RFG Advisory, LLC More: the full row for RFG Advisory, LLC 51,275 $4.12M 0.08% -606 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 51,115 $4.1M 0.56% +4,364 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 50,635 $4.06M 1.15% -1,571 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 50,448 $4.05M 1.19% +1,619 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 50,446 $4.05M 1.13% -105 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 50,272 $4.04M 0.07% +8,127 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 50,213 $4.03M 0.08% -36,156 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 50,140 $4.03M 0.45% -5,069 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 50,049 $4.02M 0.26% -3,005 13F-HR Timeline Group CUSHING ASSET MANAGEMENT, LP dba NXG IN… More: the full row for CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 50,000 $4.01M 0.23% new 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 50,000 $4.01M 0.28% 0 13F-HR Timeline Group CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 49,909 $4.01M 1.17% -1,192 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 49,906 $4.01M 0.62% +50 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 49,878 $4M 0.07% new 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 49,864 $4M 0.62% +373 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 49,848 $4M 0.3% -668 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 49,133 $3.94M 1.18% -35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 49,008 $3.93M 0.64% +708 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 48,983 $3.93M 0.3% -1,385 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 43,945 $3.93M 0.09% -338 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 48,933 $3.93M 1.63% +14,259 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 50,074 $3.92M 2.96% -27 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 48,413 $3.89M 0.15% -2,875 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 48,386 $3.88M 0.2% -295 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 48,324 $3.88M 0.04% -35,698 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 48,316 $3.88M 0.23% +3,244 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 48,144 $3.87M 0.61% +119 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 48,117 $3.86M 0.55% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 48,005 $3.85M 0.18% -441 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 47,874 $3.84M 0.29% -3,036 13F-HR Timeline American Trust More: the full row for American Trust 47,866 $3.84M 0.32% +1,995 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 47,836 $3.84M 0.03% -3,253 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 47,598 $3.82M 0.22% -647 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 47,521 $3.81M 1.27% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 47,519 $3.81M 0.33% -279 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 46,783 $3.76M 0.02% -530,724 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 46,520 $3.73M 0.25% -937 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 46,329 $3.72M 2.76% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 46,249 $3.71M 0.06% -11,122 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 46,119 $3.7M 0.54% -733 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 45,659 $3.67M 1.13% +18 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 45,490 $3.66M 0.29% +6,126 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 45,231 $3.63M 0.07% +13,266 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 45,100 $3.62M 0.01% -21,584 13F-HR Timeline Group Beacon Bank & Trust More: the full row for Beacon Bank & Trust 45,020 $3.61M 0.73% -4,060 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 44,992 $3.61M 0.22% -1,671 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 44,634 $3.58M 0.07% +57 13F-HR Timeline SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 42,889 $3.58M 0.59% 0 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 44,450 $3.57M 1.14% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 44,381 $3.56M 0.1% +1,520 13F-HR/A Timeline Group Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 44,277 $3.55M 0.62% +50 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 44,125 $3.54M 0.04% -26,956 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 44,110 $3.54M 1.85% +1,905 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 43,760 $3.51M 0.04% +1,258 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 43,695 $3.51M 0.18% +13,405 13F-HR Timeline Group Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 43,588 $3.5M 0.02% -4,710 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 43,441 $3.49M 0.54% -138 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 43,408 $3.48M 0.48% -13,341 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 42,765 $3.48M 0.08% -1,523 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 43,171 $3.47M 0.35% +949 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 43,076 $3.46M 0.31% +682 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 42,935 $3.45M 0.07% -237 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 42,854 $3.44M 0.03% +26,764 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 42,815 $3.44M 1.58% +791 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 42,623 $3.43M 0.05% +2,550 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 42,690 $3.43M 0.06% +5,481 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 42,609 $3.42M 0.65% -100 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 42,577 $3.42M 0.13% -166 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 42,511 $3.41M 0.11% +2,994 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 42,373 $3.4M 0.07% +2,904 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 42,363 $3.4M 0.05% +5,351 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 42,161 $3.38M 0.06% +3,710 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 42,026 $3.38M 0.22% +1,547 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 41,581 $3.34M 2.18% -937 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 41,537 $3.33M 0.33% +4,221 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 41,145 $3.3M 0.41% -35 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 41,104 $3.3M 0.7% +683 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 41,023 $3.29M 0.58% -4,081 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 41,013 $3.29M +47 Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 40,990 $3.29M 0.12% -44,491 13F-HR Timeline Group Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 40,947 $3.29M -1,750 Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 40,655 $3.26M 0.47% -1,663 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 40,578 $3.26M 0.13% +2,140 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 40,470 $3.25M 2.22% +150 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 40,294 $3.23M 1.55% -2,210 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 40,004 $3.21M 0.18% -1,348 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 40,000 $3.21M 0.87% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 39,947 $3.21M 0.29% -15 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 39,932 $3.21M 1.12% +2,010 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 39,907 $3.2M 0.05% -5,341 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 39,892 $3.2M 0.64% +2,331 13F-HR Timeline OSSIAM More: the full row for OSSIAM 39,575 $3.18M 0.06% +10,195 