Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 85,029 $35.5M 7.4% +1,765 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 95,488 $35.3M 1.08% +26,285 13F-HR/A Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 94,967 $35.2M 2.77% -57,096 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 94,694 $35.1M 2.61% +18,021 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 94,693 $35.1M 3.08% +17,796 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 94,051 $34.8M 2.4% -72,351 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 94,047 $34.8M 2.37% +1,301 13F-HR Timeline Trinity Street Asset Management LLP More: the full row for Trinity Street Asset Management LLP 94,039 $34.8M 2.39% +19,189 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 94,032 $34.8M 4.78% -26,138 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 94,002 $34.8M 5.24% -2,600 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 93,859 $34.7M 3.71% -1,050 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 $34.6M 17.12% 0 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 93,524 $34.6M 5.68% -764 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 93,286 $34.5M 2% -13,791 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 87,978 $34.4M 3.27% +44,470 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 92,720 $34.3M 1.14% +464 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 92,487 $34.2M 2.52% +338 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 92,223 $34.1M 0.69% -1,566 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 91,907 $34M 2.14% -3,409 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 91,711 $34M 1.48% -107 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 91,657 $33.9M 1.04% -5,342 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 91,505 $33.9M 4.68% +11,778 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 91,381 $33.8M 1.97% +277 13F-HR Timeline American Assets Investment Management, … group of 2 filers holding More: the full row for American Assets Investment Management, LLC 239,650 $33.8M +150,000 Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 90,880 $33.6M 3.11% +3,829 13F-HR Timeline RWWM, INC. More: the full row for RWWM, INC. 90,658 $33.6M 2.45% -1,742 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 90,532 $33.5M 0.79% -15,523 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 90,237 $33.4M 6.91% +75,457 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 90,213 $33.4M 3.6% -3,634 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 90,105 $33.4M 6.35% -64 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 90,095 $33.4M 2.85% +238 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 90,089 $33.3M 3.17% +8,382 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 90,010 $33.3M 1.39% +2,425 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 90,006 $33.3M 2.94% +7,811 13F-HR Timeline APPALOOSA LP More: the full row for APPALOOSA LP 90,000 $33.3M 0.56% -410,000 13F-HR Timeline Proem Advisors LLC More: the full row for Proem Advisors LLC 90,000 $33.3M 11% +15,000 13F-HR Timeline Philosophy Capital Management LLC More: the full row for Philosophy Capital Management LLC 90,000 $33.3M 3.88% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 89,968 $33.3M 0.33% -1,770 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 89,886 $33.3M 2.17% +6,880 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 89,854 $33.3M 0.72% +8,736 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 89,557 $33.2M +35,203 Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 89,453 $33.1M 5.57% +4,111 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 88,909 $32.9M 4.37% +1,819 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 88,625 $32.8M 1.05% +9,083 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 88,604 $32.8M 2.81% +142 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 88,322 $32.7M 1.46% -17,417 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 88,264 $32.7M 2.47% -63 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 87,892 $32.5M 0.47% +4,433 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 87,655 $32.4M 3.1% -260 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 87,490 $32.4M 1.33% -1,554 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 87,263 $32.3M 4.8% +16,386 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 87,235 $32.3M 0.49% +3,546 13F-HR/A Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 87,034 $32.2M 3.18% +1,386 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 87,000 $32.2M 4.01% +45,000 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 75,606 $32.1M 2.08% -15,698 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 86,279 $31.9M 1.54% +2,207 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 85,580 $31.7M 4.18% +2,101 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 85,389 $31.6M 2.91% +38,490 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 85,118 $31.5M 3.23% +332 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 85,093 $31.5M 2.66% +2,521 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 84,932 $31.4M 4.51% -13,294 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 84,834 $31.4M 3.27% +5,035 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 84,912 $31.4M 2.19% +89 13F-HR Timeline Spinecap SAS More: the full row for Spinecap SAS 84,648 $31.3M 11.5% new 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 84,637 $31.3M 20.91% -361 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 84,601 $31.3M 6.5% +1,812 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 84,305 $31.2M 3.58% +3,172 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 84,164 $31.2M 4.35% -3,594 