Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 67,625 $6.61M 0.97% +943 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 67,610 $6.61M 3.39% -11,978 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 67,479 $6.6M 0.67% +1,235 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 67,438 $6.59M 0.49% +2,604 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 67,383 $6.59M 0.64% -2,530 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 67,258 $6.58M 0.92% -1,403 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 66,737 $6.53M 0.22% -865 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 66,712 $6.52M 0.32% -300 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 66,579 $6.51M 0.43% +10,507 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 66,564 $6.51M +4,948 Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 66,442 $6.5M 1.11% +906 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 66,380 $6.49M 0.84% +7,503 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 66,273 $6.48M 0.36% +724 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 66,786 $6.47M 0.28% +3,245 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 66,014 $6.45M 0.75% +398 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 65,973 $6.45M 0.44% +473 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 65,824 $6.44M 0.46% -2,723 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 65,729 $6.43M 1.06% -903 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 65,651 $6.42M 1.35% -7,247 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 65,550 $6.41M 1.48% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 65,471 $6.4M 0.24% +3,577 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 65,647 $6.4M 1.89% +5,410 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 65,401 $6.39M 0.42% -980 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 65,233 $6.38M 0.12% +699 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 65,002 $6.36M 1.27% -125 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 64,794 $6.34M 5.81% -2,130 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 64,730 $6.33M 4.28% -910 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 64,672 $6.32M 0.58% +1,708 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 64,584 $6.32M 1.16% +371 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 64,550 $6.31M 0.76% -25 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 64,512 $6.31M 0.72% -939 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 64,366 $6.29M 0.87% +1,037 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 64,340 $6.29M 0.3% -447 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 64,223 $6.28M 0.11% -583 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 64,170 $6.27M 0.68% +6,587 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 64,079 $6.27M 0.22% +3,765 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 64,068 $6.26M 0.22% -228 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 64,066 $6.26M 0.03% -5,900 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 63,925 $6.25M 0.67% -3,945 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 63,603 $6.22M 1.37% -473 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63,456 $6.2M 1.42% +437 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 63,434 $6.2M 0.98% -12,052 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 63,405 $6.2M 0.46% +1,368 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 63,245 $6.18M 0.09% +84 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 63,126 $6.17M 1.04% -2,945 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 62,884 $6.15M 0.61% +11,986 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 62,881 $6.15M 1.05% -841 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 62,842 $6.14M 0.35% 0 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 62,692 $6.13M 0.75% -3,171 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 62,647 $6.13M 2.85% +564 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 62,573 $6.13M -32,588 Timeline Summit X, LLC More: the full row for Summit X, LLC 62,248 $6.09M 1.13% +30,983 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 62,152 $6.08M 1.52% -29,042 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 62,136 $6.08M 1.78% -105 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 62,020 $6.06M 1.72% -451 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 61,707 $6.03M 0.61% -2,239 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 61,595 $6.02M 2.54% +234 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 61,485 $6.01M 3.81% -635 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 61,428 $6.01M 0.42% +3,824 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 61,387 $6M 0.45% +1,257 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 61,335 $6M 0.12% -3,412 13F-HR Timeline Group Saranac Partners Ltd More: the full row for Saranac Partners Ltd 61,315 $6M 3.18% -6,020 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 61,256 $5.99M 0.78% +6,169 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 61,237 $5.99M 3.16% -175 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 61,067 $5.97M 1.06% +632 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 61,035 $5.97M 0.77% -3,488 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 61,030 $5.97M 2.98% +1,440 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 60,829 $5.95M 0.5% -543 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 60,602 $5.93M 0.34% +1,527 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 60,529 $5.92M 1.92% -3,637 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 60,450 $5.91M 1.74% +2,727 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 60,423 $5.91M 0.09% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TRUST POINT INC. More: the full row for TRUST POINT INC. 60,344 $5.9M 0.56% +6,789 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 60,152 $5.88M 0.15% +408 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 60,124 $5.88M 1.08% -4,715 13F-HR Timeline Fortress Investment Group LLC in group Fortress Investment Group LLC More: the full row for Fortress Investment Group LLC 60,000 $5.87M 0.83% new 13F-HR Timeline Group Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 60,000 $5.87M 1.25% 0 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 59,990 $5.87M 1.01% -1,234 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 59,960 $5.86M -13,712 Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 59,899 $5.86M 2.66% -3,382 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 59,850 $5.85M 1.33% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 59,767 $5.84M 1.39% -1,653 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 59,695 $5.84M 0.41% +1,301 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 59,673 $5.83M 0.79% +690 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 59,655 $5.83M 0.36% -520 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 59,551 $5.82M 0.1% -514 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 59,209 $5.79M 0.45% +4,447 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 59,109 $5.78M 0.69% -1,771 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 59,092 $5.78M 1.46% -14,816 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 58,994 $5.77M 0.15% -6,545 13F-HR/A Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 58,904 $5.76M 0.7% -9,426 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 58,662 $5.74M 0.57% -335 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 58,610 $5.73M 0.34% -928 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 58,524 $5.72M 4% +36 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 58,375 $5.71M 3.56% +1,792 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 58,316 $5.7M 1.01% +23,879 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 58,216 $5.69M 2.96% +483 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 57,920 $5.66M 2.05% -17,574 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 57,895 $5.66M 0.48% -2,806 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 57,837 $5.66M 