TL Private Wealth More: the full row for TL Private Wealth 214,503 $17M 6.7% +1,841 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 210,476 $16.7M 1.01% +2,700 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 209,981 $16.6M 0.08% +52,772 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 209,308 $16.6M +109,835 Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 208,934 $16.6M 3.17% -1,982 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 208,372 $16.5M 16.45% +7,603 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 206,502 $16.4M 3.16% +38,371 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 204,881 $16.2M 9.38% +10,343 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 198,730 $15.8M 0.31% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 199,279 $15.8M 5.49% -2,819 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 198,680 $15.7M 3.13% -31,955 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 196,555 $15.6M 2.19% +2,922 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 194,884 $15.4M 9.32% +19,007 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 193,599 $15.3M 4.11% +21,550 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 193,438 $15.3M 0.07% +751 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 192,025 $15.2M 0.43% +10,516 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 191,810 $15.2M 2.46% +275 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 188,305 $14.9M 0.01% -3,757 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 187,802 $14.9M 0.27% +3,073 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 186,907 $14.8M 2.64% +4,642 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 185,081 $14.7M 2.76% +29,284 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 183,249 $14.6M <0.01% +3,603 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 184,249 $14.6M 3.73% +4,764 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 182,830 $14.5M 2.99% +4,426 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 182,600 $14.5M 5.88% +4,456 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 182,407 $14.5M 0.22% +112,502 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 182,355 $14.5M 8.66% +6,943 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 182,297 $14.5M 0.53% +179,217 13F-HR Timeline Group International City Management Associati… More: the full row for International City Management Association Retirement Corp 181,600 $14.4M 7.37% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 179,032 $14.2M 0.14% -13,601 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 0.24% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 177,992 $14.1M 0.04% +87,317 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 176,638 $14M 0.76% -1,098 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 176,181 $14M 3.62% +4,259 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 175,282 $13.9M 2.73% +94,397 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 173,413 $13.7M 3.87% +4,360 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 172,649 $13.7M 4% +27,409 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 171,426 $13.6M 4.8% +10,595 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 169,879 $13.5M 1.91% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 169,347 $13.4M 1.52% +9,076 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 168,364 $13.3M 1.57% -14,189 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 168,188 $13.3M 0.18% -10,831 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 166,330 $13.2M 0.9% +2,525 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 165,418 $13.1M 11.99% +10,455 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 164,112 $13M 0.23% +2,251 13F-HR/A Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 159,669 $12.7M 4.48% +2,457 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 158,023 $12.5M 6.97% +105,273 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 157,576 $12.5M 0.66% +369 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 157,455 $12.5M 0.2% +10,497 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 156,968 $12.4M 2.68% +9,459 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 156,828 $12.4M 0.2% +10,335 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 156,258 $12.4M 0.08% +12,372 13F-HR Timeline Group Marion Wealth Management More: the full row for Marion Wealth Management 155,180 $12.3M 2.73% -81,819 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 154,692 $12.3M 0.09% +8,008 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 153,041 $12.1M 0.56% -476 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 152,082 $12.1M 0.81% +13,739 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 150,850 $12M 7.7% +366 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 149,717 $11.9M 0.14% +5,145 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% -21,524 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 147,074 $11.7M 2.38% -140,958 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 146,618 $11.6M 0.1% -51,041 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 146,611 $11.6M 2.56% +4,133 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 146,557 $11.6M 0.01% +122,505 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 145,883 $11.6M 5.73% +6,913 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 145,141 $11.5M 0.72% +4,676 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 144,987 $11.5M 2.64% -696 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 143,221 $11.4M 3.49% +1,368 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 143,076 $11.3M 0.92% +10,219 13F-HR Timeline Platt Investment Counsel, LLC More: the full row for Platt Investment Counsel, LLC 142,898 $11.3M 8.72% +4,981 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 141,069 $11.2M 3.93% -3,440 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 140,978 $11.2M 5.61% +18,365 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 139,420 $11.1M 0.06% -2,336 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 139,163 $11M 10.18% +2,039 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 138,456 $11M 2.32% +1,616 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 138,399 $11M 3.37% +1,796 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 137,735 $10.9M 3.85% +13,113 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 137,317 $10.9M 0.91% +3,783 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 135,922 $10.8M 5.87% -362 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 135,838 $10.8M 0.15% +22,433 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 135,104 $10.7M 0.01% +38,179 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 132,314 $10.5M 0.72% -2,270 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 131,123 $10.4M 1.85% +45,363 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 129,776 $10.3M 2.69% +11,648 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 127,680 $10.1M 3.63% +4,584 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 127,626 $10.1M 0.35% +17,669 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 127,091 $10.1M 3.38% +756 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 125,984 $9.99M 2.38% +6,287 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 125,354 $9.94M 9.02% -1,773 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 123,709 $9.81M 2.06% +5,174 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 123,636 $9.8M 2.37% +3,740 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 122,960 $9.75M 0.28% +5,497 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 122,189 $9.69M 0.04% +72,445 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 121,696 $9.65M 1.18% +60,941 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 120,791 $9.58M 0.46% +12,159 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 120,640 $9.56M 1.71% +4,471 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVS HEALTH Corp More: the full row for CVS HEALTH Corp 120,000 $9.51M 4.48% new 13F-HR Timeline IMZ Advisory Inc More: the full row for IMZ Advisory Inc 119,518 $9.47M 3.58% +4,515 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 117,213 $9.29M 1.68% -2,066 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 116,766 $9.26M 0.26% -14,209 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 116,375 $9.23M 0.38% -2,280 13F-HR