TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,980 $1.94M 0.14% +2,219 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 11,975 $1.94M 0.11% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 11,973 $1.94M 0.6% +833 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 11,963 $1.94M 0.72% +919 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 11,940 $1.94M 0.47% +5,641 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 11,918 $1.93M 0.48% -604 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 11,807 $1.92M 0.05% +512 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 12,103 $1.91M 0.05% +3,906 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 11,781 $1.91M 0.82% -155 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 11,751 $1.91M 0.09% -180 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 11,754 $1.91M 0.19% -1,231 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 11,702 $1.9M 0.01% +6,047 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,651 $1.89M 0.02% +372 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 11,616 $1.88M 0.48% new 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 11,512 $1.87M 0.39% +77 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 12,447 $1.86M 0.05% -860 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 11,376 $1.85M 0.37% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 11,370 $1.84M 0.08% -583 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 11,365 $1.84M 1.28% -430 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 11,362 $1.84M 0.13% -276 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,349 $1.84M 0.19% +470 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,347 $1.84M 0.12% 0 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 11,529 $1.83M 0.24% +259 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 11,288 $1.83M 0.39% +231 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,263 $1.83M 0.12% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 11,262 $1.83M 0.49% new 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 11,254 $1.83M 0.34% -50 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 11,221 $1.82M 0.07% -20 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 11,210 $1.82M 2.19% 0 13F-HR Timeline Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 11,191 $1.82M 0.83% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 11,157 $1.81M 0.18% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 11,143 $1.81M 0.11% -1,657 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 11,127 $1.8M 1.25% -191 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 10,995 $1.78M 1.54% +15 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,985 $1.78M 0.7% -3,311 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 10,964 $1.78M 0.25% +990 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,956 $1.78M 0.06% -1,468 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,943 $1.78M 0.1% +476 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,936 $1.77M 0.2% +2,211 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 10,900 $1.77M 1.02% 0 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 10,846 $1.76M 0.76% -267 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,839 $1.76M 0.15% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 10,818 $1.75M 0.05% +47 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,804 $1.75M 0.38% +288 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 10,797 $1.75M 0.13% +346 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,764 $1.75M 0.11% +1,653 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 10,758 $1.74M 1.51% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,731 $1.74M 0.04% +69 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 10,731 $1.74M 0.12% -17,216 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,647 $1.73M 0.05% +6,630 13F-HR Timeline Group PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 10,597 $1.72M 0.22% +161 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,560 $1.71M 0.12% +629 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 10,538 $1.71M 0.42% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 10,533 $1.71M 0.32% -632 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 10,487 $1.7M 0.16% 0 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 10,479 $1.7M 0.26% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,466 $1.69M 0.11% +4 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 10,413 $1.69M 0.07% -767 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 10,374 $1.68M 0.11% -510 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,352 $1.68M 0.03% -24 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 10,258 $1.66M 1.43% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 10,226 $1.66M 0.1% +1,017 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,204 $1.66M 0.28% +4,285 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 10,195 $1.65M 0.23% +335 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,131 $1.64M 0.05% +1,575 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,112 $1.64M 0.14% 0 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,098 $1.64M 0.11% +702 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 10,077 $1.63M 0.41% -1,283 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 10,067 $1.63M 0.21% -155 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 10,015 $1.63M 0.22% +219 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 10,002 $1.62M 1% -50 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 10,001 $1.62M 0.21% +3 13F-HR Timeline Knoll Capital Management, LLC More: the full row for Knoll Capital Management, LLC 10,000 $1.62M 0.87% 0 13F-HR Timeline Miura Global Management, LLC More: the full row for Miura Global Management, LLC 10,000 $1.62M 2.39% -10,000 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 10,000 $1.62M 0.14% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,948 $1.61M 0.07% -1,194 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,931 $1.61M 0.34% +419 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,923 $1.61M 0.05% +47 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 9,883 $1.6M 1.09% +272 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 9,880 $1.6M 0.06% +112 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 10,689 $1.6M 0.17% -9 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 9,831 $1.59M 0.08% -648 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 9,825 $1.59M 0.09% -3,825 13F-HR Timeline R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC More: the full row for R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 9,816 $1.59M 0.86% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 9,811 $1.59M 0.26% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 9,807 $1.59M 0.08% +6,850 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,783 $1.59M 0.06% -1,898 13F-HR Timeline Group OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 9,776 $1.59M 0.96% +6 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,757 $1.58M 0.28% 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 9,749 $1.58M 0.31% +505 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 9,718 $1.58M 0.11% -2 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 9,719 $1.58M 0.17% +1,121 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 9,714 $1.58M 0.16% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 9,696 $1.57M 0.08% +233 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,687 $1.57M 0.26% -97 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,684 $1.57M 0.52% -147 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 9,649 $1.57M 0.19% +25 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,637 $1.56M 0.17% +375 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 