Core Alternative Capital More: the full row for Core Alternative Capital 99,992 $8.78M 2.11% -19,185 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 99,973 $8.78M 0.31% -162,784 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 99,689 $8.75M 0.39% 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 99,503 $8.73M 0.15% -16,857 13F-HR Timeline ASSET PLANNING SERVICES INC /LA/ /ADV More: the full row for ASSET PLANNING SERVICES INC /LA/ /ADV 99,130 $8.7M 4.42% -574 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 98,960 $8.7M 1.12% +46,130 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 99,021 $8.69M 0.48% +514 13F-HR Timeline BRIGHT ROCK CAPITAL MANAGEMENT, LLC More: the full row for BRIGHT ROCK CAPITAL MANAGEMENT, LLC 99,000 $8.69M 1.83% 0 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 98,983 $8.69M +47,363 Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 98,826 $8.68M 0.27% +11,296 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 98,606 $8.66M 6.98% +157 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 98,371 $8.64M 1.68% -9,285 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 97,178 $8.62M 0.73% -2,455 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 98,038 $8.61M 0.16% -2,122 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 94,875 $8.56M 0.11% -99,832 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 97,196 $8.53M 0.17% -76,731 13F-HR Timeline Baugh & Associates, LLC More: the full row for Baugh & Associates, LLC 100,743 $8.52M 4.31% -592 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 96,928 $8.51M -723 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 96,835 $8.5M 0.46% -3,332 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 96,142 $8.44M 1.4% -3,550 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 95,161 $8.4M +31,450 Timeline First Interstate Bank More: the full row for First Interstate Bank 95,590 $8.39M 0.5% -6,452 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 95,424 $8.38M 0.4% -15,466 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 94,791 $8.37M +56,680 Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 95,326 $8.37M 0.75% -125,379 13F-HR Timeline Group PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 95,250 $8.36M 0.01% +28,050 13F-HR Timeline Addenda Capital Inc. More: the full row for Addenda Capital Inc. 94,971 $8.36M 0.31% -162 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 95,151 $8.35M 4.63% +1,035 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 95,100 $8.35M 1.72% +1,818 13F-HR Timeline OPUS INVESTMENT MANAGEMENT INC in group OPUS INVESTMENT MANAGEMENT INC More: the full row for OPUS INVESTMENT MANAGEMENT INC 95,000 $8.34M 5.95% 0 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 94,858 $8.33M 0.31% -2,070 13F-HR Timeline Group Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 94,857 $8.33M 3.39% -10,215 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 94,598 $8.3M 0.38% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 94,508 $8.3M 0.37% +3,979 13F-HR Timeline Busey Bank More: the full row for Busey Bank 94,372 $8.28M 0.28% +1,412 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 94,052 $8.26M 0.27% -4,098 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 94,247 $8.25M 0.25% +2,432 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 93,738 $8.23M 2.07% -1,740 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 93,626 $8.22M 0.2% -114,107 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 93,505 $8.21M 0.49% +2,415 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 93,030 $8.17M 2.1% -8,378 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 92,981 $8.16M 1.15% -1,125 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 92,893 $8.16M 0.32% +9,501 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 92,854 $8.15M 1.21% -16,850 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 92,743 $8.14M 0.74% +64,635 13F-HR/A Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 92,098 $8.09M 0.79% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 91,852 $8.06M 1.1% +9,040 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 90,911 $8.06M 0.62% +488 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 91,251 $8.01M 0.31% -115 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 91,194 $8.01M 2.35% -772 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 90,923 $7.98M 1.47% -5,200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 90,440 $7.94M 0.6% +11,018 13F-HR/A Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 90,293 $7.93M 1.69% -9,697 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 82,958 $7.87M 0.44% +33,637 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 92,073 $7.86M 0.95% +18,560 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 89,517 $7.86M 0.55% -20,043 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 89,453 $7.85M 0.6% +1,866 13F-HR/A Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 89,396 $7.85M 0.32% +16,038 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 89,288 $7.84M 0.78% +1,013 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 89,242 $7.83M 1.62% -743 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 82,321 $7.82M 0.08% -7,810 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 88,722 $7.79M 0.23% +2,347 13F-HR Timeline Group SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 88,012 $7.73M 4.22% +26 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 87,756 $7.7M 2.32% +535 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 87,586 $7.69M 0.13% +6,824 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 87,122 $7.65M 3.2% +519 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 87,093 $7.65M 0.64% +4,944 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 87,068 $7.64M 0.11% -5,321 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 86,706 $7.61M 0.09% +39,668 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 86,566 $7.6M 0.27% -2,938 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 86,532 $7.6M 3.34% +4,259 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 86,209 $7.57M 1.64% -8,250 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 86,146 $7.56M 1.42% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85,721 $7.53M 0.5% -3,129 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 85,143 $7.47M 0.66% +1,555 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 85,133 $7.47M 1.61% +47,336 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 84,681 $7.43M 2.04% -23,301 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 84,540 $7.42M 0.75% -270 13F-HR Timeline Covington Investment Advisors Inc. More: the full row for Covington Investment Advisors Inc. 84,417 $7.41M 1.15% -9,373 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 83,891 $7.36M 0.63% +2,469 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 83,837 $7.36M 1.43% -245 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 83,685 $7.35M 0.43% +71 13F-HR/A Timeline Legacy CG, LLC More: the full row for Legacy CG, LLC 83,565 $7.34M 2.37% +611 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 83,509 $7.33M 0.6% +5,079 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 83,075 $7.29M 1.16% +2,315 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 82,887 $7.28M 0.46% -13,159 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 82,828 $7.27M 0.59% -3,836 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 76,365 $7.25M 0.46% +13,902 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 82,568 $7.25M 0.95% +7,440 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 82,452 $7.24M 0.59% -299 