BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 99,304 $47.6M 5.14% +1,048 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 152,063 $47.6M 3.58% +4,905 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 98,226 $47.5M 6.68% -2,379 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 98,172 $47.5M 2.62% +9,044 13F-HR Timeline Group Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 98,124 $47.5M 4.91% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 98,124 $47.5M 4.25% +4,933 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 98,029 $47.4M 7.01% 0 13F-HR Timeline Trybe Capital Management LP More: the full row for Trybe Capital Management LP 98,027 $47.4M 8.52% +6,920 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 97,900 $47.3M 2.31% +35,478 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 97,890 $47.3M 3.4% +2,428 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 97,699 $47.2M 1.09% -882 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 97,520 $47.2M 1.1% -3,886 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 97,514 $47.2M 1.77% -6,617 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 97,421 $47.1M 4.42% +6,072 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 96,999 $46.9M 1.44% -10,204 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 96,787 $46.8M 2.29% +1,207 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 96,602 $46.7M 5.84% +1,140 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 96,213 $46.5M 22% -24,961 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 96,199 $46.5M 3.66% +10,907 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 96,004 $46.4M 3.1% -2,209 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 95,719 $46.3M 2.9% +1,884 13F-HR Timeline Nellore Capital Management LLC More: the full row for Nellore Capital Management LLC 95,700 $46.3M 5.18% -31,000 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 95,316 $46.1M 3.3% +1,540 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 95,180 $46M 4.13% +32,122 13F-HR Timeline Generali Powszechne Towarzystwo Emeryta… group of 2 filers holding More: the full row for Generali Powszechne Towarzystwo Emerytalne 95,150 $46M +22,632 Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 95,146 $46M 0.77% +111 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 94,909 $45.9M 4.58% -455 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 94,544 $45.7M 0.54% +24,091 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 94,434 $45.7M 0.09% -9,408 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 94,288 $45.6M 7.07% -2,723 13F-HR Timeline Nationale-Nederlanden Powszechne Towarz… More: the full row for Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 94,025 $45.5M 4.04% +47,969 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 93,847 $45.4M 4.42% +20,683 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 93,789 $45.4M 0.95% +5,329 13F-HR Timeline Groupe des Assurances du Credit Mutuel in group Groupe des Assurances du Cred… More: the full row for Groupe des Assurances du Credit Mutuel 93,600 $45.3M 15.35% new 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 93,590 $45.3M 3.22% +1,277 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 93,203 $45.1M 3.85% +33,487 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 93,175 $45.1M 2.18% +22,183 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 92,945 $44.9M 0.58% +2,288 13F-HR Timeline Group Coronation Fund Managers Ltd. in group Coronation Fund Managers Ltd. More: the full row for Coronation Fund Managers Ltd. 92,813 $44.9M 2.01% +3,549 13F-HR Timeline Group Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 92,765 $44.9M 3.4% +41,765 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 92,746 $44.9M 3.01% +167 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 92,580 $44.8M 8.14% +67,800 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 92,400 $44.7M 3.07% -441 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 92,357 $44.7M 19.02% +194 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 92,256 $44.6M 1.32% +1,803 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 92,149 $44.6M 3.23% +5,036 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 91,304 $44.5M 2.96% -803 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 91,818 $44.4M 1.96% +718 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 91,788 $44.4M 6.25% -1,616 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 91,769 $44.4M 5.97% -168 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 91,738 $44.4M 0.46% +830 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 91,580 $44.3M 3.71% +1,518 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 91,442 $44.2M 8.32% +25,245 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 91,302 $44.2M 2.67% +531 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 91,144 $44.1M 4.66% +1,141 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 91,104 $44.1M 2.61% -1,738 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 90,780 $43.9M 1.87% -20,177 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 90,761 $43.9M 4.5% -294 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 90,169 $43.6M 7.75% -1,766 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 90,108 $43.6M 2.01% +7,617 13F-HR Timeline BIT Capital GmbH More: the full row for BIT Capital GmbH 90,092 $43.6M 1.9% +14,845 13F-HR Timeline 3G Capital Partners LP More: the full row for 3G Capital Partners LP 90,000 $43.5M 10.26% +55,000 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 89,857 $43.5M 3.65% -1,245 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 89,673 $43.4M 2.97% -6,422 