SPHERA FUNDS MANAGEMENT LTD. group of 2 filers holding More: the full row for SPHERA FUNDS MANAGEMENT LTD. 24,089 $17.7M -4,272 Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 24,040 $17.7M 1.18% -1,849 13F-HR Timeline Ardent Capital Management, Inc. More: the full row for Ardent Capital Management, Inc. 24,040 $17.7M 7.48% +76 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 24,035 $17.7M 5.14% -4,664 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 24,024 $17.6M 0.18% +462 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,007 $17.6M 0.03% +431 13F-HR Timeline MOTCO More: the full row for MOTCO 24,003 $17.6M 1.61% +12 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 23,969 $17.6M 1.4% -249 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 23,953 $17.6M 3.28% -2,306 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,878 $17.5M 0.61% +3,316 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 23,868 $17.5M 2.62% +5,550 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 23,845 $17.5M 1.14% +1,107 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 23,843 $17.5M 1.98% -8,752 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 23,831 $17.5M 0.49% -117 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 23,810 $17.5M 1.47% -4,700 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 23,785 $17.5M 10.54% +1,288 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 23,746 $17.4M 0.47% +53 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 23,723 $17.4M 0.64% +6,994 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 23,698 $17.4M 1.59% -374,787 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 23,665 $17.4M 5.45% +428 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 23,610 $17.3M 0.82% 13F-HR Timeline 11 Capital Partners LP More: the full row for 11 Capital Partners LP 23,579 $17.3M 4.9% new 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 23,527 $17.3M 2.36% -31 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 23,458 $17.2M 2.16% -1,502 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 23,406 $17.2M 1.26% -1,083 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 23,386 $17.2M 1.04% +10,140 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 23,266 $17.1M 0.86% +3,598 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 22,920 $17M 0.04% -942 13F-HR Timeline MSA Advisors, LLC More: the full row for MSA Advisors, LLC 23,136 $17M 4.25% 0 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 23,076 $16.9M 9.43% -930 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 23,058 $16.9M 1.65% +70 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 23,040 $16.9M 5.2% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 23,030 $16.9M 0.42% +802 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 23,008 $16.9M 2.68% +18,394 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 22,992 $16.9M 1.12% +53 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 22,989 $16.9M 2.34% -1,177 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 22,952 $16.9M 1.71% +712 13F-HR Timeline SIRIOS CAPITAL MANAGEMENT L P More: the full row for SIRIOS CAPITAL MANAGEMENT L P 22,947 $16.9M 2.19% -1,276 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 22,887 $16.8M 0.62% +1,271 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,861 $16.8M 0.89% +1,678 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 22,769 $16.7M 0.87% +60 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 22,728 $16.7M 5.44% -832 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 22,712 $16.7M 2.63% +446 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 22,665 $16.6M 0.9% -427 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 22,651 $16.6M +9 Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 22,527 $16.5M 0.71% +1,374 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 26,715 $16.5M 1.15% -1,334 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 22,500 $16.5M 3.47% 0 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 22,479 $16.5M 2.57% -16,138 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 22,419 $16.5M 0.97% +1,645 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,335 $16.4M 0.95% -5,403 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 22,316 $16.4M 5.11% -1,075 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22,197 $16.3M 0.61% +769 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 22,164 $16.3M 1.24% +387 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 22,153 $16.3M 0.86% +895 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 22,008 $16.2M 0.67% +2,499 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 21,990 $16.1M 2.46% +688 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 21,932 $16.1M 0.09% +6,541 13F-HR Timeline Group Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 21,899 $16.1M 2.11% -20 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 21,879 $16.1M 3.7% +260 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 21,878 $16.1M 0.92% +2,816 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 21,875 $16.1M 0.8% +529 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21,806 $16M 0.65% +246 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 22,298 $16M 1.69% -650 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 21,737 $16M 6.13% -3,023 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 21,674 $15.9M 1.17% +1,459 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 21,666 $15.9M 3.45% -123 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 21,650 $15.9M 0.88% +255 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 21,603 $15.9M 0.63% +1,137 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 21,550 $15.8M 2.41% -2,334 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 21,512 $15.8M 0.95% -25 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 21,499 $15.8M 0.58% -1,506 13F-HR Timeline Group Ratan Capital Management LP More: the full row for Ratan Capital Management LP 21,474 $15.8M 8.51% +1,000 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 21,415 $15.7M 3.03% +375 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 21,382 $15.7M 1.26% -3,229 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 21,382 $15.7M 11.62% +2,890 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 21,320 $15.7M 1.5% +2,471 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 21,310 $15.7M 2.22% -175 13F-HR Timeline Group PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 21,266 $15.6M 2.89% +6,193 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 21,238 $15.6M 2.85% +481 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 21,212 $15.6M 0.67% -2,211 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 21,189 $15.6M 4.94% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 21,171 $15.5M 1.39% -193 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 21,115 $15.5M 3.23% -2,899 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 21,095 $15.5M 1.2% -2,650 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 21,078 $15.5M 1.61% -312 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 20,953 $15.5M 1.85% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,971 $15.4M 0.93% +2,221 13F-HR Timeline JW Asset Management, LLC More: the full row for JW Asset Management, LLC 20,950 $15.4M 7.38% +7,250 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 20,920 $15.4M 1.98% +3,492 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 20,835 $15.3M 0.49% -212 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,811 $15.3M 0.81% -146 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 20,789 $15.3M 1.42% new 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 20,722 $15.2M -1,025 Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21,047 $15.2M 6.37% +219 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 20,683 $15.2M 0.89% -2,126 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 20,632 $15.2M 2.6% +3,969 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 23,788 $15.1M 0.57% +2,918 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 20,565 $15.1M 0.63% +20 13F-HR Timeline McGinn Penninger Investment Management,… More: the full row for McGinn Penninger