Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 29,304 $8.86M 1.7% +731 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 29,240 $8.84M 2.14% +990 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 29,203 $8.83M 0.28% +2,297 13F-HR Timeline Phraction Management LLC More: the full row for Phraction Management LLC 29,157 $8.81M 2.29% +8,656 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 29,131 $8.8M 0.41% -901 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29,043 $8.78M 0.66% +1,009 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 28,181 $8.77M 1.67% +863 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 29,025 $8.77M 0.85% -5,219 13F-HR Timeline Lakehouse Capital Pty Ltd More: the full row for Lakehouse Capital Pty Ltd 19,791 $8.73M 5.89% +6,673 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 28,752 $8.69M 7.17% -127 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 28,704 $8.68M 1.59% -216 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 28,077 $8.67M 2.07% +135 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 28,619 $8.65M 1.01% +1,608 13F-HR Timeline Barrier Capital Management, LLC More: the full row for Barrier Capital Management, LLC 28,522 $8.62M 7.57% -15,516 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 28,514 $8.62M 1.2% +746 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 28,506 $8.62M 3.99% 0 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 28,496 $8.61M 0.3% -458 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 28,481 $8.61M 2.04% +407 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 28,446 $8.6M 0.33% +1,070 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 28,396 $8.58M 2.74% +1,425 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 28,369 $8.57M 1.87% +3,042 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 28,339 $8.57M 1.74% +3,012 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 28,274 $8.55M 5.13% -1,577 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 28,222 $8.53M 0.39% -13,867 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 28,176 $8.52M 2.75% +2,435 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 28,099 $8.49M 1.29% -640 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 28,065 $8.48M 1.84% -25 13F-HR Timeline MILFORD FUNDS LTD More: the full row for MILFORD FUNDS LTD 28,000 $8.46M 0.18% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 27,996 $8.46M 1.8% +501 13F-HR Timeline Triveni Capital Investments LP More: the full row for Triveni Capital Investments LP 27,886 $8.43M 8.35% -10,024 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 27,807 $8.4M 3.04% +31 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 27,785 $8.4M 0.54% -20,957 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 27,781 $8.4M +10,346 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,737 $8.38M 0.31% +6,046 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 27,723 $8.38M 0.42% -11,894 13F-HR Timeline Unison Asset Management LLC More: the full row for Unison Asset Management LLC 27,697 $8.37M 3.83% +8,156 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 27,560 $8.33M 1.29% +382 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 27,545 $8.33M 0.67% +500 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 27,376 $8.27M 0.45% +1,583 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 27,341 $8.26M 0.06% -2,187 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 27,324 $8.26M 0.4% +4,704 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 27,319 $8.26M 0.06% -8,838 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 27,276 $8.24M 4.88% -812 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 27,259 $8.24M 1.37% +9,130 13F-HR Timeline NatWest Group plc in group NatWest Group plc More: the full row for NatWest Group plc 27,221 $8.23M 1.78% +1,033 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 27,198 $8.22M 0.49% -178 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 27,135 $8.2M 0.4% +642 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,534 $8.2M 0.26% -1,110 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 25,048 $8.19M 0.1% -636 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 27,063 $8.18M 1.11% -3,280 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 27,006 $8.16M 0.36% -1,217 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 26,960 $8.15M 0.98% +1,352 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 24,311 $8.14M 0.53% -5,784 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 26,804 $8.1M 4.45% -1,513 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 26,803 $8.1M 1.05% +361 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 26,773 $8.09M 0.77% +76 13F-HR Timeline Group Grafton Street Partners Management Comp… More: the full row for Grafton Street Partners Management Company, LLC 26,762 $8.09M 4.83% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 26,705 $8.07M 0.45% -1,075 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 26,700 $8.07M 5.65% 0 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 26,699 $8.07M 0.31% +366 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 26,690 $8.07M 1.89% -594 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 26,682 $8.06M 1.04% +2,549 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 26,377 $8M 1.47% +319 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 26,452 $7.99M 1.85% -362 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 26,451 $7.99M 0.4% +224 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 24,368 $7.99M 2.58% -1,056 