Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 37,075 $3.46M 0.33% +3,149 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 36,907 $3.44M 0.04% -1,861 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 36,481 $3.4M 0.09% +494 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 36,441 $3.4M 0.33% -15,913 13F-HR Timeline Group Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 36,199 $3.37M 0.11% +210 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 36,185 $3.37M 0.13% -7,917 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 36,080 $3.36M 2.08% -645 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 35,997 $3.35M 0.03% +2,217 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 35,973 $3.35M 0.71% +1 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 35,826 $3.34M +166 Timeline S&CO INC More: the full row for S&CO INC 35,649 $3.32M 0.21% -7,929 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 35,627 $3.32M 1.1% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 35,615 $3.32M 0.08% -852 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 35,451 $3.3M 0.25% -200 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 35,433 $3.3M 0.09% -951 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 35,285 $3.29M 0.06% +13,196 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 35,131 $3.27M 0.61% -50 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 34,959 $3.26M 0.94% -634 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 34,943 $3.26M -1,785 Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 34,593 $3.22M 0.21% +4,930 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 34,522 $3.22M 0.13% -2,100 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,482 $3.21M 0.08% +893 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 34,454 $3.21M 0.43% +45 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 34,438 $3.21M 1.16% -2,162 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 34,311 $3.2M 0.13% +431 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 34,100 $3.18M 0.09% -21,200 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 33,993 $3.17M 0.22% -1,277 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 33,988 $3.17M 0.1% -9,685 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 36,397 $3.17M 0.08% +1,110 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 33,931 $3.16M 0.23% +127 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 33,847 $3.15M 0.21% +1,570 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 33,839 $3.15M 0.21% -712 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 33,815 $3.15M 0.12% +500 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 33,735 $3.14M 0.14% -7,877 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 33,637 $3.13M <0.01% +12,065 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 33,551 $3.13M 0.01% +9,321 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,422 $3.11M 0.16% +1,351 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 33,180 $3.09M 1% +5 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 33,050 $3.08M 1.43% +333 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 32,800 $3.06M 1.39% +19,869 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 32,583 $3.04M 1.87% -767 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 32,532 $3.03M 0.21% +3,066 13F-HR/A Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 32,410 $3.02M 1.18% +122 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 32,367 $3.02M 0.49% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 32,273 $3.01M 0.26% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 32,229 $3M 0.06% -25,749 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 32,085 $2.99M 0.18% +552 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 32,040 $2.99M 1.13% 0 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 31,955 $2.98M 1.17% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 31,939 $2.98M 0.06% -5,899 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 31,884 $2.97M 0.38% +3,033 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,821 $2.97M 0.06% +1,642 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 31,725 $2.96M 2.14% +188 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 32,536 $2.95M 0.79% +15,683 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 31,549 $2.94M 1.81% -1,722 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 31,545 $2.94M 0.38% -6,205 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 31,416 $2.93M 2.34% +89 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 31,398 $2.92M 0.22% -104,216 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 31,184 $2.91M 1.99% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 31,168 $2.9M 0.2% 0 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 31,150 $2.9M 0.2% +750 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 31,072 $2.9M 1.7% -483 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 31,012 $2.89M 0.02% -146,338 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 31,002 $2.89M -57 Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 30,995 $2.89M 0.02% -400 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 30,886 $2.88M 0.47% +288 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 30,781 $2.87M +16,381 Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 30,627 $2.85M 0.4% -1,000 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 30,595 $2.85M 0.71% -8 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 30,587 $2.85M 0.17% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 30,557 $2.85M 0.05% +6,299 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 30,473 $2.84M 1.09% -449 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29,811 $2.84M 1.26% -240 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 30,397 $2.83M 2.72% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 30,293 $2.82M 0.05% -4,682 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 30,277 $2.82M 0.41% -1,227 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 30,245 $2.82M 0.03% +3,359 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 30,192 $2.81M 0.01% -92,696 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,124 $2.81M 0.09% +4,753 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 30,114 $2.81M 0.07% +10,358 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 30,102 $2.81M 0.06% -71 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,097 $2.81M 0.06% +355 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 29,951 $2.79M 0.8% 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 29,889 $2.79M 0.06% +677 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 29,074 $2.78M 0.09% -2,203 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 29,545 $2.78M 0.4% +8,681 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 29,724 $2.77M 0.77% -102 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 29,716 $2.77M 1.21% +20 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 29,633 $2.76M 0.08% +5,259 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 29,602 $2.76M 0.19% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 29,595 $2.76M 0.81% 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 29,539 $2.75M 0.71% -326 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 29,518 $2.75M 0.3% +19,819 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 29,508 $2.75M 0.61% -911 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 29,484 $2.75M 0.06% -1,461 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 29,450 $2.74M 0.11% -1,498 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,387 $2.74M 0.13% -1,071 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,174 $2.72M 0.09% -763 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 28,815 $2.72M 0.27% +299 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 29,101 $2.71M 2.43% -187 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 