Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 58,600 $38.1M 0.19% +4,000 13F-HR Timeline Group Evansbrook LLC More: the full row for Evansbrook LLC 58,578 $38.1M 25.44% +103 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 58,468 $38M 1.11% +570 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 58,090 $37.8M 0.05% +147 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 57,733 $37.5M 0.37% +35 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 57,699 $37.5M 1.65% +11,014 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 57,430 $37.3M 1.27% -1,358 13F-HR Timeline Group TIG Advisors, LLC in group TIG Advisors, LLC More: the full row for TIG Advisors, LLC 57,372 $37.3M 1.78% +174 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 57,041 $37.2M 1.35% -1,704 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 57,179 $37.2M 1.4% +164 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 64,281 $37.1M 1.19% +4,806 13F-HR Timeline Anchor Capital Management Group Inc More: the full row for Anchor Capital Management Group Inc 57,000 $37.1M 25.78% 0 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 56,725 $36.9M 7.01% +3,484 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 56,677 $36.9M 12.38% -1,999 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 56,650 $36.8M 1.14% -1,747 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 56,530 $36.8M 1.75% -6,907 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 56,299 $36.6M 0.77% +3,752 13F-HR Timeline TEACHERS RETIREMENT SYSTEM OF THE STATE… More: the full row for TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 56,275 $36.6M 0.28% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 56,180 $36.5M 5.06% +978 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 55,809 $36.4M 5.08% -4,402 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 55,958 $36.4M 15.27% -1,274 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 55,865 $36.3M 10.75% -487 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 55,788 $36.3M 1.57% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 55,512 $36.1M 5.56% -420 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 55,430 $36M 5.05% -1,094 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 55,248 $36M 1.96% +35 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 55,117 $35.8M 0.52% +5,592 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 54,971 $35.8M 1.39% +26,838 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 54,596 $35.6M 7.27% +10,177 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 54,654 $35.5M 1.58% +1,401 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 54,637 $35.5M -786 Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 54,571 $35.5M 0.15% -1,672 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 54,404 $35.4M 0.69% -16,851 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 54,377 $35.4M 8.85% -1,990 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 54,201 $35.2M 2.95% -3,471 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 54,144 $35.2M 0.92% +53,457 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 54,113 $35.2M 2.41% +12,046 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,950 $35.1M 1.93% -347 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 53,356 $34.7M 0.79% +766 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 54,803 $34.6M 5.27% -21,084 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 53,247 $34.6M 14.18% +3,695 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 52,993 $34.6M 3.83% -563 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 52,953 $34.4M 5.41% +1,411 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 52,863 $34.4M 0.42% +9,277 13F-HR Timeline FRIENDS OF THE CORNELL LAB OF ORNITHOLO… More: the full row for FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY, INC. 52,782 $34.3M 32.41% +2,198 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 52,408 $34.1M 1.84% -72 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 52,375 $34.1M 18.38% -3,328 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 52,300 $34M 2.72% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 51,917 $33.8M 4.25% +143 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 51,906 $33.8M 0.46% -1,412 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 51,690 $33.6M 6.92% +205 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 51,689 $33.6M 8.43% +62 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 51,629 $33.6M 19.87% +87 13F-HR/A Timeline Meritage Group LP in group Meritage Group LP More: the full row for Meritage Group LP 51,554 $33.5M 1.27% new 13F-HR Timeline Group DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 51,545 $33.5M 5.75% +109 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 51,382 $33.4M 1.38% +6,242 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 51,188 $33.3M 2.69% -5,673 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 51,130 $33.3M 0.24% -36,437 13F-HR Timeline Group JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 50,944 $33.2M 22.1% +15,949 13F-HR Timeline Group Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 51,057 $33.2M 3.67% +4,619 13F-HR Timeline MTC Wealth Management LLC More: the full row for MTC Wealth Management LLC 50,988 $33.2M 15.75% -7,700 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 50,933 $33.1M 0.48% -1,084 13F-HR/A Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 50,720 $33.1M 29.91% -331 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 50,618 $32.9M 12.41% 0 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 50,431 $32.8M 17.78% -5,643 