Somerset Group LLC More: the full row for Somerset Group LLC 49,771 $4.58M 3.4% -303 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 49,287 $4.58M 0.72% -2,554 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 49,035 $4.55M 0.23% +649 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 49,024 $4.55M 0.93% +4,004 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 48,945 $4.55M 0.37% -38 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 48,859 $4.54M 2.63% +2,530 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 48,784 $4.53M 0.82% +48,669 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 48,698 $4.52M 0.21% +693 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 48,656 $4.52M 0.18% +8,078 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 48,638 $4.52M 0.1% -5,745 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 48,618 $4.52M 0.01% +31,255 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 48,544 $4.51M 0.32% +670 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 48,316 $4.49M 0.27% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 48,174 $4.47M 0.25% +576 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 47,970 $4.46M 0.69% -174 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 47,783 $4.44M 0.6% -3,332 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 47,159 $4.38M 1.33% -3,289 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 47,131 $4.38M 0.07% +11,231 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 47,080 $4.37M 0.38% -439 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 47,036 $4.37M 0.12% +9,674 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 47,001 $4.37M 0.07% +7,094 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 46,800 $4.35M 0.55% -4,531 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 46,606 $4.33M 0.18% -13,981 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 46,591 $4.33M 0.14% +4,080 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 46,190 $4.29M 0.75% +1,913 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 46,145 $4.29M 0.1% +3,772 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45,989 $4.27M 0.05% -2,335 13F-HR Timeline Group BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 45,983 $4.27M 0.62% +43,338 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 45,914 $4.26M 0.07% +3,551 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 45,793 $4.25M 0.62% -326 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 45,696 $4.24M 0.64% -7,301 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 45,613 $4.24M 0.08% +3,452 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 45,602 $4.24M 0.16% -2,811 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 45,535 $4.23M 0.11% +1,154 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 45,499 $4.23M 0.29% -1,021 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 45,495 $4.23M 1.35% -164 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 52,149 $4.22M 0.31% +2,301 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 45,298 $4.21M 0.03% +1,710 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 45,020 $4.18M 1.1% -41,245 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 44,889 $4.17M 0.03% -2,947 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 44,758 $4.16M 0.25% -234 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,728 $4.15M 0.08% -6,547 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 44,367 $4.12M 0.68% +926 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 44,185 $4.1M 0.01% +9,062 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 44,110 $4.1M 2.21% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 43,433 $4.04M 0.08% -512 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 43,411 $4.03M 0.67% +7,058 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 43,131 $4.01M 0.4% -40 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 43,084 $4M 0.77% +475 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 42,970 $3.99M 0.22% -725 13F-HR Timeline Group Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 42,968 $3.99M 1.9% +153 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 42,949 $3.99M 0.35% -127 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 42,811 $3.98M 0.08% -7,402 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 42,699 $3.97M 0.08% -236 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 42,472 $3.94M 0.26% -105 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 42,389 $3.94M <0.01% -2,711 13F-HR Timeline Group American Trust More: the full row for American Trust 42,310 $3.93M 0.35% -5,556 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 42,190 $3.92M 0.11% +7,131 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 42,160 $3.92M 1.96% +1,866 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 41,487 $3.91M 0.25% -539 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 41,938 $3.9M 0.75% +834 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 41,724 $3.88M 0.39% +187 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 41,724 $3.88M 0.5% +579 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 41,739 $3.87M 0.17% +2,268 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 41,625 $3.87M 1.28% +1,693 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 41,216 $3.83M 0.22% +28,936 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 40,951 $3.8M 0.12% +29,359 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40,936 $3.8M 0.13% +6,133 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 40,893 $3.8M 0.49% -9,247 13F-HR/A Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 40,494 $3.76M 2.69% +24 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 40,395 $3.75M -552 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 40,365 $3.75M 0.13% -14,677 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 40,322 $3.75M 1.18% -8,811 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 40,000 $3.72M 1.13% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 39,982 $3.71M 0.06% +21,311 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 39,920 $3.71M 0.35% +4,869 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 39,748 $3.69M 3.29% new 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 39,438 $3.66M 0.21% -566 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 39,383 $3.66M 0.54% -4,025 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 39,371 $3.66M 0.36% -576 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 39,357 $3.66M 0.76% -535 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 39,222 $3.64M 1.48% +7 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 38,489 $3.64M 0.1% +6,017 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 39,178 $3.64M 0.67% -282 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 38,979 $3.62M 0.21% +253 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 38,712 $3.6M 0.6% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 38,694 $3.59M 0.65% -2,329 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 38,963 $3.59M 2.38% -2,618 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,639 $3.59M 0.08% +2,539 13F-HR Timeline Group SYCOMORE ASSET MANAGEMENT More: the full row for SYCOMORE ASSET MANAGEMENT 42,889 $3.58M 0.5% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 38,526 $3.58M 0.62% +325 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 38,436 $3.57M 0.03% +1,181 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 38,393 $3.57M 0.5% -2,262 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 38,078 $3.54M 0.11% +427 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 37,980 $3.53M 0.13% +11,732 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 37,899 $3.52M +443 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 37,856 $3.52M 0.06% -599 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 38,156 $3.51M 0.05% +28,280 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 37,747 $3.51M 0.05% +330 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 38,272 $3.5M 0.46% +1,069 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 