MOTCO More: the full row for MOTCO 28,528 $3.86M 0.33% -227 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 28,411 $3.85M 1.73% +2,870 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 28,259 $3.83M 0.31% -1,292 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 28,237 $3.82M 0.16% +279 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 28,223 $3.82M 0.19% -287 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 28,193 $3.82M 1.19% +5,725 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,168 $3.81M 0.08% -2,557 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 28,167 $3.81M 1.68% +1,087 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 28,146 $3.81M 0.42% -7,411 13F-HR/A Timeline Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 28,112 $3.81M 1.91% +6,172 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 28,082 $3.8M 0.18% +6,859 13F-HR Timeline ARISTOTLE INVESTMENT SERVICES, LLC group of 2 filers holding More: the full row for ARISTOTLE INVESTMENT SERVICES, LLC 28,066 $3.8M 0 Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 27,921 $3.78M 1.18% +745 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 27,615 $3.74M 0.3% +639 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 27,554 $3.73M 0.11% -269 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 27,503 $3.72M 0.05% +770 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 27,453 $3.72M 1.82% -452 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 27,289 $3.69M 1.25% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27,280 $3.69M 0.25% -159 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 27,208 $3.68M 0.63% +3,880 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 27,027 $3.66M 0.26% +723 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 26,964 $3.65M 0.96% 0 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 26,990 $3.65M 0.25% -57 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 26,939 $3.65M 0.32% +3,185 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 26,807 $3.63M 0.04% new 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 26,766 $3.62M 0.86% -350 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 26,742 $3.62M 0.42% -4,328 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 26,736 $3.62M 0.07% +3,752 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 26,688 $3.61M 0.07% -680 13F-HR Timeline Group PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 26,529 $3.59M 0.54% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 26,438 $3.58M 0.14% +469 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 26,345 $3.57M 0.32% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 26,246 $3.55M 0.36% +1,472 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 26,210 $3.55M 0.7% +600 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 25,414 $3.55M 0.72% -2,352 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 26,159 $3.54M 0.08% +1,083 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 26,123 $3.54M 0.11% -3,777 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 25,941 $3.51M 0.75% -80 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 25,917 $3.51M 0.38% -587 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 25,944 $3.5M 1.8% -178 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 25,846 $3.5M 1.08% +2,229 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 25,726 $3.48M 0.2% +20 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 25,683 $3.48M 0.71% +623 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 25,630 $3.47M 0.17% +583 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 25,611 $3.47M 0.19% -1,075 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 25,526 $3.46M 1.37% +642 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 25,475 $3.45M 0.92% -700 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 25,308 $3.43M 1.4% -108 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 25,221 $3.41M 0.25% -201 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,215 $3.41M 0.28% +542 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 25,214 $3.41M 0.09% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 25,171 $3.41M 0.41% +923 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 25,056 $3.39M 0.12% +161 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 25,038 $3.39M 1.03% -543 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 25,004 $3.39M 0.23% +397 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 24,979 $3.38M 0.44% -1,029 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 24,870 $3.37M 0.84% -295 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 24,764 $3.35M 0.14% +676 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 24,713 $3.35M 0.14% +564 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 24,692 $3.34M 0.11% -13,300 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 24,577 $3.33M 0.18% +8,928 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 24,551 $3.32M 0.24% -500 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 24,544 $3.32M 0.85% 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 24,481 $3.31M 0.18% -388 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 24,408 $3.3M 1.46% -2,106 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 24,345 $3.3M 0.7% +288 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,330 $3.29M 0.04% -1,924 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 24,289 $3.29M 0.88% -72 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 24,154 $3.27M 1.24% +824 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 24,000 $3.25M 0.56% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 24,000 $3.25M 0.32% new 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 23,991 $3.25M 1.14% +94 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 24,019 $3.24M 0.06% -5,422 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 23,900 $3.24M 0.18% -23,900 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 23,894 $3.24M 0.16% -9,301 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 23,894 $3.24M 0.22% +70 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 23,854 $3.23M 0.33% -1,460 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 23,821 $3.23M 0.11% +535 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 23,804 $3.22M 0.28% -57 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 23,800 $3.22M <0.01% -3,970 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 23,167 $3.22M 0.47% -365 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 23,781 $3.22M 0.24% +826 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 23,631 $3.2M 0.51% +7,890 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 23,597 $3.2M 0.82% -968 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 23,574 $3.19M 0.02% +356 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 23,569 $3.19M 0.04% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,553 $3.19M 0.16% -1,045 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,443 $3.17M 0.15% -759 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 23,420 $3.17M 0.46% +1,877 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 23,371 $3.16M 0.81% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 23,314 $3.16M 0.43% -103 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 23,254 $3.15M 2.14% -3,563,169 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,222 $3.14M 0.22% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 23,182 $3.14M 0.09% -1,640 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 23,178 $3.14M 0.86% +845 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 23,164 $3.14M 0.35% -938 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 23,112 $3.13M 1.09% +205 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 23,075 $3.12M 0.84% +533 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 22,992 $3.11M 1.06% +396 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 22,944 $3.11M 0.17% +354 