New Hampshire Trust More: the full row for New Hampshire Trust 10,454 $4.65M 0.9% -7 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,482 $4.65M 0.28% -58 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 10,414 $4.63M 0.1% +265 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 10,363 $4.61M 0.9% +4,685 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 10,356 $4.61M 3.03% -610 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 10,355 $4.61M 1.94% -1,749 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 10,350 $4.6M 0.5% +1,525 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,329 $4.59M 0.15% -244 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 10,306 $4.58M 2.16% +4,754 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,300 $4.58M 0.37% new 13F-HR Timeline Group Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 10,286 $4.57M 1% +2,335 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 10,224 $4.55M 0.39% -474 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 10,210 $4.54M 33.46% +6,790 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 10,188 $4.53M 0.28% -213 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,186 $4.53M 0.64% +1,113 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,121 $4.5M 0.17% +1,926 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 10,032 $4.49M 0.7% +2,344 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,083 $4.48M 1.29% +770 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 10,048 $4.47M 0.84% +3,100 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 9,989 $4.44M 0.64% +3 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,947 $4.42M 0.4% +170 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 9,931 $4.42M 4.08% -60 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 9,906 $4.41M 1.35% -365 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,139 $4.4M +1,288 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,883 $4.4M 0.2% +711 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,844 $4.38M 0.77% +542 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 9,839 $4.38M 0.44% +24 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 9,832 $4.37M 0.37% -939 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,826 $4.37M 0.11% +4,747 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 9,805 $4.36M 0.42% -35 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 9,796 $4.36M 2.41% -319 13F-HR Timeline CNB Bank More: the full row for CNB Bank 9,772 $4.35M 1.81% +228 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 9,762 $4.34M 0.14% -20 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 9,754 $4.34M 0.18% -5,002 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,751 $4.34M 0.05% -2,214 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 9,742 $4.33M 0.12% +630 13F-HR Timeline Momentum Wealth Planning, LLC More: the full row for Momentum Wealth Planning, LLC 9,615 $4.28M 3.33% -187 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 9,600 $4.27M 0.76% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 9,585 $4.25M 0.45% -21,002 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 9,534 $4.24M 0.37% +1,186 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,525 $4.24M 0.15% -170 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,519 $4.23M 1.18% -226 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 9,516 $4.23M 0.31% +2,350 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,498 $4.22M 1.67% +371 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 9,485 $4.22M 1.3% -2,124 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 9,467 $4.21M 0.81% +1,574 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 9,458 $4.21M 0.22% -52 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,403 $4.18M 0.33% -937 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,375 $4.17M 0.31% +1,186 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 9,371 $4.17M 1.57% +924 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9,369 $4.17M 0.42% -51 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 9,299 $4.14M 0.38% -10 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 9,292 $4.13M 1.51% -231 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 9,274 $4.12M 1.63% +1,216 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,992 $4.12M 0.06% +260 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 9,255 $4.12M 0.95% +118 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 9,217 $4.1M 0.65% +631 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,211 $4.1M 0.2% +4,666 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 9,210 $4.1M 0.01% +9,090 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 9,200 $4.09M 2.17% -1,900 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 9,197 $4.09M 0.59% -206,054 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,195 $4.09M 0.26% +1,781 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 9,190 $4.09M 0.45% 0 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 10,145 $4.08M 0.23% +374 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 9,167 $4.08M 0.31% -645 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,161 $4.07M 0.31% +319 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,156 $4.07M 0.14% -718 13F-HR/A Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 9,112 $4.05M 1.75% +46 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 9,088 $4.04M 1.14% +577 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,039 $4.02M 0.33% -218 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,015 $4.01M 0.23% -61 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 9,013 $4.01M 0.92% +6 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 9,011 $4.01M 0.1% +935 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 9,000 $4M 0.75% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 8,991 $4M 0.31% +415 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,968 $3.99M 0.33% -844 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,938 $3.97M 0.82% +7,357 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 8,932 $3.97M 0.4% +1,362 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 8,927 $3.97M 0.34% +184 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8,926 $3.97M 1.33% -15,264 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 8,917 $3.97M 0.25% +1,582 13F-HR Timeline Private Capital Advisors, Inc. More: the full row for Private Capital Advisors, Inc. 8,914 $3.96M 0.44% +5,794 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,906 $3.96M 0.19% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,902 $3.96M 0.08% +333 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,901 $3.96M 0.42% +1,737 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 8,950 $3.94M 5.84% -285 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 8,843 $3.93M 1.61% +159 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 8,808 $3.92M 1.52% -53 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 8,801 $3.91M 2.56% +215 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 8,790 $3.91M 0.99% +144 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,784 $3.91M 0.07% -92 13F-HR Timeline Group Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 8,778 $3.9M 0.37% -96 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 