MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 68,450 $7.05M 0.6% +3,778 13F-HR Timeline Group NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 68,190 $7.03M 2.05% -359 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 68,062 $7.01M 0.17% -827 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 67,796 $6.99M 0.41% -14,999 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 67,792 $6.99M 0.75% +1,778 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 67,775 $6.98M 0.24% -3,482 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 67,612 $6.97M 0.26% -9,950 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 67,507 $6.96M 0.71% -2,674 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 67,330 $6.95M 0.18% +10,818 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 67,205 $6.93M 1.1% +763 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 67,159 $6.92M 0.93% +14,382 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 67,118 $6.92M 0.84% -1,674 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 67,031 $6.91M 0.26% -983 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 67,005 $6.91M 0.31% -13,374 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 66,953 $6.9M 0.97% -3,626 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 66,879 $6.89M 0.22% +1,408 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 66,840 $6.89M +276 Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 66,765 $6.88M +4,192 Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 66,710 $6.88M 0.61% -673 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 66,589 $6.86M 1.02% +15,738 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 66,575 $6.86M 0.06% -172,250 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 66,238 $6.83M 0.97% +2,804 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 65,988 $6.8M 3.27% -1,622 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 65,966 $6.8M 0.42% -7 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 65,835 $6.78M 0.36% -1,817 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 66,213 $6.78M 1.82% +566 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 65,689 $6.77M 1.06% -40 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 65,685 $6.77M 0.12% +452 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 65,683 $6.77M 0.41% +16,909 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 65,550 $6.76M 1.42% 0 13F-HR Timeline PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 65,533 $6.75M 1.25% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 65,512 $6.75M 0.48% +6,303 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 65,414 $6.74M 0.42% +15,806 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 65,273 $6.73M 1.22% +3,958 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 65,145 $6.71M 1.46% -15,516 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 65,060 $6.71M 1.15% +476 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 64,902 $6.69M 0.03% +836 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 64,678 $6.67M 2.77% +2,031 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 64,675 $6.67M 0.15% -24,492 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 64,562 $6.65M 0.35% -1,711 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 64,554 $6.65M 1.06% +3,487 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 64,551 $6.65M 0.11% +328 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 64,504 $6.65M 0.29% +164 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 64,452 $6.64M 1.33% +996 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 64,448 $6.64M 0.45% -1,376 13F-HR Timeline R.H. Investment Group, LLC More: the full row for R.H. Investment Group, LLC 64,214 $6.62M 5.75% -580 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 64,180 $6.61M 0.91% -3,445 13F-HR Timeline Diversified Investment Strategies, LLC More: the full row for Diversified Investment Strategies, LLC 64,130 $6.61M 4.33% -600 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 64,107 $6.61M 1.1% +5,791 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 64,089 $6.61M 0.76% +7,925 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 64,032 $6.6M 0.41% -14,590 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 63,996 $6.6M 0.09% +751 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 63,871 $6.58M 0.51% -299 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 23,343 $6.58M 1.05% +10,778 13F-HR/A Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 63,825 $6.58M 0.66% -100 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 63,768 $6.57M 0.45% +2,381 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 63,754 $6.57M 0.57% -6,814 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 63,782 $6.57M 0.06% +9,061 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 63,458 $6.54M 0.22% -3,279 13F-HR Timeline Group PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 63,277 $6.52M 0.18% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 63,038 $6.5M 0.04% +12,338 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 62,823 $6.47M 0.65% -1,689 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 62,789 $6.47M 0.62% -95 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 62,671 $6.46M 0.42% +1,243 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 62,649 $6.46M 0.21% -1,419 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 62,642 $6.46M 0.35% -200 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 62,462 $6.44M 1.3% -1,141 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 62,429 $6.43M 0.62% +722 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 62,421 $6.43M 3.58% +4,046 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 62,315 $6.42M 0.15% -70,841 13F-HR/A Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 62,306 $6.42M 1.7% +286 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 62,087 $6.4M 0.78% -5,171 13F-HR Timeline BECK CAPITAL MANAGEMENT, LLC More: the full row for BECK CAPITAL MANAGEMENT, LLC 61,831 $6.37M 1.47% -321 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 61,785 $6.37M 3.17% +755 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 61,760 $6.36M 0.7% -11,840 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 61,729 $6.36M 0.76% -7,888 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 61,591 $6.35M 0.68% +2,482 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 61,539 $6.34M 0.72% +2,635 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 61,438 $6.33M 0.29% +8,948 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 61,406 $6.33M 0.36% +9,817 13F-HR Timeline Group Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 61,335 $6.32M 3.62% -150 13F-HR Timeline Bridge Creek Capital Management LLC More: the full row for Bridge Creek Capital Management LLC 61,185 $6.31M 1.75% -951 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 61,171 $6.3M 0.99% -1,710 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 61,120 $6.3M 1.43% +4,445 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 61,095 $6.3M 1.02% -2,031 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 61,067 $6.29M 2.48% -528 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 60,894 $6.28M 0.49% +65 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 60,822 $6.27M 0.11% +3,966 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 60,475 $6.23M 0.71% -781 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 60,431 $6.23M 0.73% -2,261 13F-HR Timeline AMJ Financial Wealth Management More: the full row for AMJ Financial Wealth Management 60,411 $6.23M 1.51% +4,034 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 60,387 $6.22M 0.99% +397 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 60,387 $6.22M 3.2% -850 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 60,235 $6.21M 1.9% -294 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 60,171 $6.2M -1,164 Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 60,000 $6.18M 1.52% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 59,931 $6.18M 0.38% +13,938 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 59,883 $6.17M 0.54% +2,876 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 59,850 $6.17M 1.35% 0 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 59,834 $6.17M 2.61% -65 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 59,658 $6.15M 0.59% +1,877 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 59,603 $6.14M 0.14% -549 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 59,541 $6.14M 0.06% +3,351 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 59,442 $6.13M 0.38% +34,338 13F-HR/A Timeline Group Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 59,337 $6.12M 1.37% -430 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 59,245 $6.11M 0.09% -306 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 59,009 $6.08M 0.26% +35,970 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 58,983 $6.08M 0.74% -690 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 58,630 $6.04M 0.5% +2,490 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 58,597 $6.04M 1.01% +760 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 58,497 $6.03M 0.51% +1,159 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 58,385 $6.02M 2.28% +50,195 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 58,382 $6.02M 0.18% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 58,337 $6.01M 0.33% -273 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 58,270 $6M 3.74% +4,935 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 58,243 $6M 0.35% -45,567 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 58,223 $6M 0.21% +8,518 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 58,006 $5.98M 0.56% -656 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 57,993 $5.98M 1.96% +307 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 57,983 $5.98M 1.88% +753 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 57,806 $5.96M 0.71% -3,229 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 57,675 $5.94M 0.46% -220 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 57,371 $5.91M 1.92% -549 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 57,300 $5.91M 0.08% +14,187 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 57,220 $5.9M 0.23% +3,209 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 57,184 $5.89M 0.86% +4,873 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 56,745 $5.85M 1.71% -625 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 56,626 $5.84M 0.14% +6,856 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 56,562 $5.83M 0.61% -46 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 56,348 $5.81M 0.4% -3,347 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 56,240 $5.8M 0.15% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 56,089 $5.78M 0.88% -1,530 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 56,060 $5.78M 0.09% +5,101 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 55,991 $5.77M 1.74% +3,852 13F-HR Timeline MIRAE ASSET SECURITIES (USA) INC. More: the full row for MIRAE ASSET SECURITIES (USA) INC. 55,879 $5.76M 0.25% -166 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 55,866 $5.76M 0.18% -8,213 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 55,787 $5.75M 1.36% +901 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 55,725 $5.74M 0.3% +48,678 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 55,638 $5.73M 0.38% -9,763 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55,637 $5.73M 0.56% -1,790 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 55,611 $5.73M 0.67% +40,516 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 55,594 $5.73M 0.43% +20,226 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 55,585 $5.73M 2.88% +12,274 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 55,487 $5.72M 0.46% -4,857 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 55,304 $5.7M 0.4% +216 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 55,236 $5.69M 0.73% +2,460 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 55,082 $5.68M 0.61% -424 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Shellback Capital, LP More: the full row for Shellback Capital, LP 55,000 $5.67M 0.36% +50,000 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 54,907 $5.66M 0.21% new 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 54,788 $5.65M -247 Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 57,070 $5.64M -2,890 Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 54,688 $5.64M 1.63% +25 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 55,404 $5.63M 0.81% +22,000 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 54,577 $5.62M 0.57% +12,134 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 55,115 $5.62M 1.45% +18 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 54,509 $5.62M 0.34% +1,548 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 54,502 $5.62M 0.64% -140 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 54,483 $5.62M 1.64% -408 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 54,445 $5.61M 0.68% -34,143 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 54,198 $5.59M 0.9% +994 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 54,143 $5.58M 0.96% -5,981 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 54,124 $5.58M 1.7% -959 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 54,008 $5.57M 0.99% +965 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 53,962 $5.56M 3.32% +1,769 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 53,798 $5.54M 1.37% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 53,691 $5.53M 1.31% +70 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 53,569 $5.52M 0.04% -61,705 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 53,517 $5.52M 0.06% +4,372 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 53,500 $5.51M 0.11% -196 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 53,446 $5.51M 1.56% +160 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 53,444 $5.51M 0.79% +6,231 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 53,376 $5.5M 1.7% -164 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 53,283 $5.49M 1.37% -1,576 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 53,230 $5.49M 2.88% +227 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 53,138 $5.48M 1.19% +3,354 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 52,972 $5.46M 1.84% -904 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 52,900 $5.45M 3.68% +4,251 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 52,730 $5.43M 0.43% +762 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 52,701 $5.43M 3.64% -269 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 52,621 $5.42M 0.22% +1,447 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 52,569 $5.42M 1.29% -1,146 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 52,529 $5.41M 0.48% +96 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 52,423 $5.4M 2.86% +21,404 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 52,415 $5.4M 1.14% +510 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 52,353 $5.4M -3,375 Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 52,319 $5.39M 0.79% -293 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 52,294 $5.39M 3.93% -2,090 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 52,183 $5.38M 3.14% +146 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 52,171 $5.38M 0.19% +1,208 13F-HR Timeline MORGUARD LINCLUDEN GLOBAL INVESTMENTS L… More: the full row for MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd 52,164 $5.38M 0.6% -521 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 52,085 $5.37M 3.49% +16,033 13F-HR Timeline Fulton Bank, N.A. 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