SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 25,774 $3.45M 0.12% -416 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,768 $3.45M 0.23% +645 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 25,750 $3.45M 0.05% +909 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 25,687 $3.44M 0.48% -325 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 25,589 $3.43M -541 Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 25,505 $3.42M 1.72% 0 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 25,494 $3.41M 0.77% -69 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 27,610 $3.41M 2.02% +126 13F-HR Timeline OSSIAM More: the full row for OSSIAM 25,460 $3.41M 0.04% -39,036 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 25,437 $3.41M 1.78% +1,190 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 25,389 $3.4M 0.06% -133 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 25,169 $3.37M 0.29% +573 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 25,131 $3.37M 0.45% -2,495 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 25,049 $3.36M 1.56% -726 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 24,998 $3.35M 0.1% -31,556 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 24,962 $3.34M 1.18% +5 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 24,933 $3.34M 1% +380 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 31,544 $3.34M 0.73% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 24,630 $3.3M 0.69% +5,784 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 24,590 $3.29M 0.52% -800 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 24,587 $3.29M 1.43% -3,062 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 24,560 $3.29M 0.14% +9,374 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 24,556 $3.29M 0.78% +942 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 24,472 $3.28M 0.75% -125 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 24,452 $3.28M 1.31% -333 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 24,442 $3.27M 1.65% -125 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 24,432 $3.27M 1.12% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 24,393 $3.27M <0.01% -23,159 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 24,373 $3.26M 0.26% -6,278 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 24,362 $3.26M 0.86% -1,177 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 24,360 $3.26M 0.27% -393 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 24,341 $3.26M 0.22% -731 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 24,305 $3.26M 0.11% +1,205 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 24,691 $3.24M 0.18% +1,512 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 24,126 $3.23M 1.03% -12,938 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 24,088 $3.23M 0.15% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 24,080 $3.23M 0.08% -2,831 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 24,063 $3.22M 0.08% +1,642 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 23,976 $3.21M 0.05% +636 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23,966 $3.21M 0.02% -2,844 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 23,940 $3.21M 1.61% +1,933 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 23,931 $3.21M 0.09% +130 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 23,924 $3.2M 0.15% -1,144 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 23,909 $3.2M 0.96% +1,742 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 23,854 $3.2M 0.38% +585 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 23,814 $3.19M 0.28% +457 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 23,720 $3.18M 0.46% -230 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 23,680 $3.17M 2.16% -500 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 23,669 $3.17M 0.11% -1,384 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 23,639 $3.17M 0.25% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 23,609 $3.16M 0.19% +1,041 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 23,582 $3.16M 0.24% -1,387 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 23,555 $3.15M 0.12% +121 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 23,552 $3.15M 0.1% +876 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 23,539 $3.15M 0.1% -548 13F-HR Timeline Hixon Zuercher, LLC More: the full row for Hixon Zuercher, LLC 23,455 $3.14M 0.96% +342 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 23,364 $3.13M 0.34% +9,600 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 23,331 $3.12M 0.05% +25 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 23,253 $3.11M 0.44% -150 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 23,236 $3.11M 0.17% +1,794 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 23,228 $3.11M 0.09% +1,566 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 23,224 $3.11M 0.6% -450 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 23,129 $3.1M 0.33% -947 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,050 $3.09M 0.2% -261 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 23,035 $3.08M 0.07% -761 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 22,959 $3.08M 0.04% new 13F-HR/A Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 22,770 $3.05M 0.16% -22 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 22,710 $3.04M 2.2% -145 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 22,651 $3.03M 0.25% -348 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 22,541 $3.03M 1.41% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 22,594 $3.03M 0.59% -144 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 22,469 $3.01M 0.1% +252 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 22,449 $3.01M 0.17% -16 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 22,395 $3M 1.35% +48 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 22,380 $3M 0.14% -1,824 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 22,354 $2.99M 0.06% -79 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 22,319 $2.99M 0.42% +1,270 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 22,309 $2.99M 1.44% -280 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 22,300 $2.99M 1.83% +5,300 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 22,293 $2.99M 0.27% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 22,274 $2.96M 0.18% -343 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 22,095 $2.96M 0.16% +763 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 22,069 $2.96M 1.01% +1,795 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 22,067 $2.96M 0.18% +7,348 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 22,019 $2.95M 0.18% -5,823 13F-HR/A Timeline Group Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 21,921 $2.94M 0.71% -415 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 21,911 $2.93M 0.83% +6,173 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 21,900 $2.93M 0.06% -44 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 21,875 $2.93M 0.73% +79 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 21,796 $2.92M 1.47% new 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 21,732 $2.91M 0.32% -7,831 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 21,675 $2.9M 0.1% +765 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 