Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 39,247 $5.77M 0.78% -14,459 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 39,092 $5.75M 0.24% +1,627 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 39,063 $5.75M 0.06% +455 13F-HR Timeline QVIDTVM Management LLC More: the full row for QVIDTVM Management LLC 38,902 $5.72M 7.03% new 13F-HR Timeline JONES ROAD CAPITAL MANAGEMENT, L.P. More: the full row for JONES ROAD CAPITAL MANAGEMENT, L.P. 38,900 $5.72M 11.18% +6,000 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 38,848 $5.71M 0.46% +2,254 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 38,310 $5.64M 0.53% new 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 38,000 $5.59M 2.47% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 37,802 $5.56M 0.1% -233 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 37,768 $5.56M 0.33% +29,669 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 37,938 $5.55M 0.3% +7,886 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 37,744 $5.55M 0.1% +4,642 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 37,610 $5.53M 0.21% +9,840 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 37,596 $5.53M 0.73% -821 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 37,578 $5.53M 3.07% -3,731 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 37,539 $5.52M 0.18% +28,704 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 37,458 $5.51M 0.37% -23,385 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 37,448 $5.51M 0.2% -1,494 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 37,340 $5.49M 1.19% -1,443 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 37,303 $5.49M 0.54% -1,670 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 37,135 $5.46M 0.19% +18,943 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 37,000 $5.44M 0.29% +7,000 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 36,998 $5.44M 1.86% -1,206 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 36,795 $5.41M 0.56% -7,693 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 36,464 $5.36M 1.03% +2,469 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 36,158 $5.32M 0.77% -72 13F-HR Timeline TOBAM More: the full row for TOBAM 36,082 $5.31M 1.38% +7,907 13F-HR Timeline Deuterium Capital Management, LLC More: the full row for Deuterium Capital Management, LLC 36,000 $5.3M 6.16% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 35,827 $5.27M 0.54% -1,483 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 35,594 $5.24M 2.76% +319 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 35,531 $5.23M 0.37% +9 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 35,522 $5.23M 0.15% +756 13F-HR/A Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 35,419 $5.21M 0.08% -276 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 35,398 $5.21M 0.96% +3,701 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 35,327 $5.2M 2.37% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 35,271 $5.19M 0.5% -534 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 35,213 $5.18M 1.51% +2,698 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 35,164 $5.17M 1.32% +8,095 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 35,143 $5.17M 0.18% +3,514 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 35,071 $5.16M 0.57% +115 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 35,000 $5.15M 0.25% -1,750 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 34,936 $5.14M -3,038 Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 34,931 $5.14M 1.67% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 34,894 $5.13M 0.07% +10,733 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 34,828 $5.12M 3.36% +3,990 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 34,786 $5.12M 0.26% -2,729 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 34,650 $5.1M 0.17% +5,699 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 34,588 $5.09M 0.58% -630 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,568 $5.09M 1.16% -594 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 34,535 $5.08M 1.27% +1,023 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 34,514 $5.08M 0.81% +1,505 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 34,418 $5.06M 1.08% +3,036 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 34,376 $5.06M 1.35% -5 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 24,502 $5.02M 1.15% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 34,099 $5.02M 0.64% +710 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 34,023 $5.01M 0.44% +443 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 33,821 $4.98M 0.28% +1,578 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 33,781 $4.97M 0.79% +1,028 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 33,748 $4.96M 1.02% -711 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 33,592 $4.94M 0.07% -11,050 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 33,548 $4.94M 1.16% -10,078 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 33,487 $4.93M 0.33% -3,724 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 26,136 $4.9M 0.77% -13,521 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 30,711 $4.89M 0.08% -142 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 33,197 $4.88M 0.76% +237 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 33,145 $4.88M 0.49% +13,522 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 33,133 $4.87M 0.09% +2,255 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 33,130 $4.87M 0.6% -240 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 33,016 $4.86M 0.27% +6,803 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 32,797 $4.82M 0.57% +6,261 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 32,692 $4.81M 0.2% -3,112 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32,748 $4.79M 0.43% +267 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 32,493 $4.78M +144 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 32,061 $4.76M 0.13% +335 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 32,245 $4.74M 0.69% +280 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 32,011 $4.71M 0.63% +4,125 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 31,950 $4.7M 0.18% -123 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 31,745 $4.67M 0.11% -30,982 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 28,427 $4.66M 0.3% -17,227 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 31,476 $4.63M 1.5% +731 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 31,441 $4.63M 0.16% -5,731 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 31,428 $4.62M 0.1% -280 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 31,309 $4.61M 0.46% +1,533 13F-HR Timeline Group B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 31,128 $4.58M 0.66% +2,042 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 31,089 $4.57M 0.31% +161 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 31,025 $4.56M 0.9% +550 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 30,979 $4.56M 0.1% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 30,897 $4.55M 0.22% +1,377 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 30,842 $4.54M 1.02% -4,379 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30,790 $4.53M 0.23% +9 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 30,718 $4.52M 0.05% +2,100 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 30,718 $4.52M 0.21% new 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 30,674 $4.51M 0.58% -5,071 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 30,538 $4.49M 0.48% -6,671 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 30,480 $4.48M 0.29% +2,559 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 30,332 $4.46M 0.09% +6,178 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 30,322 $4.46M 0.06% -2,011 