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 50,375 $32.8M 6.44% +4,934 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 50,382 $32.7M 11.16% -2,697 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 50,211 $32.7M 9.02% -3,816 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 50,111 $32.6M 2.09% -172 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 50,085 $32.6M 2.23% -1,696 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 50,015 $32.5M 8.86% -754 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 49,866 $32.4M 16.06% -734 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 50,701 $32.4M +502 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 49,763 $32.4M 0.58% +3,146 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 49,696 $32.3M 5.28% +1,931 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 49,688 $32.3M 2.58% -299 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 49,651 $32.3M 17.11% +716 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 49,639 $32.3M 6.98% -652 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 48,925 $32.3M 10.81% -1,056 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 49,400 $32.1M 9.8% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 48,863 $31.8M 4.16% +452 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 48,683 $31.7M 3.15% -4,529 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 48,601 $31.6M 2.37% -1,928 13F-HR Timeline Montz Harcus Wealth Management LLC More: the full row for Montz Harcus Wealth Management LLC 48,552 $31.6M 12.75% +295 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 48,438 $31.5M 0.94% +43 13F-HR/A Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 48,380 $31.5M 7.68% +569 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 48,141 $31.3M 3.57% -1,813 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 47,943 $31.2M 17.79% +1,627 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 47,871 $31.1M 0.52% -4,805 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 47,820 $31.1M 3.57% +13,284 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 47,624 $31M 4.93% +130 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 47,237 $30.7M 5.54% -481 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 47,236 $30.7M 1.37% +12,460 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 47,041 $30.6M 3.9% -459 13F-HR/A Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 481,472 $30.5M 18.62% +488 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 46,742 $30.4M 1.75% -1,319 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 46,696 $30.4M 0.86% +6,330 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 46,359 $30.1M 3.68% -242 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 46,256 $30.1M 2.19% +1,059 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 46,213 $30.1M 12.37% -7 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 46,000 $29.9M 3.54% -2,800 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 45,505 $29.8M 5.3% -559 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 45,785 $29.8M 0.44% -265 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 45,628 $29.7M 0.38% -10,530 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 45,452 $29.6M 1.38% +511 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 45,443 $29.6M 28.73% +744 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 45,428 $29.5M 2.81% +10,505 13F-HR Timeline Group SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 45,410 $29.5M 12.16% -11,587 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 45,363 $29.5M 0.42% -1,453 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 45,208 $29.4M 1.51% +726 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 45,088 $29.3M 5.18% +213 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 45,026 $29.3M 0.35% -136 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 45,008 $29.3M 13.92% +1,255 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 44,995 $29.3M 0.76% -3,196 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 44,891 $29.2M 2.93% +1,258 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 41,454 $29M 1.75% -41,060 13F-HR Timeline Aragon Global Management, LP More: the full row for Aragon Global Management, LP 44,580 $29M 20.23% 0 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 44,451 $28.9M 19.99% -7,952 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 44,295 $28.9M 6.72% +2,433 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 40,114 $28.8M 5.46% +7,512 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 44,183 $28.7M 1.91% -6,510 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 44,069 $28.7M 27.16% +82 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 44,018 $28.6M 0.5% -145,982 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 43,825 $28.5M 5.93% -585 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 43,754 $28.5M 2.53% -37 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 43,715 $28.4M 1.48% +646 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 43,695 $28.4M 0.63% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 43,630 $28.4M 0.97% -9,536 13F-HR Timeline MOTCO More: the full row for MOTCO 43,605 $28.4M 2.62% -1,460 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 43,555 $28.3M 0.49% +7,617 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 43,414 $28.2M 0.24% -3,269 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 43,200 $28.1M 2.42% -694 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 42,996 $28M 0.61% +474 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42,526 $27.9M 2.49% -115 