Phraction Management LLC More: the full row for Phraction Management LLC 31,614 $6.14M 1.59% -700 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31,242 $6.07M 1.37% +93 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 31,238 $6.06M 0.34% +1,216 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 31,167 $6.05M 0.16% +13,798 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 31,107 $6.04M 0.12% -1,075 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 31,065 $6.03M 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 31,015 $6.02M 0.09% -8,137 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 30,941 $6.01M 0.06% +6,659 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 30,916 $6M 0.3% -144 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 30,900 $6M 0.22% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 30,760 $5.97M 1.5% +1,252 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 30,581 $5.94M 0.25% +7,796 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 30,534 $5.93M 0.28% -53 13F-HR/A Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 30,391 $5.9M 0.21% -1,179 13F-HR Timeline LHM, INC. More: the full row for LHM, INC. 30,299 $5.88M 2.32% +5,237 13F-HR Timeline ELWOOD CAPITAL PARTNERS LP More: the full row for ELWOOD CAPITAL PARTNERS LP 30,058 $5.84M 5.63% -4,000 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 30,000 $5.82M 0.49% -16,000 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 29,917 $5.81M 0.44% +4,204 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 29,863 $5.8M 0.28% -182 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 29,653 $5.76M 0.37% +6,963 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 29,609 $5.75M 0.95% -11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 29,497 $5.73M 0.61% -5 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 24,383 $5.68M 0.37% +20,920 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 29,088 $5.65M 3.61% -13,743 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 29,084 $5.65M 0.97% +317 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,927 $5.62M 1.15% -350 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 28,791 $5.59M 0.96% -1,049 13F-HR Timeline MOTCO More: the full row for MOTCO 28,773 $5.59M 0.52% +141 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 28,613 $5.55M 0.07% +1,010 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 18,643 $5.55M 2.08% +13,254 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 28,554 $5.54M 0.43% +2,183 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 28,480 $5.53M 1.72% +530 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 28,256 $5.49M 0.75% +2,030 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 28,205 $5.48M 0.65% -351 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 28,174 $5.47M 0.29% -325 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,111 $5.46M 0.06% -9,234 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 27,771 $5.45M 0.09% +256 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 27,912 $5.42M 0.56% +7,033 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 27,895 $5.42M 1.3% +1,819 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 27,608 $5.36M 0.53% -900 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 27,563 $5.35M 0.13% +4,415 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 27,560 $5.35M 0.83% +797 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 27,347 $5.31M 0.05% +2,456 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 27,216 $5.28M 1.57% -2,256 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 26,880 $5.22M 0.16% -1,521 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 26,770 $5.2M 0.64% -215 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 26,793 $5.19M 2.09% -138 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 26,691 $5.18M 0.73% -766 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 26,567 $5.16M 0.33% +250 13F-HR Timeline Group BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 26,418 $5.13M 1.93% -252 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 26,335 $5.11M 0.22% -4,834 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 26,067 $5.06M 0.63% +328 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 25,995 $5.05M 0.2% 0 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 25,978 $5.04M 0.67% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 25,758 $5M 0.06% -57,138 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 28,760 $4.99M 0.45% -344 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 25,647 $4.98M 0.01% -202,576 13F-HR Timeline Group Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 25,580 $4.97M 2.96% -13,117 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 25,522 $4.95M 0.17% -460 13F-HR Timeline BONTEMPO OHLY CAPITAL MGMT LLC More: the full row for BONTEMPO OHLY CAPITAL MGMT LLC 25,478 $4.95M 2.23% +1,983 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 25,317 $4.92M 0.63% -7,967 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 25,300 $4.91M 0.04% +3,200 13F-HR Timeline SOROS FUND MANAGEMENT LLC group of 2 filers holding More: the full row for SOROS FUND MANAGEMENT LLC 25,300 $4.91M -72,891 Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 25,284 $4.91M 0.82% +587 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 25,135 $4.88M 0.9% -680 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 24,803 $4.82M 0.2% -92 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 24,788 $4.81M 0.56% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 24,699 $4.79M 0.1% -1,331 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 24,607 $4.78M 0.19% -100 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 24,600 $4.78M 0.27% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,539 $4.76M 0.1% -16,498 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 24,384 $4.73M 0.16% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 27,397 $4.72M 0.06% -164,244 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 24,315 $4.72M 0.89% +2,593 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 24,229 $4.7M 0.24% -229 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 23,432 $4.55M 0.59% -499 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 23,386 $4.54M 1.26% +373 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 23,337 $4.53M 0.58% -1,330 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 23,325 $4.53M 0.98% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 23,188 $4.5M 0.2% new 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 23,176 $4.5M 2.17% -275 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 23,016 $4.47M 0.21% -618 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 23,000 $4.47M 0.26% -26,100 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 22,902 $4.45M 0.11% -2,078 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 22,761 $4.42M 0.83% +8,631 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 22,749 $4.42M 0.21% +3,158 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,584 $4.38M 0.03% -1,047 13F-HR Timeline Insight Holdings Group, LLC in group Insight Holdings Group, LLC More: the full row for Insight Holdings Group, LLC 22,570 $4.38M 0.31% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,521 $4.37M 0.03% +6,958 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 22,406 $4.35M 0.05% -1,937 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 22,345 $4.34M 0.12% -175 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 22,263 $4.32M 0.17% +151 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 