8,786 $3.9M 0.34% +4,578 13F-HR/A Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,759 $3.9M 0.24% -237 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 8,757 $3.89M 1.13% +572 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,751 $3.89M 1.18% +1,003 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 8,741 $3.89M 2% -881 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 8,715 $3.88M 0.24% +572 13F-HR Timeline CORNERSTONE ENTERPRISES, LLC More: the full row for CORNERSTONE ENTERPRISES, LLC 8,713 $3.87M 1.91% +1,138 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 8,444 $3.86M 0.86% +544 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 8,621 $3.83M 0.97% +258 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,610 $3.83M 0.27% +874 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 8,590 $3.82M 0.01% +1,868 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 8,581 $3.82M 1.27% -4,727 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 8,579 $3.82M 1.41% -2,491 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 8,577 $3.81M 0.58% -12,021 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,577 $3.81M 0.22% +23 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 8,553 $3.8M 0.52% +406 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 8,549 $3.8M 0.39% +88 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 8,539 $3.8M 0.27% -300 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 8,530 $3.79M 0.44% new 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 8,511 $3.79M 1.54% +32 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,490 $3.78M 2.05% -502 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 8,475 $3.77M 1.82% +132 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 8,113 $3.75M 0.35% -458 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,415 $3.74M 0.33% -107 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 8,364 $3.72M 1.62% +150 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 8,350 $3.71M 0.07% -37 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 8,340 $3.71M 0.41% -1 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 8,325 $3.7M 0.99% +1,863 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 8,251 $3.67M 0.43% +34 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,238 $3.66M 1.02% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 8,234 $3.66M 1.09% +1,307 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 8,203 $3.65M 0.18% +420 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,202 $3.65M 0.47% -200 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 8,170 $3.63M 0.46% +1,512 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 8,144 $3.62M 0.25% -4,268 13F-HR/A Timeline Avant Capital LLC More: the full row for Avant Capital LLC 8,137 $3.62M 2.55% +311 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 8,108 $3.61M 0.6% +18 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 8,093 $3.6M 0.85% +87 13F-HR Timeline TLWM More: the full row for TLWM 8,087 $3.6M 0.65% +182 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 8,070 $3.59M 0.19% -15 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 8,224 $3.58M 2.53% +105 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 8,043 $3.58M 1.23% +118 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,029 $3.57M 0.74% +7,003 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 8,026 $3.57M 0.34% +32 13F-HR Timeline Verde Servicos Internacionais S.A. More: the full row for Verde Servicos Internacionais S.A. 8,000 $3.56M 1.01% new 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 7,960 $3.54M 0.42% -60 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,950 $3.54M 0.3% +802 13F-HR Timeline Group Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,946 $3.53M 0.77% +148 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 7,939 $3.53M 1.18% -78 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 7,907 $3.52M 0.38% +3,038 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 7,905 $3.51M 0.18% +6,018 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,889 $3.51M 0.11% -1,188 13F-HR Timeline Group Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 7,869 $3.5M 0.38% +428 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 7,853 $3.49M 0.27% +761 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,852 $3.49M 1.44% +667 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 7,831 $3.48M 0.76% -123 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 7,800 $3.47M 0.07% -2,376 13F-HR Timeline Freemont Management S.A. More: the full row for Freemont Management S.A. 7,800 $3.47M 2.7% -58,100 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,768 $3.45M 1.2% +56 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,765 $3.45M 0.33% -2,310 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 7,760 $3.45M 0.23% +383 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,759 $3.45M 1.25% -1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7,749 $3.45M 1.24% -1,058 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 7,745 $3.44M 1% -761 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 7,744 $3.44M 0.34% +505 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 7,718 $3.43M 0.1% -894 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 7,700 $3.42M 0.12% -100 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 7,678 $3.41M 0.05% -361 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 7,676 $3.41M 0.78% -53 13F-HR Timeline Busey Bank More: the full row for Busey Bank 7,658 $3.41M 0.09% +152 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 7,655 $3.4M 0.96% -842 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 7,650 $3.4M 0.11% -1,232 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 7,638 $3.4M 0.32% -363 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 7,623 $3.39M 0.17% +85 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 7,616 $3.39M 1.81% +673 13F-HR Timeline Touchstone Capital, Inc. 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More: the full row for TFC Financial Management, Inc. 7,475 $3.32M 0.43% -468 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,469 $3.32M 0.94% -1,068 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 7,460 $3.32M 1.07% +480 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 7,446 $3.31M 0.53% 0 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 7,427 $3.3M 0.54% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 7,423 $3.3M 0.41% +791 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,387 $3.29M 0.04% +2,682 13F-HR Timeline Group Robocap Asset Management Ltd More: the full row for Robocap Asset Management Ltd 7,379 $3.28M 2.09% -73 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,371 $3.28M 0.42% -7,096 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 7,356 $3.27M 0.13% +1,856 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 7,342 $3.26M 0.39% +73 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 6,960 $3.26M 1.87% -236 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 7,328 $3.26M 1.02% -74 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 7,323 $3.26M 1.47% +598 13F-HR Timeline D'Orazio & Associates, Inc. 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