Miller Investment Management, LP More: the full row for Miller Investment Management, LP 37,833 $14.1M 1.29% +1,811 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 37,829 $14.1M 0.91% +2,500 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 37,809 $14.1M 1.39% +24,687 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 37,796 $14.1M 3.37% -813 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 37,772 $14.1M 3.43% -513 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 37,768 $14.1M 1.63% +5,937 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 37,765 $14.1M 0.6% +604 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 37,753 $14.1M 5.5% -629 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 37,750 $14.1M 2.65% +1,674 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 37,710 $14.1M 0.9% -7,829 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 37,700 $14.1M 4.87% -900 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 37,656 $14M 1.31% +5,109 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 37,609 $14M 1.41% -392 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 37,614 $14M 3.48% -1,110 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 37,580 $14M 2.06% +1,015 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 37,515 $14M 6.48% -258 13F-HR Timeline Siren, L.L.C. in group Siren, L.L.C. More: the full row for Siren, L.L.C. 37,500 $14M 0.28% -3,880 13F-HR Timeline Group Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 37,464 $14M 5.53% +1,452 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 37,457 $14M 2.24% -2,088 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 37,439 $14M 0.71% -1,448 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 37,703 $14M 4.27% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 37,327 $13.9M 2.75% +691 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 37,329 $13.9M 1.18% +770 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 37,270 $13.9M 1.46% -3,573 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 37,244 $13.9M 0.93% +3,245 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 37,203 $13.9M 1.38% +2,369 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 37,189 $13.9M 1.11% +5,591 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 37,139 $13.9M 4.31% -96 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 37,028 $13.8M 3.78% +2,380 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 37,002 $13.8M 0.92% -5,968 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 36,953 $13.8M 3.05% +93 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 36,932 $13.8M 5.97% -2,430 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 36,927 $13.8M 2.46% -13,650 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 36,882 $13.8M 0.41% +4,135 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 36,871 $13.8M 1.95% +169 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 36,787 $13.7M 3.81% -195 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 36,772 $13.7M 1.2% +4,292 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 36,747 $13.7M 2.54% +445 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 36,651 $13.7M 2.66% -303 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 36,574 $13.6M 6.04% -3,199 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36,558 $13.6M 0.61% +1,811 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 36,550 $13.6M 4.78% +6,550 13F-HR Timeline Group Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 36,545 $13.6M 3.88% +131 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 36,466 $13.6M 2.93% -100,771 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 36,417 $13.6M 3.71% -586 13F-HR Timeline Vanderbilt University More: the full row for Vanderbilt University 36,416 $13.6M 1.87% +14,252 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 36,400 $13.6M 1.95% -1,080 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 36,373 $13.6M 1.4% +5,227 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 36,329 $13.6M 3.4% +1,697 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 36,320 $13.5M 3.2% +1,687 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 36,298 $13.5M 1.96% +1,676 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,279 $13.5M 3.34% +28 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 36,262 $13.5M 5.84% -7,408 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 34,594 $13.5M 0.33% +662 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 36,196 $13.5M 1.24% -370 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 36,160 $13.5M 1.82% -41,572 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 36,145 $13.5M 2.94% +4,078 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 36,139 $13.5M 3.88% -503 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 36,083 $13.5M 4.01% +6,037 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 36,020 $13.4M 3.4% +1,015 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 35,992 $13.4M 2.76% +1,132 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 35,961 $13.4M 1.16% -893 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 35,925 $13.4M 1.2% +205 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 35,883 $13.4M 3.79% +1,710 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 35,880 $13.4M 4.46% -2,988 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 35,800 $13.4M 0.8% +22,229 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 35,768 $13.3M 3.33% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 484,667 $13.3M 0.88% -29,712 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 35,703 $13.3M 3.16% -484 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 35,700 $13.3M 2.04% -1,448 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 35,679 $13.3M 1.33% -19,885 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 35,657 $13.3M 1.35% +851 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 35,620 $13.3M 1.26% +2,182 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 35,601 $13.3M 1.64% +240 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 35,559 $13.3M 2.12% -395 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 35,553 $13.3M 2.6% -274 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 35,526 $13.3M 1.37% -973 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 35,511 $13.2M 3.46% -1,725 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 35,485 $13.2M 1.17% +416 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 35,442 $13.2M 0.96% +4,110 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 35,440 $13.2M 1.26% -1,031 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 35,421 $13.2M 5.37% +7,888 13F-HR Timeline MONIMUS CAPITAL MANAGEMENT, LP More: the full row for MONIMUS CAPITAL MANAGEMENT, LP 35,396 $13.2M 3.35% +2,430 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 35,325 $13.2M 1.61% +159 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 35,258 $13.2M 5.26% -25 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 26,055 $13.1M 3.8% -1,080 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 35,189 $13.1M 4.78% -72 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 35,157 $13.1M 1.69% +737 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 35,154 $13.1M 3.19% +1,725 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 35,134 $13.1M 0.19% +4,121 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 35,109 $13.1M 4.45% +748 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 31,432 $13.1M 7.82% -458 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 34,948 $13M 4.45% -611 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 34,948 $13M 4.48% -1,533 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 34,913 $13M 0.94% +32,313 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 34,910 $13M 7.37% -745 13F-HR Timeline DCM Advisors, LLC More: the full row for DCM Advisors, LLC 35,002 $13M 5.14% +1,688 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 34,852 $13M 2.06% -948 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 34,778 $13M 2.95% +862 13F-HR Timeline CNB Bank More: the full row for CNB Bank 34,713 $12.9M 5.05% +2,509 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 34,705 $12.9M 3.51% +5,727 