MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 31,132 $5.59M 0.14% +5,651 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 31,084 $5.59M 0.23% -9,170 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 30,541 $5.49M 0.34% -17 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 30,401 $5.46M 0.02% -2,087 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,358 $5.46M 0.27% +152 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 30,280 $5.44M 0.17% +7,431 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 30,069 $5.4M 0.89% +331 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 30,007 $5.39M 0.88% +180 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 30,000 $5.39M 0.18% -20,000 13F-HR/A Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 29,750 $5.35M 0.07% -2,492 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 29,645 $5.33M 0.2% -43,929 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 29,617 $5.32M 0.79% -2,922 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 29,491 $5.3M 1.02% +4,256 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 29,489 $5.3M 0.13% +5,501 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,487 $5.3M 0.68% -135 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 31,986 $5.29M -2,611 Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 29,355 $5.28M 0.3% +4,056 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,237 $5.25M 0.07% +17,547 13F-HR Timeline MOTCO More: the full row for MOTCO 29,037 $5.22M 0.55% -2,869 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 28,900 $5.19M 0.22% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 28,874 $5.19M 0.21% +646 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 28,707 $5.16M 1.51% +379 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 28,688 $5.16M 1.83% +269 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 28,615 $5.14M 0.2% +2,379 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 28,604 $5.14M 0.37% +263 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 28,076 $5.05M 0.32% +20,203 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 27,923 $5.02M 2.44% -466 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 27,572 $4.95M 0.06% -786 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 27,527 $4.95M 0.25% +152 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 29,617 $4.95M 0.1% -5,434 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 27,365 $4.92M 0.18% +1,632 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 27,281 $4.9M 0.14% +278 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 27,179 $4.88M 0.13% -590 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 27,084 $4.87M 1.05% -442 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 27,077 $4.87M 1.28% -630 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 26,956 $4.84M 0.65% +136 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 26,899 $4.83M 0.3% -104 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 30,061 $4.83M 0.28% +1,507 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 26,810 $4.82M 0.18% -150 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 26,794 $4.81M 0.46% +455 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 26,749 $4.81M 0.64% +21 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 26,684 $4.8M 0.16% +1,232 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 26,670 $4.79M 0.47% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,232 $4.71M 0.14% +5,195 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 26,026 $4.68M 0.01% +6,359 13F-HR Timeline Group CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 25,944 $4.66M 0.74% +185 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 25,940 $4.66M 0.19% -3,432 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 25,915 $4.66M 0.16% +23,503 13F-HR Timeline WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 26,346 $4.65M 0.01% -801 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 25,835 $4.64M 0.47% -2,084 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 25,827 $4.64M 0.3% +10,219 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 25,783 $4.63M 1.16% -9,132 13F-HR Timeline Group Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 25,595 $4.6M 1.19% +1,879 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 25,328 $4.55M 0.99% +7,141 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,224 $4.53M 0.04% +1,668 13F-HR Timeline Group ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 25,184 $4.53M 5.49% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,142 $4.52M 0.04% +337 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 25,127 $4.52M 0.67% -231 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 25,103 $4.51M 0.41% -1,838 13F-HR/A Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 25,096 $4.51M 0.46% +2,208 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,017 $4.5M 0.04% +1,727 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 25,000 $4.49M 0.94% -379 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 23,419 $4.41M 1.12% +20,709 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 24,475 $4.4M 0.22% -1,950 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 24,379 $4.38M 1.35% +611 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 24,365 $4.38M 0.12% +170 13F-HR Timeline Freedom Together Foundation More: the full row for Freedom Together Foundation 24,325 $4.37M 0.57% 0 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 24,236 $4.36M 1.49% -616 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 24,083 $4.33M 0.04% -182,409 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 24,079 $4.33M 0.13% -1,097 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 24,066 $4.32M 0.01% -5,364 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 24,036 $4.32M 0.11% -3,393 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 24,022 $4.32M 0.56% +376 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 23,901 $4.29M 0.56% +262 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 23,805 $4.28M 0.25% -2,057 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 23,752 $4.27M 0.74% +365 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 23,751 $4.27M 0.33% +9,752 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 23,603 $4.24M 0.56% -13,198 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 23,455 $4.21M 1.2% 0 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 23,380 $4.2M 2.88% +18,796 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 23,262 $4.18M 1.49% new 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 23,230 $4.17M 0.34% +294 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 23,212 $4.17M 0.59% +327 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) 23,196 $4.17M 0.12% -74,460 13F-HR Timeline Group Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 23,000 $4.13M 0.76% +1,500 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 22,906 $4.12M 0.38% -344 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 22,775 $4.09M 1.97% -1,140 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 22,612 $4.06M 0.07% -91 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 22,484 $4.04M 0.38% +3,117 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 22,617 $4.03M 0.12% +1,134 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 22,397 $4.02M 1.38% +1,146 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,341 $4.01M 0.11% +2,486 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 22,314 $4.01M 0.44% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 22,306 $4.01M 0.13% -122 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 22,085 $3.97M 0.09% +1,268 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 22,000 $3.95M 2.95% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 21,962 $3.95M 0.19% -1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 21,935 $3.94M 0.05% +4,116 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 21,900 $3.94M 0.14% 0 13F-HR Timeline ADAPT Investment Managers SA More: the full row for ADAPT Investment Managers SA 21,811 $3.92M 0.95% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 21,737 $3.91M 0.66% +4,027 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 21,658 $3.89M 0.57% +801 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 21,632 $3.89M +76 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,592 $3.88M 0.07% +2,510 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 20,850 $3.88M 0.22% +18,114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21,574 $3.88M 0.18% -9,063 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,521 $3.87M 0.1% +4,406 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 21,511 $3.87M 0.39% +198 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 21,337 $3.83M 0.69% -21,069 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 21,272 $3.82M 0.28% -8,114 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 21,241 $3.82M 4.04% -1,108 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,130 $3.8M 0.12% +9,374 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 21,110 $3.79M 0.31% +811 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 20,838 $3.74M 0.07% -163,066 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 21,155 $3.73M 0.11% 0 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 20,664 $3.71M 0.32% -108,590 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 20,621 $3.71M 1.65% +1,188 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 20,597 $3.7M 1.06% +1,093 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 20,405 $3.67M 0.07% -2,780 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 20,275 $3.64M 0.26% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 20,135 $3.62M 0.23% -3,458 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,124 $3.62M 0.09% +1,843 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 20,083 $3.61M 0.36% -1,527 13F-HR Timeline Group Formuepleje A/S More: the full row for Formuepleje A/S 20,020 $3.6M 0.21% -223 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 19,930 $3.58M 0.24% +1,660 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20,069 $3.57M 0.03% +338 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,821 $3.56M 0.13% +10,204 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 19,817 $3.56M 0.46% +357 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,807 $3.56M 0.03% -6,011 13F-HR/A Timeline Group OV Management LLC More: the full row for OV Management LLC 19,716 $3.54M 1.66% +972 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 19,668 $3.53M 0.16% +893 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 19,609 $3.52M 0.04% -860 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 19,589 $3.52M 0.27% -13,122 13F-HR Timeline Group ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 19,581 $3.52M 0.23% +1,790 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 19,531 $3.51M 0.03% -26,776 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,515 $3.51M 0.11% +6,739 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 19,499 $3.5M 0.76% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22,980 $3.5M 0.03% -24,664 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 19,351 $3.48M 0.5% new 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 19,250 $3.46M 4.23% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 19,203 $3.45M 0.23% -32,516 13F-HR Timeline Concorde Financial Corp More: the full row for Concorde Financial Corp 19,068 $3.43M 1.89% +244 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 19,043 $3.42M 0.26% +3,402 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,008 $3.42M 0.11% +2,168 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,933 $3.4M 0.1% -67 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 18,900 $3.4M 0.23% -4,185 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 18,850 $3.39M 1.04% +834 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,713 $3.36M 0.22% +82 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 18,688 $3.36M 2.71% +97 13F-HR Timeline Group Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 18,620 $3.35M 1.13% +330 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 18,606 $3.34M 0.2% -364 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 20,072 $3.34M 0.09% +996 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 18,562 $3.34M 0.66% -361 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 18,542 $3.33M 0.22% +6 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 18,498 $3.32M 1.49% +367 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 18,467 $3.32M 0.26% -3,290 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,447 $3.31M 0.13% +434 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 18,445 $3.31M 0.72% +543 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 18,386 $3.3M 1.29% +3 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 18,136 $3.27M 0.04% +3,618 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 18,034 $3.24M 0.1% +644 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 17,985 $3.23M 0.52% -680 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17,872 $3.21M 0.66% -115 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 17,869 $3.21M 1.01% +35 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 17,867 $3.21M 0.24% +353 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,800 $3.2M 0.04% -6,280 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 17,732 $3.19M 0.29% new 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 17,728 $3.19M 0.23% -186 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 17,653 $3.17M 0.42% +359 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 17,559 $3.16M 0.25% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 17,546 $3.15M 0.27% -135 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 17,496 $3.15M 0.82% -82 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 17,531 $3.15M 1.21% +120 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,473 $3.14M 0.27% +588 13F-HR Timeline LANSDOWNE PARTNERS (UK) LLP in group LANSDOWNE PARTNERS (UK) LLP More: the full row for LANSDOWNE PARTNERS (UK) LLP 17,451 $3.14M 0.44% +982 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 17,403 $3.13M 0.4% -200 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 17,148 $3.08M 0.11% +118 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 17,125 $3.08M 0.05% -89 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,090 $3.07M 0.1% -364 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,071 $3.07M 0.22% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 17,050 $3.06M 0.29% +5,138 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 20,590 $3.06M 1.34% -12,577 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 16,945 $3.05M 1.16% +320 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 16,793 $3.02M 0.42% -1,155 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,790 $3.02M 0.05% 0 13F-HR Timeline Group PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 16,776 $3.01M 0.95% +614 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 16,752 $3.01M 0.5% +1,445 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 16,686 $3M 0.07% -649 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 16,641 $2.99M 0.23% +12,082 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 16,592 $2.98M 0.13% -988 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 16,539 $2.97M 0.24% +5,305 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 16,499 $2.96M 0.55% +70 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 16,495 $2.96M 0.15% +543 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 16,455 $2.96M 0.12% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 16,366 $2.94M 0.09% +3,267 13F-HR/A Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 16,346 $2.94M 0.8% +742 13F-HR Timeline Blue Trust, Inc. 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