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 83,957 $31.1M 1.66% -16,890 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 84,092 $31.1M 2.87% +18,421 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 84,379 $31.1M 3.09% +407 13F-HR Timeline Capco Asset Management, LLC More: the full row for Capco Asset Management, LLC 83,952 $31.1M 8.48% +13,361 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 83,877 $31M 4.03% +1,895 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 83,662 $31M 5.31% +61 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 83,612 $31M 0.84% +8,450 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 83,595 $30.9M 2.64% +24,042 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 83,482 $30.9M 2.9% +14,474 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 83,388 $30.9M 0.97% -79,100 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 83,378 $30.9M 0.44% +6,173 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 83,376 $30.9M 6.7% +6,364 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 83,346 $30.9M 4.08% -131 13F-HR Timeline Davidson Kempner Capital Management LP More: the full row for Davidson Kempner Capital Management LP 83,000 $30.7M 0.55% -62,584 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rings Capital Management LLC More: the full row for Rings Capital Management LLC 83,000 $30.7M 16.51% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 82,840 $30.7M 3.45% -2,027 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 82,545 $30.6M 2.19% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 82,516 $30.5M 2.09% -3,703 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 82,422 $30.5M 2.09% -1,426 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 82,393 $30.5M 3.66% -6,319 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 82,374 $30.5M 2.9% +3,012 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 82,342 $30.5M 0.66% +11,168 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 82,298 $30.5M 4.48% -3,590 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 82,128 $30.4M 1.2% -1,738 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 72,248 $30.4M 0.98% -5,026 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 82,003 $30.4M 1.81% +3,199 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 81,981 $30.3M 4.37% -1,542 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 81,692 $30.2M 4.2% -70 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 81,668 $30.2M 0.53% -13,478 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 81,571 $30.2M 4.83% +1,591 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 81,433 $30.1M 4.01% -4,027 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 81,385 $30.1M 0.85% -8,153 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 81,364 $30.1M 1.15% +15,645 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 81,091 $30M 1.67% +18,278 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 81,090 $30M 3.74% +1,403 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 81,039 $30M 5.67% -6,496 13F-HR Timeline AMIRAL GESTION More: the full row for AMIRAL GESTION 80,969 $30M 16.65% +2,250 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 80,904 $29.9M 3.79% +3,391 13F-HR Timeline HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC More: the full row for HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 80,889 $29.9M 0.09% +27,285 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 80,871 $29.9M 2.22% -7,871 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 83,224 $29.9M 1.93% -21,851 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 80,676 $29.9M 7.88% +27 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 80,654 $29.9M 4.97% +6,512 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 80,329 $29.7M 2.04% +2,715 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 80,287 $29.7M 1.53% +5,487 13F-HR Timeline DEPRINCE RACE & ZOLLO INC More: the full row for DEPRINCE RACE & ZOLLO INC 80,170 $29.7M 0.56% new 13F-HR Timeline HILLMAN CO More: the full row for HILLMAN CO 80,136 $29.7M 11.54% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 75,450 $29.7M 1.7% +3,004 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 70,940 $29.7M 1.14% +10,306 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 72,667 $29.6M 4.61% +478 13F-HR Timeline Central Securities Corp More: the full row for Central Securities Corp 80,000 $29.6M 2.44% 0 13F-HR Timeline Ardmore Road Asset Management LP More: the full row for Ardmore Road Asset Management LP 80,000 $29.6M 1.95% -12,765 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 79,709 $29.5M 12.01% -1,450 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 79,453 $29.4M 1.11% -3,964 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 79,262 $29.3M 1.44% +1,659 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 78,974 $29.2M 1.53% +9,062 13F-HR Timeline TenCore Partners, LP More: the full row for TenCore Partners, LP 78,866 $29.2M 22.68% -5,595 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 78,752 $29.2M +3,024 Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 78,607 $29.1M 4.09% +8,599 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 78,542 $29.1M 4.97% -3,724 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 78,521 $29.1M 1.83% +2,784 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 78,514 $29.1M 1.5% +213 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 78,489 $29.1M 0.13% +17,688 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 78,484 $29.1M 3.28% -2,645 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 78,322 $29M 1.79% +2,530 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 78,292 $29M 1.45% +4,129 