TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 12,416 $2.3M 0.21% +213 13F-HR Timeline Group GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 12,410 $2.3M 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 12,382 $2.3M 0.26% -159 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 12,381 $2.3M 0.44% +3,313 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 12,373 $2.3M 1.03% +561 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 12,324 $2.29M 0.33% +464 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 12,287 $2.28M 1.1% -2 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 11,961 $2.27M 0.81% +70 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 12,229 $2.27M 0.2% +161 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 12,220 $2.27M 0.26% -50,376 13F-HR Timeline Foyston, Gordon & Payne Inc More: the full row for Foyston, Gordon & Payne Inc 12,200 $2.26M 0.52% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 12,132 $2.25M 0.32% -193 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 12,118 $2.25M 0.69% -356 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 12,075 $2.24M 0.67% -50 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,073 $2.24M 0.23% +420 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 12,065 $2.24M 0.28% -102 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 12,041 $2.24M 1.12% -22 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 12,032 $2.23M 0.21% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 12,026 $2.23M 1.81% -19 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 12,003 $2.23M 1.48% -336 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,992 $2.23M 0.45% -130 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 11,695 $2.23M 0.22% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,970 $2.22M 0.34% +2,030 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 11,968 $2.22M 1.85% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,955 $2.22M 0.15% +476 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,590 $2.22M 0.37% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 11,939 $2.22M 0.48% +250 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 11,921 $2.21M 0.1% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 11,910 $2.21M 1.04% +923 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 11,908 $2.21M 0.98% +161 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 11,894 $2.21M 1.25% +9,514 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 11,881 $2.21M 1.15% -845 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 11,872 $2.2M 0.35% +248 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,872 $2.2M 0.88% -1,238 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 11,867 $2.2M 0.09% -171 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,803 $2.19M 0.11% -12,006 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,800 $2.19M 0.13% +1,178 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 11,800 $2.19M 0.96% -533 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,791 $2.19M 0.08% -13,508 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 11,781 $2.19M 1.17% +228 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11,780 $2.19M 0.16% +712 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 11,739 $2.18M 1.61% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 11,738 $2.18M 0.53% -2,725 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 11,716 $2.17M 0.34% +1,200 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 11,693 $2.17M 0.19% +387 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 11,689 $2.17M 0.58% +97 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 11,668 $2.17M 0.59% +11,443 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 11,653 $2.16M 0.73% -202 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11,611 $2.16M 0.11% -1,272 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 11,593 $2.15M 0.53% +1,149 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,583 $2.15M 0.66% -5 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 11,567 $2.15M 0.54% +119 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 11,542 $2.14M 0.05% -12,286 13F-HR Timeline Group Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 11,532 $2.14M 1.38% -37 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 11,522 $2.14M 0.3% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 11,520 $2.14M 0.71% +200 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 11,519 $2.14M 0.74% +1,558 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 11,473 $2.13M 0.32% -1,103 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 11,468 $2.13M 0.37% +107 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 11,445 $2.12M 0.35% +11 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 11,361 $2.11M 1.18% -25 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 11,328 $2.1M 0.41% -5,401 13F-HR Timeline PROVIDENT TRUST CO More: the full row for PROVIDENT TRUST CO 11,322 $2.1M 0.04% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 11,300 $2.1M 0.32% +256 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 11,273 $2.09M 0.9% -59 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 11,267 $2.09M 0.16% 0 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 11,264 $2.09M 1.32% -38 13F-HR Timeline Collar Capital Management, LLC More: the full row for Collar Capital Management, LLC 11,242 $2.09M 1.76% +34 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,233 $2.08M 0.29% +38 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,217 $2.08M 0.43% -1,715 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 11,216 $2.08M 0.02% -8,171 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 11,209 $2.08M 0.18% -461 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 11,203 $2.08M 0.75% -1,103 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 11,198 $2.08M 0.96% +5 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,193 $2.08M 0.03% +1,430 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,155 $2.07M 0.16% -1,757 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 11,332 $2.07M 0.96% -668 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 11,109 $2.06M 0.15% +35 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 11,079 $2.06M 1.97% -101 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,079 $2.06M 0.47% +87 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 11,049 $2.05M 2.29% +294 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 11,020 $2.05M 0.29% new 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 11,004 $2.04M 1.35% +134 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 10,972 $2.04M 0.26% -10,046 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 10,894 $2.02M 0.83% -300 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 10,853 $2.01M 1.05% +1,933 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 10,831 $2.01M 0.08% +411 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 10,822 $2.01M 0.13% +26 13F-HR Timeline Element Squared LLC More: the full row for Element Squared LLC 10,775 $2M 1.25% 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,774 $2M 0.65% -1 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 10,764 $2M 0.09% +494 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,757 $2M 0.17% -450 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DCF Advisers, LLC More: the full row for DCF Advisers, LLC 10,750 $2M 0.96% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 10,747 $1.99M 0.09% -9,792 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 10,720 $1.99M 