LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,328 $5.07M 0.17% +107 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 30,287 $5.07M +1,332 Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 30,269 $5.06M 3.26% -1,053 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 30,227 $5.06M 0.84% +625 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 30,094 $5.04M 0.24% -1,007 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 30,053 $5.03M 0.1% -2,601 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 30,016 $5.02M 0.37% -45 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 30,000 $5.02M 0.37% 0 13F-HR Timeline Group one8zero8, LLC More: the full row for one8zero8, LLC 29,932 $5.01M 1.08% +325 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 29,870 $5M 0.44% +80 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 29,779 $4.98M 0.09% +10,604 13F-HR Timeline Group Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 29,775 $4.98M 0.85% +798 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 29,719 $4.97M 0.22% -11,185 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 29,700 $4.97M 0.1% +771 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 29,636 $4.96M 0.49% -1,486 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,558 $4.95M 0.05% -41 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 29,531 $4.94M 0.06% +371 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 29,470 $4.93M 0.69% +6,809 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 30,099 $4.93M 0.22% +6,130 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 29,414 $4.92M 1.81% -689 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 29,366 $4.91M 1.53% +85 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 29,296 $4.9M 1.43% -212 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 29,252 $4.89M 0.11% +603 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 29,243 $4.89M 2.95% -676 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 29,195 $4.89M 1.38% +4,765 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 29,148 $4.88M -4,438 Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 29,046 $4.86M 1.94% +31 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 29,016 $4.86M 0.3% +463 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 29,010 $4.85M 0.32% -105 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 28,992 $4.85M 0.23% 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 28,977 $4.85M 0.07% -31 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 28,816 $4.82M 0.25% new 13F-HR Timeline Group Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 28,765 $4.81M 0.59% -450 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 28,742 $4.81M 3.08% +324 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 28,700 $4.8M 0.63% +165 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 28,596 $4.78M 1.46% -483 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 28,571 $4.78M 2.19% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 28,489 $4.77M 0.08% +1,278 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 28,322 $4.74M 0.08% +1,371 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 28,195 $4.72M 2.06% -34 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 28,116 $4.7M 1.08% -26,239 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 28,091 $4.7M 1.95% +188 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 27,879 $4.66M 0.25% +20,316 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 27,846 $4.66M 0.08% +1,152 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 27,834 $4.66M 0.5% +4,652 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 27,696 $4.63M 1.83% -270 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 27,659 $4.63M 0.08% -145 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 31,912 $4.62M 0.62% -519 13F-HR/A Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 27,586 $4.62M 0.11% +13,621 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 27,459 $4.59M 1.64% -470 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 27,421 $4.59M 1.32% +1,178 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 27,358 $4.58M 0.29% +3,978 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 27,294 $4.57M 0.41% +3,175 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 27,244 $4.56M 1.52% -2,895 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 27,221 $4.55M 0.22% -45 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 27,208 $4.55M 0.76% +3,926 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,168 $4.55M 1.26% +49 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 27,127 $4.54M 0.03% -30,790 13F-HR/A Timeline Group Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 27,194 $4.53M 1.32% -14 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 27,052 $4.53M 0.35% +13,587 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 26,949 $4.51M 2.23% -75 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 26,866 $4.5M 0.44% +28 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 26,855 $4.49M 0.11% +75 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 26,806 $4.49M 0.47% -75 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 26,804 $4.49M 0.13% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 26,792 $4.48M 0.03% +1,885 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26,739 $4.47M 0.9% +784 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 26,727 $4.47M 0.16% +5,040 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 26,515 $4.44M 1.61% +7,700 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 26,510 $4.44M 0.17% -12,304 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 26,501 $4.43M 0.14% -260 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 26,433 $4.42M 0.09% -5,171 13F-HR/A Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,375 $4.41M 0.3% -771 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 26,283 $4.4M 1.44% -539 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 26,240 $4.39M 0.48% +250 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 26,186 $4.38M 0.1% -1,988 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 26,071 $4.36M 0.36% +740 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 26,068 $4.36M 0.84% -100 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 25,941 $4.34M 0.7% +1,234 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 25,897 $4.33M 0.11% +1,612 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 25,864 $4.33M 2.15% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 25,854 $4.33M 1.57% -12 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 25,849 $4.33M 0.15% +6,245 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 25,789 $4.32M 2.21% -132 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 25,751 $4.31M 0.11% +612 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,742 $4.31M 0.08% +213 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 25,701 $4.3M 0.33% +13,397 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 25,672 $4.3M 0.36% new 13F-HR Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 25,828 $4.29M 0.04% new 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 25,621 $4.29M 0.11% +21,673 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 25,565 $4.28M 0.23% +54 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 25,491 $4.27M 0.03% +1,461 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 25,392 $4.25M 0.15% -4,482 13F-HR Timeline Essex LLC More: the full row for Essex LLC 25,364 $4.24M 0.77% -1,006 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 25,312 $4.24M 1.02% +509 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 25,307 $4.23M 1.91% -1,186 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 25,232 $4.22M 0.26% +274 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,093 $4.2M 0.43% -963 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 24,962 $4.18M 0.15% +1,420 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 24,913 $4.17M 0.58% +266 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 24,887 $4.16M 0.16% -9,342 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 24,878 $4.16M 0.89% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 24,840 $4.16M 0.49% -1,540 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 24,781 $4.15M 0.12% -2,112 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,739 $4.14M 0.13% -389 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 24,589 $4.11M 1.09% -169 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 24,571 $4.11M 0.95% -402 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 24,536 $4.11M 0.78% -61 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 24,529 $4.1M 0.48% -144 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 24,384 $4.08M 0.05% +650 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 24,350 $4.07M 0.57% -1,433 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 24,307 $4.07M 0.18% +440 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,217 $4.05M 0.47% +25 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,099 $4.03M 0.23% -8,568 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,070 $4.03M 0.28% +23,326 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 24,068 $4.03M 1.1% -384 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 24,004 $4.02M 0.34% +2,035 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 23,979 $4.01M 0.1% +59 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 23,976 $4.01M 0.3% +3 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 23,970 $4.01M 0.34% +14,209 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 23,935 $4.01M 0.98% -10,214 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 23,907 $4M 0.25% +398 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,707 $3.97M 0.14% -178 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 23,490 $3.93M 0.32% +2,622 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 23,481 $3.93M 0.5% -28 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 23,432 $3.92M 0.05% -81,049 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 23,377 $3.91M 0.18% +2,556 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 23,358 $3.91M 0.08% -461 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 23,308 $3.9M 0.67% -3,981 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 23,281 $3.9M 1.96% -250 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 23,266 $3.89M 1.73% +2 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 23,224 $3.89M 0.46% +746 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 23,185 $3.88M 0.32% -127 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 23,125 $3.87M 2.63% +5,482 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 23,119 $3.87M 0.27% -517 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 23,118 $3.87M 1.1% +70 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 23,063 $3.86M 0.21% -30 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 23,055 $3.86M 0.14% +5,915 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 22,977 $3.84M 1.87% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 22,903 $3.83M 1.08% -897 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 22,895 $3.83M 1.46% -163 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 22,702 $3.8M 0.92% -231 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 22,666 $3.79M 0.23% -304 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 22,504 $3.77M 0.14% +1,062 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 22,465 $3.76M 0.47% -5,903 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 22,460 $3.76M 0.85% +795 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 22,273 $3.73M 2.34% +2 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 22,078 $3.69M 1.16% -565 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22,038 $3.69M 0.34% -220 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 21,990 $3.68M 1.9% -5 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 21,946 $3.67M 0.66% +555 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 21,754 $3.64M 0.22% -4,736 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 21,747 $3.64M 0.22% +846 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,694 $3.63M 0.09% +1,724 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 21,679 $3.63M 1.58% -2,410 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 21,604 $3.61M 0.53% -265 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,588 $3.61M 0.18% +4,343 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 21,567 $3.61M 0.19% -22 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 21,554 $3.61M 0.17% +1,101 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 21,521 $3.6M 0.11% -990 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 21,509 $3.6M 0.24% -197 13F-HR Timeline Processus Wealth & Capital Management, … More: the full row for Processus Wealth & Capital Management, LLC 21,508 $3.6M 2.58% -712 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 21,505 $3.6M 0.42% +1,337 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,487 $3.6M 0.17% -5,775 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 21,468 $3.59M 0.77% 0 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 21,377 $3.58M 3.08% -21 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 21,257 $3.56M 0.22% 0 13F-HR Timeline Group A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 21,155 $3.54M 2.41% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 21,139 $3.54M 0.44% +45 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 21,138 $3.54M 0.45% -341 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 21,069 $3.53M 0.03% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,027 $3.52M 0.09% -2,038 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 21,005 $3.51M 1.9% -115 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 20,953 $3.51M 0.41% -18 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 20,935 $3.5M 0.53% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 20,924 $3.5M 0.28% -10,858 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 20,837 $3.49M 0.18% +138 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 20,718 $3.47M 0.34% +90 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 20,700 $3.46M 0.62% 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 20,671 $3.46M 2.09% -224 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 20,669 $3.46M 0.75% +30 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 20,658 $3.46M 0.44% -420 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 20,564 $3.44M 0.92% +585 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 20,545 $3.44M 1.31% 0 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 20,508 $3.43M 0.08% -15,356 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 19,228 $3.42M 0.56% -3,084 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 20,343 $3.4M 0.11% +2,387 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 20,245 $3.39M 0.14% +11,089 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 20,208 $3.38M 0.98% -2,879 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 20,184 $3.38M 0.08% -236 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 20,181 $3.38M 2.27% -200 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 20,088 $3.36M 1.95% -156 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 20,028 $3.35M 1.07% -130 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,932 $3.34M 0.13% -1,323 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,690 $3.33M 0.12% +832 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 19,884 $3.33M 0.27% -368 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 19,836 $3.32M 0.2% +9,572 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 19,602 $3.28M 1.49% -94 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 19,547 $3.27M 0.12% -7,899 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 19,505 $3.26M 0.05% +18,870 13F-HR Timeline Group