ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 13,016 $1.76M 0.09% -296 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 13,001 $1.76M 0.02% +3,725 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 13,000 $1.76M 0.28% +12,500 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,567 $1.76M 0.08% +181 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 12,973 $1.76M 0.86% -26 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,969 $1.76M 0.11% +1,915 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 12,954 $1.75M 0.03% -759 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 12,948 $1.75M 0.05% -667 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 12,915 $1.75M 0.48% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 12,913 $1.75M 0.12% +205 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,850 $1.74M 0.23% -224 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,849 $1.74M 0.48% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 12,835 $1.74M 0.17% +434 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,831 $1.74M 0.34% +16 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 12,867 $1.74M 0.01% 0 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 12,799 $1.73M 0.03% -64 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 12,712 $1.73M 0.67% -118 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 12,766 $1.73M 0.22% -955 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 12,747 $1.73M 0.17% 0 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 12,728 $1.72M 1.26% 0 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,718 $1.72M 0.15% -3,324 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 12,707 $1.72M 0.03% +9,174 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 12,707 $1.72M 0.01% new 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,702 $1.72M 0.21% +2,020 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 12,668 $1.72M 0.79% -484 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 12,609 $1.71M 1.06% +1,211 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 12,586 $1.7M 0.11% -971 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 12,562 $1.7M 0.15% +1,247 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12,556 $1.7M 0.42% -55 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 12,554 $1.7M 0.61% +443 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 12,518 $1.7M 0.38% +53 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 12,509 $1.69M 0.03% +26 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 12,500 $1.69M 0.68% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 12,460 $1.69M 0.66% +20 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12,452 $1.69M 0.09% -1,089 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 12,431 $1.68M 0.27% -478 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 12,412 $1.68M 0.09% 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 12,378 $1.68M 1.18% -145 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 12,351 $1.67M 3.78% -833 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 12,348 $1.67M 0.11% 0 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 12,341 $1.67M 0.49% +80 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 12,313 $1.67M 0.15% +240 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 12,309 $1.67M 0.07% -2,108 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,285 $1.66M 0.03% +539 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 12,274 $1.66M 0.24% +4,067 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,252 $1.66M 0.28% -436 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 12,236 $1.66M 0.72% -112 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 12,228 $1.66M 0.34% -46 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 12,117 $1.64M 0.97% -2,270 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 12,105 $1.64M 0.15% +618 13F-HR Timeline CNB Bank More: the full row for CNB Bank 12,073 $1.63M 0.64% +735 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 12,072 $1.63M 0.07% -1,745 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,071 $1.63M 0.12% -1,363 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,069 $1.63M 0.2% +324 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12,068 $1.63M 0.33% -16 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 12,054 $1.63M 0.11% +2,277 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,048 $1.63M 0.08% +1,178 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 12,038 $1.63M 0.15% -2,725 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 12,032 $1.63M 1.58% +488 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 12,025 $1.63M 0.14% -3,646 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 12,019 $1.63M 0.93% -288 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,265 $1.62M 0.96% +193 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 11,971 $1.62M 1.1% +1 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 11,961 $1.62M 0.16% -469 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 11,950 $1.62M 0.45% 0 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 11,898 $1.61M 0.92% +2,340 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 11,855 $1.61M 0.11% +194 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 11,843 $1.6M 0.08% +1,622 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 11,834 $1.6M 0.35% -1,394 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 11,771 $1.59M 0.54% +6,550 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 11,769 $1.59M 0.15% +705 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 11,744 $1.59M 0.49% +218 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 11,570 $1.59M 0.04% +372 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 11,737 $1.59M 0.2% +552 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,715 $1.59M 0.11% -1,317 13F-HR Timeline TOBAM More: the full row for TOBAM 11,688 $1.58M 0.38% +9,824 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 11,674 $1.58M 0.59% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 11,599 $1.57M 0.08% +251 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 11,588 $1.57M 0.18% -30 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 11,581 $1.57M 0.98% +123 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,574 $1.57M 0.29% +617 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 11,562 $1.57M 0.26% -126 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 11,547 $1.56M 0.25% -515 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 11,547 $1.56M 0.19% -2,818 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,535 $1.56M 0.1% +1,040 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 11,519 $1.56M 0.31% -139 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 11,518 $1.56M 0.59% +44 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 11,496 $1.56M 1.25% -124 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 11,487 $1.56M 0.07% +942 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 11,448 $1.55M 0.64% +2,248 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 11,426 $1.55M 0.47% -201 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 11,366 $1.54M 0.09% +57 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 11,350 $1.54M 0.1% +776 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 11,308 $1.53M 0.47% -89 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 11,269 $1.53M 0.73% +3 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,797 $1.52M 0.04% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 11,216 $1.52M 0.07% +484 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 11,212 $1.52M 0.83% +14 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,208 $1.52M 0.47% +134 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 11,179 $1.51M 0.34% -168 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,172 $1.51M 0.46% -195 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 