Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 57,407 $1.62M 0.15% +2,322 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 57,362 $1.62M 0.58% -3,663 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 57,343 $1.62M 0.66% -60 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 57,240 $1.62M 0.98% -2,197 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 56,898 $1.61M 0.15% +12,700 13F-HR/A Timeline NAPA WEALTH MANAGEMENT More: the full row for NAPA WEALTH MANAGEMENT 56,788 $1.61M 0.9% new 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 56,611 $1.6M 0.32% -1,310 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 56,467 $1.6M 0.08% +5,887 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 56,312 $1.59M 0.88% -2,987 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 56,310 $1.59M 0.31% -26,200 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 55,893 $1.58M 0.37% -11,844 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 55,759 $1.58M 0.29% new 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 55,701 $1.58M 0.52% -2,836 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 55,450 $1.57M 0.02% +1,368 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 55,437 $1.57M 0.33% +924 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 55,351 $1.57M 0.07% -5,643 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 55,170 $1.56M 0.08% +170 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 55,069 $1.56M 1.08% +2,120 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 54,949 $1.55M 0.07% +1,715 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 54,896 $1.55M 0.11% +3 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 54,612 $1.54M 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 54,532 $1.54M 0.33% -4,192 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 54,528 $1.54M 0.11% +3,071 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 54,496 $1.54M 0.07% 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 54,484 $1.54M -643 Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 54,410 $1.54M 0.09% 0 13F-HR Timeline Price Capital Management, Inc. More: the full row for Price Capital Management, Inc. 54,270 $1.53M 3.87% new 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 54,232 $1.53M 0.17% -638 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 54,125 $1.53M 0.37% -963 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 53,974 $1.53M 0.15% +2,219 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 53,936 $1.53M 0.21% +4,072 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 53,800 $1.52M 0.05% -123,400 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 53,595 $1.52M 0.14% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 53,500 $1.51M 0.07% -26,708 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 53,337 $1.51M 0.09% +4,770 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 53,280 $1.51M 0.4% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 53,226 $1.51M 0.15% -65,288 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 56,981 $1.5M 0.12% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 52,902 $1.5M 0.21% -71,971 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 52,753 $1.49M 0.04% -4,203 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 52,585 $1.49M 0.75% -758 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 52,570 $1.49M 0.36% -200 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 52,601 $1.49M 0.13% +34,530 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 52,519 $1.49M 0.3% +7,920 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 52,472 $1.48M 0.55% +51,364 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 52,459 $1.48M 0.11% -5,845 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 52,451 $1.48M 0.11% -97,272 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 52,160 $1.48M 0.23% -2,000 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 52,393 $1.48M 0.05% +13,350 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 52,272 $1.48M 0.05% -538 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 52,129 $1.47M 0.19% +2,105 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 51,837 $1.47M 1.19% -844 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 55,290 $1.46M 0.86% -48,943 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 51,568 $1.46M 1.06% +5,053 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 51,549 $1.46M 0.09% +2,823 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 51,543 $1.46M 0.09% +4,928 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 51,530 $1.46M 0.14% +12,412 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 51,471 $1.46M 0.37% +9,263 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 51,217 $1.45M 0.95% -5,287 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 51,200 $1.45M 0.13% +1,246 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 51,410 $1.45M 0.07% -78,612 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 51,109 $1.45M 0.27% -2,656 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 50,943 $1.44M 0.13% +13,663 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 50,659 $1.43M 0.61% -61 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 50,577 $1.43M 0.25% +1,842 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 50,572 $1.43M 0.41% -631 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 50,527 $1.43M +14,481 Timeline Solitude Financial Services More: the full row for Solitude Financial Services 50,422 $1.43M 0.55% -1,258 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 50,421 $1.43M 0.12% +9,410 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 50,415 $1.43M 0.11% -6,198 13F-HR/A Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 50,375 $1.42M -3,312 Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 50,327 $1.42M 0.29% -70 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 50,000 $1.41M 0.18% new 13F-HR Timeline Group Connective Portfolio Management, LLC More: the full row for Connective Portfolio Management, LLC 50,000 $1.41M 4.77% new 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 49,988 $1.41M 0.07% -1,210 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 49,611 $1.4M 0.11% -909 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 49,433 $1.4M 0.05% -2,419 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 49,372 $1.4M 0.63% -19,532 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 49,319 $1.4M 0.72% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 49,117 $1.39M 0.02% -21,346 13F-HR Timeline Group My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 49,064 $1.39M 0.54% +3,265 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 49,035 $1.39M 0.47% +3,835 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 48,966 $1.38M 0.39% -42,083 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 48,935 $1.38M 0.13% +3,451 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 48,874 $1.38M 0.03% +1,015 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 48,700 $1.38M 0.08% -665 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 48,603 $1.37M 0.25% -1,717 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 48,534 $1.37M 0.4% -945 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 48,518 $1.37M 0.44% -1,325 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 48,424 $1.37M 0.07% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 48,376 $1.37M 0.18% +11,977 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 48,354 $1.37M 0.33% -35,430 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 48,321 $1.37M 1.37% +5,613 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 47,968 $1.36M 0.14% -959 13F-HR/A Timeline