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 39,486 $3.17M 0.31% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 39,460 $3.17M 0.57% -65 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 39,471 $3.17M 0.14% +871 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 39,425 $3.16M 0.15% +7,441 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 39,215 $3.15M 1.31% -106 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 38,726 $3.11M 0.17% +1,191 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 38,545 $3.09M 1.75% +152 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 38,455 $3.09M 0.05% -15 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 38,422 $3.08M 0.07% +1,355 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 38,238 $3.07M 0.27% -391 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 38,201 $3.07M 0.54% +4,748 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 38,147 $3.06M 0.03% -5,474 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 38,000 $3.06M 0.18% +8,000 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 38,034 $3.05M 0.64% -383 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,900 $3.03M 0.06% +14,282 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 37,707 $3.03M 0.34% -459 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 37,651 $3.02M 0.09% -109 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 37,456 $3.01M +3,488 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 37,417 $3M 0.04% -908 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 37,362 $3M 0.1% +21,600 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 37,203 $3M 0.4% -925 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 37,255 $2.99M 0.02% new 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 37,014 $2.97M 0.32% -102 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 36,897 $2.96M 0.34% -2,120 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 36,833 $2.96M 0.56% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 36,599 $2.94M 0.02% +9,210 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 36,353 $2.92M 0.68% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 36,293 $2.91M 0.04% +176 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 36,182 $2.9M 0.21% +2,223 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 36,160 $2.9M 0.17% -4,634 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 36,100 $2.9M 0.07% -1,046 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 36,092 $2.9M 0.67% +78 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 35,850 $2.88M 0.11% -18,261 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 32,166 $2.88M 0.13% -2,041 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 35,672 $2.86M 0.29% -3,379 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 35,565 $2.86M 0.09% -2,200 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 35,549 $2.85M 0.3% -472 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,500 $2.85M 1.2% -82 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 31,767 $2.83M 1.7% -4,209 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 35,300 $2.83M 0.65% -2,200 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 35,220 $2.83M 0.59% -653 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 35,206 $2.83M 1.69% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 35,165 $2.82M 0.19% +883 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 35,123 $2.82M 0.01% +3,229 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 35,119 $2.82M 1.75% -2,511 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35,059 $2.81M 0.08% -2,306 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 35,051 $2.81M 0.31% +11,013 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 35,014 $2.81M 0.28% -682 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 34,942 $2.81M 0.15% -17,631 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 34,881 $2.8M 0.11% +23,692 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 34,835 $2.8M 0.16% +2,485 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 34,803 $2.79M 0.09% -1,389 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 34,661 $2.79M 0.11% +3,376 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 34,756 $2.79M 0.98% +12,678 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 34,740 $2.79M 0.2% +1,257 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 34,534 $2.79M 2.44% 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 34,626 $2.78M 0.01% +31,785 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 34,626 $2.78M 0.06% -385 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 34,526 $2.77M 1.06% +78 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 34,485 $2.77M 0.82% +480 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,419 $2.76M 0.03% +376 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 34,170 $2.76M -289 Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 34,257 $2.75M 1.89% -629 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 34,160 $2.74M 0.26% -5 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 34,096 $2.74M 0.09% -431 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 34,037 $2.73M 1.63% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 33,981 $2.73M 0.12% +1,084 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 33,940 $2.72M 1.98% +8,772 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 33,862 $2.72M 0.58% -2,052 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 33,753 $2.71M 0.64% -2,161 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 33,750 $2.71M 2.74% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 33,724 $2.71M 0.19% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33,696 $2.71M 0.2% +884 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 33,671 $2.7M 0.03% +3,524 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 33,515 $2.69M 0.16% -1,836 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 33,450 $2.69M 0.13% -678 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 33,349 $2.68M 1.48% +1,530 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 33,339 $2.68M 1.12% +547 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 33,308 $2.67M 0.04% +3,469 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,300 $2.67M 0.14% -166 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 33,204 $2.67M 0.83% -2,525 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 33,040 $2.65M 0.09% +3,860 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 32,754 $2.63M 0.34% -1,625 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 32,599 $2.62M 0.21% +4,306 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 32,586 $2.62M 0.21% 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 32,536 $2.61M 0.24% -593 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 32,472 $2.61M 0.11% -8,960 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 32,377 $2.6M 0.48% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 32,162 $2.58M 0.18% -3,661 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 32,030 $2.57M 0.96% -2,488 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 32,013 $2.57M 0.11% +2,234 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 31,716 $2.55M 0.06% -11,493 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 31,705 $2.55M 0.14% +5,704 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 31,677 $2.54M 0.57% -304 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 31,604 $2.54M 0.65% 0 13F-HR Timeline General Partner, Inc. 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