Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 41,293 $14.1M 0.61% +1,131 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 41,086 $14M 0.42% +455 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 41,055 $14M 0.23% -15,322 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 40,961 $14M 0.8% -1,816 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 40,863 $13.9M 0.41% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 40,808 $13.9M 0.61% +5 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 40,798 $13.9M 0.86% -5,118 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 40,781 $13.9M 0.08% +2,101 13F-HR/A Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 40,630 $13.9M 0.52% -20,515 13F-HR Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 40,610 $13.9M 3.11% 0 13F-HR Timeline Group AVENIR CORP More: the full row for AVENIR CORP 40,472 $13.8M 1.44% -1,472 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 40,435 $13.8M 0.19% +160 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 40,281 $13.8M 1.34% -1,467 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 40,258 $13.7M 0.86% -1,192 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 40,201 $13.7M 2.51% +2,769 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 40,182 $13.7M 0.47% -496 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 39,719 $13.6M -124 Timeline Kerrisdale Advisers, LLC More: the full row for Kerrisdale Advisers, LLC 39,664 $13.5M 7.02% +12,280 13F-HR Timeline Blue Grotto Capital, LLC More: the full row for Blue Grotto Capital, LLC 39,618 $13.5M 1.57% -44,076 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 39,589 $13.5M 2.63% -647 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 39,556 $13.5M 0.26% +192 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 39,512 $13.5M 0.69% +123 13F-HR Timeline Skylands Capital, LLC More: the full row for Skylands Capital, LLC 39,510 $13.5M 1.86% -685 13F-HR Timeline Alberta Investment Management Corp More: the full row for Alberta Investment Management Corp 39,500 $13.5M 0.1% +2,000 13F-HR/A Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 39,485 $13.5M 1.89% -398 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 39,481 $13.5M 0.27% +183 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 39,419 $13.5M +476 Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 39,400 $13.5M 0.76% -715 13F-HR Timeline Security National Bank More: the full row for Security National Bank 39,303 $13.4M 2.06% +478 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 39,266 $13.4M 2% -72 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 39,185 $13.4M 1.11% -49 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 39,177 $13.4M 4.12% -125 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,176 $13.4M 0.11% +1,991 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 39,130 $13.4M 0.78% -307 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 38,968 $13.3M 0.51% -63 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 38,673 $13.2M 2.23% +2,501 13F-HR Timeline McCollum Christoferson Group LLC More: the full row for McCollum Christoferson Group LLC 38,636 $13.2M 3.78% -72 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 38,535 $13.2M 1.22% +845 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 38,523 $13.2M 0.75% -1,163 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 38,495 $13.1M 2.09% +2,958 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 37,774 $13.1M 0.34% -158 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 38,381 $13.1M 0.71% -281 13F-HR Timeline Park State Asset Management More: the full row for Park State Asset Management 38,283 $13.1M 8.96% -1,078 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 38,269 $13.1M 1.08% +28,524 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 38,262 $13.1M 1.37% -4,884 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 36,744 $13.1M 1.05% -3 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 38,210 $13M 0.38% -780 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 38,160 $13M 0.97% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 38,006 $13M 1.25% -206 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 37,955 $13M 2.23% +16 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 37,881 $12.9M 0.5% +2,456 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 37,855 $12.9M 0.13% +1,083 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 37,760 $12.9M 1.12% -78 13F-HR Timeline Raub Brock Capital Management LP More: the full row for Raub Brock Capital Management LP 37,751 $12.9M 2.77% +1,402 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 37,388 $12.8M +843 Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 36,211 $12.7M 1.71% +464 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 38,142 $12.7M 0.54% -5,023 13F-HR Timeline Group Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 37,193 $12.7M 1.98% -100 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 37,177 $12.7M 1.08% -1,260 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 37,037 $12.6M 2.18% -4,021 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 37,001 $12.6M 2.19% -21 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 36,861 $12.6M 1.98% -510 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 36,858 $12.6M 2.55% +34 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 36,744 $12.5M 0.31% +1,740 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 36,535 $12.5M 4.53% +9,215 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 