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 22,914 $3.1M 0.18% +5,940 13F-HR Timeline Boit C F David More: the full row for Boit C F David 22,900 $3.1M 1.3% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 22,881 $3.1M 0.78% +2,078 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 22,863 $3.1M 0.88% +256 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 22,816 $3.09M 0.1% +5,643 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 22,792 $3.09M 0.31% +544 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 22,765 $3.08M 1.41% +520 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 22,739 $3.08M 0.02% -566 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 22,622 $3.06M 0.28% -2,243 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 22,616 $3.06M 1.06% new 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 22,579 $3.06M 0.58% +3,479 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 22,573 $3.06M 0.12% -13,222 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 22,394 $3.03M 0.92% +1,023 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,360 $3.03M 0.1% +509 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 21,445 $3.03M 0.64% +817 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 22,316 $3.02M 0.27% +1,703 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 22,285 $3.02M 0.1% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 22,082 $2.99M 0.36% +416 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 22,074 $2.99M 0.27% +114 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 22,052 $2.99M 1.77% +1,829 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,964 $2.97M 0.25% -3,124 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 21,924 $2.97M 0.48% +55 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,853 $2.96M 0.04% +2,841 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 21,791 $2.95M -702 Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 21,752 $2.95M 0.32% +15,874 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 21,682 $2.94M 1.1% +2,139 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 21,155 $2.93M 0.1% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,661 $2.93M 0.29% -4 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 21,452 $2.93M 0.57% -99 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 21,642 $2.93M 1.11% +1,088 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 21,607 $2.93M 1.61% -89 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 21,598 $2.92M 0.62% -386 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 21,575 $2.92M 0.71% -2 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 21,568 $2.92M 0.73% +185 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 21,568 $2.92M 0.73% +13,376 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 21,562 $2.92M 0.85% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,384 $2.9M 0.13% -13,431 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 21,382 $2.9M 0.07% -1,376 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 21,318 $2.89M 0.31% +995 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 21,281 $2.88M 0.09% -5,518 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 21,275 $2.88M 0.11% -1,089 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 21,218 $2.87M 1.31% -2,183 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 21,207 $2.87M 0.37% -5,568 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 21,162 $2.87M 1.06% -372 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 21,109 $2.86M 0.47% -99 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 21,030 $2.85M 0.24% -269 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 21,013 $2.85M 0.06% -2,209 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 21,006 $2.84M 0.37% +1,334 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 20,928 $2.83M 0.08% +1,727 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 20,881 $2.83M 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20,865 $2.83M 0.56% -674 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 20,814 $2.82M 0.13% -775 13F-HR/A Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 20,791 $2.82M 0.65% +91 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 20,775 $2.81M 0.34% -2,224 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 20,704 $2.8M 1.13% -1,130 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 20,678 $2.8M 0.21% +206 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,639 $2.79M 0.13% +926 13F-HR Timeline American Trust More: the full row for American Trust 20,616 $2.79M 0.22% -1,926 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 20,555 $2.78M 0.22% -715 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 20,441 $2.77M 0.07% -1,767 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 20,380 $2.76M 1.32% -65 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 20,380 $2.76M 0.41% +1,119 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 20,335 $2.75M 1.3% +440 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 20,309 $2.75M 0.33% -12,089 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 20,307 $2.75M 0.34% -871 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 20,225 $2.74M 0.26% +8,531 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 20,129 $2.73M 0.23% -413 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 20,121 $2.72M 0.32% +1,114 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 20,115 $2.72M 1.02% -187 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,111 $2.72M 0.06% +161 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 20,110 $2.72M 0.83% +19,807 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 20,006 $2.71M 0.28% +1,654 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 19,991 $2.71M 0.09% +253 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,966 $2.7M 0.54% -223 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 19,953 $2.7M 0.92% -322 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 19,885 $2.69M 0.89% +149 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 19,743 $2.67M 0.08% -745 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 17,183 $2.67M 0.42% -5,828 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 19,653 $2.66M 0.94% +1,797 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 19,625 $2.66M 1.22% +430 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,574 $2.65M 0.09% +2,320 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 19,548 $2.65M 0.56% +10 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 19,529 $2.64M 1.7% new 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 19,439 $2.63M 0.46% +212 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 19,421 $2.63M 0.14% -145 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 19,395 $2.63M 0.5% -290 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 19,394 $2.63M 0.25% +492 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 19,371 $2.62M 0.23% new 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 19,360 $2.62M 0.43% -285 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 19,277 $2.61M 0.08% -7,590 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 19,259 $2.61M 0.37% -250 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,219 $2.6M 0.23% -600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 19,165 $2.6M 0.55% -312 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 19,119 $2.59M 0.52% -269 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 19,097 $2.59M 0.32% -715 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 19,030 $2.58M 0.57% +573 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 19,018 $2.58M 0.65% -634 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 18,945 $2.57M 0.25% +2,476 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 18,687 $2.53M 0.11% -1,939 13F-HR Timeline Group River Street Advisors LLC More: the full row for River Street Advisors LLC 18,682 $2.53M 0.75% +649 13F-HR Timeline