Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 209,194 $41.9M 5.96% +7,303 13F-HR Timeline ITHAKA GROUP LLC More: the full row for ITHAKA GROUP LLC 209,018 $41.8M 7.59% -16,106 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 211,513 $41.8M 1.33% +13,896 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 208,547 $41.7M 13.79% +1,932 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 208,519 $41.7M 0.49% -13,074 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 206,926 $41.4M 1.25% -1,702 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 206,799 $41.4M 3.59% -7,004 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 206,676 $41.4M 0.08% +14,176 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 206,500 $41.3M 1.36% +182,533 13F-HR Timeline GENERAL AMERICAN INVESTORS CO INC More: the full row for GENERAL AMERICAN INVESTORS CO INC 205,979 $41.2M 2.5% +45,000 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 205,570 $41.1M 15.72% -50 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 205,101 $41M 9.54% -1,266 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 205,029 $41M 3.06% +56,300 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 204,190 $40.9M 0.07% -11,306 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 204,020 $40.8M 2.61% +35,648 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 203,959 $40.8M 2.7% +8,383 13F-HR/A Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 203,197 $40.7M 28.35% -11,326 13F-HR Timeline TITAN GLOBAL CAPITAL MANAGEMENT USA LLC More: the full row for TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 203,106 $40.6M 5.15% +491 13F-HR/A Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 202,092 $40.6M 9.68% -185 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 202,607 $40.5M 8.92% -3,431 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 202,231 $40.5M 14.92% -8,424 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 201,214 $40.3M 11.93% -1,805 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 200,607 $40.1M 2.96% +179 13F-HR Timeline True Blue (BVI) Ltd More: the full row for True Blue (BVI) Ltd 200,520 $40.1M 16.19% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 200,505 $40.1M 2.38% -15,670 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 200,504 $40.1M 5.3% +14,525 13F-HR Timeline Dalton Investments, Inc. More: the full row for Dalton Investments, Inc. 200,150 $40M 36.1% 0 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 200,000 $40M 11.53% new 13F-HR Timeline SHANDA ASSET MANAGEMENT HOLDINGS Ltd in group SHANDA ASSET MANAGEMENT HOLDI… More: the full row for SHANDA ASSET MANAGEMENT HOLDINGS Ltd 200,000 $40M 1.91% -200,000 13F-HR Timeline Group Rheos Capital Works Inc. More: the full row for Rheos Capital Works Inc. 200,000 $40M 2.28% -81,300 13F-HR Timeline Burkehill Global Management, LP More: the full row for Burkehill Global Management, LP 200,000 $40M 1.44% new 13F-HR Timeline General Pension Society PZU Joint Stock… More: the full row for General Pension Society PZU Joint Stock Co 200,000 $40M 5.99% +30,000 13F-HR/A Timeline INFINITUM ASSET MANAGEMENT, LLC More: the full row for INFINITUM ASSET MANAGEMENT, LLC 200,000 $40M 4.07% 0 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 199,179 $39.9M 4.43% +94,500 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 199,159 $39.8M 0.97% +13,817 13F-HR Timeline Group Discovery Value Fund More: the full row for Discovery Value Fund 198,874 $39.8M 100% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 198,787 $39.8M 3.29% -9,256 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 227,923 $39.7M 2.45% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 198,607 $39.7M 3.07% -829 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 198,236 $39.7M 3.16% +50,055 13F-HR Timeline AKUNA SECURITIES LLC More: the full row for AKUNA SECURITIES LLC 197,957 $39.6M 43.22% +1,956 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 197,719 $39.6M 2.74% +18,039 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 197,044 $39.4M 3.74% +87,825 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 196,485 $39.3M 2.23% -1,663 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 196,469 $39.3M 15.78% -26,290 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 195,914 $39.2M 2.86% +879 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 195,702 $39.2M 3.68% +131,702 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 195,639 $39.1M 10.49% -206,894 13F-HR Timeline Codex Capital Asset Management L.L.C. More: the full row for Codex Capital Asset Management L.L.C. 195,575 $39.1M 13.54% -32,425 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 200,102 $39.1M 4.28% +17,079 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 194,777 $39M 0.96% +12,492 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 194,739 $39M 6.03% -4,400 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 194,629 $38.9M 3.22% +2,181 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 194,618 $38.9M 3.74% +2,177 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 194,352 $38.9M 10.61% -743 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 194,114 $38.8M 