Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 55,974 $18M 1.91% -2,895 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 55,955 $18M 1.78% +1,121 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 55,742 $17.9M 9.72% -325 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 55,318 $17.7M 1% +32,321 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. 55,222 $17.7M 0.3% -3,709 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 55,189 $17.7M 8.21% -983 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 55,099 $17.7M 0.42% -12,260 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 55,050 $17.7M 0.83% new 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 55,047 $17.7M 0.63% +484 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 55,042 $17.7M 0.41% +654 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 54,734 $17.6M 0.64% -1,480 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 54,692 $17.5M 0.93% +1,067 13F-HR Timeline Comprehensive Financial Management LLC More: the full row for Comprehensive Financial Management LLC 54,691 $17.5M 0.58% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 54,587 $17.5M 1.28% -4,553 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 54,460 $17.5M 1.26% +292 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 54,228 $17.4M 8.11% +13,113 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 54,181 $17.4M 7.25% +3,511 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 53,879 $17.3M 3.57% +1,367 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 53,755 $17.2M 1.55% -15,555 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 49,244 $17.2M 8.92% +9,624 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 53,610 $17.2M 11.72% -454 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 53,492 $17.2M 1.09% -396 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 53,247 $17.1M 3.17% +16,928 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 52,955 $17M 3.07% +777 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,939 $17M 0.35% -1,097 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 52,829 $16.9M 0.62% -3,170 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 52,828 $16.9M 11.24% -281 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 52,460 $16.9M 0.05% +5,817 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 52,733 $16.9M 17.52% -76 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 52,705 $16.9M 2.91% +75 13F-HR Timeline Prosperity Advisers, LLC More: the full row for Prosperity Advisers, LLC 52,638 $16.9M 14.03% -1,888 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 52,139 $16.7M 0.84% -1,926 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 52,105 $16.7M 0.91% -4,201 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 52,035 $16.7M 2.53% -844 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 51,753 $16.6M 2.9% -633 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 51,745 $16.6M 20.77% +49,870 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 51,744 $16.6M 0.88% -8,784 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 51,724 $16.6M 10.85% -452 13F-HR Timeline Ahara Advisors LLC More: the full row for Ahara Advisors LLC 51,216 $16.4M 13.74% +10,125 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 51,093 $16.4M 10.1% +36 13F-HR Timeline SEMITAM BONAM LLC More: the full row for SEMITAM BONAM LLC 50,858 $16.3M 13.33% -26 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 50,781 $16.3M 1.98% +302 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 50,531 $16.2M 9.92% +568 13F-HR Timeline BENNINGFIELD FINANCIAL ADVISORS, LLC More: the full row for BENNINGFIELD FINANCIAL ADVISORS, LLC 50,454 $16.2M 12.77% +3,122 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 50,429 $16.2M 5.17% +1,033 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 50,351 $16.2M 0.49% +1,662 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 50,216 $16.1M 4.04% +4,706 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 49,865 $16M 0.28% -1,682 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 49,369 $15.8M 0.66% -1,926 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 49,278 $15.8M 5.72% +4,309 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 49,266 $15.8M 0.53% 0 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 49,141 $15.8M 0.92% +768 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 49,025 $15.7M 6.04% +2,304 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 48,945 $15.7M 1.42% +356 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 48,881 $15.7M 2.82% +48,195 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48,812 $15.7M 0.88% -36 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 48,800 $15.7M 2.08% -1,170 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 48,677 $15.6M 4.67% +904 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 48,632 $15.6M 0.08% -60,160 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 48,358 $15.5M 0.22% +7,696 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WESBANCO BANK INC More: the full row for WESBANCO BANK INC 48,301 $15.5M 0.43% -581 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 48,162 $15.5M 4.61% +936 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 48,116 $15.4M 2.24% +608 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 47,953 $15.4M 8.61% +1,501 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 47,951 $15.4M 0.82% +19,986 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 47,809 $15.3M 6.66% +4,504 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 47,733 $15.3M 1.95% -1,769 13F-HR/A Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 47,579 $15.3M 4.03% -1,000 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 47,455 $15.2M 0.18% -195 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 47,365 $15.2M 0.68% -177 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 47,296 $15.2M 0.4% +1,023 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 47,082 $15.1M 13.48% -490 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 47,063 $15.1M 3.41% -926 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 46,979 $15.1M 0.05% +2,897 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 46,908 $15M 7.43% +7,088 13F-HR Timeline Stonekeep Investments, LLC More: the full row for Stonekeep Investments, LLC 46,796 $15M 9.73% +3,054 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46,749 $15M 3.41% +1,373 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 46,370 $14.9M 4.6% +2,642 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 46,353 $14.9M 1.54% +1,193 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 46,316 $14.9M 0.21% +1,646 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 46,305 $14.9M 0.54% +13,554 13F-HR Timeline Group GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 46,292 $14.9M 0.8% -28,986 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 46,265 $14.8M 4.8% -591 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 46,256 $14.8M 1.85% +506 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 46,026 $14.8M +616 Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 45,972 $14.7M 0.27% +6,753 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 45,932 $14.7M 0.46% +17,708 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 45,926 $14.7M 0.5% -1,993 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 45,924 $14.7M 1.16% +138 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 41,782 $14.7M 6.78% +4,523 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 45,784 $14.7M 0.08% +2,054 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,603 $14.6M 0.18% +2,502 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 45,597 $14.6M 0.12% +2,838 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 45,554 $14.6M 0.53% -3,214 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 45,477 $14.6M 1.27% +4,622 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,460 $14.6M 2.99% -1,745 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 45,370 $14.6M 7.48% -914 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 45,360 $14.6M 0.42% +1,149 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 45,200 $14.5M 5.8% +4,400 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 