Investment Management, Inc. 20,538 $15.1M 8.84% -140 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 20,523 $15.1M 0.55% -459 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 20,503 $15.1M 2.69% +6,635 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 20,969 $15M 0.38% -106 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 20,455 $15M 0.75% -236 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 20,364 $15M 2.36% +73 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 20,352 $14.9M 1.75% -2,230 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 20,312 $14.9M 1.02% +1,107 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 20,261 $14.9M 0.91% -621 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 20,229 $14.9M 2.15% -340 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 20,212 $14.8M 0.31% -927 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 20,205 $14.8M 0.97% -650 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 20,140 $14.8M 1.54% -401 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 20,084 $14.7M 1.52% +840 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 20,080 $14.7M 4.44% -552 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 20,073 $14.7M 5.36% +3,815 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,047 $14.7M 1.99% -716 13F-HR/A Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 19,997 $14.7M 3.55% +659 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 19,872 $14.6M 4.41% +405 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 19,865 $14.6M 8.99% +645 13F-HR Timeline Bell Bank More: the full row for Bell Bank 19,832 $14.6M 0.63% +357 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 19,826 $14.6M 4.59% -471 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 19,814 $14.6M 0.19% +11,785 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 19,799 $14.5M 1.22% +135 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 19,706 $14.5M 0.65% +1,056 13F-HR Timeline ATMOS CAPITAL GESTAO DE RECURSOS LTDA. More: the full row for ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 19,706 $14.5M 2.05% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 19,684 $14.5M 1.44% +170 13F-HR Timeline Robertson Opportunity Capital, LLC More: the full row for Robertson Opportunity Capital, LLC 19,664 $14.4M 4.96% 0 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 19,541 $14.4M 2.19% -2,080 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 19,540 $14.3M 2.53% +6,645 13F-HR Timeline DEEPWATER ASSET MANAGEMENT, LLC More: the full row for DEEPWATER ASSET MANAGEMENT, LLC 19,530 $14.3M 5.71% -1,579 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 19,566 $14.3M 0.9% +2,880 13F-HR Timeline JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 19,500 $14.3M 15.14% -2,600 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 19,486 $14.3M 5.51% -600 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 19,458 $14.3M 0.96% +463 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 19,427 $14.3M 2.69% +2 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 19,527 $14.2M 1.47% +321 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 19,308 $14.2M 5.18% +447 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 19,295 $14.2M 4.04% +269 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 19,267 $14.1M 3.5% -5,915 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 19,222 $14.1M 1.99% -52 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 19,222 $14.1M 1.17% -571 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 19,197 $14.1M 1.07% -910 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 135,723 $14.1M +131,215 Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 19,137 $14.1M 0.78% new 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 19,129 $14M 2.72% +960 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 19,052 $14M 1.97% +744 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 19,233 $14M 4.05% +655 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 19,001 $14M 1.86% -447 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 18,974 $13.9M 2.37% +850 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 18,960 $13.9M 0.52% +386 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 18,956 $13.9M 2.26% +2,002 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 18,945 $13.9M 2.25% +929 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 18,887 $13.9M 1.01% -388 13F-HR Timeline Blue Grotto Capital, LLC More: the full row for Blue Grotto Capital, LLC 18,851 $13.8M 1.61% -7,347 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 18,776 $13.8M 1.38% +914 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 18,760 $13.8M 0.96% +6,275 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 18,755 $13.8M 1.38% +322 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 18,688 $13.7M 0.5% +138 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,663 $13.7M 0.63% +1,300 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 18,637 $13.7M 1.05% +2,441 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 18,600 $13.7M 0.93% +321 13F-HR Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 18,591 $13.7M 5.03% -34 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,558 $13.6M 0.58% -868 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 18,525 $13.6M 0.34% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 18,454 $13.6M 1.13% +106 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 18,419 $13.5M 3.28% +144 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 18,352 $13.5M 1.53% +285 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 18,279 $13.4M 2.79% +1,728 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 18,276 $13.4M 1.47% -240 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 18,215 $13.4M 2.58% +379 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 18,204 $13.4M 2.13% +304 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 18,115 $13.3M 7.37% +11 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 18,108 $13.3M 4.23% -349 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18,068 $13.3M 9.88% -5,827 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 18,038 $13.2M 1.13% -81 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 18,004 $13.2M 1.6% -2,373 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 18,002 $13.2M 1.36% +15,505 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 17,978 $13.2M 0.79% +290 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 17,961 $13.2M 7.98% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 17,946 $13.2M 3.82% -1,953 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 17,919 $13.2M 3.84% -545 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 17,891 $13.1M 2.53% -83 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 17,423 $13.1M 2.69% +2,053 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 17,771 $13.1M 0.33% -5,485 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 17,747 $13M 1.68% -18 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 17,739 $13M 4.77% 0 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 17,681 $13M 4.08% +629 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 17,604 $12.9M 0.26% +9,878 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 17,591 $12.9M 1.06% +4,031 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 17,575 $12.9M 0.43% -1,108 13F-HR Timeline Group Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 17,525 $12.9M 4.12% -150 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 17,490 $12.8M +628 Timeline JT Stratford LLC More: the full row for JT Stratford LLC 17,462 $12.8M 1.72% -589 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 17,366 $12.8M 4.09% +80 13F-HR/A Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 17,327 $12.7M 0.36% -19,641 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,672 $12.7M 1.02% +420 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 17,264 $12.7M 2.57% +26 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 17,228 $12.7M 0.81% +685 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 17,216 $12.6M 0.54% -1,002 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 17,208 $12.6M 0.58% -741 13F-HR Timeline Group