1.99% +17,699 13F-HR Timeline FERNBRIDGE CAPITAL MANAGEMENT LP More: the full row for FERNBRIDGE CAPITAL MANAGEMENT LP 193,818 $38.8M 2.84% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 193,754 $38.8M 6.42% -4,713 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 193,692 $38.8M 1.25% +18,850 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 192,805 $38.6M 12.45% +601 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 192,606 $38.5M 0.69% -5,129 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 192,007 $38.4M 2.86% +37,080 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 191,927 $38.4M 1.38% -1,012 13F-HR Timeline Group Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 191,833 $38.4M 2.83% -1,033 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 191,826 $38.4M 2.33% +26,167 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 191,813 $38.4M 3.49% +37,822 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 191,477 $38.3M 7.4% +12,402 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 190,741 $38.2M 0.4% +4,290 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 190,719 $38.2M +10,720 Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 190,662 $38.1M 3.83% -4,868 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 190,351 $38.1M 5.47% -7,847 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 190,133 $38M 2.04% -7,731 13F-HR Timeline Graticule Asia Macro Advisors LLC More: the full row for Graticule Asia Macro Advisors LLC 189,900 $38M 2.85% 0 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 189,291 $37.9M 3.32% -821 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 188,690 $37.8M 2.8% +10,257 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 188,333 $37.7M 3.96% +22,168 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 188,010 $37.6M 1.7% -90,784 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 187,746 $37.6M 3.87% -1,379 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 187,713 $37.6M 4.22% +10,700 13F-HR Timeline Bell Bank More: the full row for Bell Bank 187,692 $37.6M 1.43% +1,166 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 187,161 $37.4M 2.18% -1,917 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 186,963 $37.4M 3.88% +2,206 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 186,886 $37.4M 7.77% -4,948 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 186,833 $37.4M 2.23% +8,869 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 186,832 $37.4M 1.42% +22,759 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 186,590 $37.3M 13.82% -37 13F-HR Timeline AK GLOBAL ASSET MANAGEMENT, LLC More: the full row for AK GLOBAL ASSET MANAGEMENT, LLC 186,370 $37.3M 31.57% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 186,205 $37.3M 1.05% +51,432 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 186,194 $37.3M 1.16% +79,207 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 186,146 $37.2M 2.05% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 186,077 $37.2M 20.31% +14,369 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 185,576 $37.1M 0.16% -151,202 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 185,075 $37M 1.53% +18,761 13F-HR Timeline CYPRESS FUNDS LLC More: the full row for CYPRESS FUNDS LLC 184,636 $36.9M 11.76% -67,250 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 184,461 $36.9M 2.08% +16,087 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 184,436 $36.9M 4.02% +37,391 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 184,421 $36.9M 2.35% -3,644 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 184,191 $36.9M 0.99% +19,842 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 184,000 $36.8M 2.35% +72,000 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 183,657 $36.7M 3.74% -2,845 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 183,653 $36.7M 2.13% +304 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 183,401 $36.7M 4.92% -6,050 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 183,163 $36.6M 1.44% -6,347 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 182,670 $36.6M 6.5% +5,337 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 182,657 $36.5M 5.63% +6,313 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 182,643 $36.5M 9.99% +375 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 182,409 $36.5M 2% +13,760 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 181,719 $36.4M 2.18% -77,301 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 180,460 $36.1M 2.09% +3,771 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 180,362 $36.1M 2.92% +31,016 13F-HR Timeline NAN FUNG TRINITY (HK) LTD More: the full row for NAN FUNG TRINITY (HK) LTD 180,240 $36.1M 3.56% -49,900 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 180,166 $36M 13.15% -6,393 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 180,131 $36M 0.25% -21,501 13F-HR/A Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 180,057 $36M 6.97% -1,975 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 180,000 $36M 4.53% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 179,783 $36M 6% +10,053 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 179,481 $35.9M 