CERTUITY, LLC More: the full row for CERTUITY, LLC 25,547 $17M 1.17% +19,760 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 25,545 $17M 0.47% +2,074 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 25,483 $17M 8.11% +188 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 25,479 $17M 4.12% +3,347 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 25,421 $16.9M +9,019 Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 25,226 $16.8M 12.34% +1,677 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 25,151 $16.8M 0.58% -27 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 25,295 $16.7M 1.1% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 25,076 $16.7M 1.32% +506 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25,055 $16.7M 6.21% -1,497 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 25,000 $16.7M 0.03% 0 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 24,954 $16.6M 3.23% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 24,909 $16.6M 0.66% -164 13F-HR Timeline Group MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 24,812 $16.5M 3.82% -698 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24,755 $16.5M 0.76% -1,992 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 24,738 $16.5M 0.6% +12,694 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 24,733 $16.5M 0.68% +15,210 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,691 $16.4M 0.98% -1,722 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 24,540 $16.4M 2.33% +5,243 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 24,511 $16.3M 2.35% +63 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 24,472 $16.3M 0.41% +23,604 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 24,428 $16.3M 2.97% +5,244 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 24,457 $16.3M 2.57% +2,200 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 24,449 $16.3M 1.05% +323 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 24,455 $16.3M 0.92% -4,060 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 23,917 $16.3M 2.8% -264 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 24,395 $16.3M 2.17% +36 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 24,392 $16.2M 0.24% -25 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24,339 $16.2M 1.44% -95 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 24,323 $16.2M 3.83% +4,979 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 24,255 $16.2M 0.54% -477 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 24,233 $16.1M 1.14% +20 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 23,755 $16.1M 1.49% +747 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 24,193 $16.1M 0.48% +204 13F-HR Timeline Group Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 24,182 $16.1M 4.61% +1,649 13F-HR Timeline AMERICAN ASSET MANAGEMENT INC. More: the full row for AMERICAN ASSET MANAGEMENT INC. 24,039 $16M 14.37% -3,170 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 24,014 $16M 1.23% -74 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 24,010 $16M 0.97% -724 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 23,981 $16M 1.34% +580 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 23,498 $16M 1.41% +467 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 23,975 $16M 1.87% -1,273 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 23,914 $15.9M 1.23% -690 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 23,875 $15.9M 0.4% -13,079 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 23,880 $15.9M 3.17% -1,200 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 23,873 $15.9M 1.95% +23 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 23,869 $15.9M 0.86% +193 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 23,815 $15.9M 6.67% -537 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 23,741 $15.8M 11.6% +6,421 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 23,623 $15.8M 7.5% -950 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 23,713 $15.8M 0.51% +8 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 23,603 $15.7M 1.09% +9,729 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 23,584 $15.7M 4.42% +203 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 23,582 $15.7M 10.88% -7,349 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 23,560 $15.7M 1.02% -506 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 23,538 $15.7M 0.12% -21,443 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 23,494 $15.7M 3.04% +329 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 23,466 $15.6M 2.8% +16,925 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 23,449 $15.6M 5.77% -816 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 23,357 $15.6M 3.89% +618 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 23,332 $15.5M 8.16% +4,863 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 23,327 $15.5M 1.95% -66,036 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 23,253 $15.5M 1.48% -574 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 22,692 $15.5M 9.18% -27 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 23,181 $15.4M 0.15% +429 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 23,146 $15.4M 6.12% +143 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 23,138 $15.4M 0.38% -1,266 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 23,113 $15.4M 0.9% +81 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 23,105 $15.4M 3.74% -651 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 23,079 $15.4M 10.28% -93 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 23,071 $15.4M 5.07% +1,441 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 23,057 $15.4M 2.15% -50 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 22,719 $15.1M 1.56% -905 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 22,711 $15.1M 0.71% -5,323 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 22,699 $15.1M 11.46% -277 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 22,751 $15.1M 48.3% +12,069 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 22,667 $15.1M 1.79% +1,734 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 22,660 $15.1M 2.2% -631 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 22,645 $15.1M 0.85% -1,446 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 22,632 $15.1M 1.26% -139 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 22,616 $15.1M 0.55% -3,063 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 22,487 $15M 8.33% +1,508 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 22,439 $14.9M 16.63% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 22,405 $14.9M 5.49% +113 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 22,376 $14.9M 5.91% +205 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 22,350 $14.9M 3.13% -29 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22,331 $14.9M 1.74% -181 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 22,224 $14.9M 0.55% +3,616 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 22,316 $14.9M 0.18% -420 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 22,271 $14.8M 5.14% +478 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 22,196 $14.8M 12.79% -133 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 22,249 $14.8M 0.07% -125 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 22,241 $14.8M 0.87% +239 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 22,202 $14.8M 5.27% +2,707 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 22,127 $14.8M 5.11% -3,111 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 