One Day In July LLC More: the full row for One Day In July LLC 29,510 $1.59M 0.13% -18,647 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 28,755 $1.58M +5,386 Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 29,336 $1.58M 0.09% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 29,328 $1.58M 0.56% +6,802 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 29,291 $1.57M 1.5% +1,161 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 29,272 $1.57M 0.33% -469 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 29,214 $1.57M 1.51% 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 29,095 $1.56M 0.29% +2,055 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 28,922 $1.55M 1.37% +2,719 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 28,845 $1.55M 0.23% -131 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 28,836 $1.55M 1.25% 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 28,758 $1.55M 1.09% -800 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 28,670 $1.54M 0.39% +542 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 28,618 $1.54M 0.09% +20,860 13F-HR Timeline CANADA LIFE ASSURANCE Co in group CANADA LIFE ASSURANCE Co More: the full row for CANADA LIFE ASSURANCE Co 28,576 $1.54M <0.01% +2,863 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 28,512 $1.53M <0.01% +22,911 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 28,505 $1.53M 0.17% +360 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 28,487 $1.53M 0.12% 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 31,961 $1.53M 0.14% 0 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 28,415 $1.53M 1.69% 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 28,413 $1.53M 0.14% +325 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 28,382 $1.53M 0.2% 0 13F-HR Timeline Group Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 28,364 $1.52M 0.42% -1,063 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 28,277 $1.52M 0.82% 13F-HR Timeline Carroll Advisory Group, LLC More: the full row for Carroll Advisory Group, LLC 28,260 $1.52M 0.66% 13F-HR Timeline CAMBRIDGE CAPITAL MANAGEMENT, LLC More: the full row for CAMBRIDGE CAPITAL MANAGEMENT, LLC 28,253 $1.52M 0.68% +165 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 28,240 $1.52M 0.14% +271 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 28,214 $1.52M 0.36% +250 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 28,151 $1.51M 1.25% +1,293 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 25,998 $1.51M 0.58% -750 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 28,113 $1.51M 0.27% +1,045 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 28,100 $1.51M 0.02% 0 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 28,062 $1.51M 0.33% 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 28,055 $1.51M 0.93% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 27,983 $1.5M 0.26% +340 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 27,968 $1.5M 0.15% -905 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 27,918 $1.5M 0.09% +3,259 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 27,856 $1.5M 0.11% +2,247 13F-HR Timeline SECURITY BENEFIT LIFE INSURANCE CO /KS/ in group SECURITY BENEFIT LIFE INSURAN… More: the full row for SECURITY BENEFIT LIFE INSURANCE CO /KS/ 27,800 $1.49M 0.62% 0 13F-HR Timeline Group Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 27,768 $1.49M 0.95% +1,303 13F-HR/A Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 27,649 $1.49M 0.16% +111 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 27,630 $1.49M 0.14% -526 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 27,568 $1.48M 0.14% -257 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 27,566 $1.48M 0.28% +3,231 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 27,549 $1.48M 0.14% +5 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 27,479 $1.48M 0.09% -807 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27,386 $1.47M 0.4% +641 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 27,358 $1.47M 0.42% +368 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 27,250 $1.46M 1.1% 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,207 $1.46M 0.5% +287 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 27,175 $1.46M 0.62% +4,242 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 27,170 $1.46M 0.07% +10,922 13F-HR/A Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 27,160 $1.46M 0.14% +3,601 13F-HR Timeline SELDON CAPITAL LP More: the full row for SELDON CAPITAL LP 27,148 $1.46M 0.51% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 27,147 $1.46M 0.42% +1,089 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 27,023 $1.45M 0.16% -344 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 27,023 $1.45M 0.6% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 26,975 $1.45M 0.66% +1,035 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 26,911 $1.45M 0.42% +841 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 26,897 $1.45M 0.14% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 26,753 $1.44M 0.11% +491 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 26,735 $1.44M 0.62% -20 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 26,574 $1.43M 0.02% +6,952 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 26,569 $1.43M 0.26% -14,856 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 26,518 $1.43M 0.04% +3,632 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 26,399 $1.42M 0.11% -746 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 26,310 $1.42M 0.03% +483 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 26,358 $1.42M 1.36% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 25,791 $1.41M 0.09% +914 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 26,299 $1.41M 0.18% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 26,295 $1.41M 0.25% -97 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 26,245 $1.41M 0.18% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 26,097 $1.4M 0.07% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 26,041 $1.4M 0.23% +292 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 25,978 $1.4M 1.39% -94 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 25,898 $1.39M 0.38% +221 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 25,896 $1.39M 0.07% -277 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 25,793 $1.39M <0.01% +5,808 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 25,521 $1.37M 0.16% +64 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 25,507 $1.37M 0.1% -34 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 25,376 $1.36M 0.68% -299 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 25,292 $1.36M 0.38% -107 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 25,220 $1.36M 0.61% +1 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 24,983 $1.34M 0.63% +171 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 24,931 $1.34M 0.02% +895 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 24,907 $1.34M 0.03% -183 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 24,886 $1.34M 0.08% -302 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 24,869 $1.34M 0.01% new 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 24,831 $1.33M 0.27% +3,356 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 24,666 $1.33M 0.11% -395 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 24,610 $1.32M 0.15% +318 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 24,604 $1.32M 0.55% -30,594 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 24,590 $1.32M 1.22% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 24,571 $1.32M 0.46% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 24,635 $1.32M 0.06% +9,367 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 24,490 $1.32M 0.39% +299 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 24,453 $1.31M 0.14% +1,435 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,323 $1.31M 0.16% +4,209 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 24,211 $1.3M 0.06% +3,456 