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 42,661 $27.8M 0.74% +840 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 39,821 $27.8M 0.48% -7,795 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 42,575 $27.7M 14.08% +3,631 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 42,423 $27.7M 1.45% +200 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 42,215 $27.5M 2.07% +2,006 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 42,107 $27.4M 0.42% -3,133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREENLEAF TRUST More: the full row for GREENLEAF TRUST 42,016 $27.3M 0.27% +590 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 42,000 $27.3M 0.05% new 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,980 $27.3M 1.14% +2,976 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 41,933 $27.3M 8.9% -21,802 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 37,912 $27.2M 0.35% -513 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 41,774 $27.2M 0.64% +12,445 13F-HR Timeline Truxt Investmentos Ltda. More: the full row for Truxt Investmentos Ltda. 41,764 $27.2M 17.44% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 41,652 $27.1M 0.86% +3,278 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 41,466 $27M 4.9% +206 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 41,518 $27M 0.05% +2 13F-HR Timeline Black Maple Capital Management LP More: the full row for Black Maple Capital Management LP 41,484 $27M 20.72% +12,901 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 41,347 $27M 7.4% -416 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 41,455 $27M 4.69% -493 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 41,367 $26.9M 8.31% -388 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 41,197 $26.9M 5.69% +12,848 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 40,982 $26.7M 0.99% +20,986 13F-HR Timeline Group Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 42,207 $26.7M <0.01% +16,250 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 40,897 $26.6M 0.47% -837 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 41,878 $26.5M 0.25% -5,591 13F-HR Timeline Group Visualize Group LP More: the full row for Visualize Group LP 40,751 $26.5M 10.91% +6,071 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 40,566 $26.4M 1% -3,348 13F-HR Timeline TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 40,540 $26.4M 0.98% +4,500 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 40,500 $26.3M 10.26% -62 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 40,371 $26.3M 0.29% +2,356 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 40,305 $26.2M 7.26% -6,093 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 40,292 $26.2M 0.21% -6,182 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 40,280 $26.2M 2.17% +73 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 41,110 $26.2M 2.36% +1,122 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 40,025 $26M 0.52% -1,378 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 39,924 $26M 3.06% +45 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 39,851 $25.9M 2.13% -443 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 39,694 $25.8M 16.6% -929 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 39,650 $25.8M 12.94% -1,988 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 39,584 $25.7M 1.4% +3,629 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 39,583 $25.7M 2.57% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 39,583 $25.7M 2.92% 0 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 751,234 $25.7M 1.93% -17,175 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 39,199 $25.5M 10.79% +82 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 39,051 $25.5M 7.14% -9,016 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 39,129 $25.4M 3.24% -728 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 39,108 $25.4M 1.1% -582 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 39,052 $25.4M 14.6% +571 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 38,873 $25.3M 0.91% -14,994 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 37,191 $25.3M 3.04% +1,601 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 38,848 $25.3M 2.54% -54 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 38,826 $25.2M 11.27% -388 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 38,708 $25.2M 0.5% +3,058 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 38,696 $25.2M 3.34% +2,571 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 38,685 $25.2M 1.04% -1,341 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 38,654 $25.1M 0.14% new 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 38,476 $25.1M 12.48% +1,004 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 38,507 $25M 3.72% 0 13F-HR Timeline Taylor Securities Services, Inc. More: the full row for Taylor Securities Services, Inc. 38,337 $24.9M 11.64% +1,222 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 38,324 $24.9M 2.64% -3,696 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 38,280 $24.9M 0.8% +1,606 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 38,235 $24.9M 9.8% -245 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 38,092 $24.8M 1.6% +100 13F-HR Timeline Mivtachim The Workers Social Insurance … in group Mivtachim The Workers Social … More: the full row for Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 37,931 $24.7M 3.13% -96,625 13F-HR Timeline Group First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 37,815 $24.6M 1.88% -13,510 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 37,351 $24.3M 1.67% -2,261 13F-HR Timeline