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 26,383 $7.97M 1.25% +9,333 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 26,256 $7.94M 0.11% -93 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 26,247 $7.93M 0.18% new 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 26,144 $7.9M 2.3% -643 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 26,134 $7.9M 0.99% -754 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 26,031 $7.87M 0.92% -2,542 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 26,023 $7.87M 0.07% +1,818 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 25,980 $7.85M 0.12% +6,780 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 25,935 $7.84M 1.73% +545 13F-HR Timeline Glassy Mountain Advisors, Inc. More: the full row for Glassy Mountain Advisors, Inc. 25,831 $7.81M 2.42% +274 13F-HR Timeline Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 25,796 $7.8M 0.23% 0 13F-HR Timeline Bell Asset Management Ltd More: the full row for Bell Asset Management Ltd 25,792 $7.79M 2.29% +1,109 13F-HR Timeline Infusive Asset Management Inc. More: the full row for Infusive Asset Management Inc. 25,745 $7.78M 3.77% -1,239 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 25,592 $7.76M 0.22% -5,892 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 25,626 $7.75M 6.16% +723 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 25,619 $7.74M 1.15% -2,674 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25,584 $7.73M 2.67% +496 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 25,527 $7.72M 2.01% -63 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 25,468 $7.7M 1.99% +131 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 25,459 $7.69M 0.18% -943 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 25,445 $7.69M 1.23% -665 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 25,388 $7.67M 0.82% -1,519 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 25,308 $7.65M 2.18% +59 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 25,254 $7.63M 0.97% -32 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 25,236 $7.63M 1.18% -197 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 25,173 $7.61M 0.54% +207 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 25,172 $7.61M 0.03% -511,325 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 25,124 $7.59M 0.72% -1,793 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 25,021 $7.56M 2.56% +3 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 24,945 $7.54M 0.61% -524 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 24,900 $7.53M 1.2% +5,941 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 24,976 $7.48M 1.13% +1,120 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 24,730 $7.47M 1.87% +5,213 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 24,629 $7.44M 0.47% -151 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 23,619 $7.44M 0.24% +5,814 13F-HR Timeline Rockbridge Asset Management LLC More: the full row for Rockbridge Asset Management LLC 24,620 $7.44M 5.02% +4,589 13F-HR Timeline PRAGMA GESTAO DE PATRIMONIO LTD More: the full row for PRAGMA GESTAO DE PATRIMONIO LTD 24,600 $7.44M 3.93% +4,600 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 24,535 $7.42M 1.86% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 24,526 $7.41M 2.27% +515 13F-HR Timeline OSSIAM More: the full row for OSSIAM 24,488 $7.4M 0.13% -27,737 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 24,441 $7.39M 0.16% +1,319 13F-HR Timeline Group Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 24,391 $7.37M 1.14% -165 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 24,375 $7.37M 0.2% -1,820 13F-HR Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 24,353 $7.36M 1.82% -334 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 24,332 $7.35M 0.51% -50 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 24,261 $7.33M 0.47% +12,799 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 22,920 $7.31M 0.15% -898 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 24,140 $7.3M 0.88% +1,178 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 24,126 $7.29M 0.83% +651 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 24,098 $7.28M 0.71% -9,645 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 24,070 $7.27M 0.79% +750 13F-HR Timeline Fremen Capital Management LP More: the full row for Fremen Capital Management LP 24,021 $7.26M 6.72% -9,832 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 24,015 $7.26M 3.67% -188 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 24,010 $7.26M 0.27% +250 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 23,979 $7.25M 0.52% +685 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 23,961 $7.24M 0.94% +2,762 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 23,956 $7.24M 0.38% +3,679 13F-HR Timeline Explore Capital Management, LLC More: the full row for Explore Capital Management, LLC 23,900 $7.22M 6.77% +900 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 23,866 $7.21M 1.48% +470 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 23,862 $7.21M 2.31% +1,377 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 23,849 $7.21M 1.01% -3 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 23,836 $7.2M 0.96% +528 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 23,834 $7.2M 0.37% -470 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 23,821 $7.2M 2.15% +657 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 23,788 $7.19M 0.14% -384 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 23,779 $7.19M 0.68% +6,965 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 23,708 $7.17M 1.17% +338 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 23,621 $7.14M 3.9% -1,735 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 23,614 $7.14M 0.33% +1,627 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 23,609 $7.14M 0.94% +10,131 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 23,577 $7.13M 1.62% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 23,551 $7.12M 1.82% -1 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 23,522 $7.11M 1.63% +214 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 23,427 $7.08M 0.59% +18 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 23,421 $7.08M 2.35% +1,287 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 23,405 $7.07M 2.21% +663 13F-HR Timeline Owlhouse Capital LP More: the full row for Owlhouse Capital LP 23,302 $7.04M 9.36% +7,222 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 23,295 $7.04M 2.24% +223 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 23,216 $7.02M 0.75% new 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 23,132 $6.99M 0.78% +15,512 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,051 $6.96M 0.52% +998 13F-HR/A Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 22,964 $6.94M 0.39% +9,267 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 22,921 $6.93M 4.12% -807 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 22,865 $6.91M 1.15% +560 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,708 $6.86M 0.66% -213 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 22,655 $6.85M 1.5% +410 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 21,592 $6.85M 0.1% +4,406 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 22,629 $6.84M 0.93% +794 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 22,603 $6.83M 1.87% -607 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 22,561 $6.82M 0.25% +99 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 22,501 $6.8M 0.68% +10,267 13F-HR Timeline Concord Investment Counsel Inc. More: the full row for Concord Investment Counsel Inc. 22,424 $6.78M 2.28% -93 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 22,341 $6.75M 0.5% +4,417 13F-HR Timeline Hosking Partners LLP More: the full row for Hosking Partners LLP 22,324 $6.75M 0.24% -8,595 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 22,280 $6.73M 0.84% +172 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 22,670 $6.73M 0.66% -6,490 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 22,241 $6.72M 0.22% +105 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 22,214 $6.71M 1.58% +451 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 22,178 $6.7M 1.41% -72 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 22,104 $6.68M 1.65% +339 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 22,082 $6.67M 0.41% -522 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 21,962 $6.64M 1.78% +83 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 21,934 $6.63M 0.54% -202 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 21,930 $6.63M 4.87% +298 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 21,923 $6.63M 0.35% -3,746 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 21,914 $6.62M 0.45% -242 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 21,864 $6.61M 2.36% -169 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 21,846 $6.6M 0.38% +205 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 21,825 $6.6M 2.53% -157 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 21,783 $6.58M 0.32% +407 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 21,763 $6.58M 4.21% -8,971 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 21,759 $6.58M 3.94% +3,927 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 21,757 $6.58M 0.76% +1,243 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 21,684 $6.55M 0.39% +744 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 21,684 $6.55M 3.35% -643 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 21,658 $6.55M 0.34% -1,736 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 21,655 $6.55M 0.84% +17,592 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 21,604 $6.53M 1.07% -2,049 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 21,578 $6.52M 2.12% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 21,581 $6.52M 0.28% -15,236 13F-HR Timeline Group SOROS CAPITAL MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS CAPITAL MANAGEMENT LLC 21,561 $6.52M 2.83% -9,708 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 21,417 $6.47M 0.37% -6,188 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 21,394 $6.47M 0.41% -293 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 21,372 $6.46M 0.75% +50 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 21,355 $6.45M 1.11% +1,701 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 21,355 $6.45M 3.13% -93 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 21,333 $6.45M -2,012 Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 21,312 $6.44M 1.34% -290 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 21,292 $6.44M 0.75% -204 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21,279 $6.43M 1.61% +1,343 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 21,263 $6.43M +2,727 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 21,230 $6.42M 0.15% -356 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 21,225 $6.42M 1.28% +436 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 21,217 $6.41M 0.63% -525 13F-HR Timeline