44,959 $14.4M 1.2% -60,182 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 44,937 $14.4M 0.69% +299 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 44,616 $14.3M 2.4% -1,167 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 44,595 $14.3M 2.44% +10,252 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 44,593 $14.3M 4.89% +5,168 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 44,588 $14.3M 1.16% +261 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 44,553 $14.3M 0.22% -9,380 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 44,192 $14.3M 11.22% +3,420 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 44,514 $14.3M 0.34% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 44,422 $14.3M 0.87% +2,240 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 44,356 $14.2M 1.27% +1,902 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 42,395 $14.2M 0.96% -4,464 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 44,146 $14.2M 1.93% -497 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 44,048 $14.1M 0.08% +8,429 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 43,998 $14.1M 7.44% +1,197 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 43,937 $14.1M 2.28% -1,453 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 38,084 $14.1M 8.3% +9,520 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 43,917 $14.1M 0.04% -2,693 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 43,907 $14.1M 0.19% +5,500 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 43,894 $14.1M +21,947 Timeline Shelter Mutual Insurance Co in group Shelter Mutual Insurance Co More: the full row for Shelter Mutual Insurance Co 43,850 $14.1M 3.13% 0 13F-HR Timeline Group SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 43,798 $14.1M 5.17% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 43,575 $14M 6.22% 0 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 43,574 $14M 2.23% +2 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 43,475 $13.9M 4.17% +281 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 43,391 $13.9M 1.9% -1,747 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 43,350 $13.9M 1.94% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 43,007 $13.8M 0.42% -18,916 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 42,999 $13.8M 7.19% -2,677 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42,949 $13.8M 0.75% -944 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 42,879 $13.8M 0.04% -450 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 42,863 $13.8M 6.78% -5,548 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 42,744 $13.7M 9.64% +954 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 38,634 $13.6M 4.55% +54 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 42,443 $13.6M 4.46% +4,315 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 42,408 $13.6M 0.92% +25,450 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 42,108 $13.5M 1.96% +1,070 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 42,100 $13.5M 0.51% +340 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 42,082 $13.5M +545 Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 41,978 $13.5M 1.75% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 41,960 $13.5M 0.55% -242 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 41,865 $13.4M 8.64% +1,096 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 41,637 $13.4M 0.32% +3,439 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 41,589 $13.3M 0.77% +1,478 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 41,522 $13.3M 3.85% +16,864 13F-HR Timeline Delphi Financial Group, Inc. in group Delphi Financial Group, Inc. More: the full row for Delphi Financial Group, Inc. 41,400 $13.3M 5.99% 0 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 41,256 $13.2M 1.56% +2,851 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 41,067 $13.2M 0.37% +1,263 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 41,018 $13.2M 0.2% +93 13F-HR/A Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 41,015 $13.2M 6.18% +2,084 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 40,895 $13.1M 2.08% +2,464 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 40,860 $13.1M 1.24% -498 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,654 $13M 1.37% +9,929 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 40,390 $13M 0.26% -601 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 40,362 $12.9M 1.38% +4,541 13F-HR Timeline Group Lantz Financial LLC More: the full row for Lantz Financial LLC 40,130 $12.9M 2.66% +2,031 13F-HR Timeline INTREPID FAMILY OFFICE LLC More: the full row for INTREPID FAMILY OFFICE LLC 40,000 $12.8M 11.16% 0 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 39,970 $12.8M 2.44% +14,994 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 39,947 $12.8M 1.29% +6,712 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41,094 $12.8M 0.46% +9,009 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 39,883 $12.8M 3.95% -3,240 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 39,838 $12.8M 0.87% +2,378 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 39,534 $12.8M 0.89% -1,956 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 39,756 $12.8M 5.96% +1,110 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 39,655 $12.7M 7.13% -20,492 13F-HR/A Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 39,591 $12.7M 6.94% +3,201 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39,526 $12.7M 3.57% +3,772 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 39,496 $12.7M 3.52% +5,135 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 39,370 $12.6M 0.49% +34 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 39,297 $12.6M 1.04% -239 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 39,053 $12.5M 2.55% +8,367 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 39,023 $12.5M 1% +340 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 38,935 $12.5M 3.19% +1,160 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 38,733 $12.4M 2.17% +2,168 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 38,539 $12.4M 0.67% +18,254 13F-HR/A Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 38,496 $12.4M 4.24% -2,264 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 38,276 $12.3M 7.3% +179 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 38,187 $12.3M 0.83% +1,543 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 38,145 $12.2M 11.26% +2,620 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 37,915 $12.2M 7.62% -582 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 37,748 $12.1M 0.25% +3,306 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 37,743 $12.1M 2.37% +6,149 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 37,731 $12.1M 0.4% +3,249 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 37,701 $12.1M 0.69% -4,284 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 37,671 $12.1M 0.33% -527 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 37,535 $12M 2.22% -89 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 37,534 $12M 9.83% +1,812 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 37,512 $12M 1.68% +160 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 37,474 $12M 6.66% -321 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 34,737 $12M 0.39% +1,279 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 37,467 $12M 1.14% -743 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 37,451 $12M 0.96% +1,033 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 37,423 $12M 4.82% +3,744 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 37,380 $12M 4.51% +1,760 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 37,239 $11.9M 2.33% -2,874 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 37,184 $11.9M 1.55% -1,487 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 37,065 $11.9M 1.58% +1,372 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 37,001 $11.9M 0.23% -427 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 35,300 $11.8M 0.57% -92 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 36,808 $11.8M 1.16% +5,122 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 36,765 $11.8M 0.83% -100 13F-HR Timeline