1.1% +419 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 57,781 $5.65M 0.58% -1,336 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 57,761 $5.65M 1.63% -42 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 57,686 $5.64M 2.02% +340 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 57,619 $5.63M 0.94% +4,680 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 57,427 $5.62M 0.63% -1,423 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 57,370 $5.61M 1.78% -2,627 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 57,338 $5.61M 0.51% -2,690 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 57,230 $5.6M 1.92% -12,406 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 57,007 $5.57M 0.55% -662 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 56,856 $5.56M 0.1% +1,882 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 56,675 $5.54M 1.38% +806 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 56,608 $5.54M 0.62% -226 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 56,377 $5.51M 1.4% +1,958 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 56,240 $5.5M 0.14% 0 13F-HR Timeline Broad Peak Investment Advisers Pte Ltd More: the full row for Broad Peak Investment Advisers Pte Ltd 56,200 $5.5M 1.71% new 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 56,190 $5.49M 0.06% -10,236 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 56,176 $5.49M 0.89% +5,125 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 56,164 $5.49M 0.68% -2,050 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 56,140 $5.49M 0.47% +3,696 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 56,045 $5.48M 0.24% -94,348 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 56,019 $5.48M 0.55% -7,594 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 55,728 $5.45M +4,003 Timeline Coastline Trust Co More: the full row for Coastline Trust Co 55,506 $5.43M 0.62% -247 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 56,512 $5.41M 0.16% +5,076 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 55,097 $5.39M 1.48% +20 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 55,088 $5.39M 0.46% +2,002 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 55,083 $5.39M 1.74% -92 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 55,035 $5.38M -43,948 Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 54,891 $5.37M 1.69% -2,440 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 54,886 $5.37M 1.57% -354 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 54,859 $5.36M 1.4% -145 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 54,721 $5.35M 0.06% -11,192 13F-HR Timeline Group Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 54,663 $5.34M 1.53% -324 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,642 $5.34M 0.65% -44,318 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 54,506 $5.33M 0.18% +1,382 13F-HR Timeline Group Cobler Capital Management, LLC More: the full row for Cobler Capital Management, LLC 54,540 $5.32M 5.27% 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 54,384 $5.32M 3.99% -2,405 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 54,229 $5.3M 1.62% 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 54,213 $5.3M 0.23% +41,309 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 53,876 $5.3M 1.87% +763 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 54,011 $5.28M 0.22% +9,498 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 54,000 $5.28M 0.72% +112 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 53,798 $5.26M 1.43% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 53,715 $5.25M 1.42% +1,244 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 53,696 $5.25M 0.11% +211 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 53,621 $5.24M 1.37% -1,834 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 53,540 $5.24M 1.72% -3,055 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 53,518 $5.23M 0.45% +7,420 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 53,335 $5.21M 3.39% +7,063 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 53,286 $5.21M 1.83% -797 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 53,270 $5.21M 0.19% -2,659 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 53,204 $5.2M 0.97% +133 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 53,082 $5.19M 0.36% +19,193 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 53,043 $5.19M 1.01% -3,497 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 53,003 $5.18M 2.95% -268 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 52,970 $5.18M 3.76% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 52,961 $5.18M 0.34% +13,039 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 52,813 $5.16M 0.16% +43,502 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 52,777 $5.16M 0.78% +235 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 52,776 $5.16M 0.73% +720 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 52,685 $5.15M 0.57% -320 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 52,612 $5.14M 0.79% -201 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 52,554 $5.14M 0.46% +564 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 52,538 $5.14M 0.58% -29,661 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 52,490 $5.13M 0.34% +12,692 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52,433 $5.13M 0.49% +2,084 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 52,311 $5.11M 0.81% +1,929 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 52,290 $5.11M 0.37% +5,295 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 52,250 $5.11M 1.13% +34,321 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 56,458 $5.11M 0.24% +310 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 52,193 $5.1M 3.24% +3,999 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 52,154 $5.1M 0.76% -8,416 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 52,139 $5.1M 1.76% +3,582 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 52,068 $5.09M 0.65% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 52,037 $5.09M 3.13% -104 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 51,987 $5.08M 0.22% -304,726 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 51,968 $5.08M 0.42% -284 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 51,905 $5.08M 1.08% +8,699 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 51,899 $5.07M 0.48% +33 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 51,589 $5.04M 0.35% -5,345 13F-HR Timeline Group J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 51,583 $5.04M 1.14% +190 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 51,470 $5.03M 1.25% +33,543 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 51,299 $5.02M 0.35% -93 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 51,174 $5M 0.22% -434 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 51,131 $5M 1.04% +830 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 51,110 $5M 0.36% -7,988 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 51,000 $4.99M 0.17% 0 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 50,963 $4.98M 0.19% +3,380 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 50,959 $4.98M 0.09% +12,991 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 50,944 $4.98M 0.96% -43 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 50,904 $4.98M 0.53% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 50,870 $4.97M 0.63% +80 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 50,851 $4.97M 0.68% +5,826 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 50,707 $4.97M 2.68% +400 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 50,711 $4.96M 2.72% -1,370 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 50,700 $4.96M 0.03% -3,242 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 50,689 $4.96M 3.36% +685 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 50,442 $4.93M 0.42% +2,437 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 50,430 $4.93M 1.4% -2,308 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 50,170 $4.91M 1.13% +478 13F-HR Timeline