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 34,694 $12.9M 2.47% -1,911 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 34,688 $12.9M 0.98% +424 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 34,682 $12.9M 4.47% +1,671 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 34,673 $12.9M 1.71% +397 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 34,672 $12.9M 0.31% +538 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 34,655 $12.9M 1.9% +673 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 34,522 $12.9M 3.3% +2,781 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 34,450 $12.9M 4.72% +80 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 34,410 $12.8M 0.59% +32,156 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 34,359 $12.8M 1.34% +10,696 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 34,294 $12.8M 5.29% -7,052 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 34,284 $12.8M 1.3% -11,102 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 34,242 $12.8M 0.85% +5,077 13F-HR Timeline Group Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 34,196 $12.8M -877 Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 34,125 $12.7M 4.04% +2,444 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 34,042 $12.7M 1.68% +2,985 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 34,036 $12.7M 3.1% -206 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 34,028 $12.7M 1.17% -36 13F-HR/A Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 34,028 $12.7M 1.57% +1,377 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 34,011 $12.7M 0.78% +3,135 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33,991 $12.7M 0.63% -2,046 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 33,964 $12.7M 1.12% +844 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 33,962 $12.7M 2.1% -2,395 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 33,958 $12.7M 3.14% -1,705 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 33,952 $12.7M 3.35% +3,759 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 33,921 $12.7M 1.1% -4,144 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 33,820 $12.6M 2.1% +11,242 13F-HR/A Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 32,239 $12.6M 3.01% -173 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 33,784 $12.6M 1.4% -489 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 33,780 $12.6M 1.35% +4,550 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 33,766 $12.6M 2.06% -9,453 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 33,756 $12.6M 1.21% +52 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 24,859 $12.6M 4.34% +1,041 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 33,642 $12.5M 1.59% -647 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 102,203 $12.5M 2.11% +25,426 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 33,575 $12.5M 3.9% -153 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 33,518 $12.5M 1.64% -740 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 33,509 $12.5M 1.82% -167 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 26,866 $12.5M 1.76% -14,815 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 33,371 $12.4M 1.87% -39 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 33,354 $12.4M 6.76% +234 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 33,351 $12.4M 3.96% -132 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 33,335 $12.4M 2.6% +9,917 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 33,331 $12.4M 6.42% -405 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 41,327 $12.4M 2.29% -1,493 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 33,304 $12.4M 1.87% +4,412 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 33,240 $12.4M 2.63% -4,303 13F-HR Timeline ONCE CAPITAL MANAGEMENT, LLC More: the full row for ONCE CAPITAL MANAGEMENT, LLC 33,200 $12.4M 2.43% 0 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 33,161 $12.4M 0.15% +2,862 13F-HR Timeline Group Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 33,111 $12.4M 1.74% +2,487 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 33,105 $12.3M +22,933 Timeline RV Capital AG More: the full row for RV Capital AG 33,100 $12.3M 3.22% +7,880 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 33,098 $12.3M 2.26% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 33,095 $12.3M 2.45% +271 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 33,123 $12.3M 3.96% +4,335 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 33,006 $12.3M 1.57% -627 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 32,986 $12.3M 0.35% -501 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 32,957 $12.3M 3.73% +706 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 32,945 $12.3M 0.79% +3,117 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 32,910 $12.3M 2.47% -162 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 32,876 $12.3M 1.06% +1,184 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 32,872 $12.3M 6.11% +677 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 32,799 $12.2M 1.49% +1,883 13F-HR Timeline MUHLENKAMP & CO INC More: the full row for MUHLENKAMP & CO INC 32,776 $12.2M 3.54% -161 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 32,764 $12.2M 3.23% -735 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 32,719 $12.2M 3.73% +2,010 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 32,702 $12.2M 2.72% +2,141 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 32,678 $12.2M 1.01% -743 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 32,613 $12.2M 4.07% +511 13F-HR Timeline Lombard Odier Asset Management (Europe)… More: the full row for Lombard Odier Asset Management (Europe) Ltd 32,605 $12.2M 0.52% +19,534 13F-HR Timeline Boit C F David More: the full row for Boit C F David 32,604 $12.2M 5.12% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 26,129 $12.1M 2.47% -797 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 32,543 $12.1M 0.92% -77 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 32,455 $12.1M 2.28% +7,682 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 32,412 $12.1M 2.92% +19 13F-HR Timeline Retirement Solution LLC More: the full row for Retirement Solution LLC 32,396 $12.1M 2.36% +8,477 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 32,378 $12.1M 1.7% -2,039 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 32,363 $12.1M 4.83% +300 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 32,359 $12.1M 0.52% +1,872 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 32,358 $12.1M 4.05% +4,178 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 32,343 $12.1M 0.96% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 32,285 $12M 5.21% -186 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 32,225 $12M 2.5% +1,440 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 32,175 $12M 5.33% +446 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 32,106 $12M 0.87% +403 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 32,070 $12M 4.81% 0 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 32,062 $12M 5.34% -97 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 32,056 $12M 3.71% -3,994 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 32,040 $12M 4.06% -2,354 13F-HR Timeline Retail Employees Superannuation Pty Ltd… More: the full row for Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 32,027 $11.9M 3.2% -55,236 13F-HR Timeline SEVEN GRAND MANAGERS, LLC More: the full row for SEVEN GRAND MANAGERS, LLC 32,000 $11.9M 0.48% -39,000 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 31,984 $11.9M 5.83% +374 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 31,894 $11.9M 1.53% +55 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 31,877 $11.9M 1.26% +1,181 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 31,783 $11.9M 2.23% +4,891 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 31,771 $11.9M 3.82% -88 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 31,576 $11.8M 1.55% -890 13F-HR/A Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 31,573 $11.8M 1.58% +3,449 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 31,522 $11.8M 0.02% -319,122 13F-HR Timeline Group