Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 27,491 $3.86M 0.28% -970 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 27,440 $3.85M 0.99% +1,155 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27,408 $3.85M 0.18% -28,014 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 27,406 $3.85M 0.14% +7,088 13F-HR Timeline DJE Kapital AG More: the full row for DJE Kapital AG 29,200 $3.85M 0.09% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 27,393 $3.85M 0.25% -800 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 26,281 $3.84M 2.28% -5 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 27,323 $3.84M 1.51% -44 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27,310 $3.84M 0.24% +22 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 27,294 $3.83M 0.57% +307 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 27,289 $3.83M 1.24% 0 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,224 $3.82M 0.24% -767 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 27,201 $3.82M 0.25% +5,986 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 27,133 $3.81M 0.63% +12,478 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 27,127 $3.81M 2.14% -485 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 27,125 $3.81M 0.13% +1,816 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 27,065 $3.8M 0.54% -255 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 27,059 $3.8M 0.29% +1,131 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 27,020 $3.79M 0.48% -1,268 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 26,978 $3.79M 0.91% -1,200 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 26,964 $3.79M 1.01% 0 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 26,956 $3.79M 0.21% +2,642 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 26,943 $3.78M 0.29% +673 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 26,903 $3.78M 0.38% +4,797 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 26,683 $3.75M 0.28% -18,052 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 26,643 $3.74M 0.18% 13F-HR Timeline American Trust More: the full row for American Trust 26,638 $3.74M 0.32% +534 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 26,544 $3.73M 1.18% -95 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 26,500 $3.72M 0.72% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 26,496 $3.72M 0.18% -820 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 26,475 $3.72M 0.17% -689 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 26,400 $3.71M 0.05% -19,769 13F-HR Timeline Horrell Capital Management, Inc. 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More: the full row for Vickerman Investment Advisors, Inc. 26,001 $3.65M 0.74% +301 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 25,908 $3.64M 1.65% -150 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 25,865 $3.63M 0.82% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 25,781 $3.62M 0.3% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 25,707 $3.61M 0.5% +13,723 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 25,684 $3.61M 0.01% new 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 25,586 $3.59M 2.79% +2,355 13F-HR Timeline EDGAR LOMAX CO/VA More: the full row for EDGAR LOMAX CO/VA 25,580 $3.59M 0.28% -7,315 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 25,562 $3.59M 0.21% -73,046 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 25,477 $3.58M 0.51% -400 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 25,434 $3.57M 0.24% +559 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 25,417 $3.57M 0.53% -5,169 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 27,525 $3.57M 1.77% -665 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 25,294 $3.55M 0.19% 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 25,291 $3.55M 1.08% -400 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 25,289 $3.55M 0.19% -8,870 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 25,283 $3.55M 0.26% +17,743 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 25,257 $3.55M 1.8% -314 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 24,211 $3.54M 0.82% +1,888 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 25,179 $3.54M 0.28% +3,716 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 25,168 $3.53M 0.4% +1,582 13F-HR Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 25,144 $3.53M 0.99% +14,510 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,086 $3.52M 0.24% +857 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 25,066 $3.52M 1.03% +1,590 13F-HR Timeline Rovida Advisors Inc. More: the full row for Rovida Advisors Inc. 25,000 $3.51M 3.03% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 24,965 $3.51M 0.92% +615 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 24,925 $3.5M 0.02% -1,000 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 24,909 $3.5M 0.21% -53 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 24,820 $3.49M 1.52% +201 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 24,787 $3.48M 0.3% +1,475 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 22,761 $3.47M 0.08% +612 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 24,553 $3.45M 0.26% +432 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 24,473 $3.44M 1.06% +22 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 24,466 $3.44M 0.01% 0 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,455 $3.43M 0.24% +6,715 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 24,447 $3.43M 0.07% +8,774 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 24,435 $3.43M 0.97% +862 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 24,432 $3.43M 0.48% -2,771 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 24,237 $3.4M 0.05% +886 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 24,207 $3.4M 0.9% -62 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 22,643 $3.4M 0.09% +2,374 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 24,181 $3.4M 0.9% +3,680 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 24,172 $3.39M 0.25% -49 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 24,074 $3.38M 0.49% +336 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 24,048 $3.38M 0.34% -292 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 23,965 $3.37M 0.43% -1,719 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 23,955 $3.36M 1.73% +145 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 23,940 $3.36M 0.16% +5,709 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 23,914 $3.36M 0.99% -63 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 23,904 $3.36M 0.47% +3,109 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,902 $3.36M 0.1% -2,226 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 23,694 $3.33M 1.52% +815 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,650 $3.32M 0.28% +275 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 23,643 $3.32M 0.04% +16,643 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 23,614 $3.32M 0.1% -282 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 23,567 $3.31M 0.56% +2,607 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 23,535 $3.31M 0.75% +374 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 23,498 $3.3M 1.59% +1,641 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 23,497 $3.3M 0.58% -1,243 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 23,461 $3.29M 0.46% -2,288 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 23,460 $3.29M 1.06% +4,569 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 23,431 $3.29M 0.14% +21,494 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,339 $3.28M 0.14% -718 