Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 96,095 $49.8M 3.72% -10,508 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 95,726 $49.6M 5.32% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 95,580 $49.5M 2.5% +514 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 95,528 $49.5M 1.68% +45,455 13F-HR Timeline Group SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 95,462 $49.4M 6.11% -15,296 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 95,462 $49.4M 3.47% +5,677 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 95,364 $49.4M 4.89% -206 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 92,842 $49.3M 2.84% +1,262 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 95,035 $49.2M 0.8% -35 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 94,940 $49.2M 1.89% +308 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 94,079 $48.7M 6.38% +24 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 93,835 $48.6M 3.12% -2,782 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 93,776 $48.6M 3.53% -2,551 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 93,541 $48.4M 21.47% -9,050 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 147,158 $48.4M 4% +1,120 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 93,404 $48.4M 6.38% -3,000 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 93,191 $48.3M 5.2% +37 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 92,841 $48.1M 3.43% -306 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 92,579 $48M 3.3% -1,541 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 92,533 $47.9M 3.25% -15,225 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 92,423 $47.9M 3.23% +1,721 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 92,313 $47.8M 3.52% +1,084 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 92,163 $47.7M 21.41% -15,014 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 92,107 $47.7M 3.23% -2,602 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 91,939 $47.6M 3.28% -770 13F-HR/A Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 91,937 $47.6M 6.66% +3,410 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 91,935 $47.6M 8.91% -925 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 91,442 $47.4M 3.51% -567 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 91,349 $47.3M 4.26% +119 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 91,276 $47.3M 1.99% -2,533 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 91,249 $47.3M 1.78% -1,743 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 91,100 $47.2M 2.11% -38 13F-HR Timeline Trybe Capital Management LP More: the full row for Trybe Capital Management LP 91,107 $47.2M 9.73% +8,604 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 91,102 $47.2M 4.14% -2,018 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 91,055 $47.2M 4.92% -758 13F-HR Timeline BWCP, LP More: the full row for BWCP, LP 91,008 $47.1M 8.17% +40,761 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 90,908 $47.1M 0.48% +3,557 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 90,771 $47M 2.94% +232 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 90,721 $47M 4.07% +5,865 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 90,657 $47M 0.64% +9,455 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 90,453 $46.9M 1.27% +6,265 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 90,287 $46.8M 2.15% +3,458 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 90,062 $46.6M 4.04% -1,867 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 90,003 $46.6M 5.31% -911 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 89,916 $46.6M 2.88% -64,241 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 89,695 $46.5M 5.75% -631 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 89,650 $46.4M 3.41% 0 13F-HR Timeline Group Alua Capital Management LP More: the full row for Alua Capital Management LP 89,300 $46.3M 3.19% new 13F-HR Timeline Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 89,264 $46.2M 2.41% -15,270 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 89,128 $46.2M 2.83% +4,207 13F-HR Timeline Group Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 89,075 $46.1M 16.15% -9,897 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 88,881 $46M 4.57% +301 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 89,302 $46M 2.72% -2,543 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 88,460 $45.8M 0.98% +1,012 13F-HR Timeline AMS Capital Ltda More: the full row for AMS Capital Ltda 88,347 $45.8M 18.72% +4,124 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 89,085 $45.7M 1.15% +371 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 88,237 $45.6M 6.04% -374 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 88,075 $45.6M 3.49% -438 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 87,752 $45.5M 4.42% +14 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 87,650 $45.4M 5.87% -1,305 13F-HR/A Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 87,245 $45.2M 1.42% +3,508 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 87,113 $45.1M 3.35% -2,987 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 87,051 $45.1M 10.86% +8,950 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 87,027 $45.1M 9.02% -461 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 86,813 $45M 4.3% -1,156 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 86,408 $44.8M 7.4% +1,832 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 86,130 $44.6M 4.28% -1,873 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 86,292 $44.5M 4.17% +1,068 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 85,906 $44.5M 4.7% +8,537 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 85,849 $44.5M 5.77% +522 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 85,826 $44.5M 1.29% +3,814 13F-HR Timeline Group Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 85,782 $44.4M 28.11% -638 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 81,970 $44.4M 8.81% +817 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 85,697 $44.4M 6.47% -4,654 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 85,614 $44.3M 3.05% 0 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 85,479 $44.3M 0.62% +54,270 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 85,432 $44.2M 3.72% +80,048 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 85,394 $44.2M 4% -100 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 85,313 $44.2M 1.86% +5,243 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 85,292 $44.2M 3.95% +23,298 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 85,291 $44.2M 3.88% -1,735 13F-HR Timeline Group Overbrook Management Corp More: the full row for Overbrook Management Corp 85,151 $44.1M 7.93% -1,503 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 84,352 $43.7M 3.28% +338 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 84,011 $43.5M 1.66% -2,788 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 83,957 $43.5M 6.04% +1,058 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 83,774 $43.4M 3.07% +2,877 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 83,716 $43.4M 1.02% -303 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 83,662 $43.3M 4.51% -2,213 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 83,456 $43.2M 7.25% -2,256 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 83,227 $43.1M 13.7% -2,310 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 83,161 $43.1M 3.51% +497 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 83,077 $43M 2.28% -284 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 83,046 $43M 5.33% +816 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 83,045 $43M 3.41% +4,535 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 83,029 $43M 1.72% +718 13F-HR Timeline Group Rings Capital Management LLC More: the full row for Rings Capital