3.98% -10,052 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 179,151 $35.8M 5.99% +11,094 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 178,839 $35.8M 1.23% +9,767 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 178,835 $35.8M 7.35% -2,260 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 178,764 $35.8M 2.44% +3,154 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 178,623 $35.7M 2.21% +5,088 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 178,501 $35.7M 2.69% +7,216 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 178,482 $35.7M 1.75% +28,946 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 178,271 $35.7M 1.98% -8,495 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 178,060 $35.6M 4.81% -4,069 13F-HR Timeline Chescapmanager LLC in group Chescapmanager LLC More: the full row for Chescapmanager LLC 177,585 $35.5M 4.61% -45,000 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 177,055 $35.4M 1.62% +7,515 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 176,437 $35.3M 5.24% -1,379 13F-HR Timeline CIBC Capital Markets (Europe) S.A. More: the full row for CIBC Capital Markets (Europe) S.A. 176,229 $35.3M 4.74% 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 175,404 $35.1M 2.83% -34 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 169,599 $35M 2.08% +33,804 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 174,957 $35M 5.27% -3,660 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 174,716 $35M 0.68% +782 13F-HR Timeline Group Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 174,676 $35M 9.33% -9,555 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 174,404 $34.9M 18.85% +272 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 174,029 $34.8M 1.19% -2,646 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 173,655 $34.7M 11.79% +71 13F-HR Timeline AMS Capital Ltda More: the full row for AMS Capital Ltda 173,181 $34.7M 11.91% +136,371 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 173,160 $34.6M 2.11% +2,832 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 173,052 $34.6M 1.75% -4,011 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 172,564 $34.5M 7.29% -62 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 172,109 $34.4M 3.06% -1,972 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 172,000 $34.4M 4.44% +16,000 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 171,834 $34.4M 2.86% +3,296 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 171,219 $34.3M 1.45% -3,671 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 170,889 $34.2M 13.55% -3,958 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $34M 8.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 169,632 $33.9M 2.87% +12,780 13F-HR Timeline Group Parkwood LLC More: the full row for Parkwood LLC 169,420 $33.9M 2.43% -16,798 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 169,338 $33.9M 2.99% +4,800 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 169,304 $33.9M 2.15% -26,804 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 168,672 $33.7M 2.06% +49,999 13F-HR Timeline Evergreen Quality Fund GP, Ltd. More: the full row for Evergreen Quality Fund GP, Ltd. 168,500 $33.7M 0.54% +151,400 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 168,432 $33.7M 4.98% +11,336 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 168,369 $33.7M 3.35% -2,960 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 167,945 $33.6M 3.14% -3,127 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 167,844 $33.6M 1.18% +165,137 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 167,812 $33.6M 3.14% +50,819 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 167,606 $33.5M 1.65% -4,985 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 167,537 $33.5M 6.14% -5,223 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 167,280 $33.5M 5.2% +4,279 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 167,224 $33.5M 2.01% +9,554 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 166,901 $33.4M 3.84% +4,044 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 166,805 $33.4M 1.59% +11,188 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 166,790 $33.4M 0.63% +6,470 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 166,708 $33.4M 1.74% +9,302 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 191,125 $33.3M 10.42% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 166,513 $33.3M 2.95% +30,062 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 166,403 $33.3M 4.05% -19,594 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 166,062 $33.2M 0.96% +1,804 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 165,756 $33.2M 21.6% -97 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 164,870 $33M 5.56% +130,570 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 164,476 $32.9M 4.2% -3,892 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 163,608 $32.7M 8.59% +8,805 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 163,112 $32.6M 4.22% +3,413 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 162,963 $32.6M 0.95% +12,240 13F-HR Timeline HMI Capital Management, L.P. 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