BCS Wealth Management More: the full row for BCS Wealth Management 47,958 $1.36M 0.35% -466 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 47,918 $1.36M 0.85% +1,541 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47,884 $1.35M 0.48% -10,132 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 47,781 $1.35M 0.1% -103 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 50,452 $1.35M -1,155 Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 47,675 $1.35M 0.13% new 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 47,392 $1.34M 0.72% +3,210 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 47,197 $1.33M 0.35% -7,530 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 47,116 $1.33M 0.81% +98 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 47,100 $1.33M 0.35% -200 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 47,084 $1.33M 0.56% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 47,015 $1.33M 0.22% -1,500 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 46,973 $1.33M 0.1% -766 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 46,800 $1.32M 0.02% -59 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 46,793 $1.32M 0.04% -1,786 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 46,695 $1.32M 0.05% -2,380 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 46,651 $1.32M 0.17% -4,377 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 46,615 $1.32M 0.05% +1,225 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 46,495 $1.31M 0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 46,335 $1.31M 0.26% +3,307 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 46,274 $1.31M 0.11% +7,069 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 46,266 $1.31M 0.19% -1,731 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 45,986 $1.3M 0.15% +4,484 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 45,825 $1.3M 0.04% +1,387 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 45,761 $1.29M 0.36% -4,709 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 45,689 $1.29M 0.12% +4,565 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 45,663 $1.29M 0.05% -1,592 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 45,628 $1.29M 1.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 45,580 $1.29M 0.1% +4,017 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 45,609 $1.29M 0.35% +7,760 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 45,435 $1.28M -20,272 Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 45,361 $1.28M 0.91% -922 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 45,358 $1.28M 0.08% +1,887 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 45,783 $1.28M 0.01% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 45,315 $1.28M 0.12% +1,841 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 45,239 $1.28M 0.57% +208 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 45,101 $1.28M 0.12% -558,658 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 45,074 $1.27M 0.3% -126,113 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 45,099 $1.27M 0.09% -2,125 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 44,855 $1.27M 0.22% +6,139 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 44,788 $1.27M 0.11% -1,222 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 44,441 $1.26M 0.04% +2,405 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 44,317 $1.25M 0.17% +391 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 44,208 $1.25M 0.02% +7,088 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 46,643 $1.25M 0.24% +1,434 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 44,079 $1.25M 0.09% -6,168 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 44,016 $1.24M 0.18% 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 43,989 $1.24M 0.31% -173 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 45,784 $1.24M 0.53% -19,920 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 43,914 $1.24M 0.03% +26,388 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 43,712 $1.24M 0.05% +7,133 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 43,699 $1.24M 0.12% -120,353 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 43,565 $1.23M 0.11% -11,347 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 43,478 $1.23M 0.19% +495 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 43,477 $1.23M 0.06% -14,720 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 43,463 $1.23M 0.11% -1,435 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 43,449 $1.23M 0.94% +215 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 43,402 $1.23M 0.13% +3,370 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 43,351 $1.23M 0.06% +1,078 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 43,287 $1.22M 0.11% +4,405 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 43,186 $1.22M 0.07% +5,596 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 43,060 $1.22M 0.49% -661 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 43,015 $1.22M 0.47% +872 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 43,012 $1.22M 0.35% +12 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 42,996 $1.22M <0.01% -3,162 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 42,991 $1.22M 0.36% -500 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 42,907 $1.21M 0.58% -3,308 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 42,672 $1.21M 0.3% +1,638 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 42,603 $1.2M 0.26% +1,515 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 42,523 $1.2M 0.26% -22,419 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 42,439 $1.2M 0.13% -925 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 42,400 $1.2M 0.09% -2,770 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 42,358 $1.2M 0.3% +565 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 42,345 $1.2M 0.16% -1,765 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 42,038 $1.19M 0.2% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 41,973 $1.19M 0.29% +911 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 41,953 $1.19M 0.47% -1,363 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 41,945 $1.19M 0.36% +2,594 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 41,916 $1.19M 0.12% +4,035 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 41,900 $1.18M 0.88% -87,919 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 41,790 $1.18M 0.15% -113 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 41,691 $1.18M 0.18% +4,703 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 41,652 $1.18M 0.11% +2,553 13F-HR Timeline Group Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 41,352 $1.17M 0.81% -14,300 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 41,240 $1.17M 0.42% +5,772 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 43,396 $1.16M 0.12% +2,891 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 41,005 $1.16M 0.09% +3,192 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 40,919 $1.16M 0.27% -10,935 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 40,910 $1.16M 0.27% -1,737 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 40,850 $1.16M 0.04% -1,389 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 40,727 $1.15M 0.25% +742 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 40,674 $1.15M 0.09% +25,129 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 40,639 $1.15M 0.64% -6,369 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 40,563 $1.15M 1.49% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 40,524 $1.15M 0.09% +9,394 13F-HR Timeline Lakeshore Capital Group, Inc. 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