.48M 0.39% +95 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,418 $4.48M 0.34% -55 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 14,358 $4.46M 2.03% -185 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 14,346 $4.46M 1.1% -305 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 14,329 $4.45M 0.05% -2,364 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 14,326 $4.45M 0.26% -344 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 14,300 $4.44M 0.37% -574 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 14,259 $4.43M 0.25% +1,023 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,246 $4.43M 0.11% +2,616 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 14,238 $4.43M 0.29% -2,688 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 14,233 $4.42M 0.13% +330 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 14,120 $4.39M 0.45% -86 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,106 $4.38M 0.02% -276 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,086 $4.38M 0.39% -365 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 14,014 $4.36M 0.23% +754 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,004 $4.35M 0.1% +1,234 13F-HR Timeline AlpenGlobal Capital LLC More: the full row for AlpenGlobal Capital LLC 14,002 $4.35M 2.77% 13F-HR Timeline Econ Financial Services Corp More: the full row for Econ Financial Services Corp 13,906 $4.32M 2.01% +636 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 13,866 $4.31M 2.41% +625 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 13,856 $4.31M 0.2% -342 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 13,774 $4.28M 0.99% -147 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 13,714 $4.26M 1.43% +748 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 13,696 $4.26M 0.78% -142 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 13,680 $4.25M 1.17% +1,289 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,661 $4.25M 0.08% +10,014 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 13,644 $4.24M 0.25% -338 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,620 $4.23M 0.18% -523 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 13,601 $4.23M 0.27% +228 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 13,572 $4.22M 0.09% -398 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 15,242 $4.2M 0.09% -196 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 13,664 $4.2M 0.31% -129 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 13,489 $4.19M 0.28% +70 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 13,486 $4.19M 0.11% -24,696 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 13,474 $4.19M 0.98% +112 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 13,462 $4.18M 0.36% -240 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 13,446 $4.18M 0.4% +53 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 13,400 $4.16M 2.23% +345 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13,300 $4.13M 0.67% -11 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,290 $4.13M 0.14% -27 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 13,289 $4.13M 0.49% -106 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 13,273 $4.13M 0.69% +272 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13,259 $4.12M 0.27% +84 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 13,229 $4.11M 0.09% +40 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,210 $4.11M 0.22% -8,195 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 13,170 $4.1M 0.06% +2,326 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 13,163 $4.09M 0.09% -163 13F-HR/A Timeline JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 13,157 $4.09M 2.58% -228 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 13,114 $4.08M 0.48% +321 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 13,082 $4.07M 1.97% +205 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 13,072 $4.06M 0.2% +842 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 13,064 $4.06M 0.82% -190 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,061 $4.06M 0.05% -2,617 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,055 $4.06M 0.07% -410 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 13,051 $4.06M 1.72% -465 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 13,047 $4.05M 2.88% +86 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 13,042 $4.05M +735 Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 13,000 $4.04M 0.15% -5 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 12,955 $4.03M 0.73% -1,785 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 12,928 $4.02M 1.2% +19 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 12,927 $4.02M 4.1% +57 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 12,907 $4.01M 0.09% new 13F-HR/A Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 12,901 $4.01M 0.87% +130 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 12,872 $4M 0.28% +342 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 12,869 $4M 0.66% -249 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12,860 $4M 0.25% -873 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 12,842 $3.99M 1.9% +163 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 12,837 $3.99M 0.42% +206 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 12,809 $3.98M 0.41% -174 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 12,788 $3.97M 0.45% -177 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 12,760 $3.97M 0.63% +97 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 12,744 $3.96M 1.81% +906 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 12,718 $3.95M 0.22% -82 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 12,711 $3.95M 0.18% -29 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,697 $3.95M 0.16% -7,208 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,672 $3.94M 0.09% -92 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 12,651 $3.93M 0.23% -303 13F-HR Timeline Savoir Faire Capital Management, L.P. More: the full row for Savoir Faire Capital Management, L.P. 12,641 $3.93M 2.37% -5,158 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 12,639 $3.93M 1.11% +53 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 12,594 $3.91M 0.05% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,594 $3.91M 0.22% +1,179 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 12,593 $3.91M 0.01% +2,542 13F-HR Timeline Group Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 12,579 $3.91M 0.57% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 12,577 $3.91M 1.64% -10 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 12,483 $3.88M 1.58% +482 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 12,478 $3.88M 0.96% +699 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 12,468 $3.87M 0.38% +165 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 12,439 $3.87M 0.24% -100 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 12,433 $3.86M 0.15% +2,136 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 12,396 $3.85M 0.13% -98 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 12,308 $3.83M 0.27% +331 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 12,262 $3.81M 1.69% -3,039 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 12,384 $3.81M 0.07% +1,874 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,235 $3.8M 0.17% +1,818 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 12,233 $3.8M 0.45% -149 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 12,188 $3.79M 1.04% +1 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 12,176 $3.78M 0.12% +667 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 12,324 $3.78M 2.92% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 12,073 $3.75M 0.66% +824 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,065 $3.75M 0.14% -1,718 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 12,050 $3.75M 0.61% -321 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 12,018 $3.74M 0.02% +3,850 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 11,993 $3.73M 0.37% -86 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 11,972 $3.72M 0.01% +4,376 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 11,957 $3.72M 0.3% +549 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 11,890 $3.7M 0.24% +235 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 11,888 $3.69M 1.15% -73 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 11,859 $3.69M 1.31% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 11,840 $3.68M 0.07% +84 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 11,820 $3.67M 0.27% +824 13F-HR Timeline Group JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 11,800 $3.67M 2.44% new 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 11,767 $3.66M 0.13% -624 13F-HR Timeline