CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 112,694 $21M 1.37% -7,130 13F-HR Timeline University of Illinois Foundation More: the full row for University of Illinois Foundation 112,553 $21M 7.42% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 112,318 $21M 7.91% -3,038 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 112,283 $20.9M 3.51% +16,655 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 112,006 $20.9M 5.7% -6,271 13F-HR Timeline NWI MANAGEMENT LP More: the full row for NWI MANAGEMENT LP 112,000 $20.9M 2.06% -180,000 13F-HR/A Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 111,981 $20.9M 1.47% -1,670 13F-HR/A Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 111,533 $20.8M 4.65% +3,276 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 111,512 $20.8M 2.87% +522 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 111,039 $20.8M 8.74% -513 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 111,410 $20.8M 12.82% +84,191 13F-HR Timeline Aspiring Ventures, LLC More: the full row for Aspiring Ventures, LLC 111,383 $20.8M 7.36% +2,169 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 109,739 $20.8M 4.59% -3,091 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 111,204 $20.7M 8.82% +406 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 111,132 $20.7M 4.99% -665 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 111,058 $20.7M 0.37% +3,496 13F-HR Timeline WIM INVESTMENT MANAGEMENT Ltd More: the full row for WIM INVESTMENT MANAGEMENT Ltd 111,000 $20.7M 5.27% 0 13F-HR Timeline BLKBRD Asset Management, LP More: the full row for BLKBRD Asset Management, LP 110,974 $20.7M 5.77% -898 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 110,870 $20.7M 7.15% +988 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 110,605 $20.6M 8.84% -1,100 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 110,494 $20.6M 5.71% +1,119 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 110,395 $20.6M 2.98% +5,336 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 110,383 $20.6M 3.37% +1,399 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 110,359 $20.6M 4.29% -1,212 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 109,991 $20.5M 3.08% +17,525 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 111,197 $20.5M 0.89% +109,895 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 109,625 $20.5M 1.37% -5,131 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 109,515 $20.4M 5.22% +440 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 109,423 $20.4M 1.19% +585 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 109,349 $20.4M 5.91% -3,052 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 109,298 $20.4M 1% +22,676 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 108,942 $20.3M 5.17% -4,336 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 108,796 $20.3M 2.5% +3,711 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 105,744 $20.2M 4.16% +14,053 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 108,505 $20.2M 3.46% -1,226 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 108,420 $20.2M +1,363 Timeline Gunderson Capital Management LLC More: the full row for Gunderson Capital Management LLC 108,381 $20.2M 7.45% -26,449 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 108,260 $20.2M 1.25% +28,142 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 108,180 $20.2M 5.14% +3,178 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 108,098 $20.2M 2.36% +12,138 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 108,072 $20.2M 7.28% -3,217 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 108,040 $20.2M 6.94% +441 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 107,997 $20.2M 1.93% -12,749 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 107,932 $20.1M 4.02% +82,048 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 107,888 $20.1M 4.63% -2,204 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 107,808 $20.1M 1.07% -500 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 107,787 $20.1M 0.39% +13,436 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 107,139 $20.1M 1.25% -7,571 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 107,458 $20.1M 5.81% -4,442 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 107,373 $20M 5.85% +203 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 107,289 $20M 4.13% -450 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 107,192 $20M 7.98% +429 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 107,174 $20M 2.42% -1,316 13F-HR Timeline Act Two Investors LLC More: the full row for Act Two Investors LLC 106,700 $19.9M 3.53% -428 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 106,632 $19.9M 5.36% -361 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 106,515 $19.9M 2.5% -72 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 106,450 $19.9M 0.6% +14,350 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 106,440 $19.9M 0.47% +7,261 13F-HR Timeline Group CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 106,288 $19.8M 5.38% -113,033 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 106,140 $19.8M 8.14% -7,947 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 106,010 $19.8M 4.47% -736 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 105,986 $19.8M 1.52% +9,341 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 105,791 $19.7M 0.94% -24,051 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 105,675 $19.7M 3.95% -6,756 13F-HR Timeline Alley Investment Management Company, LLC More: the full row for Alley Investment Management Company, LLC 105,634 $19.7M 2.29% +336 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 