Keebeck Wealth Management More: the full row for Keebeck Wealth Management 35,122 $2.8M 0.31% -8,077 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 35,097 $2.79M 0.88% -7,842 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 34,969 $2.78M 1.03% +531 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 34,899 $2.78M 0.19% +1,052 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 34,747 $2.77M 0.11% +436 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 34,681 $2.76M 0.18% +88 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 34,661 $2.76M 0.07% +179 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 34,450 $2.74M 0.35% +2,566 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. 34,377 $2.74M 0.37% -77 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 34,150 $2.72M 0.19% +18,956 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 34,158 $2.72M 0.2% +1,626 13F-HR/A Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 34,115 $2.72M 0.06% -1,500 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 34,081 $2.71M 0.08% -1,352 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 33,837 $2.69M 0.05% +3,544 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 33,762 $2.69M +9,229 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,659 $2.68M 0.13% +237 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 33,439 $2.66M 0.17% -400 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 33,411 $2.66M 0.19% -520 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 33,402 $2.66M <0.01% new 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 33,239 $2.65M -2,587 Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 33,186 $2.64M 0.93% +6 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 33,150 $2.64M 1.12% +15,045 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 33,050 $2.63M 1.14% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 32,947 $2.62M 0.07% +3,314 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 32,847 $2.61M 0.23% 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 32,783 $2.61M +1,781 Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 32,705 $2.6M 0.12% -1,030 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 32,702 $2.6M 1.94% +977 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 32,698 $2.6M 0.91% +5,124 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 32,665 $2.6M 1.32% +1,593 13F-HR Timeline SHRIER WEALTH MANAGEMENT, LLC More: the full row for SHRIER WEALTH MANAGEMENT, LLC 32,651 $2.6M 0.95% +696 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 32,351 $2.58M 1.08% -59 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 32,273 $2.57M 0.23% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 32,265 $2.57M 0.08% 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 32,020 $2.55M 0.4% -347 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 31,914 $2.54M 0.32% +369 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 11,837 $2.53M 0.23% -41,377 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 31,730 $2.53M 0.57% -34,226 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 31,619 $2.52M 1.43% +70 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 31,592 $2.52M 0.33% +13,514 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 31,577 $2.51M 0.05% +1,020 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 31,529 $2.51M 0.15% -556 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 31,477 $2.51M 0.33% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,451 $2.5M 0.08% +4,674 13F-HR/A Timeline Group Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 31,443 $2.5M +662 Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 31,122 $2.49M 1.49% -1,461 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 31,136 $2.48M 0.28% +1,618 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 31,085 $2.47M 0.06% +5,943 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 30,906 $2.46M 0.06% +2,874 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 30,865 $2.46M 0.09% -2,950 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 30,815 $2.45M 0.35% +188 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 30,728 $2.45M 0.05% +631 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 30,699 $2.44M 0.6% +104 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 30,587 $2.44M 0.15% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 30,578 $2.43M 0.08% +454 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 30,508 $2.43M 0.28% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 30,504 $2.43M 0.07% +390 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 30,463 $2.43M 0.17% -705 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 30,400 $2.42M 0.18% -750 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 30,355 $2.42M 2.15% -1,061 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 30,289 $2.41M 0.07% -6,192 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 30,264 $2.41M 0.03% +19 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 30,192 $2.4M 0.66% -2,344 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 30,124 $2.4M 1.74% -1,060 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 30,106 $2.4M 1.05% -367 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 30,083 $2.39M 0.05% +194 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 29,933 $2.38M 0.18% +1,490 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 29,921 $2.38M 0.05% -30,470 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 29,815 $2.37M 1.05% +99 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 29,788 $2.37M 0.06% +1,052 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 29,684 $2.36M 0.35% +139 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 29,627 $2.36M 0.13% new 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 29,602 $2.36M 0.17% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 29,538 $2.35M 0.37% -739 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 29,500 $2.35M 0.38% +792 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 29,494 $2.35M 0.04% +23,709 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 29,404 $2.34M 0.63% +946 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29,326 $2.33M 0.78% -485 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 29,306 $2.33M 0.64% -418 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 29,263 $2.33M 0.05% -2,676 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 29,232 $2.33M 0.07% +58 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 29,172 $2.32M 0.07% new 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 29,040 $2.31M 1.28% -3,000 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 29,017 $2.31M <0.01% -4,620 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 28,830 $2.3M 0.59% -151 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 28,794 $2.29M 2.06% -307 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 28,785 $2.29M 0.12% +1,044 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 28,710 $2.29M 0.66% +367 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,659 $2.28M 0.05% -1,443 13F-HR/A Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 29,595 $2.27M 0.15% +208 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 28,460 $2.27M 2.23% -1,937 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,404 $2.26M 0.13% -298 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 28,333 $2.26M 0.08% +87 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 28,325 $2.26M 0.05% -1,159 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 28,243 $2.25M 0.29% -23 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 