Smithfield Trust Co More: the full row for Smithfield Trust Co 107,531 $29.5M 1.48% -226 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 107,382 $29.5M 11.75% -67 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 111,665 $29.5M 6.36% +1,850 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 106,906 $29.4M 19.81% -2,623 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 106,169 $29.2M 0.92% -1,473 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 105,958 $29.1M 1.81% +9,825 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 105,348 $29M 0.37% -4,381 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 105,093 $28.9M 1.54% +4,357 13F-HR Timeline BUSH INVESTMENT GROUP, LLC More: the full row for BUSH INVESTMENT GROUP, LLC 104,786 $28.8M 21.7% +6,430 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 104,545 $28.8M 0.58% +103 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 103,552 $28.5M 0.52% +6,342 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 102,807 $28.3M 11.13% +567 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 102,057 $28M 2.22% -2,270 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 101,922 $28M 18.42% +2,707 13F-HR/A Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 101,046 $27.8M 7.01% +2,969 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 100,572 $27.6M 0.51% +14,028 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 100,298 $27.6M 11.66% +5,942 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 99,870 $27.4M 1.93% -2,746 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 99,616 $27.4M 8.2% -1,412 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 99,449 $27.3M 7.8% -1,072 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 99,085 $27.2M 17.64% +12,073 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 98,494 $27.1M 16.07% -2,113 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 97,364 $26.8M 1.97% -523 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 97,259 $26.7M 1.46% -381 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 97,185 $26.7M 3.85% -995 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 97,149 $26.7M <0.01% +18,111 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 96,701 $26.6M 0.66% -1,184 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 96,413 $26.5M 0.76% -9,211 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 96,348 $26.5M 16.9% +1,891 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 96,045 $26.4M 0.77% -455 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 95,409 $26.3M 0.67% +35,465 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 95,430 $26.2M 0.3% -1,291 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 95,026 $26.1M 7.24% +2,074 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 93,869 $25.8M 0.48% +39,153 13F-HR Timeline Monashee Investment Management LLC More: the full row for Monashee Investment Management LLC 93,660 $25.7M 3.05% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 93,044 $25.6M 9.65% -21,136 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 92,267 $25.4M 0.88% +1,179 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 90,374 $24.8M +42,142 Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 90,146 $24.8M 12.6% -2,149 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 89,871 $24.7M 1.74% +8 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 89,802 $24.7M 0.53% +1,846 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 89,676 $24.6M 1.95% +4,487 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 89,669 $24.6M 8.71% -11,701 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 89,655 $24.6M 3.18% -8,065 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 89,472 $24.6M 2.9% +55,652 13F-HR Timeline Ebor Charitable Trust More: the full row for Ebor Charitable Trust 89,146 $24.5M 53.47% -5,690 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 89,055 $24.5M 1.77% +1,108 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 88,569 $24.3M 2.54% +3 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 88,178 $24.2M 0.37% +2,051 13F-HR Timeline Trellis Wealth Advisors LLC More: the full row for Trellis Wealth Advisors LLC 86,727 $23.8M 11.57% -9,487 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 86,613 $23.8M 5% -799 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 86,576 $23.8M 0.73% -17,710 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 86,236 $23.7M 0.99% +2,543 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 85,402 $23.6M 0.04% +24,684 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 84,875 $23.4M 0.78% -37,506 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 84,814 $23.3M 1.67% -227 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 84,799 $23.3M 0.12% +210 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 84,794 $23.3M 18.79% -30 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 84,603 $23.3M 7.65% +162 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 84,127 $23.1M 1.11% +2,331 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 83,647 $23M 3.03% +112 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 83,455 $22.9M 6.37% +2,219 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 83,310 $22.9M 0.53% +6,158 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,200 $22.9M 0.44% +5,010 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 83,048 $22.8M 6.24% -2,144 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 81,810 $22.5M <0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 83,040 $22.5M 0.64% -15,355 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 80,845 $22.2M 11.85% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 80,610 $22.2M 1.65% +681 13F-HR Timeline BWM Planning, LLC More: the full row for BWM Planning, LLC 80,527 $22.1M 9.37% +10,496 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 80,361 $22.1M +16,028 Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 79,932 $22M 3.7% -530 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 79,486 $21.8M 4.36% +3,798 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 79,217 $21.8M 21.13% +1,137 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 78,922 $21.7M 5.69% -220 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 78,358 $21.5M 2.3% +5,866 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 78,068 $21.5M 4.56% +6,607 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 78,043 $21.4M 1.12% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 77,375 $21.3M 11.07% -1,368 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 77,223 $21.2M 0.25% +250 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 77,049 $21.2M 0.04% -125,455 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 77,017 $21.2M 0.41% +1,296 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 76,246 $21M 5.78% +5,775 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 75,732 $20.8M 4.14% -3,483 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 75,667 $20.8M 17.85% +1,444 13F-HR Timeline KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 75,231 $20.7M 18.06% +70,696 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 75,222 $20.7M 16.43% -1,256 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 75,210 $20.7M 10.11% +6,348 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75,109 $20.6M 8.89% +1,823 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 75,020 $20.6M 0.17% -779 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 74,787 $20.6M 1.32% -5,874 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 73,712 $20.3M 14.14% -1,008 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 73,284 $20.1M 4.87% +2,220 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 73,165 $20.1M 0.88% +308 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 72,533 $19.9M 7.41% +19,420 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 72,433 $19.9M 1.09% +2,922 13F-HR Timeline Group NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 72,415 $19.9M 3.23% +21,295 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 72,394 $19.9M 2.56% +1,110 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 72,115 $19.8M 2.35% -1,368 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 71,996 $19.8M 4.45% +2,960 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 72,342 $19.8M 0.21% +13,387 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 71,934 $19.8M 4.42% +3,148 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 71,627 $19.7M 8.81% -651 13F-HR Timeline Martin Worley Group More: the full row for Martin Worley Group 71,037 $19.5M 11.14% +3,310 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 70,979 $19.5M 1.6% -4,419 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 70,855 $19.5M 14.97% -1,052 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 70,780 $19.5M 3.34% +916 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 70,566 $19.4M 0.55% -1,435 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 70,008 $19.2M 0.47% +29,366 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 69,913 $19.2M 0.19% +2,350 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 74,194 $19.2M 6.19% -306 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 69,620 $19.1M 0.52% -8,608 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 69,157 $19M 0.59% -8,153 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 68,498 $18.8M 4.73% +1,944 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 68,360 $18.8M 2.36% +4,626 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 67,927 $18.7M 0.49% +16,302 13F-HR Timeline Industrial Alliance Investment Manageme… More: the full row for Industrial Alliance Investment Management Inc. 67,327 $18.5M 14.76% -674 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 67,215 $18.5M 3.55% +3,846 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 66,876 $18.4M 0.22% +5,814 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 66,614 $18.3M 1.04% -872 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 66,041 $18.2M 8.75% +5,672 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 65,787 $18.1M 12.57% +12,854 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 65,721 $18.1M 5.94% 0 13F-HR/A Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 65,600 $18M 9.34% +8,513 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 65,324 $18M 0.67% -907 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 65,158 $17.9M 2.49% -10,829 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 64,393 $17.7M 5.19% +19,165 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 63,870 $17.6M 0.16% +46 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 63,374 $17.4M 0.33% +479 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 84,883 $17.4M 0.54% +24,747 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 63,283 $17.4M 5.68% +490 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 69,661 $17.3M 15.27% +185 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 62,930 $17.3M 0.63% +652 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,892 $17.3M 2.7% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 62,739 $17.2M 1% +3,560 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 62,659 $17.2M 7.82% 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 62,570 $17.2M 0.44% +8,342 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 62,401 $17.2M 0.24% -336 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 62,385 $17.1M 1.29% +2,597 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 65,428 $17.1M 13.05% +2,463 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 62,258 $17.1M 1.42% +149 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 61,966 $17M 4.19% -9,220 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 62,188 $17M 18.93% +640 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 61,419 $16.9M 1.05% -958 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 61,283 $16.8M 0.57% +3,454 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 61,174 $16.8M 1.3% -1,011 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 61,147 $16.8M 2.82% +5,555 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 61,094 $16.8M 1.89% +255 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 60,960 $16.8M 3.32% +496 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 60,924 $16.7M 2.17% +7,629 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 60,849 $16.7M 3.68% -9,661 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 60,743 $16.7M 1.94% +4,694 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 59,999 $16.6M 10.95% new 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 60,026 $16.5M 5.74% -546 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 59,475 $16.3M 2.47% +2,710 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 59,280 $16.3M 9.83% -108,810 13F-HR Timeline Group Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 58,894 $16.2M 19.46% +1,122 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 58,608 $16.1M 17.4% +5,118 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 58,517 $16.1M 7.3% -256 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 55,418 $16.1M 4.12% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 58,349 $16M 0.31% -404 13F-HR/A Timeline Keeley-Teton Advisors, LLC More: the full row for Keeley-Teton Advisors, LLC 58,289 $16M 1.94% +3,848 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 58,162 $16M 1.37% +43,978 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 58,093 $16M 0.03% +56,028 13F-HR/A Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 58,075 $16M 0.57% +45,897 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 58,068 $16M 7.04% -3,668 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 57,937 $15.9M 3.39% -47 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 57,532 $15.8M 9.63% -581 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 57,462 $15.8M 1.14% +2,370 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 57,441 $15.8M 1.07% -3,285 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 57,025 $15.7M 1.78% +1,611 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 56,981 $15.7M 1.95% -293 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAVIS R M INC More: the full row for DAVIS R M INC 56,793 $15.6M 0.31% -1,174 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 56,576 $15.5M 1.96% -2,355 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 56,552 $15.5M 3.23% -2,355 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 56,471 $15.5M 9.54% +3,006 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,461 $15.5M 0.59% +21,070 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 56,459 $15.5M 0.95% -15,221 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 56,350 $15.5M 0.47% -1,125 13F-HR Timeline Group Fairway Financial, LLC More: the full row for Fairway Financial, LLC 56,170 $15.4M 14% +1,751 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 56,002 $15.4M 5.88% -2,521 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 55,889 $15.4M 13.69% +1,845 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 56,102 $15.3M 1.44% +1,106 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 55,550 $15.3M 1.23% -655 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 55,515 $15.3M 3.33% +1,136 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 55,491 $15.3M 0.63% -1,257 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 55,378 $15.2M 7.24% +7,284 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 55,309 $15.2M 8.19% +2,296 13F-HR Timeline W.H. 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