Timeline Whitegate Investment Counselors, Inc. More: the full row for Whitegate Investment Counselors, Inc. 115,485 $9.15M 2.91% -1,383 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 115,279 $9.14M 3.22% +414 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 113,606 $9.01M 0.59% +110,205 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 112,624 $8.93M 0.11% +31,654 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 111,871 $8.87M 0.18% +11,218 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 111,615 $8.85M 3.02% +20,430 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 110,676 $8.77M 0.3% +502 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 110,505 $8.76M 0.95% -1,774 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 109,507 $8.68M 2.28% +2,336 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 108,672 $8.61M 2.12% -1,131 13F-HR Timeline SpringVest Wealth Management LLC More: the full row for SpringVest Wealth Management LLC 108,093 $8.57M 5.85% -626 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 108,089 $8.57M 0.77% +6,778 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 107,298 $8.51M 0.81% +1,078 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 106,796 $8.47M 0.24% +6,589 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 106,655 $8.45M 2.41% +56,497 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 106,511 $8.44M 0.1% +36,459 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 105,611 $8.37M 0.58% +16,869 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 105,339 $8.35M 4.24% -8,656 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 104,999 $8.32M 0.49% +10,676 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 104,185 $8.26M 1.97% new 13F-HR Timeline Strategent Financial, LLC More: the full row for Strategent Financial, LLC 104,143 $8.26M 5.61% +45,036 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 104,007 $8.24M 0.26% -53,865 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 103,252 $8.23M 0.05% +44,812 13F-HR Timeline Group Integrity Investment Advisors, LLC More: the full row for Integrity Investment Advisors, LLC 102,868 $8.15M 4.42% +20,617 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 102,738 $8.14M +3,566 Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 102,705 $8.14M 3.1% +6,054 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 100,350 $7.93M 0.14% new 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 99,061 $7.85M 0.83% +1,296 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 99,053 $7.85M 0.36% +9,509 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 98,185 $7.78M 0.82% +94,870 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 97,710 $7.75M 0.16% +10,702 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 96,859 $7.68M 0.68% +2,321 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 96,771 $7.67M <0.01% new 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 96,389 $7.64M 1.65% -15,763 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 96,124 $7.62M 0.4% -32,721 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 95,076 $7.54M <0.01% -15,702 13F-HR Timeline Group Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 94,476 $7.49M 0.78% +25,059 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 94,353 $7.48M 0.12% +7,767 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 93,971 $7.45M 0.8% +1,715 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 93,003 $7.37M 0.31% +7,133 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 92,916 $7.36M 0.08% +24,986 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 91,938 $7.29M 1.55% +15,797 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 91,699 $7.27M 0.07% +21,597 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 91,419 $7.25M 2.21% 0 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 91,226 $7.23M 2.25% +9,775 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 91,179 $7.23M 0.48% +4,212 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 90,698 $7.19M 1.18% -2,344 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 90,652 $7.19M 0.09% -20,932 13F-HR Timeline Group Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 90,364 $7.16M 2.73% new 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 89,515 $7.1M 1.88% -692 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 88,070 $6.96M 0.02% +59,947 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 87,595 $6.94M 0.09% +3,801 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 87,333 $6.92M 0.66% +20,110 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 86,073 $6.82M 0.94% -3,620 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 85,901 $6.81M 4.26% -1,405 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 85,115 $6.75M 2.04% -17,867 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 85,155 $6.74M 2.96% -1,119 13F-HR Timeline Tide Cove Capital Partners LLC More: the full row for Tide Cove Capital Partners LLC 84,599 $6.72M 4.57% +658 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 84,493 $6.7M 0.12% +3,087 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 84,227 $6.68M 5.7% -12,519 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 83,686 $6.63M 0.24% +15,544 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 81,966 $6.5M 0.34% -13,698 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 81,646 $6.47M 3.05% +4,620 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 81,223 $6.44M 0.12% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 80,643 $6.39M 5.13% +6,874 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 80,240 $6.36M 2% -1,599 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 80,116 $6.35M 1.08% -2,526 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 80,311 $6.35M 0.2% -1,404 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 80,062 $6.35M 0.04% -121 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 79,857 $6.33M 0.22% -12,479 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 79,803 $6.33M 1.14% -746 13F-HR/A Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 79,078 $6.27M 1.07% -12,047 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 76,186 $6.04M 0.2% 0 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 75,457 $5.98M 0.69% -2,093 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 74,879 $5.94M 0.51% -5,204 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 73,713 $5.84M 0.36% +2,657 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 73,573 $5.83M 0.06% +4,486 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 73,468 $5.82M 0.03% +68,081 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 73,311 $5.81M 0.34% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 73,529 $5.81M 0.07% +4,391 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 72,688 $5.76M 0.03% -1,927 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 72,396 $5.74M 1.62% +1,613 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 72,337 $5.73M 0.02% +88 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 71,460 $5.66M 0.01% new 13F-HR Timeline Group Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 71,015 $5.63M 1.88% +6,388 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 70,627 $5.6M 0.02% +7,700 13F-HR/A Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 70,491 $5.59M 0.7% -836 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 70,295 $5.57M 0.06% +16,980 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 69,930 $5.54M 0.07% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 69,894 $5.54M 1.46% +2,115 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 69,537 $5.51M 0.32% -800 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 69,444 $5.5M 0.16% -1,645 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,346 $5.5M 0.06% +17,822 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 69,322 $5.5M 5.45% -520 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 69,051 $5.47M 0.12% -849 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 68,383 $5.42M 0.59% -5,411 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 68,346 $5.42M 0.18% +9,212 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 68,244 $5.41M 0.11% +5,200 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 68,056 $5.39M 0.49% +53,125 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 67,833 $5.38M 0.13% new 13F-HR Timeline