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 74,747 $7.23M 1.42% -5,506 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 82,352 $7.23M 0.2% +3,043 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 82,288 $7.22M 4.53% -629 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 82,058 $7.2M 0.07% +297 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 81,838 $7.18M 0.45% +10,560 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 81,729 $7.17M 0.33% -10,120 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 81,698 $7.17M 0.67% +154 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 81,456 $7.17M 0.27% +8,191 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 81,640 $7.17M 0.63% -1,283 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 81,489 $7.15M 1.19% +436 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 81,211 $7.13M 2.04% +5,880 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 81,031 $7.11M 1.95% -299 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 80,408 $7.06M 0.07% +3,877 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 80,387 $7.06M 0.11% -3,199 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 80,310 $7.05M 1.77% -3,749 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 80,300 $7.05M 1.6% 0 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 80,176 $7.04M 2.3% -1,907 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 80,046 $7.03M 5.19% -3,648 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 79,740 $7M 0.87% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 82,199 $7M 0.93% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 79,698 $7M 0.37% -7,481 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 79,588 $6.99M 3.52% -7 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 79,398 $6.97M 0.46% +1,791 13F-HR Timeline MITCHELL CAPITAL MANAGEMENT CO More: the full row for MITCHELL CAPITAL MANAGEMENT CO 79,345 $6.97M 1.33% -1,154 13F-HR Timeline Sitrin Capital Management LLC More: the full row for Sitrin Capital Management LLC 79,123 $6.96M 3.76% -33,011 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 79,083 $6.96M 0.34% -601 13F-HR Timeline Group WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 79,149 $6.95M 0.6% -575 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 79,113 $6.95M 2.31% -24,666 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 78,816 $6.94M 0.26% +12,135 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 78,964 $6.93M 0.49% +33 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 78,875 $6.92M 0.28% -430 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 78,817 $6.92M 0.18% +309 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 78,680 $6.91M 0.04% +1,062 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 78,374 $6.88M -162 Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 78,300 $6.87M 0.88% -7,200 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 78,258 $6.87M 2.45% +2,360 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 77,941 $6.84M 0.73% -2,910 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 77,547 $6.81M 1.77% -12,119 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 77,491 $6.8M 1.1% -2,622 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 77,443 $6.8M 1.78% -2,050 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 79,557 $6.79M 0.55% -14,998 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 76,979 $6.76M 2.08% +1,190 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 76,790 $6.74M 0.78% +12,715 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 76,777 $6.74M 0.17% +7,896 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 76,649 $6.73M 2.29% -2,800 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 76,442 $6.73M 0.57% +11,942 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 76,067 $6.68M 0.44% -12,569 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 76,005 $6.67M 1.83% -9,561 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 75,494 $6.63M 2.75% -17,582 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 75,486 $6.63M 1.13% +47,311 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 75,023 $6.59M 0.36% +1,735 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 74,651 $6.55M 0.25% -8,465 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 74,313 $6.52M 0.41% +2,566 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 74,070 $6.5M 0.11% -1,030 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 73,929 $6.49M 0.98% +3,872 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 73,922 $6.49M 0.63% +5,315 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 73,908 $6.49M 1.8% -21,899 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 73,839 $6.48M 3.95% +2,947 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 73,672 $6.47M -20,970 Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 73,312 $6.44M 2.69% -7,844 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 73,239 $6.43M 2.15% +3,324 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 73,078 $6.42M 0.75% -2,092 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 72,570 $6.41M 0.76% -74,834 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 72,931 $6.4M 1.56% -637 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 72,752 $6.4M 0.03% -9,313 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 72,898 $6.4M 1.41% -6,459 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 72,682 $6.38M 0.9% +1,037 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 72,595 $6.37M 0.4% -608 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 72,482 $6.36M 1.65% -224 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 72,328 $6.35M 0.64% -4,870 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 72,266 $6.34M 3.15% 0 13F-HR/A Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 70,662 $6.34M +3,511 Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 72,175 $6.34M 0.6% +3,290 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 72,045 $6.33M 0.35% -1,088 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 71,811 $6.3M 0.51% +5,642 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 71,257 $6.26M 0.29% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 71,246 $6.25M 1.05% +411 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 71,024 $6.24M 0.47% -24,928 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 70,826 $6.22M 0.77% -209 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 70,729 $6.21M 0.36% -2,321 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 70,598 $6.2M 0.5% -152 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 70,536 $6.19M 2.98% +32,541 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 70,348 $6.18M 0.48% -6,470 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 70,314 $6.17M 1.99% -1,941 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 70,294 $6.17M 0.83% +14,713 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 70,198 $6.16M 1.2% +1,800 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 69,983 $6.14M 0.4% +483 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 69,966 $6.14M 0.03% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 69,946 $6.14M 0.94% -496 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 69,913 $6.14M 0.65% -379 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 68,138 $6.12M 0.31% -10,996 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 69,636 $6.11M 2.14% -46 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 69,374 $6.09M 0.55% -24,649 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 69,035 $6.06M 0.82% -507 13F-HR Timeline Blue Trust, Inc. 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