105,557 $19.7M 1.72% +103,691 13F-HR Timeline Group TFR Capital, LLC. More: the full row for TFR Capital, LLC. 105,489 $19.7M 6.57% +2,339 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 105,474 $19.7M 3.53% +48,986 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 105,339 $19.7M 13.46% +38 13F-HR Timeline MOTCO More: the full row for MOTCO 105,284 $19.6M 1.79% -4,042 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 105,225 $19.6M 9.35% -48,375 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 105,030 $19.6M 2.58% -871 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 104,656 $19.5M 6.14% +3,445 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 104,217 $19.4M 1.06% -636 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 104,215 $19.4M 0.93% -100,429 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 107,890 $19.4M 2.59% +11,023 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 104,023 $19.4M 9.76% +92 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 103,890 $19.4M 4.91% -2,260 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 103,821 $19.4M 3.44% +619 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 103,475 $19.3M 4.59% -44,157 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 103,440 $19.3M 1.17% +28,565 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 103,247 $19.3M 0.53% +5,860 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 121,891 $19.3M 1.59% -2,683 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 103,097 $19.2M 2.36% +20,960 13F-HR Timeline Jackson Square Partners, LLC More: the full row for Jackson Square Partners, LLC 103,004 $19.2M 7.77% -29,330 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 102,694 $19.2M 1.63% -16,102 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 102,235 $19.1M 2.78% +600 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 101,854 $19M 6.41% -363 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 101,800 $19M 0.46% -192,613 13F-HR/A Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 101,575 $19M 1.94% -1,876 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 101,564 $18.9M 5.66% +93 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 101,468 $18.9M 13.57% -1,148 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 101,291 $18.9M 14.35% -2,542 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 101,288 $18.9M 4.1% +755 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 98,567 $18.9M 1.09% +15,656 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 101,127 $18.9M 10.09% +7,494 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 101,104 $18.9M 11.91% -200 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 101,050 $18.9M 11.96% +100 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 100,961 $18.8M 1.33% -4,707 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 100,927 $18.8M 5.58% -1,501 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 100,770 $18.8M 5.67% -2,524 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 100,728 $18.8M 7.9% +162 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 100,642 $18.8M 6.93% -2,890 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 100,605 $18.8M 2.49% -61,754 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 100,430 $18.7M 0.46% -1,953 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 100,395 $18.7M 2.21% +2,272 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 100,234 $18.7M 2.03% +45,339 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 100,202 $18.7M 7.63% -4,416 13F-HR Timeline Headwater Capital Co Ltd More: the full row for Headwater Capital Co Ltd 100,000 $18.7M 4.56% new 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 99,977 $18.7M 3.42% -1,060 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 99,805 $18.6M 0.97% -2,356 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 99,517 $18.6M 3.39% +5,661 13F-HR Timeline BERKLEY W R CORP More: the full row for BERKLEY W R CORP 99,500 $18.6M 1.2% -99,300 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 99,478 $18.6M 8.6% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 99,296 $18.5M 6.37% +600 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 95,593 $18.5M 3.05% +617 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 99,190 $18.5M 12.22% -3,977 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 99,185 $18.5M 2.3% -7,755 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 98,920 $18.5M 2.79% -29,940 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 101,504 $18.4M 5.35% +9,047 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 98,693 $18.4M 1.1% -13,524 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 98,668 $18.4M 1.95% +2,627 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 98,652 $18.4M 2.59% +1,564 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 98,586 $18.4M 3.74% -16,892 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 98,499 $18.4M 3.04% +7,182 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 100,977 $18.4M 0.75% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 98,395 $18.4M 0.81% +1,341 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 98,358 $18.4M 0.77% -4,473 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 98,295 $18.3M 0.9% +5,553 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 98,217 $18.3M 4.5% +22,641 13F-HR Timeline Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 98,197 $18.3M 0.26% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 97,976 $18.3M 1.74% -359 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 97,890 $18.3M 8.13% +395 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 97,881 $18.3M 