Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 25,100 $2.84M 0.6% +316 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 25,028 $2.83M 0.12% -4,492 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 25,000 $2.83M 0.74% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 24,999 $2.83M 0.73% +1,709 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 24,988 $2.83M 0.02% +454 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 24,975 $2.82M 0.1% +621 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,968 $2.82M 0.13% -598 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 24,736 $2.82M 0.9% +386 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 24,915 $2.82M 0.23% +1,262 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 24,876 $2.81M 0.34% +3,090 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 24,843 $2.81M 0.1% -64 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 24,807 $2.81M 0.11% -793 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 24,775 $2.8M 2.27% -775 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 24,751 $2.8M 0.52% -30 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 24,745 $2.8M 0.25% +210 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 24,729 $2.8M 1.11% -1,286 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 24,690 $2.79M 0.08% +53 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 24,597 $2.78M 0.72% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 24,588 $2.78M 1.55% +840 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 24,480 $2.77M 1.03% -200 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 24,451 $2.77M 1.59% -467 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 24,414 $2.76M 0.1% -4,410 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 24,398 $2.76M 1.84% +5,000 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 24,391 $2.76M 0.23% -2,554 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,360 $2.76M 0.24% +45 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 24,311 $2.75M 1.36% -273 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 24,221 $2.74M 0.1% +643 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 24,168 $2.73M 0.19% +3,876 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 24,164 $2.73M 0.03% +23,635 13F-HR Timeline Group INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 24,154 $2.73M 0.15% -75 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 24,096 $2.73M 0.12% -441 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 23,920 $2.71M 0.17% +3,323 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 23,923 $2.7M 0.38% +1,147 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 23,842 $2.7M 0.07% +162 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 23,736 $2.68M 0.07% 13F-HR Timeline TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 23,693 $2.68M 0.38% +385 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 23,619 $2.67M 0.55% +5,059 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 23,609 $2.67M 0.36% +14,960 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 23,574 $2.67M 0.7% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 23,541 $2.66M 1.35% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,423 $2.65M 0.11% -514 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 23,396 $2.65M 0.08% +2,202 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 23,423 $2.65M 0.02% +542 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 23,372 $2.64M 2.17% +200 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 23,308 $2.64M 1.32% +813 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,153 $2.62M 0.22% +7,505 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 23,068 $2.61M 1% +427 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 23,064 $2.61M 0.05% -29,819 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 22,989 $2.6M 0.08% -889 13F-HR Timeline Group Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 22,951 $2.6M 0.36% +50 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 22,915 $2.59M 0.7% +3,404 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 22,868 $2.59M 0.27% -1,105 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 22,842 $2.58M 0.1% +156 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 22,780 $2.58M 0.28% +6,757 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,740 $2.57M 0.09% +2,026 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 22,739 $2.57M 0.05% -2,906 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 22,706 $2.57M 0.03% -2,377 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22,760 $2.57M 0.26% +3,386 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 22,694 $2.57M 0.16% -243 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 19,969 $2.57M 0.26% +1,332 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 22,663 $2.56M 0.26% -700 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 22,650 $2.56M 0.19% -234 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 22,518 $2.54M 0.17% +37 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,450 $2.54M 0.18% +5,933 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 22,363 $2.53M 0.48% -94 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 22,330 $2.53M 2.24% -500 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 22,293 $2.52M 0.1% +2,168 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 22,259 $2.52M 0.11% +20 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22,225 $2.51M 0.29% +452 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 22,132 $2.5M 0.26% -442 13F-HR Timeline Group CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 22,129 $2.5M 0.69% +553 13F-HR Timeline Group Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 22,079 $2.5M 0.17% +7,996 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 21,940 $2.48M 0.76% +119 13F-HR Timeline Avitas Wealth Management LLC More: the full row for Avitas Wealth Management LLC 21,854 $2.47M 0.34% -194 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 21,811 $2.47M 1.27% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 21,752 $2.46M 0.12% +8,535 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 21,708 $2.46M 0.08% -959 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 21,624 $2.45M 0.1% +2,432 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 21,600 $2.44M 0.05% +152 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 21,549 $2.44M 0.05% -11,646 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 21,527 $2.43M 0.05% +17,237 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 21,430 $2.42M 0.25% -397 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 21,222 $2.42M 0.07% -1,009 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 21,339 $2.41M 0.05% -145 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 21,321 $2.41M 0.16% -401 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 21,153 $2.39M 0.84% -387 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 21,138 $2.39M 0.19% +34 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 21,130 $2.39M 0.23% +4,173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 21,110 $2.39M 0.18% -342 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 21,035 $2.38M 0.06% +358 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21,035 $2.38M 0.43% +35 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 20,984 $2.37M 0.84% 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 20,946 $2.37M 0.61% 0 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 20,902 $2.36M 