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 23,256 $3.27M 0.78% +526 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 23,227 $3.26M 0.74% -1,239 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 23,222 $3.26M 0.27% 0 13F-HR Timeline BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 21,704 $3.26M 0.66% +93 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 23,126 $3.25M 1.18% +1,152 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 23,108 $3.25M 0.32% +1,010 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 23,091 $3.24M 0.33% +1,932 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 23,076 $3.24M 0.62% -150 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,006 $3.23M 0.19% +2,408 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 22,927 $3.22M 0.74% -1,850 13F-HR Timeline Boit C F David More: the full row for Boit C F David 22,900 $3.22M 1.46% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 23,901 $3.21M 0.12% +15,468 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 22,826 $3.21M 0.25% -2,933 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 23,082 $3.2M 0.34% -1,105 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,811 $3.2M 0.12% -455 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,807 $3.2M 0.28% -1,883 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 22,707 $3.19M 0.77% +128 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 22,698 $3.19M 0.13% +19,598 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 22,683 $3.19M 0.94% -43 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 24,102 $3.18M 0.5% +954 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 22,586 $3.17M 1.38% +670 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,559 $3.17M 0.07% -413 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 22,459 $3.15M 0.15% -730 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 22,380 $3.14M 1.03% -4,635 13F-HR Timeline 111 Capital More: the full row for 111 Capital 22,371 $3.14M 0.6% +13,417 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 22,314 $3.13M 0.26% -685 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 22,307 $3.13M 0.42% +182 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 22,298 $3.13M 1.23% +880 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,109 $3.11M 0.37% -1,304 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 22,093 $3.1M 0.52% new 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 22,107 $3.1M 0.18% +94 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 21,944 $3.08M 1.32% -107 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 21,914 $3.08M 0.72% +226 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 21,877 $3.07M 0.36% +633 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 21,755 $3.06M 1.58% -45 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 21,750 $3.05M 0.87% -13 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 21,700 $3.05M 2.24% -785 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 21,653 $3.04M 0.06% -2,250 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 21,483 $3.02M 0.13% -123 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 21,456 $3.01M 1.08% -1,275 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 21,409 $3.01M 0.32% +256 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 21,395 $3M 0.93% +51 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 21,276 $2.99M 0.18% -2,240 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 21,141 $2.97M 0.09% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 21,141 $2.97M 0.64% -1,467 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 21,090 $2.96M 0.81% -49 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 21,079 $2.96M 1.78% new 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 21,000 $2.95M 0.64% -4,200 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 20,971 $2.95M 0.1% +17,014 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 20,969 $2.94M 0.36% +665 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,951 $2.94M 0.2% -1,385 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 20,890 $2.93M 0.06% -992 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 20,886 $2.93M 0.01% -35 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 20,860 $2.93M 1.15% -100 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 20,857 $2.93M 0.09% +12,645 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 20,844 $2.93M <0.01% +12,898 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 20,807 $2.92M 1.08% -578 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 20,794 $2.92M 0.44% +18,064 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 20,671 $2.9M 1.1% +292 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,615 $2.9M 0.13% +6,861 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 20,553 $2.89M 0.31% +268 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 20,520 $2.88M 0.27% +4,297 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 20,472 $2.88M 1.1% -233 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 20,373 $2.86M 1.09% -1,085 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 20,365 $2.86M 0.2% +11,217 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 20,322 $2.85M 1.33% +420 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 20,290 $2.85M 0.23% -132 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 20,282 $2.85M 0.08% -22,333 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 20,272 $2.85M 0.64% +1,600 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 20,234 $2.84M 0.93% +286 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,181 $2.83M 0.07% +967 13F-HR/A Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 20,168 $2.83M 0.23% -1,948 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 20,127 $2.83M 0.09% +1,985 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 20,061 $2.82M 0.64% -27 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 19,999 $2.81M 0.64% -415 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 19,923 $2.8M 1.26% -949 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,909 $2.8M 0.11% +2,228 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 19,871 $2.79M 0.16% -21,528 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 19,855 $2.79M 0.26% +567 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 19,839 $2.79M 1.69% -5,938 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 19,824 $2.78M 0.58% +244 13F-HR Timeline InvesTrust More: the full row for InvesTrust 19,819 $2.78M 1.02% +91 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 19,784 $2.78M 0.11% +22 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,780 $2.78M 0.06% -254 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 19,719 $2.77M 0.82% +1,986 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 19,675 $2.76M 1.01% +1,413 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 19,673 $2.76M 0.42% +1,049 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 19,671 $2.76M 0.94% -485 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 19,569 $2.75M 0.29% -601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 19,560 $2.75M 0.23% -317 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 19,556 $2.75M 0.42% +160 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 19,537 $2.74M 0.67% +406 13F-HR Timeline BANK OZK More: the full row for BANK OZK 19,526 $2.74M 0.97% -300 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 18,129 $2.74M 0.77% -150 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 19,463 $2.73M 0.53% 0 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 17,666 $2.72M 0.26% +9 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 19,325 $2.71M 0.09% +335 13F-HR Timeline