36,354 $12.4M 2.52% +8,147 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 36,336 $12.4M 1.36% +146 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 36,231 $12.4M 1.57% -375 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 36,126 $12.3M 0.64% -9,890 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 36,117 $12.3M 1.46% -7,511 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 36,093 $12.3M 1.1% +7,215 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 36,028 $12.3M 1.12% +8,222 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 36,000 $12.3M 0.39% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 35,963 $12.3M 1.3% +404 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 35,878 $12.2M 0.28% -323 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 35,809 $12.2M 0.16% -29,598 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 35,805 $12.2M 1.69% -84 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 35,745 $12.2M 2.04% +712 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 35,722 $12.2M 0.35% -2,347 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 35,448 $12.1M 0.35% +992 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 35,441 $12.1M 0.07% -260,076 13F-HR Timeline Group Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 35,404 $12.1M 1.26% +53 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 35,375 $12.1M 0.18% -141 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 35,312 $12.1M 3.09% +276 13F-HR Timeline Meridiem Capital Partners LP More: the full row for Meridiem Capital Partners LP 35,278 $12M 0.83% new 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 35,174 $12M 0.91% +103 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 35,044 $12M 3.9% -942 13F-HR Timeline MOTCO More: the full row for MOTCO 35,035 $12M 1.09% +186 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 34,892 $11.9M 0.38% -394 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 34,815 $11.9M 0.5% -40 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 34,796 $11.9M 1.97% +37 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 34,728 $11.9M 2.34% -404 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 34,705 $11.8M 0.25% -192 13F-HR Timeline Investidor Profissional Gestao de Recur… More: the full row for Investidor Profissional Gestao de Recursos Ltda. 34,572 $11.8M 9.24% +6,810 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 34,495 $11.8M 1.09% -21,169 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 34,479 $11.8M 2.02% -825 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 34,446 $11.8M 2.21% -337 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 34,407 $11.7M 1.13% +862 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 34,384 $11.7M 0.48% +2,635 13F-HR Timeline Iyo Bank, Ltd. More: the full row for Iyo Bank, Ltd. 34,176 $11.7M 4.4% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 34,071 $11.6M 1.22% +1,329 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 34,056 $11.6M 0.79% -3,064 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 33,566 $11.6M 1.2% +1,643 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 33,901 $11.6M 0.12% -1,115 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 33,765 $11.5M 1.24% -139 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 33,742 $11.5M 0.36% +80 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 33,672 $11.5M 4.09% +64 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 33,627 $11.5M 1.85% +1,032 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 33,593 $11.5M 2.67% +430 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 33,534 $11.4M 1.73% -551 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 33,363 $11.4M 1.79% +141 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 33,338 $11.4M 0.29% +18 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 33,273 $11.4M 0.57% -1,105 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 33,250 $11.4M 0.23% +2,287 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 33,204 $11.3M 1.22% +397 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 33,045 $11.3M 0.42% +2,520 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 32,961 $11.3M -1,495 Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 32,835 $11.2M 0.79% -309 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 32,037 $11.2M 0.7% +1,654 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 32,775 $11.2M 0.94% +661 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 32,745 $11.2M 0.27% -43 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 40,540 $11.1M 1.02% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 32,603 $11.1M 2.66% +29 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 32,545 $11.1M 0.85% +686 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 32,515 $11.1M 0.28% +27,458 13F-HR Timeline Columbus Hill Capital Management, L.P. More: the full row for Columbus Hill Capital Management, L.P. 32,508 $11.1M 1.46% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 32,445 $11.1M 1.83% -2,386 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 32,357 $11M 3.96% -11,071 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 32,273 $11M 6.06% +370 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 32,250 $11M 0.33% +13,635 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 32,170 $11M 1.34% +626 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 32,000 $10.9M 2.92% -6,200 13F-HR Timeline Employees Provident Fund Board More: the full