Management LLC 83,000 $43M 20.18% 0 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 82,858 $42.9M 7.6% -59 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 83,743 $42.8M 0.95% +3,922 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 82,701 $42.8M 3.62% -222 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 82,491 $42.7M 2.26% +2,280 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 82,443 $42.7M 3.66% -152 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 82,180 $42.6M 6.02% -2,112 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 82,067 $42.5M 5.87% +273 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 81,953 $42.4M 4.19% +156 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 81,911 $42.4M 4.96% +168 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 81,880 $42.4M 4.21% -251 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 86,133 $42.4M 3.41% +1,018 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 81,876 $42.4M 2.91% -688 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 81,869 $42.4M 2.24% -1,348 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 81,681 $42.3M 3.03% -1,625 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 81,656 $42.3M 7.22% -200 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 81,047 $42.3M +497 Timeline HS Management Partners, LLC More: the full row for HS Management Partners, LLC 81,595 $42.3M 5.49% -53,460 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 81,499 $42.2M 1.48% +8,883 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 81,396 $42.2M 9.99% +3,620 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 81,329 $42.1M 10.24% -1,028 13F-HR Timeline L1 Capital International Pty Ltd More: the full row for L1 Capital International Pty Ltd 81,108 $42M 8.77% +1,525 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 81,046 $42M 5.09% -6,694 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 84,541 $41.9M 5.66% -2,294 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 80,899 $41.9M 2.51% -814 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 80,866 $41.9M 5.49% +3,199 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 80,840 $41.9M 2.4% -662 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 80,804 $41.9M 6.88% +6,672 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 80,564 $41.7M 2.87% -6,824 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 80,559 $41.7M 5.03% -5,240 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 80,136 $41.5M 12.81% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 80,016 $41.4M 0.66% +227 13F-HR Timeline Central Securities Corp More: the full row for Central Securities Corp 80,000 $41.4M 3.41% 0 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 79,914 $41.4M 5.83% -2,380 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 79,632 $41.2M 1.39% +10,995 13F-HR Timeline WEDGEWOOD PARTNERS INC More: the full row for WEDGEWOOD PARTNERS INC 79,208 $41M 7.49% +2,603 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 78,920 $40.9M 6.51% +258 13F-HR Timeline Trinity Street Asset Management LLP More: the full row for Trinity Street Asset Management LLP 78,840 $40.8M 2.78% -9,617 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 78,613 $40.7M 1.14% -8,478 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 78,442 $40.6M 3.77% -4,217 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 78,437 $40.6M 4.19% +1,708 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 107,591 $40.6M 3.34% -2,475 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 78,154 $40.5M 5.27% -756 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 77,954 $40.4M 4.82% -766 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 77,795 $40.3M 4.53% -590 13F-HR Timeline Two Creeks Capital Management, LP More: the full row for Two Creeks Capital Management, LP 77,514 $40.1M 2.89% -11,957 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 77,437 $40.1M 11.67% +146 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 77,222 $40M 15.09% 0 13F-HR Timeline Nishkama Capital, LLC More: the full row for Nishkama Capital, LLC 77,080 $39.9M 3.58% +42 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 77,063 $39.9M 5.04% -951 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 76,677 $39.7M 5.64% -443 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 76,677 $39.7M 2.29% +328 13F-HR Timeline AMIRAL GESTION More: the full row for AMIRAL GESTION 76,650 $39.7M 14.43% +14,480 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 76,538 $39.6M 2.38% +265 13F-HR Timeline Group First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 76,429 $39.6M 7.71% -2,314 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 76,130 $39.4M 8.08% -2,468 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 76,091 $39.4M 0.89% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 76,013 $39.4M 5.29% -5,720 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 75,920 $39.3M 2.18% +321 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 75,816 $39.3M 3.14% -285 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 75,698 $39.2M 2.44% -7,118 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 76,010 $39.2M 4.34% +260 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 75,666 $39.2M 1.71% +1,697 13F-HR Timeline Group Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 75,628 $39.2M 5.73% +35,720 13F-HR Timeline Valiant Capital Management, L.P. More: the full row for Valiant Capital Management, L.P. 75,606 $39.2M 3.63% -32,989 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 75,406 $39.1M 8.54% +736 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 75,380 $39M 2.72% +33,330 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 75,362 $39M 2.96% -1,024 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 75,331 $39M 3.65% +672 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 75,267 $39M 10.89% -1,249 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 75,247 $39M 1.78% +72,754 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 75,214 $39M 2.58% -7,679 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 75,169 $38.9M 3.43% -34 13F-HR Timeline SEVEN GRAND MANAGERS, LLC More: the full row for SEVEN GRAND MANAGERS, LLC 75,000 $38.8M 3.15% -47,793 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 74,870 $38.8M 2.96% -558 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 74,867 $38.8M 6.64% +3,783 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 74,672 $38.7M 2.67% +4,283 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 74,671 $38.7M 2.41% +1,912 13F-HR Timeline MAKENA CAPITAL MANAGEMENT LLC More: the full row for MAKENA CAPITAL MANAGEMENT LLC 74,517 $38.6M 3.99% -3,642 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 74,441 $38.6M 4.96% +2,494 13F-HR Timeline Hoffman, Alan N Investment Management More: the full row for Hoffman, Alan N Investment Management 74,385 $38.5M 16.82% -32 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 74,372 $38.5M 1.16% +8,808 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 74,321 $38.5M 3% +1,863 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 74,749 $38.5M 1.58% +1,366 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. 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More: the full row for Westerkirk Capital Inc. 73,164 $37.9M 4.33% +1,103 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 73,144 $37.9M 4.52% -4,650 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 73,086 $37.9M 9.09% -175 13F-HR Timeline Lingotto Investment Management LLP More: the full row for Lingotto Investment Management LLP 73,023 $37.8M 0.71% +14 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 73,023 $37.8M 1.78% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 72,992 $37.8M 2.5% +1,007 13F-HR Timeline Group GHP Investment Advisors, Inc. 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