22,099 $14.7M 0.04% +22 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 22,051 $14.7M 10.98% +200 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 22,020 $14.7M 4.21% -142 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 21,959 $14.7M 6.15% -818 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,898 $14.6M 0.21% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 21,873 $14.6M 0.72% -1,260 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 21,735 $14.5M 0.2% new 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 21,710 $14.5M 10.87% -302 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 21,705 $14.5M 0.36% -93 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 21,666 $14.4M 0.18% -92 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 21,662 $14.4M 5.46% +412 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 21,653 $14.4M 5.48% +8,614 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 21,636 $14.4M 3.93% +13,008 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 21,541 $14.4M 1.72% -19 13F-HR Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 21,516 $14.3M 1.57% -8 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 21,493 $14.3M 0.81% -43 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 21,479 $14.3M 2.55% 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 21,381 $14.2M 0.27% -641 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 21,367 $14.2M 0.36% -626 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 21,349 $14.2M 2.22% -236 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 21,304 $14.2M 0.84% new 13F-HR Timeline PFM Health Sciences, LP More: the full row for PFM Health Sciences, LP 21,210 $14.1M 1.2% +4,081 13F-HR Timeline Audent Global Asset Management, LLC More: the full row for Audent Global Asset Management, LLC 21,097 $14.1M 10.25% +9,543 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 21,142 $14.1M 0.39% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 21,113 $14.1M 2.43% +1,620 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 21,089 $14M 0.52% -1,125 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 21,018 $14M +1,187 Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 20,970 $14M 0.78% +145 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 20,948 $14M 1.16% -155 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 20,932 $13.9M 5.95% +732 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 20,930 $13.9M 8.42% -339 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 20,836 $13.9M 0.87% -821 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 20,813 $13.9M 1.14% -1,500 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 20,399 $13.9M 6.05% +11,872 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 20,763 $13.8M 1.24% +3,511 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 20,743 $13.8M 1.2% -400 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 20,618 $13.8M 0.38% -13,579 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 20,714 $13.8M 3.56% -1,278 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 20,637 $13.8M 1.93% 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 20,618 $13.7M 0.92% -551 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 20,613 $13.7M 0.24% -123 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 20,515 $13.7M 0.85% +880 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 20,513 $13.7M 0.74% -467 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 20,501 $13.7M 0.47% +409 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,475 $13.6M 0.54% -1,761 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 20,382 $13.6M 0.35% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,341 $13.6M 0.59% +4,560 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 20,357 $13.6M 7.62% -600 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 20,319 $13.5M 3.14% +5 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20,291 $13.5M 1.01% -2,434 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 20,245 $13.5M 0.22% +157 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,226 $13.5M 1.84% +126 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 20,224 $13.5M 1.3% -320 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 20,204 $13.5M 5.26% +207 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 20,142 $13.4M 1.92% +2,570 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 20,092 $13.4M 6% +62 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 20,083 $13.4M 11.75% -21,575 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 20,012 $13.3M 6.34% 0 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 20,000 $13.3M 9.33% -1,300 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 19,983 $13.3M 9.76% +198 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 19,913 $13.3M 0.01% -662 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 19,832 $13.2M 0.05% +19,740 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 19,862 $13.2M 2.06% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 19,816 $13.2M 0.91% +30 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 19,812 $13.2M 0.28% +3,393 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,807 $13.2M 0.99% -68 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 19,780 $13.2M 1.06% +27 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 19,776 $13.2M 2.53% -559 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 19,749 $13.2M 0.91% -18 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 19,678 $13.1M 0.11% -1,769 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 19,654 $13.1M 0.61% +135 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 19,633 $13.1M 1.36% -272 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 19,628 $13.1M 3.51% 0 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 19,550 $13.1M 14.54% 0 13F-HR Timeline TFO Wealth Partners, LLC More: the full row for TFO Wealth Partners, LLC 19,583 $13M 2.13% +122 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 19,560 $13M 1.19% -81 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 19,547 $13M 3.01% -2,645 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 19,547 $13M 2.07% -678 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 19,532 $13M 0.26% -101 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 19,479 $13M 3.57% -819 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 19,466 $13M 1.12% -5,305 13F-HR Timeline Group RPO LLC More: the full row for RPO LLC 19,437 $12.9M 16.28% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 19,406 $12.9M 2.45% +17,891 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 19,395 $12.9M 1.65% -93 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 19,337 $12.9M 3.05% +21 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 19,284 $12.8M 0.05% +2,086 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 19,229 $12.8M 3.41% -38 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 19,274 $12.8M 1.23% -314 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 19,219 $12.8M 1.14% -1,850 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,261 $12.8M 1.61% -610 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 19,052 $12.8M 2.64% -2,648 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 19,180 $12.8M 1.51% -161 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 19,106 $12.7M 0.93% +192 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 19,023 $12.7M 0.27% -97 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. 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