28,981 $2.7M 0.68% -961 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 28,036 $2.68M 0.25% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 28,736 $2.68M 0.07% +850 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 28,708 $2.68M 0.51% +371 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,702 $2.68M 0.15% -372 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 28,694 $2.67M 0.09% +9,141 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 28,645 $2.67M 0.3% -7,747 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 28,500 $2.66M 0.69% -3,700 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 28,458 $2.65M 0.68% +1,473 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 28,443 $2.65M 0.2% +154 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 28,350 $2.64M 0.6% -170 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 28,343 $2.64M 0.77% +3,206 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 28,276 $2.64M 0.46% -4,132 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 28,266 $2.63M 0.34% +2,708 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 28,246 $2.63M 0.09% -2,614 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,222 $2.63M 0.25% -760 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 28,178 $2.63M 0.32% -975 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 28,082 $2.62M 0.07% -583 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 28,032 $2.61M 0.06% -3,972 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 27,996 $2.61M 0.17% +1,027 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 27,853 $2.6M 0.91% +14,774 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,820 $2.59M 0.69% +444 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 27,741 $2.59M 0.14% +336 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 27,724 $2.58M 0.28% -271 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 27,632 $2.58M 0.03% -6,851 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 27,574 $2.57M 0.93% -2,956 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 27,509 $2.56M 2.58% -1,155 13F-HR Timeline Bluebird Wealth Management LLC More: the full row for Bluebird Wealth Management LLC 27,484 $2.56M 2.39% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 26,410 $2.55M 0.05% -104 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 27,262 $2.54M 0.71% +16 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,129 $2.53M 0.03% +2,369 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 27,059 $2.52M 1.12% +198 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 26,861 $2.5M 1.36% -2,742 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 26,777 $2.5M 0.09% +4,199 13F-HR Timeline Group PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 26,765 $2.49M 2.99% +847 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 26,718 $2.49M 0.42% -773 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 26,512 $2.47M 0.51% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 26,246 $2.45M 0.4% +578 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,236 $2.45M 0.12% +9,511 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 26,166 $2.44M 0.03% +185 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 26,088 $2.43M 0.2% -196 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 25,965 $2.42M 0.87% +218 13F-HR Timeline CTC LLC More: the full row for CTC LLC 25,963 $2.42M 0.22% -11,499 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 25,932 $2.42M 0.22% -39 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 25,870 $2.41M 0.29% -5,731 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 25,720 $2.4M 1.12% +254 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 25,701 $2.4M 0.17% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 25,674 $2.39M 0.14% -65,281 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 25,510 $2.38M 0.02% +110 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 25,437 $2.37M 1.14% -119 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25,365 $2.36M 0.31% +462 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 25,330 $2.36M 0.02% -636 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 25,142 $2.34M 0.06% +188 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 25,099 $2.34M 0.01% -142 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 24,890 $2.32M 0.04% +1,368 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 24,880 $2.32M 0.21% +2,815 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 24,790 $2.31M 0.69% -72 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,750 $2.31M 0.43% -209 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 24,721 $2.3M 0.3% -164 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 24,613 $2.29M 0.96% +203 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 24,591 $2.29M 0.29% +2,741 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 24,541 $2.29M 0.03% +130 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 24,533 $2.29M +960 Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 24,420 $2.28M 0.29% +150 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 29,645 $2.27M 0.18% 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 24,331 $2.27M 0.16% -3,034 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 24,300 $2.26M 0.72% -520 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 24,262 $2.26M 0.28% +16,822 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 24,259 $2.26M 0.34% +148 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,183 $2.25M 0.54% -120 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 24,134 $2.25M 0.08% -2,805 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 24,120 $2.25M 0.84% +30 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 23,996 $2.24M 0.09% +591 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 23,922 $2.23M 0.24% +3,064 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 23,804 $2.22M 0.65% +88 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 23,802 $2.22M 0.34% -382 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 23,741 $2.21M 0.24% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 23,590 $2.2M 0.15% +4,067 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 23,580 $2.2M 0.16% -443 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30,783 $2.19M 0.44% +2,039 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 23,387 $2.18M 0.07% -2,667 13F-HR Timeline Group MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 23,111 $2.18M 0.21% -595 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 23,115 $2.17M 0.05% +175 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 23,295 $2.17M 0.72% -173 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,281 $2.17M 0.09% -652 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 23,254 $2.17M 0.13% +258 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 23,217 $2.16M 0.11% -1,508 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 23,117 $2.15M 0.37% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 23,081 $2.15M 0.33% +20,297 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,016 $2.15M 0.03% +977 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 803,476 $2.14M 0.15% +788,959 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,919 $2.14M 0.19% -1,084 13F-HR Timeline Busey Bank More: the full row for Busey Bank 22,895 $2.13M 0.06% +3,688 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 22,815 $2.13M 0.29% -4,885 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 22,794 $2.12M 1.22% 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 22,787 $2.12M 0.06% -767 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 22,760 $2.12M 0.19% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,535 $2.1M 0.12% +886 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 22,520 $2.1M 0.81% +19,581 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 22,450 $2.09M 0.05% -1,743 13F-HR Timeline