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 29,461 $4.46M 2.67% -1,857 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 30,296 $4.46M 0.46% -127 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 30,113 $4.43M 0.41% -170 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 29,999 $4.41M 1.23% +784 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 29,912 $4.4M 0.3% +2,040 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 29,900 $4.4M 0.87% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 29,861 $4.39M 0.07% +1 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 29,660 $4.36M 0.69% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 29,634 $4.36M 0.4% +13,571 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 29,613 $4.36M 0.07% +27,162 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 29,589 $4.35M 0.02% +3,888 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 29,542 $4.35M 0.39% +1,439 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,471 $4.34M 0.25% +4,121 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 29,460 $4.33M 2.51% -250 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 29,833 $4.33M 0.76% +919 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 29,370 $4.32M 0.5% +2,068 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 29,361 $4.32M 0.38% -39,975 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 29,279 $4.31M 2.08% +357 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 29,138 $4.29M -1,530 Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 29,084 $4.28M 0.07% +6,405 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 28,918 $4.25M 0.12% -2,584 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 28,844 $4.24M 0.05% -1,540 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 28,837 $4.24M 1.28% -658 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 28,834 $4.24M 0.16% +10,038 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 28,700 $4.22M 1.29% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 28,603 $4.21M 0.26% +10,634 13F-HR Timeline DCF Advisers, LLC More: the full row for DCF Advisers, LLC 28,500 $4.19M 1.58% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 30,197 $4.19M 0.27% -2,853 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 28,472 $4.19M 0.37% +16 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 28,325 $4.17M 1.63% +175 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 28,288 $4.16M 0.37% -70 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 28,176 $4.14M 0.66% -11,219 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 28,145 $4.14M 0.23% -784 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 28,247 $4.13M 1.79% +3,070 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 28,030 $4.12M 0.39% -1,243 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 28,004 $4.12M 0.1% +1,245 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 27,950 $4.11M 0.28% +772 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 25,402 $4.1M 0.32% +23,400 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 27,849 $4.1M 0.13% +19,516 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 27,767 $4.08M 0.96% +575 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 27,725 $4.08M 0.18% -1,100 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 27,616 $4.06M 1.93% +1,010 13F-HR Timeline Titan Investment Solutions Ltd group of 2 filers holding More: the full row for Titan Investment Solutions Ltd 27,577 $4.06M new Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 27,573 $4.06M 0.64% +13,269 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 20,571 $4.03M 0.08% +440 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 27,320 $4.02M 0.32% -954 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 27,337 $4.02M 1.18% -2,462 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 26,987 $3.97M 0.26% -18,657 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 26,869 $3.95M 0.21% +4,989 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 26,813 $3.94M 0.97% +562 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 26,736 $3.93M 2.26% -156 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 26,727 $3.93M 0.32% +506 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 26,726 $3.93M 1.28% +1,955 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,011 $3.92M 0.07% +3,865 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 26,656 $3.92M 0.22% +1,422 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,642 $3.92M 0.2% +832 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 26,620 $3.92M 0.21% -217 13F-HR Timeline Group GMT Capital Corp More: the full row for GMT Capital Corp 26,500 $3.9M 0.18% new 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 26,416 $3.89M 0.07% -2,576 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 26,406 $3.88M 0.17% +7,198 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 26,388 $3.88M 0.04% -9,645 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 26,355 $3.88M 0.88% -18,160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 26,277 $3.87M 0.04% -4,220 13F-HR Timeline SWP Investment Management LLC More: the full row for SWP Investment Management LLC 26,253 $3.86M 2.88% +510 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 26,112 $3.84M 0.22% -1,769 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 26,015 $3.83M 1% -616 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25,975 $3.82M 0.27% -4,625 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 25,906 $3.81M 1.15% -971 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 19,876 $3.81M 0.26% +7,483 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 27,417 $3.81M 0.14% +1,563 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 25,810 $3.8M 0.47% +405 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 25,780 $3.79M 0.07% +5,580 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 25,730 $3.79M 0.13% +8,343 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 25,681 $3.78M 0.13% +12,735 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 25,659 $3.77M 1.39% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 25,656 $3.77M 0.13% -208 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 21,796 $3.77M 0.29% -3,216 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 25,620 $3.77M 0.77% +3,822 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 25,584 $3.76M 0.19% +2,598 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 25,551 $3.76M 1.18% +247 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 20,537 $3.72M 0.24% -8 13F-HR Timeline American Assets Investment Management, … group of 2 filers holding More: the full row for American Assets Investment Management, LLC 65,000 $3.72M +42,000 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,268 $3.72M 0.09% -392 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 25,243 $3.71M 0.1% +4,260 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 25,240 $3.71M 0.37% +966 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 25,156 $3.7M 1.25% +11,941 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 25,117 $3.69M 0.16% -4,170 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 25,048 $3.68M 0.88% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 25,014 $3.68M 0.17% -545 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 25,010 $3.68M 0.08% -1,808 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,860 $3.66M 0.2% +1,212 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 24,784 $3.65M 0.46% -1,532 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 24,608 $3.62M 1.12% -5,690 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 24,550 $3.61M 0.85% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 24,518 $3.61M 0.5% -515 13F-HR Timeline Family Legacy, Inc. 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