9,615 $1.56M 0.36% +7,753 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,614 $1.56M 0.04% +3,309 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 9,598 $1.56M 0.08% +462 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,578 $1.55M 0.17% -11,030 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,534 $1.55M 0.05% -841 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,519 $1.54M 0.2% -19 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,518 $1.54M 0.16% +659 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,516 $1.54M 0.08% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 9,503 $1.54M 0.15% -108 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 9,497 $1.54M 0.05% +54 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 9,486 $1.54M 0.19% -287 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,474 $1.54M 0.12% +668 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9,459 $1.53M 0.06% -10 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 9,430 $1.53M 0.35% +29 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 9,422 $1.53M 0.34% -1,441 13F-HR/A Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 9,414 $1.53M 0.25% -10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 9,335 $1.51M 0.1% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,323 $1.51M 0.18% -68 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9,293 $1.51M 0.12% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 9,273 $1.5M 0.55% -1,082 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 9,273 $1.5M 0.95% +2 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 9,245 $1.5M 0.05% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 9,216 $1.49M 0.42% -904 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9,188 $1.49M 0.06% +20 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 9,186 $1.49M 0.12% +225 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 9,182 $1.49M 0.16% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,176 $1.49M 0.13% +5 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 9,163 $1.49M 0.03% +4,374 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 9,129 $1.48M 0.59% +1,237 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 9,084 $1.47M 0.24% +6,319 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 9,038 $1.47M 0.35% -45 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,222 $1.46M 0.12% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 8,992 $1.46M 0.13% -243 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 8,987 $1.46M 0.04% -199 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 8,978 $1.46M 0.17% +15 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,978 $1.46M 0.44% +1,236 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 8,965 $1.45M 0.03% -181 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,936 $1.45M 0.06% +4,697 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,914 $1.45M 0.02% -185 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 8,889 $1.44M 0.75% -370 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,886 $1.44M 0.46% +8 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 8,870 $1.44M 0.03% -104 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 8,847 $1.43M 0.04% -353 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,844 $1.43M 0.32% -3,575 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 9,564 $1.43M 0.23% +2,014 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 8,815 $1.43M 0.17% +654 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 8,779 $1.42M 0.09% +5,335 13F-HR/A Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,620 $1.4M 0.24% -200 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 8,620 $1.4M 0.23% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 8,592 $1.39M 0.39% +6 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 8,590 $1.39M 0.28% +50 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 8,584 $1.39M 0.14% -46,245 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 8,565 $1.39M 0.69% -145 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,555 $1.39M 1.25% +22 13F-HR Timeline Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 8,500 $1.38M 0.03% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 8,492 $1.38M 0.06% +40 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 8,492 $1.38M 0.4% -510 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 8,478 $1.38M 1.07% +2,171 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 8,475 $1.37M 0.47% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,455 $1.37M 0.18% -74 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 8,417 $1.37M 0.32% -213 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,410 $1.36M 0.02% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 8,381 $1.36M 0.07% +28 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 8,373 $1.36M 0.37% +215 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 8,371 $1.36M 0.81% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 8,363 $1.36M 0.16% -788 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,355 $1.36M 0.11% -819 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 7,740 $1.35M 0.05% +5,251 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,337 $1.35M 0.27% -6 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 8,310 $1.35M 0.03% -243 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,304 $1.35M 0.08% +244 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 8,300 $1.35M 0.13% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 8,296 $1.35M 0.08% -80 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,277 $1.34M 0.07% +521 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,264 $1.34M 0.14% +6,603 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 8,260 $1.34M 0.03% 0 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 8,238 $1.34M 0.22% +1 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 8,233 $1.34M 0.08% 0 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 8,223 $1.33M 1.19% +173 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 8,214 $1.33M 0.3% +60 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,209 $1.33M 0.17% +3,302 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,205 $1.33M 0.08% -455 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 8,156 $1.32M 0.21% -1,921 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 8,149 $1.32M 0.82% -296 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 8,145 $1.32M 0.78% +188 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 8,145 $1.32M 0.32% +151 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 8,131 $1.32M 0.16% -256 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 8,087 $1.31M 0.4% 0 13F-HR Timeline Group NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,068 $1.31M 0.63% +1,034 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 8,055 $1.31M 0.53% -118 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,046 $1.31M 0.51% +3 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,031 $1.3M 0.02% +7,886 13F-HR Timeline Group PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 8,030 $1.3M 0.36% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,015 $1.3M 0.11% -29 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 8,010 $1.3M 0.22% -14 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7,974 $1.29M 0.44% +562 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,971 $1.29M 0.36% +601 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 7,966 $1.29M 0.43% -5,020 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 7,964 $1.29M 0.58% -174 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 7,939 $1.29M 0.24% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 7,934 $1.29M 0.64% +86 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 7,926 $1.29M 0.03% +454 13F-HR Timeline