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 78,271 $29M 2.78% +6,354 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 78,266 $29M 4.77% +8,583 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 78,185 $28.9M 2.2% -683 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 77,896 $28.8M 5.09% +9,602 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 77,875 $28.8M 3.33% +15,114 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 77,872 $28.8M 1.48% -5,872 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 77,798 $28.8M 6.47% +2,774 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 77,787 $28.8M 0.35% -84,909 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 77,772 $28.8M 3.18% +172 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 77,732 $28.8M 4.22% +43,772 13F-HR Timeline Palestra Capital Management LLC More: the full row for Palestra Capital Management LLC 77,662 $28.7M 1.13% -69,762 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 77,396 $28.6M 8.2% +52 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 77,394 $28.6M 1.6% -674 13F-HR/A Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 77,366 $28.6M 6.61% +1,290 13F-HR/A Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 77,222 $28.6M 10.17% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 77,162 $28.6M 1.6% -123,426 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 76,939 $28.5M 2.55% 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 76,721 $28.4M 0.52% +16,628 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 76,667 $28.4M 2.54% +1,791 13F-HR Timeline Cardinal Capital Management, Inc. More: the full row for Cardinal Capital Management, Inc. 76,652 $28.4M 0.76% +21,435 13F-HR Timeline Vienna Powszechne Towarzystwo Emerytaln… More: the full row for Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 76,500 $28.3M 10.79% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 76,498 $28.3M 1.76% +2,420 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 76,448 $28.3M 6.58% +25,888 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 76,383 $28.3M 1.65% +574 13F-HR Timeline Group Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 76,352 $28.3M 3.95% +700 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 76,135 $28.2M 0.95% +9,737 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 76,023 $28.1M 4.21% -3,493 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 75,886 $28.1M 0.63% 0 13F-HR Timeline MARS JEWETT FINANCIAL GROUP, INC. More: the full row for MARS JEWETT FINANCIAL GROUP, INC. 75,834 $28.1M 8.89% +2,259 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 75,815 $28.1M 2.05% +1,366 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 75,620 $28M 1.98% -53 13F-HR Timeline NZS Capital, LLC More: the full row for NZS Capital, LLC 75,548 $28M 0.93% +1,500 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 75,485 $27.9M 1.32% +285 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 75,351 $27.9M 1.8% +463 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 75,275 $27.9M 4.74% +957 13F-HR Timeline Long Corridor Asset Management Ltd More: the full row for Long Corridor Asset Management Ltd 75,000 $27.8M 6.75% new 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 74,971 $27.8M 8.09% +19 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 74,926 $27.7M 9.56% +14,081 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 68,351 $27.7M 1.65% -1,512 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. 74,617 $27.6M 0.66% -43,311 13F-HR/A Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 74,558 $27.6M 4.74% +20,374 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 74,181 $27.5M 2.07% +320 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 74,048 $27.4M 0.4% +10,071 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 73,979 $27.4M 5.51% -1,872 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 73,930 $27.4M 3.71% -1,673 13F-HR Timeline WEDGEWOOD PARTNERS INC More: the full row for WEDGEWOOD PARTNERS INC 73,919 $27.4M 5.65% -3,577 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 73,753 $27.3M 0.08% -268,005 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 73,737 $27.3M 2.19% +446 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 73,677 $27.3M 5.49% +1,086 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 73,486 $27.2M 0.52% +1,323 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 73,454 $27.2M 2.82% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 73,448 $27.2M 0.94% +5,520 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 73,410 $27.2M 3.76% +1,692 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 73,249 $27.1M 1.29% +2,604 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 73,234 $27.1M 1.12% +883 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 73,181 $27.1M 0.27% +5,195 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 73,118 $27.1M 1.04% +10,750 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 73,084 $27.1M 1.32% +1,857 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 72,981 $27M 4.19% +1,076 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 73,131 $27M 4.75% +4,882 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 72,856 $27M 4.59% +8,681 13F-HR Timeline Coleford Investment Management Ltd. More: the full row for Coleford Investment Management Ltd. 72,736 $26.9M 6.6% +1,280 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 72,440 $26.8M 2.5% -8,759 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 72,317 $26.8M 4.14% +1,058 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 72,252 $26.7M 1.97% -111 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 72,244 $26.7M 3.41% +14,007 13F-HR/A Timeline