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 $43.4M 2.99% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 89,538 $43.3M 1.26% -95,641 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 89,044 $43.1M 1.79% -2,232 13F-HR Timeline Lingotto Investment Management LLP More: the full row for Lingotto Investment Management LLP 88,837 $43M 0.76% +15,814 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 88,742 $42.9M 2.94% -3,197 13F-HR/A Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 88,712 $42.9M 5.18% -983 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 88,462 $42.8M 3.6% -2,980 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 88,328 $42.7M 4.07% -553 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 88,327 $42.7M 3.21% +252 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 87,915 $42.5M 4.08% +163 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 101,976 $42.4M 3.37% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 87,758 $42.4M 6.06% 13F-HR Timeline Milestones Administradora de Recursos L… More: the full row for Milestones Administradora de Recursos Ltda. 87,675 $42.4M 14% -1,400 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 87,585 $42.4M 1.7% -3,664 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 87,535 $42.3M 7.31% +2,384 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 87,514 $42.3M 4.95% +1,608 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 87,090 $42.1M 5.46% -560 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 87,051 $42.1M 3.85% +1,657 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 86,861 $42M 2.76% -3,055 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 86,219 $41.7M 2.87% +1,867 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 85,888 $41.5M 5.68% -8,191 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 85,750 $41.5M 1.62% +17,460 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 85,648 $41.4M 3.91% -1,165 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 85,460 $41.3M 5.24% -389 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 85,370 $41.3M 1.49% +1,359 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 85,342 $41.3M 6.71% -1,066 13F-HR Timeline Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 85,300 $41.3M 2.64% -22,500 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 84,998 $41.1M 26.29% -784 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 84,867 $41M 4.6% +12,632 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 84,823 $41M 2.81% -1,310 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 84,786 $41M 3.94% -1,344 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 84,461 $40.8M 20.88% -9,080 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 84,412 $40.8M 3.13% +1,251 13F-HR Timeline Blacksheep Fund Management Ltd More: the full row for Blacksheep Fund Management Ltd 84,280 $40.8M 16.57% new 13F-HR Timeline Blue Grotto Capital, LLC More: the full row for Blue Grotto Capital, LLC 84,252 $40.7M 4.19% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 83,459 $40.7M 1.33% 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 84,072 $40.7M 1.89% +995 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 83,866 $40.6M 1.58% +837 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 83,848 $40.6M 2.79% +2,167 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 83,744 $40.5M 2.13% +10,254 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 83,689 $40.5M 0.63% +12,425 13F-HR/A Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 83,972 $40.4M 3.84% -2,320 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 83,601 $40.4M 6.68% +145 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 83,523 $40.4M 5.64% -2,174 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 83,477 $40.4M 5.4% -480 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 83,417 $40.3M 1.45% +23,627 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 83,014 $40.1M 1.78% -2,299 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 83,006 $40.1M 2.66% +1,130 13F-HR Timeline Rings Capital Management LLC More: the full row for Rings Capital Management LLC 83,000 $40.1M 19.95% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 82,944 $40.1M 1.09% +4,331 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 82,789 $40M 7.14% +1,133 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 83,479 $40M 5.19% -4,758 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 82,654 $40M 2.16% +6,734 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 82,572 $39.9M 3.6% +619 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 82,545 $39.9M 2.72% -3,069 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 82,266 $39.8M 7.02% -592 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 82,195 $39.8M 3.14% -850 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 81,982 $39.6M 5.44% -198 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 81,762 $39.5M 5.27% -305 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 81,707 $39.5M 3.72% -173 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 81,611 $39.5M 9.94% +215 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 81,199 $39.3M 3.85% +11,313 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 81,159 $39.3M 12.65% -2,068 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 81,133 $39.2M 4.4% -778 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 81,129 $39.2M 4.25% +3,334 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 81,118 $39.2M 0.84% -2,598 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 81,469 $39M +422 Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 80,649 $39M 9.33% -680 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 80,530 $38.9M 