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 24,138 $1.3M 0.7% -2,788 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 24,126 $1.3M 0 Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 24,102 $1.3M 0.14% +97 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 24,070 $1.29M 0.12% -2,359 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 23,914 $1.29M 0.91% 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 23,888 $1.28M 0.23% -407 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 23,850 $1.28M 0.04% -421 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 23,803 $1.28M 0.04% -2,244 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 23,800 $1.28M 0.17% -1,400 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 23,799 $1.28M 0.24% +235 13F-HR Timeline Stembrook Asset Management, LLC More: the full row for Stembrook Asset Management, LLC 23,776 $1.28M 1.21% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 23,772 $1.28M 1.2% 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 23,759 $1.28M 0.35% -33,437 13F-HR Timeline Financially in Tune, LLC More: the full row for Financially in Tune, LLC 23,740 $1.28M 1.19% 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,731 $1.28M 0.03% -246 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 23,597 $1.27M 0.76% +2,852 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 23,489 $1.26M 0.9% +39 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 23,431 $1.26M 0.15% -278 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 23,428 $1.26M 0.23% +229 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 23,392 $1.26M 0.28% -2,139 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 23,384 $1.26M 0.56% -61,551 13F-HR Timeline Busey Bank More: the full row for Busey Bank 23,318 $1.25M 0.03% +3,002 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 23,255 $1.25M 0.82% 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,224 $1.25M 0.05% +1,062 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 23,220 $1.25M 0.13% +1,960 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 22,123 $1.25M 0.3% -1,515 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 23,128 $1.24M 0.38% +576 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 5,940 $1.24M 0.74% -14,824 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 23,044 $1.24M 0.04% +495 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 22,985 $1.24M 0.27% -88 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 22,940 $1.23M 0.02% -17,816 13F-HR Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 22,936 $1.23M 0.28% +16 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,933 $1.23M 0.26% +353 13F-HR/A Timeline Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 22,930 $1.23M 1.05% 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 22,707 $1.22M 0.35% -7 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 22,687 $1.22M 0.08% -4,070 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 22,673 $1.22M 0.11% +2,334 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 22,645 $1.22M 0.56% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,644 $1.22M 0.49% +244 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 22,620 $1.22M 0.05% -3,520 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 22,535 $1.21M 0.37% +3,610 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22,373 $1.2M 0.12% +21,863 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 22,369 $1.2M 0.45% -89 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 22,159 $1.19M 0.86% +2,200 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 22,107 $1.19M 0.02% -40 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 22,043 $1.18M 0.01% +3,937 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 22,012 $1.18M 0.07% -2,498 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 22,004 $1.18M 0.59% 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 21,838 $1.17M 0.49% +2,192 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 21,834 $1.17M 0.08% +626 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 21,815 $1.17M 0.85% 0 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 21,781 $1.17M 0.07% -708 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 21,780 $1.17M 0.01% +6,093 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 21,740 $1.17M 0.28% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 21,707 $1.17M 0.2% -4,682 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 21,346 $1.15M 0.86% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 21,341 $1.15M 0.23% -460 13F-HR/A Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 21,319 $1.15M 0.45% +1,944 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 21,291 $1.14M 0.15% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,275 $1.14M 0.03% -3,963 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 21,168 $1.14M 0.06% +2,908 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 21,092 $1.13M 0.03% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 20,883 $1.12M 0.24% +278 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 20,658 $1.11M 0.19% +964 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 20,605 $1.11M 0.24% -21 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 20,579 $1.11M 0.53% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,570 $1.11M 0.23% 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 20,539 $1.1M 0.11% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 20,491 $1.1M 0.32% +1,862 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 18,023 $1.1M 0.4% -130 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 20,488 $1.1M 0.05% +6,881 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 20,453 $1.1M 0.46% -7,344 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 20,440 $1.1M 0.17% -507 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 20,254 $1.09M <0.01% -207,431 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 20,247 $1.09M 0.64% 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 20,213 $1.09M 0.61% +143 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 20,181 $1.08M <0.01% +342 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 20,138 $1.08M 0.23% 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 19,990 $1.07M 0.73% -1,521 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 19,959 $1.07M 0.34% +193 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 19,921 $1.07M 0.28% -523 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 19,921 $1.07M 0.02% +309 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 19,869 $1.07M 0.15% -989 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 19,837 $1.07M 0.24% +1,683 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 19,822 $1.07M 0.33% +14,900 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 19,778 $1.06M 0.03% +23 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 19,769 $1.06M 0.27% -512 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 19,749 $1.06M 0.54% +1,700 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 11,428 $1.05M 0.99% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 19,512 $1.05M 0.77% +1,579 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 19,480 $1.05M 0.49% +1,419 13F-HR Timeline ATLas Financial Planning LLC More: the full row for ATLas Financial Planning LLC 19,429 $1.04M 1.03% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 19,400 $1.04M <0.01% 0 13F-HR/A Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 19,257 $1.04M 0.07% -601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 19,157 $1.03M 0.42% +194 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 19,134 $1.03M 0.16% +1,941 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 19,032 $1.02M 0.07% +5,730 13F-HR/A Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 19,019 $1.02M 0.35% +424 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,994 $1.02M 0.27% -372 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 18,881 $1.02M 0.62% -279 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 18,861 $1.01M 1.09% 13F-HR Timeline