22,171 $4.3M 0.56% +3,319 13F-HR Timeline ENGLISH CAPITAL MANAGEMENT LLC More: the full row for ENGLISH CAPITAL MANAGEMENT LLC 22,000 $4.27M 2.52% 0 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 22,000 $4.27M 0.93% -5,000 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 21,900 $4.25M 0.14% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 21,744 $4.22M 0.76% -208 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 21,577 $4.19M 0.18% new 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 21,386 $4.15M 1.47% +447 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 21,363 $4.15M 2.52% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 19,203 $4.13M 0.23% +1,096 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 21,139 $4.1M 0.08% -11,027 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 21,036 $4.08M 0.06% -249 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 21,034 $4.08M 0.02% +1,263 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 21,014 $4.08M 0.63% -32 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 20,943 $4.07M 2.69% -899 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 20,876 $4.05M 0.46% -6,933 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 20,764 $4.03M 0.22% -6,361 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,176 $4.02M 0.08% 0 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 20,686 $4.02M 0.52% +203 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 20,659 $4.01M 1.1% -1,793 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 19,047 $4.01M 1.39% -1,675 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 20,583 $4M -2,459 Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 20,443 $3.97M 0.1% +3,477 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 20,418 $3.96M 0.22% -624 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 20,408 $3.96M 0.27% -1 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 20,405 $3.96M 0.2% +1,226 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 20,405 $3.96M 0.33% +1,039 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,370 $3.95M 0.12% +4,335 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,328 $3.95M 0.1% -649 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 20,308 $3.94M 0.24% +15 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 20,262 $3.93M 1.61% +1,087 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 20,170 $3.92M 0.32% +1,350 13F-HR Timeline PINEBRIDGE INVESTMENTS LLC More: the full row for PINEBRIDGE INVESTMENTS LLC 20,143 $3.91M 0.03% -12,817 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 20,119 $3.91M 1.05% -7,871 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 20,048 $3.89M 0.06% -233 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 20,028 $3.89M 0.41% +794 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 19,882 $3.86M 0.13% +450 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 19,831 $3.85M 1.16% -833 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,777 $3.84M 0.06% +4,270 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 19,776 $3.84M 0.66% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 19,747 $3.83M 0.31% +3,608 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19,699 $3.82M 0.06% +1,710 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 19,493 $3.78M 0.07% +119 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,481 $3.78M 0.03% -3,641 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,406 $3.77M 0.06% -134 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 19,387 $3.76M 0.28% 0 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 19,339 $3.75M 1.43% +148 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 19,307 $3.75M 0.25% +104 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 18,910 $3.74M 0.15% +4,959 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 19,211 $3.73M 0.15% -12,456 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,210 $3.73M 0.04% +362 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 19,180 $3.72M 0.25% -6,963 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,134 $3.71M 0.11% +1,453 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,879 $3.71M 0.04% -1,032 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,686 $3.68M 0.24% -2,907 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,837 $3.66M 0.13% -2,277 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 18,698 $3.63M 0.01% -158,982 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 18,677 $3.63M 0.26% -2,018 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 18,515 $3.59M 0.22% -54 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 18,403 $3.57M 0.1% +526 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 18,397 $3.57M 0.06% +30 13F-HR/A Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 18,397 $3.57M 0.17% +14 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,361 $3.56M 0.2% -1,739 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 18,277 $3.55M 0.32% 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 18,102 $3.51M 2.54% +1,123 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,093 $3.51M 0.29% -262 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 18,046 $3.5M 0.22% +237 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 18,042 $3.5M 0.09% -1,953 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 18,032 $3.5M 1.7% +10,337 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 18,000 $3.49M 4.59% -1,250 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 11,628 $3.43M 0.1% +7,078 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 17,649 $3.43M 1.02% -952 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 17,642 $3.42M 1.05% -153 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 17,635 $3.42M 0.08% new 13F-HR/A Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 17,564 $3.41M 0.43% +9,284 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 17,500 $3.4M 1.75% -6,000 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,494 $3.36M +2,957 Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 17,255 $3.35M 0.05% -427 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,253 $3.35M 0.11% -1,506 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 17,236 $3.35M 0.2% +5,022 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,182 $3.34M 0.2% +10 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 17,014 $3.3M 0.03% -12,061 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,965 $3.29M 0.3% -2,245 13F-HR Timeline Group Baer Investment Advisory LLC More: the full row for Baer Investment Advisory LLC 16,535 $3.29M 4.67% -377 13F-HR/A Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 16,905 $3.28M 0.12% +1,401 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,856 $3.27M 0.04% -809 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 16,851 $3.27M 0.99% -80 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 16,837 $3.27M 0.15% -309 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 16,712 $3.24M 0.05% -1,692 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,550 $3.24M 0.04% +26 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 16,705 $3.24M 0.47% -291 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 16,700 $3.24M 0.12% -6,883 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,618 $3.23M 0.18% +10 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 16,428 $3.19M 0.31% +3,103 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 16,425 $3.19M 0.11% -928 13F-HR Timeline Waratah Capital Advisors Ltd. 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