row for Employees Provident Fund Board 32,000 $10.9M 0.09% +3,388 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 31,992 $10.9M 1.86% +871 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 31,947 $10.9M 1.4% +339 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 31,788 $10.9M 0.57% +1,075 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 31,778 $10.8M 1.01% -36 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 31,753 $10.8M 4.17% +350 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 31,561 $10.8M 5.57% -2,872 13F-HR Timeline AMS Capital Ltda More: the full row for AMS Capital Ltda 31,483 $10.7M 4.4% -11,023 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 31,432 $10.7M 1.47% +1,130 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 31,270 $10.7M 0.15% -5,802 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 31,268 $10.7M 0.59% +182 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 31,181 $10.6M 1.48% -3,058 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 31,165 $10.6M 0.88% -1,517 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 31,128 $10.6M 0.75% -152 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 31,113 $10.6M 1.49% -366 13F-HR Timeline Hosking Partners LLP More: the full row for Hosking Partners LLP 31,062 $10.6M 0.38% -558 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31,054 $10.6M 0.6% +252 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 30,868 $10.5M 0.2% +10,350 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 30,835 $10.5M 5.56% -931 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 30,831 $10.5M 0.66% -77 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 30,807 $10.5M 1.25% +342 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 30,796 $10.5M 1.8% -248 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 30,459 $10.5M 5.82% +885 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 30,602 $10.4M 0.7% +1,391 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 30,539 $10.4M 5.11% -97 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 30,538 $10.4M 0.71% -820 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 30,499 $10.4M 3.92% -186 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 30,744 $10.4M 0.86% -3,800 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 30,416 $10.4M 0.36% +31 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 30,301 $10.3M 0.48% -494 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 30,290 $10.3M 0.34% +2,354 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 30,183 $10.3M 0.93% -514 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 30,055 $10.3M 0.7% -4,700 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 29,939 $10.2M 0.57% +155 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 29,735 $10.2M 0.53% +739 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 29,649 $10.1M 1.39% -342 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 29,617 $10.1M 0.3% +186 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 29,613 $10.1M 0.65% -6 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 29,580 $10.1M 0.6% +670 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 29,545 $10.1M 1.9% +1,539 13F-HR Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 29,500 $10.1M 0.55% -49,500 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 29,375 $10M 3.19% -642 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 29,365 $10M 0.08% -7,752 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,342 $10M 0.34% +247 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 29,232 $9.98M 0.99% +359 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 29,167 $9.96M 0.33% +9,056 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 29,165 $9.96M 1.45% +1,227 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 28,917 $9.87M 7.02% +282 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 28,871 $9.86M 7.09% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 28,855 $9.85M 0.39% +118 13F-HR Timeline Group CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 28,844 $9.85M 0.4% +1,005 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 28,808 $9.83M 0.48% -779 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,871 $9.82M 0.36% +619 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,611 $9.73M 0.6% +5,661 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 28,506 $9.73M 4.3% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 28,500 $9.73M 0.57% -3,500 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 28,486 $9.72M 2.46% -1,030 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 28,482 $9.72M 1.13% -15,300 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 28,467 $9.72M 2.01% +1,524 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 28,453 $9.71M 0.58% -549 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 27,523 $9.7M 1.98% -650 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 28,401 $9.7M 0.41% +444 13F-HR Timeline Selkirk Management LLC in group Selkirk Management LLC More: the full row for Selkirk Management LLC 28,400 $9.7M 2.66% 0 13F-HR Timeline Group CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 27,689 $9.69M 1.28% -856 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 28,370 $9.68M 0.63% -38,225 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 28,318 $9.67M 0.31% +206 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 28,250 $9.64M 2.26% +495 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 28,202 $9.63M 5.76% -60 13F-HR Timeline