28,127 $2.24M 0.52% -223 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 28,047 $2.23M 0.22% -175 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27,264 $2.23M 0.05% +854 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 27,917 $2.22M 0.08% -6,071 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,857 $2.22M 0.02% +728 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 27,792 $2.21M 0.08% +14,336 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 27,659 $2.2M 0.08% -1,791 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 27,457 $2.19M 0.39% -3,429 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 27,437 $2.18M 0.61% -383 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27,410 $2.18M 0.02% -9,497 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 27,282 $2.17M 0.96% -5,518 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 27,234 $2.17M 0.79% +1,269 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 27,163 $2.16M 0.07% -1,911 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 27,150 $2.16M 0.38% -1,126 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 27,030 $2.15M 0.23% -694 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 26,942 $2.14M 0.61% -320 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26,853 $2.14M 0.27% -1,325 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 26,843 $2.14M 0.1% +607 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. 26,769 $2.13M 0.04% +1,879 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 26,705 $2.13M 0.02% -4,290 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 25,932 $2.13M 0.08% -10,841 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 26,606 $2.12M 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 26,573 $2.12M 0.1% -17,417 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 26,478 $2.11M 0.13% -1,518 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 26,392 $2.1M 0.06% -14,964 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 26,364 $2.1M 2.11% -1,145 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 26,330 $2.1M 0.47% -3,178 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 26,060 $2.07M 0.38% +21,479 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 26,013 $2.07M 0.47% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 26,000 $2.07M 0.14% -48,000 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 25,957 $2.07M 0.93% +1,344 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 25,950 $2.07M 0.2% +18 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 25,944 $2.07M 0.36% -9,683 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 25,926 $2.06M 0.13% +252 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 25,898 $2.06M 0.09% -82,835 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 25,799 $2.05M 0.01% +469 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 25,701 $2.05M 0.15% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 26,621 $2.04M 0.02% -180,000 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 25,605 $2.04M 0.25% +1,185 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 25,494 $2.03M 0.33% -752 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 25,452 $2.03M 0.03% -714 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 25,400 $2.02M 0.02% -110 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 25,376 $2.02M 0.22% +1,635 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25,352 $2.02M 0.27% -13 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 25,224 $2.01M 0.96% -213 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 25,202 $2.01M 0.17% +322 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 25,155 $2M 0.02% -10,842 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 25,038 $1.99M 0.39% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 24,804 $1.97M 0.02% -2,828 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 24,750 $1.97M 0.07% +616 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 24,671 $1.96M 0.08% +18,792 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 24,650 $1.96M 0.06% new 13F-HR Timeline Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 24,610 $1.96M 0.03% -419,711 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 24,578 $1.96M 0.1% +2,827 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 24,553 $1.95M 0.17% -1,535 13F-HR Timeline FOCUS Wealth Advisors, LLC More: the full row for FOCUS Wealth Advisors, LLC 24,552 $1.95M 0.96% -1,168 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 24,540 $1.95M 0.05% +11,827 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 24,377 $1.94M 0.37% +118 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 24,336 $1.94M 0.34% -414 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 24,323 $1.94M 0.24% -1,547 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 24,276 $1.93M 1.01% -2,585 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 25,470 $1.93M 0.19% +749 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 31,843 $1.93M 0.36% +1,060 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 24,183 $1.93M 0.46% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 22,278 $1.92M 0.11% +169 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 24,037 $1.91M 0.2% +115 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 24,036 $1.91M 0.4% +8,656 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 24,003 $1.91M 0.07% +7 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 23,977 $1.91M 0.56% +173 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 23,926 $1.9M 0.08% +645 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 23,925 $1.9M 0.64% +630 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 23,915 $1.9M 0.6% -875 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 25,268 $1.9M 0.05% +7,178 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 23,802 $1.89M 0.35% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 23,719 $1.89M 0.05% -4,363 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 23,730 $1.89M 0.05% +2,251 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,635 $1.88M 0.07% -23,195 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 23,601 $1.88M 0.05% +814 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,551 $1.87M 0.03% +535 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 23,493 $1.87M 0.11% +958 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 23,433 $1.87M 0.11% +179 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 23,432 $1.87M 0.01% -6,760 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 23,284 $1.85M 0.51% +19,525 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 23,111 $1.84M 0.19% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 23,105 $1.84M 0.51% -6,434 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 23,082 $1.84M 0.31% -35 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 22,945 $1.83M 0.06% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 22,887 $1.82M 0.06% +600 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 22,793 $1.81M 0.31% +1,493 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,766 $1.81M 0.16% -153 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 22,760 $1.81M 0.16% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 22,717 $1.81M 0.38% +465 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 22,654 $1.8M 0.05% +872 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 22,559 $1.8M 0.71% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 20,719 $1.8M 0.53% +41 13F-HR Timeline NWF Advisory Services Inc. 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