0.88% +4,840 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,719 $1.99M 0.59% -360 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 10,649 $1.98M 1.59% -33 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 10,641 $1.98M 0.36% -1,116 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,617 $1.97M 0.9% +27 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 10,592 $1.97M 0.88% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,598 $1.97M 0.1% -83 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,582 $1.96M 0.09% -973 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 10,581 $1.96M 0.21% +178 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 10,573 $1.96M 0.43% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 10,558 $1.96M 0.58% -1,487 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 10,558 $1.96M 0.64% +5 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 10,554 $1.96M 0.31% +9,128 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 10,550 $1.96M 0.01% -2,607 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 10,530 $1.95M 0.6% -599 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 10,523 $1.95M 1.03% +20 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 10,496 $1.95M 0.24% -3,484 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 10,473 $1.94M <0.01% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,453 $1.94M 0.21% +899 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,428 $1.94M 0.98% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 10,427 $1.94M 0.95% +77 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 10,423 $1.93M 0.91% 0 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 10,036 $1.93M 0.69% +162 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 10,395 $1.93M 0.63% -20 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 10,393 $1.93M 0.91% +1,884 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 10,377 $1.93M 0.2% +140 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 10,376 $1.93M 1.06% +9,266 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 10,368 $1.92M 0.17% -4,586 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 10,044 $1.92M 0.15% +17 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,336 $1.92M 0.15% -251 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 10,335 $1.92M 0.03% +29 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 10,330 $1.92M 0.79% -235 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 10,311 $1.91M 0.29% -38 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 10,309 $1.91M 0.92% +7 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,307 $1.91M 0.95% -64 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 10,304 $1.91M 0.57% +377 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 10,279 $1.91M 0.66% +334 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 10,267 $1.91M 0.5% +208 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,238 $1.9M 1.44% +769 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 10,225 $1.9M 1.6% -254 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,223 $1.9M 0.26% +385 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 10,212 $1.9M 0.1% -5,534 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 10,011 $1.9M 0.69% -206 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 10,356 $1.89M 0.05% new 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,149 $1.88M 0.05% +2,918 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 10,140 $1.88M 0.82% +168 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 10,280 $1.87M 0.12% -702 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 10,051 $1.87M 1.56% +109 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,043 $1.86M 0.7% -308 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 10,015 $1.86M 0.12% +114 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 10,001 $1.86M 0.42% -155 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 10,000 $1.86M 1.32% +2,000 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 10,000 $1.86M 0.81% 0 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 9,999 $1.86M 0.47% +7,231 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 9,980 $1.85M 0.95% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,978 $1.85M 0.6% +1,762 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 9,974 $1.85M 0.96% -200 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 9,964 $1.85M 1.6% +2 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,961 $1.85M 0.09% -42 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 9,960 $1.85M 0.48% +2,862 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 9,945 $1.85M 1.58% -398 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 9,931 $1.84M 0.69% -136 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 9,926 $1.84M 0.94% -65 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 9,925 $1.84M 1.62% -653 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 9,923 $1.84M 0.78% -255 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 9,919 $1.84M 0.27% -910 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 9,911 $1.84M 0.65% +6,254 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 9,898 $1.84M 0.3% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 9,877 $1.83M 0.15% +293 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 9,873 $1.83M 0.07% +1,632 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,862 $1.83M 0.25% -349 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,853 $1.83M 0.16% -3 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 9,851 $1.83M 0.16% -177 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,846 $1.83M 0.15% -1,802 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 9,826 $1.82M 0.21% +1,128 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 9,822 $1.82M 0.68% -237 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 9,999 $1.82M 0.05% -1,800 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,795 $1.82M 1.1% -382 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 9,766 $1.81M 0.89% +227 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 9,757 $1.81M 0.38% +524 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 9,733 $1.81M 0 Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 9,731 $1.81M 0.19% -255 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 9,730 $1.81M 1.12% +180 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 9,722 $1.8M 0.32% +275 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,702 $1.8M 0.25% -264 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 9,696 $1.8M 0.8% +867 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 9,691 $1.8M 0.41% +24 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 9,682 $1.8M 0.28% -235 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 9,682 $1.8M 0.23% +60 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 9,681 $1.8M 0.17% +52 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 9,656 $1.79M 1.01% -175 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 9,643 $1.79M 0.29% -635 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 9,639 $1.79M 0.38% +1,040 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 9,635 $1.79M 1.19% +13 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,626 $1.79M 0.17% -9 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 9,614 $1.78M 0.18% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,598 $1.78M 0.52% -115 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 9,582 $1.78M 0.95% -13 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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