11,156 $1.51M 0.38% new 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 11,144 $1.51M 0.74% +608 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 11,122 $1.51M 0.15% +106 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,110 $1.5M 0.31% +6,509 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 11,077 $1.5M 0.01% -31,259 13F-HR/A Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 11,067 $1.5M 0.29% -338 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 11,025 $1.49M 0.2% -126 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 11,023 $1.49M 0.19% -127 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 11,007 $1.49M 0.04% -3,013 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 11,006 $1.49M 0.03% -4,620 13F-HR Timeline Group WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 10,996 $1.49M 0.71% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 10,995 $1.49M 0.1% +1,718 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 10,910 $1.48M 0.13% +62 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,861 $1.47M 0.67% +86 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 10,843 $1.47M 0.46% +18 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 10,832 $1.47M 0.55% +245 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 10,804 $1.46M 0.39% +1,024 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 10,784 $1.46M 0.36% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 10,778 $1.46M 0.26% -77 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 10,773 $1.46M 0.46% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 10,757 $1.46M 0.07% -319 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 10,756 $1.46M 0.61% -111 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,746 $1.46M 0.08% +892 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 10,744 $1.45M 0.85% -872 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 10,736 $1.45M 0.32% +107 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 10,733 $1.45M 0.13% -15 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,723 $1.45M 0.05% +348 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,467 $1.45M 0.08% -420 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,702 $1.45M 0.21% -257 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 10,676 $1.45M 0.28% -5,593 13F-HR Timeline Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 10,675 $1.45M 0.65% 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 10,665 $1.44M 1.06% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,639 $1.44M 0.92% -100 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,602 $1.44M 0.14% +141 13F-HR Timeline O'Connor Alternative Investments LLC More: the full row for O'Connor Alternative Investments LLC 10,600 $1.44M 0.1% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 10,591 $1.43M 0.09% -127 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 10,577 $1.43M 0.05% -11 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 10,576 $1.43M 0.04% +1,339 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 10,553 $1.43M 0.19% -4,883 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 10,509 $1.42M 0.23% -329 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 10,507 $1.42M 0.24% 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 13,000 $1.42M 0.51% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 10,493 $1.42M 0.07% -94 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 10,451 $1.42M 0.15% +1,624 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 10,417 $1.41M 0.13% 0 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 10,412 $1.41M 0.54% +4,126 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,399 $1.41M 0.17% +1,412 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 10,400 $1.41M 0.07% new 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 10,365 $1.4M 0.19% -290 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 10,315 $1.4M 0.5% +404 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 10,313 $1.4M 1.12% +64 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 9,710 $1.39M 0.13% +53 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 10,268 $1.39M 0.23% +299 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 10,260 $1.39M 0.43% -67 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 10,236 $1.39M 0.08% +1,023 13F-HR Timeline Rare Wolf Capital LLC More: the full row for Rare Wolf Capital LLC 10,220 $1.38M 0.89% -1,096 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 10,187 $1.38M 0.71% +588 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,140 $1.37M 0.24% -429 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 10,111 $1.37M 0.07% -612 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 10,085 $1.37M 0.39% +4,846 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 10,068 $1.36M 0.1% -234 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 10,067 $1.36M 0.4% -1,351 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 27,867 $1.36M 0.18% -3,133 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,036 $1.36M 0.18% -57 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 9,778 $1.35M 0.03% -2,602 13F-HR Timeline BAYPOINTE PARTNERS LLC More: the full row for BAYPOINTE PARTNERS LLC 10,000 $1.35M 3.25% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 9,996 $1.35M 0.26% +1 13F-HR/A Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 9,563 $1.35M 0.27% -9 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,962 $1.35M 0.13% -666 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 9,956 $1.35M 0.44% -843 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 9,925 $1.34M 0.11% -507 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 11,013 $1.34M 0.01% -224 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 9,895 $1.34M 0.09% -157 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,892 $1.34M 0.51% +651 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 9,888 $1.34M 0.22% -37 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 8,243 $1.34M 1.37% +590 13F-HR Timeline United Bank More: the full row for United Bank 9,861 $1.34M 0.41% +3,940 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 9,855 $1.33M 0.69% +55 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 9,806 $1.33M 0.2% -206 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,774 $1.32M 0.15% -4,900 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 9,753 $1.32M 0.31% -211 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,750 $1.32M 0.15% +172 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,743 $1.32M 0.07% +19 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 9,731 $1.32M 0.16% +523 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,698 $1.31M 0.08% -11,643 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 9,693 $1.31M 0.45% +94 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 9,685 $1.31M 0.07% +756 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 9,685 $1.31M 0.03% +246 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 9,682 $1.31M 0.88% -163 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 9,673 $1.31M 0.61% +24 13F-HR Timeline Walsky Investment Management, Inc. More: the full row for Walsky Investment Management, Inc. 9,673 $1.31M 1.22% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 9,669 $1.31M 0.19% -2,206 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 9,647 $1.31M 0.78% -7,545 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 9,624 $1.3M 0.04% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,607 $1.3M 0.19% -24 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,565 $1.3M 0.08% -1,537 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 9,515 $1.29M 0.35% -59 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF HAWAII More: the full row for BANK OF HAWAII 9,514 $1.29M 0.06% -24 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 9,489 $1.28M 0.69% -245 13F-HR Timeline