Whelan Financial More: the full row for Whelan Financial 224,808 $17.8M 4.84% +1,867 13F-HR Timeline Essex LLC More: the full row for Essex LLC 224,668 $17.8M 2.7% -6,485 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 224,230 $17.7M 0.26% +8,335 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 223,282 $17.6M 4.48% -8,147 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 221,769 $17.5M 1.06% -333,348 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 221,719 $17.5M 0.44% +29,694 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 22,860 $17.3M 1.85% new 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 215,911 $17.1M 0.67% -190 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 213,414 $16.9M 8.75% +18,530 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 213,127 $16.8M 3.03% +14,447 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 212,762 $16.8M 3.73% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 212,608 $16.8M 0.89% +2,132 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 211,733 $16.7M 1.49% -10,222 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 211,406 $16.7M <0.01% -16,836 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 208,063 $16.4M -1,245 Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 206,271 $16.3M 0.19% -218,265 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 205,960 $16.3M 2.77% -2,974 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 202,765 $16M 8.6% -2,116 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 200,399 $15.8M 2.59% +13,492 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 198,546 $15.7M 0.04% +20,554 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 197,193 $15.6M 2% +638 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 196,535 $15.5M 2.85% +13,705 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 195,687 $15.5M 3.82% +22,274 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 194,854 $15.4M 5.55% +12,254 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 194,272 $15.4M 7.98% +11,917 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 193,610 $15.3M 0.13% +14,578 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 191,355 $15.1M 0.01% +3,050 13F-HR Timeline Group HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 190,727 $15.1M 3.86% +84,072 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 190,573 $15.1M 0.24% +2,771 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 188,507 $14.9M 1.37% +90,322 13F-HR/A Timeline Level Financial Advisors More: the full row for Level Financial Advisors 188,449 $14.9M 3.33% +4,200 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 188,379 $14.9M 2.18% -3,431 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 187,930 $14.8M 2.74% +30,962 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 185,615 $14.7M 4.04% +14,189 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 184,930 $14.6M 4.07% -14,349 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 183,608 $14.6M <0.01% +359 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 183,578 $14.5M 12.42% +18,160 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 181,600 $14.4M 6.24% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 181,238 $14.3M 0.05% +59,049 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 181,022 $14.3M 0.45% -1,275 13F-HR Timeline Group Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 180,949 $14.3M 2.45% +5,667 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 180,069 $14.2M 3.3% +3,888 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 179,839 $14.2M 0.13% +88,140 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 179,765 $14.2M 2.34% +128,524 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 178,161 $14.1M 0.2% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 177,534 $14M 1.39% +8,187 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 176,359 $14M 0.04% -244,759 13F-HR Timeline Group TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 176,478 $13.9M 1.86% +6,599 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 175,901 $13.9M 0.49% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 173,166 $13.7M 0.72% -3,472 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 172,894 $13.7M 3.73% +245 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 172,144 $13.6M 4.32% +12,475 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 170,970 $13.5M 0.81% +18,888 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 170,023 $13.4M 1.08% +1,659 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 169,379 $13.4M 0.77% +3,049 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 168,665 $13.3M 0.15% +477 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 166,242 $13.1M 5.88% +20,359 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 166,189 $13.1M 0.06% +26,769 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 166,183 $13.1M 0.2% +2,071 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 164,638 $13M 0.01% +29,534 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 160,728 $12.7M 0.11% +90,433 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 157,433 $12.5M 0.21% -22 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 157,822 $12.5M 2.25% +10,748 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 157,574 $12.5M 3.02% +152,167 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 156,657 $12.4M 7.07% +5,807 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 156,133 $12.3M 3.87% +18,398 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 155,452 $12.3M 0.12% +5,735 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 155,000 $12.2M 0.07% -1,258 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 153,937 $12.2M 0.51% +896 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 153,501 $12.1M 3.4% +10,280 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 153,415 $12.1M 1.52% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 152,350 $12.1M 0.01% +5,793 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 152,491 $12.1M 0.85% +9,415 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 151,780 $12M 0.66% +6,639 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 151,248 $12M 10.05% +12,085 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 150,258 $11.9M 5.19% +9,280 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 149,940 $11.8M 0.08% -4,752 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 148,517 $11.7M 2.34% +1,906 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 147,957 $11.7M 2.72% +18,181 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 147,751 $11.7M 0.01% 0 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 147,734 $11.7M 2.43% +2,747 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 147,697 $11.7M 0.17% -9,131 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 146,637 $11.6M 3.18% +8,238 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 144,727 $11.4M 7.66% +1,829 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 144,077 $11.4M <0.01% +129,702 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 142,044 $11.2M 0.84% +4,727 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 140,369 $11.1M 3.1% -700 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 135,352 $10.7M 1.9% +11,643 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 133,040 $10.5M 3.4% +5,360 13F-HR/A Timeline Marion Wealth Management More: the full row for Marion Wealth Management 132,681 $10.5M 2.14% -22,499 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 131,739 $10.4M 2.17% +5,755 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 131,624 $10.4M 0.08% -14,994 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 131,523 $10.4M 3.14% +4,432 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 130,396 $10.3M 1.69% -727 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 130,049 $10.3M 1.14% +8,353 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 129,847 $10.3M 0.45% +9,056 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 128,841 $10.2M 2.2% +5,205 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 128,764 $10.2M 0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 128,596 $10.2M 0.65% -3,718 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 127,970 $10.1M 5.83% +23,827 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 127,791 $10.1M 0.56% -29,785 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 127,426 $10.1M 3.19% +7,908 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 126,280 $9.98M 3.09% +14,665 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 126,003 $9.96M 0.62% +20,392 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 125,029 $9.88M 4.68% -10,893 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 124,882 $9.87M 0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 125,277 $9.86M 0.03% +37,207 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 124,201 $9.82M 0.29% +101,158 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 122,725 $9.7M +19,987 Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 122,244 $9.66M 1.6% +1,604 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 121,925 $9.64M 0.35% +5,550 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 121,225 $9.58M 1.56% +4,012 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 121,158 $9.58M 0.12% -14,680 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 121,094 $9.57M 3.29% +18,389 13F-HR Timeline CVS HEALTH Corp More: the full row for CVS HEALTH Corp 120,000 $9.48M 4.21% 0 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 119,432 $9.44M 2.25% +9,925 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 119,244 $9.42M 8.09% -6,110 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 119,161 $9.42M 0.06% +15,909 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 119,110 $9.41M 0.23% +2,344 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 118,862 $9.39M 0.25% -4,098 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 117,752 $9.31M 2.65% +2,267 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 115,170 $9.1M 0.8% +7,872 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 113,789 $8.99M 4.82% -44,234 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 113,436 $8.96M 0.28% -14,190 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 113,413 $8.96M 0.09% +44,067 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 112,937 $8.93M 0.47% +7,938 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 111,507 $8.81M 2.78% -3,772 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 110,542 $8.74M 0.1% +4,031 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 109,942 $8.69M 0.22% +3,146 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 108,452 $8.57M 0.14% +4,445 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 107,860 $8.52M 5.36% -233 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 107,495 $8.46M 2.86% +61,517 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 106,961 $8.45M 3.95% +1,622 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 106,557 $8.42M 0.81% +7,496 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 106,027 $8.38M 1.71% -309,141 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 105,496 $8.34M 0.16% -6,375 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 105,235 $8.32M 0.03% +32,898 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 104,163 $8.23M 1.81% -22 13F-HR Timeline Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 103,052 $8.14M 3.54% +184 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 102,742 $8.12M 0.29% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 102,582 $8.11M 0.37% +6,458 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 102,188 $8.08M 0.25% -8,488 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 102,145 $8.07M 0.11% +7,792 13F-HR/A Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 101,804 $8.04M 0.05% +8,888 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 101,071 $7.99M <0.01% +5,995 13F-HR Timeline Group Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 100,566 $7.95M 3.47% 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 100,284 $7.93M 1.69% +15,169 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 99,926 $7.9M 0.36% +873 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 99,573 $7.87M 0.75% +5,602 13F-HR Timeline Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 98,765 $7.81M 0.99% +93,923 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 98,729 $7.8M 2.08% +7,503 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 98,116 $7.75M 1.51% +1,727 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) 97,482 $7.7M 0.19% +97,202 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 97,072 $7.67M 0.62% +213 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 96,989 $7.67M 0.04% -96,449 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 96,127 $7.6M 1.56% -12,545 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 96,010 $7.59M 0.29% +3,007 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 94,678 $7.44M 2.99% +9,523 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 93,920 $7.42M 1.78% +79,685 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 93,381 $7.38M 3.08% +11,735 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 93,305 $7.37M 0.67% -17,200 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 93,220 $7.37M 0.69% -1,256 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 93,706 $7.36M 1.54% +1,768 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 92,938 $7.34M 0.12% -4,772 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 92,356 $7.3M 1.09% +1,658 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 92,028 $7.27M 0.08% +4,433 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 91,669 $7.24M 1.07% +86,386 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 91,511 $7.23M 0.44% +332 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 91,419 $7.22M 2.02% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 89,970 $7.11M 0.68% +14,513 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 89,754 $7.09M 3.94% +71,602 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 89,582 $7.08M 0.2% +21,236 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 89,515 $7.07M 1.76% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 89,254 $7.05M 2.19% -1,110 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 89,169 $7.05M 0.04% new 13F-HR Timeline Group HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 88,597 $7M 0.88% +1,264 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 86,651 $6.85M 0.23% -148,970 13F-HR Timeline Group McMill Wealth Management More: the full row for McMill Wealth Management 85,831 $6.78M 1.65% +83,270 13F-HR/A Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 86,240 $6.78M 4.38% +1,641 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 85,693 $6.77M 2.02% +14,678 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 85,513 $6.76M 0.42% +21,431 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 84,444 $6.67M 1.19% +46,007 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 83,312 $6.58M 0.99% +20,992 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 83,281 $6.58M 1.83% +3,041 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 83,128 $6.57M 5.19% -1,099 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 82,899 $6.55M 0.1% -1,594 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 82,570 $6.53M 2% +36,394 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 82,338 $6.5M 0.04% +8,765 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 81,419 $6.43M 0.51% +13,363 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.42M 0.11% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 81,090 $6.41M 0.2% +40,884 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 80,868 $6.39M 0.04% +71,702 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 79,428 $6.28M 1.06% -375 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 79,371 $6.27M 0.2% -4,315 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 78,880 $6.23M 0.96% -1,236 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 77,950 $6.16M 0.74% -8,123 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 77,783 $6.15M 0.19% -2,074 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 77,547 $6.13M 0.3% -4,419 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 77,306 $6.11M 1.36% +31,519 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 76,942 $6.08M 3.44% -8,959 13F-HR Timeline