6.59% -62,288 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 80,424 $38.9M 4.72% -135 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 80,136 $38.8M 13.44% 0 13F-HR Timeline Central Securities Corp More: the full row for Central Securities Corp 80,000 $38.7M 3.11% 0 13F-HR Timeline MKP Capital Management, L.L.C. More: the full row for MKP Capital Management, L.L.C. 80,000 $38.7M 1.38% -160,800 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 79,799 $38.6M 4.02% +3,789 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 79,795 $38.6M 0.78% +11,898 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 79,727 $38.6M 5% +1,573 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 79,687 $38.5M 4.67% -1,359 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 79,542 $38.5M 1.29% -1,957 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 79,516 $38.5M 5.39% -398 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 79,362 $38.4M 3.67% +5,242 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 78,868 $38.1M 2.63% -13,665 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 78,804 $38.1M 2.23% -2,095 13F-HR Timeline AMIRAL GESTION More: the full row for AMIRAL GESTION 78,719 $38.1M 14% +2,069 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 78,301 $37.9M 1.99% -3,568 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 78,151 $37.8M 3.32% -291 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 78,068 $37.8M 2.12% -2,772 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 78,008 $37.7M 6.68% +2,380 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 77,948 $37.7M 2.23% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 77,614 $37.5M 2.55% -2,950 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 77,603 $37.5M 1.86% +8,340 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 77,600 $37.5M 3.83% -837 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 77,513 $37.5M 4.66% +3,072 13F-HR Timeline WEDGEWOOD PARTNERS INC More: the full row for WEDGEWOOD PARTNERS INC 77,496 $37.5M 7% -1,712 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 77,460 $37.5M 3.36% -7,831 13F-HR Timeline Group PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 77,344 $37.4M 10.24% -93 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 77,222 $37.3M 11.92% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 77,205 $37.3M 0.55% -2,811 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 77,160 $37.3M 2% +483 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 77,012 $37.2M 7.48% +882 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 76,897 $37.2M 3.23% +11,110 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 76,673 $37.1M 2.88% +857 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 76,117 $36.8M 2.77% +44,606 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 76,076 $36.8M 8.02% +670 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 76,038 $36.8M 4.36% -1,916 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 75,929 $36.8M 1.6% +263 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 75,886 $36.7M 0.81% -205 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 75,851 $36.7M 7.11% -578 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 75,809 $36.7M 2.12% -729 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 75,792 $36.7M 2.3% +578 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 75,753 $36.6M 3.39% +4,240 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 55,217 $36.6M 0.82% +54,287 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 75,737 $36.6M 2.44% +1,065 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 75,728 $36.6M -6,715 Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 75,673 $36.6M 2.74% +311 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 75,652 $36.6M 4.99% -1,025 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 75,603 $36.6M 4.75% -7,443 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 79,980 $36.5M 5.56% +1,060 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 75,200 $36.4M 1.44% +50,139 13F-HR Timeline Estuary Capital Management LP More: the full row for Estuary Capital Management LP 75,170 $36.4M 6.46% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 75,162 $36.3M 1% +790 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 77,274 $36.3M 1.24% +9,784 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 75,024 $36.3M 8.1% +8,543 13F-HR Timeline Proem Advisors LLC More: the full row for Proem Advisors LLC 75,000 $36.3M 12.29% +5,000 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 74,952 $36.2M 10.12% -315 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 74,888 $36.2M 2.32% +1,896 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 74,876 $36.2M 3.22% -455 13F-HR Timeline Trinity Street Asset Management LLP More: the full row for Trinity Street Asset Management LLP 74,850 $36.2M 2.27% -3,990 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 74,800 $36.2M 1.93% +5,427 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 74,749 $36.2M 1.87% +8,017 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 74,657 $36.1M 2.47% +2,414 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 74,449 $36M 2.69% +128 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 74,318 $35.9M 6.03% +636 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 74,309 $35.9M 1.62% +1,735 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 74,302 $35.9M 2.09% +173 13F-HR Timeline Group General Pension Society PZU Joint Stock… More: the full row for General Pension Society PZU Joint Stock Co 74,200 $35.9M 7.25% +25,500 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 74,163 $35.9M 1.87% +4,179 13F-HR Timeline