3.8% +1,601 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 97,839 $18.3M 1.36% -17,971 13F-HR Timeline Dilation Capital Management LP More: the full row for Dilation Capital Management LP 97,796 $18.2M 9.04% -13,615 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 97,779 $18.2M 3.61% -3,974 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 97,589 $18.2M 2.29% -2,446 13F-HR Timeline Value Aligned Research Advisors, LLC More: the full row for Value Aligned Research Advisors, LLC 97,259 $18.1M 0.42% -34,171 13F-HR/A Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 97,239 $18.1M 10.42% -12,631 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 97,048 $18.1M 6.19% -256 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 96,962 $18.1M 6.55% +6,837 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 96,807 $18.1M 1.5% +18,242 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 96,550 $18M 5.26% -49 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 96,528 $18M 0.5% -5,408 13F-HR Timeline Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 96,420 $18M 11.47% -6,993 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 96,042 $17.9M 11.15% -17,382 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 95,671 $17.9M 3.62% +130 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 95,452 $17.8M 2.94% +56,738 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 97,909 $17.8M 1.06% -2,455 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 97,783 $17.8M 0.4% +4,575 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 88,268 $17.7M 2.85% +375 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 95,000 $17.7M 11.36% 0 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 94,838 $17.7M 0.66% -27,899 13F-HR Timeline CNB Bank More: the full row for CNB Bank 94,646 $17.7M 7.36% +1,229 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 94,495 $17.6M 1.7% -190 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 94,230 $17.6M 3.73% +7,706 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 94,070 $17.6M 3.78% -2,310 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 94,044 $17.5M 2.35% +3,179 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 93,984 $17.5M 3.2% +5,457 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 93,958 $17.5M 0.5% +31,921 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 93,654 $17.5M 1.6% -8,059 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 93,488 $17.4M 2.01% -9,490 13F-HR/A Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 93,256 $17.4M 1.76% -37,600 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 92,995 $17.4M 9.13% -1,620 13F-HR Timeline WATERSHED PRIVATE WEALTH LLC More: the full row for WATERSHED PRIVATE WEALTH LLC 92,841 $17.3M 5.47% +38,995 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 92,815 $17.3M 10.26% -3,269 13F-HR Timeline HAMILTON CAPITAL PARTNERS, LLC More: the full row for HAMILTON CAPITAL PARTNERS, LLC 92,731 $17.3M 6.64% -38,679 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 92,595 $17.3M 8.09% +5,816 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 92,500 $17.3M 6.05% 0 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 92,497 $17.3M 11.89% -3,445 13F-HR/A Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 92,478 $17.3M 1.6% +386 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 92,432 $17.2M 2.62% -19,781 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 92,411 $17.2M 1.48% -296 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 92,356 $17.2M 4.49% +2,309 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 92,229 $17.2M 0.52% -4,163 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 92,093 $17.2M 9.27% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 91,934 $17.2M 2.2% -7,289 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 91,700 $17.1M 0.37% -3,645 13F-HR Timeline Group Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 91,507 $17.1M 6.84% -3,718 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 84,158 $17M 3.92% -7,996 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 91,267 $17M 1.35% +2,441 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 91,147 $17M 3.8% +2,673 13F-HR Timeline Napean Trading & Investment Co (Singapo… More: the full row for Napean Trading & Investment Co (Singapore) PTE Ltd 91,135 $17M 3.31% +36,312 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 90,931 $17M 3% -114 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 90,679 $16.9M 1.3% +2,324 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 90,677 $16.9M 1.92% -765 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 90,618 $16.9M 7.12% -3,041 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 90,475 $16.9M 2.41% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 90,460 $16.9M 4.77% -1,245 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 90,355 $16.9M 9.81% -10,767 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 90,251 $16.8M 4.34% -1,217 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 90,165 $16.8M 4.63% -5,818 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 90,075 $16.8M 5.64% -1,326 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 89,841 $16.8M 0.61% +5,913 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 89,827 $16.8M 1.65% -1,279 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 89,820 $16.8M 6.28% +13,557 13F-HR Timeline Davis Selected Advisers More: the full row for Davis Selected Advisers 89,795 $16.8M 0.09% +660 13F-HR/A Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 89,247 $16.7M 13.12% -589 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 137,816 $16.7M 1.53% 0 13F-HR Timeline