37,662 $3.5M 0.07% +3,036 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 37,608 $3.49M 0.41% -99 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 37,535 $3.49M 0.38% +521 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 37,328 $3.47M 0.04% +1,035 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 37,262 $3.46M 0.95% +8,547 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 37,225 $3.46M 0.15% +5,520 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 37,158 $3.45M 0.36% -2,328 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 37,055 $3.44M 0.08% new 13F-HR/A Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 37,000 $3.44M 0.31% +12,000 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 36,972 $3.43M 0.39% +75 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 36,890 $3.43M 0.24% +1,725 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 36,873 $3.42M 0.78% -1,161 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 36,658 $3.4M 0.3% -1,580 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 36,655 $3.4M 4.08% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 36,468 $3.39M 0.07% +7,875 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 36,331 $3.37M 0.8% +239 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 36,273 $3.37M 0.2% +113 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 36,002 $3.34M 0.67% new 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. 35,922 $3.34M 0.08% -32,282 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 35,902 $3.33M 0.13% +1,021 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 36,104 $3.32M 0.12% +1,443 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 35,739 $3.32M 0.79% +1,986 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 35,300 $3.28M 0.77% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 35,298 $3.28M 1.4% -202 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 35,280 $3.28M 2.3% +74 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 35,270 $3.28M <0.01% +12,448 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 35,225 $3.27M 0.18% +283 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 35,209 $3.27M 0.34% -340 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 35,158 $3.27M 1.18% +402 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,141 $3.26M 0.1% +1,045 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 35,140 $3.26M 0.11% -425 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 34,363 $3.26M 1.23% -163 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 35,066 $3.26M 0.22% +2,467 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 35,019 $3.25M 2.2% -100 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 34,858 $3.25M 0.1% -7,907 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 34,939 $3.25M 0.39% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 34,918 $3.24M 1.78% +1,569 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 34,812 $3.23M 3.3% +1,062 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 34,785 $3.23M 0.05% +1,477 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 34,785 $3.23M 0.97% +300 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 34,692 $3.22M 0.14% -4,733 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 34,650 $3.22M 2.17% +393 13F-HR Timeline Capstone Wealth Management, Inc. More: the full row for Capstone Wealth Management, Inc. 34,534 $3.21M 2.72% 0 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 34,516 $3.21M 2.39% +576 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 34,499 $3.2M 0.17% +5,322 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 34,354 $3.19M 0.04% -65 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 34,635 $3.19M 0.22% -105 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 34,232 $3.18M 0.05% +16,477 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 34,157 $3.17M 1.91% +33,393 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 34,156 $3.17M 0.56% -13,365 13F-HR Timeline Argo Wealth Advisory, LLC More: the full row for Argo Wealth Advisory, LLC 34,151 $3.17M 1.86% +114 13F-HR Timeline BENDER ROBERT & ASSOCIATES More: the full row for BENDER ROBERT & ASSOCIATES 33,947 $3.15M 0.76% -1,273 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 33,776 $3.14M 0.16% +326 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 33,770 $3.14M 0.65% -92 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 33,714 $3.13M 0.33% +2,949 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 33,696 $3.13M 0.3% -464 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 33,638 $3.12M 0.04% -33 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 35,800 $3.12M 0.4% -40,776 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 33,548 $3.12M 0.16% +248 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 33,434 $3.11M 0.31% -1,580 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 33,419 $3.1M 1.38% +80 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 33,352 $3.1M 1.69% +2,176 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 33,333 $3.1M 0.04% -4,814 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 33,330 $3.1M 0.11% +290 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 33,337 $3.1M 0.22% +1,175 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 33,324 $3.1M 0.28% +2,953 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 33,226 $3.09M 0.24% -470 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 33,108 $3.08M 0.22% -3,074 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 33,115 $3.07M 0.13% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 33,031 $3.07M 0.13% -2,819 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 32,907 $3.06M 0.18% -608 13F-HR Timeline Group CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 32,672 $3.03M 0.68% +3,622 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 32,478 $3.02M 0.44% -276 13F-HR Timeline Core Wealth Management, Inc. More: the full row for Core Wealth Management, Inc. 32,378 $3.01M 0.92% -826 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 32,304 $3M 0.75% +700 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 32,266 $3M -8,747 Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 32,166 $2.99M 0.14% 0 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 32,069 $2.98M 0.28% -467 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 31,847 $2.96M 0.24% -739 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 31,731 $2.95M 0.26% -18,318 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 31,684 $2.94M 0.63% +7 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 31,592 $2.93M 0.04% -856,805 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 31,457 $2.92M 0.63% -920 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 31,160 $2.92M 1.77% -7,385 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 31,399 $2.92M 0.92% -34 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 31,229 $2.9M 0.96% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 31,047 $2.88M 0.5% -268 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 31,018 $2.88M 0.28% -100 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 30,954 $2.88M 0.53% new 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 30,914 $2.87M 0.18% +7,196 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 30,896 $2.87M 1.58% +11,200 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 30,874 $2.87M -43,569 Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 30,793 $2.86M 0.04% -11,830 13F-HR/A Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 30,743 $2.86M 0.87% -416 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 31,000 $2.85M 0.2% -7,000 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 29,142 $2.85M 1.02% +688 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 30,490 $2.83M 1% +25,400 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,376 $2.82M 0.06% +2,291 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 30,204 $2.81M 0.54% -744 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 30,184 $2.8M 1.83% new 13F-HR Timeline