1.36% -94 13F-HR Timeline SWS Partners More: the full row for SWS Partners 20,892 $2.36M 0.72% -46 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 20,859 $2.36M 1.5% 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,811 $2.35M 0.13% +5,970 13F-HR/A Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,761 $2.35M 0.8% +21 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 20,738 $2.35M 0.83% -938 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 20,696 $2.34M 0.43% +460 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 20,646 $2.34M 0.72% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 20,632 $2.33M 0.11% -385 13F-HR Timeline Group New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 20,579 $2.33M 1.18% -5,531 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 20,500 $2.32M 0.13% -5,423 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 20,466 $2.31M 0.19% -386 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 20,461 $2.31M 0.64% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 20,443 $2.31M 0.51% -419 13F-HR Timeline Buckingham Capital Management, Inc. More: the full row for Buckingham Capital Management, Inc. 20,427 $2.31M 0.27% -24,982 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 20,396 $2.31M 0.06% -8,326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triton Financial Group Inc More: the full row for Triton Financial Group Inc 20,350 $2.3M 1.44% -18 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 20,314 $2.3M 0.38% +1 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,240 $2.29M 0.28% +11,634 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 20,065 $2.29M 0.76% +120 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 20,204 $2.29M 2.46% -290 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 20,192 $2.28M 0.21% -342 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 20,138 $2.28M 0.18% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 20,111 $2.27M 1.32% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 20,055 $2.27M 0.14% +10,248 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 20,034 $2.27M 0.69% -71 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,987 $2.26M 0.47% -94,045 13F-HR/A Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 19,934 $2.25M 0.08% -384 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 19,910 $2.25M 0.58% -167 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 19,872 $2.25M 0.11% +268 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 19,846 $2.24M 0.11% +3,397 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 19,803 $2.24M 0.04% -16,799 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 19,780 $2.24M 0.49% -446 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 19,742 $2.23M 0.09% -4,649 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 19,669 $2.22M 0.66% -625 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 19,637 $2.22M 0.63% -65 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 19,631 $2.22M 0.2% +1,200 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 19,494 $2.2M 0.81% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 19,441 $2.2M 0.3% -412 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,425 $2.2M 0.74% -120 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 19,414 $2.19M 0.13% -500 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 19,409 $2.19M 1.14% +324 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 19,400 $2.19M 0.54% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,395 $2.19M 0.9% -448 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 19,373 $2.19M 0.01% -2,338 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 19,287 $2.18M 0.06% +1,605 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 19,269 $2.18M 1.6% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 19,138 $2.16M 1.91% 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 19,095 $2.16M 0.36% -486 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,214 $2.16M 0.11% +5,575 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 19,059 $2.16M 0.2% -20 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 19,059 $2.16M 0.2% +12,807 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,012 $2.15M 0.1% +2,404 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 19,000 $2.15M 0.02% 0 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 18,979 $2.15M 0.43% +7,307 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 18,955 $2.14M 0.55% 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 18,899 $2.14M 0.45% -213 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 18,899 $2.14M 1.97% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 18,889 $2.14M 0.06% +2,876 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 18,873 $2.13M 0.18% +867 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 18,869 $2.13M 0.72% +14 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 18,827 $2.13M 1.22% +1,162 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 18,820 $2.13M 0.22% -278 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,812 $2.13M 0.16% +656 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 18,789 $2.13M 0.48% -158 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,622 $2.11M 0.07% +2,860 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 18,595 $2.1M 0.07% +5,071 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 18,403 $2.1M 0.19% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18,527 $2.1M 0.31% +182 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,497 $2.09M 0.06% +2,346 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 18,493 $2.09M 1.44% 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 18,469 $2.09M 0.19% +558 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 18,385 $2.08M 0.86% 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 19,967 $2.07M 0.25% 0 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 18,291 $2.07M 1.09% -312 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 18,178 $2.06M 0.17% +10 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 18,177 $2.06M 0.04% -8,669 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 18,175 $2.06M 0.53% +41 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 18,165 $2.05M 1.88% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 18,082 $2.05M 0.15% +2,239 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 18,076 $2.04M 0.15% -350 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,070 $2.04M 0.22% -81 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 18,061 $2.04M 0.49% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 18,013 $2.04M 0.18% +510 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 17,989 $2.03M 0.18% -404 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 17,936 $2.03M 0.21% +10,632 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17,910 $2.03M <0.01% -2,065 13F-HR/A Timeline Dodge & Cox More: the full row for Dodge & Cox 17,857 $2.02M <0.01% 0 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 17,855 $2.02M 0.09% +936 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,783 $2.01M 0.66% -142 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 17,628 $1.99M 0.35% -202 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 17,583 $1.99M 0.72% -50 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 17,476 $1.98M 0.39% -145 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 17,450 $1.97M 0.9% +942 13F-HR Timeline Legacy Private Trust Co. 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