21,665 $2.9M 0.77% +140 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 21,573 $2.89M 0.49% +1,119 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 21,559 $2.89M 2.54% -184 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 21,438 $2.87M 0.23% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 21,311 $2.85M 1.27% 0 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 21,264 $2.85M 0.18% +4,240 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 21,191 $2.84M 0.08% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 21,179 $2.84M 0.09% -482 13F-HR Timeline ZEVENBERGEN CAPITAL INVESTMENTS LLC More: the full row for ZEVENBERGEN CAPITAL INVESTMENTS LLC 21,124 $2.83M 0.06% +115 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 21,007 $2.81M 0.09% -768 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 20,949 $2.81M 0.16% -352 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 20,864 $2.79M 0.44% +214 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 20,840 $2.79M 0.24% -1,062 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 20,830 $2.79M 0.61% +4,056 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 20,731 $2.78M 0.11% -290 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 20,677 $2.77M 0.17% +3,795 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 20,650 $2.77M 0.17% +545 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 20,631 $2.76M 0.19% +2,473 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 20,520 $2.75M 2.49% 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 20,485 $2.74M 0.81% -102 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,472 $2.74M 0.07% -1,992 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 20,462 $2.74M 0.13% -843 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 20,451 $2.74M 0.18% +803 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 20,449 $2.74M 0.46% -100 13F-HR/A Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 20,447 $2.74M 0.37% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 20,435 $2.74M 0.05% -2,947 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 20,430 $2.74M 0.2% +178 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SWS Partners More: the full row for SWS Partners 20,419 $2.73M 0.67% +1,043 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 20,315 $2.72M 0.34% -25 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 20,295 $2.72M 0.07% -206 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,256 $2.71M 0.07% +1,535 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 20,227 $2.71M 0.71% +1,080 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 20,220 $2.71M 0.54% -81 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 20,200 $2.71M 1.24% -2,230 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 20,508 $2.7M 2.46% new 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 20,167 $2.7M 0.5% -77 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 19,983 $2.68M 0.18% 0 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 19,960 $2.67M 0.09% +1,515 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,872 $2.66M 0.79% -81 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 19,832 $2.66M 0.84% -425 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 19,820 $2.65M 0.51% +40 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 19,779 $2.65M 0.98% -586 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 19,722 $2.64M 0.8% -4,109 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 19,700 $2.64M 0.72% 0 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 19,656 $2.63M 0.06% -19,983 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19,610 $2.63M 0.36% -2,609 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 19,539 $2.62M 0.75% -24 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 19,526 $2.62M 0.33% +2,394 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 19,494 $2.61M 0.85% 0 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 19,475 $2.61M 0.75% -25 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 19,428 $2.6M 2.34% -250 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,426 $2.6M 0.11% -1,223 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 19,397 $2.6M 0.7% -150 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 19,400 $2.6M 0.55% 0 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 19,369 $2.59M 0.73% +6,160 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 19,343 $2.59M 0.98% +20 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 19,337 $2.59M 1.96% +1,336 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 19,294 $2.58M 0.77% -279 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 19,285 $2.58M 0.39% -200 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 19,200 $2.57M 0.41% -290 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 19,190 $2.57M 0.61% +319 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 19,930 $2.57M 0.42% -4,363 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 19,103 $2.56M 0.09% -1,568 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 19,074 $2.55M 1.23% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 19,051 $2.55M 0.44% -3,289 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 19,026 $2.55M 0.18% -1,610 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 $2.54M 0.02% -845,712 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 18,979 $2.54M 0.21% -44 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 18,974 $2.54M 0.03% -1,408 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 18,928 $2.54M 0.08% -5,226 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 18,879 $2.53M 0.44% -192 13F-HR Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 18,875 $2.53M 1.85% -5 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 18,827 $2.52M 0.27% +17,104 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 18,769 $2.51M 0.18% -693 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 18,797 $2.51M 0.46% +3 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 18,698 $2.5M 1.99% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 18,548 $2.48M 0.06% -40 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,403 $2.46M 0.03% +492 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 18,324 $2.45M 0.63% +3,614 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,310 $2.45M 0.09% +2,992 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 18,227 $2.44M 0.38% -351 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 18,225 $2.44M 0.57% -8,086 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 18,216 $2.44M 0.2% +10 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 18,209 $2.44M 1.51% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 18,142 $2.43M 0.14% +1,808 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 18,070 $2.42M 0.23% -21 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 18,066 $2.42M 0.3% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 17,989 $2.41M 0.55% +1,181 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,975 $2.41M 0.22% +7 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,966 $2.41M 0.09% -5,924 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 17,962 $2.41M 0.01% new 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 17,973 $2.4M 0.07% -4,000 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 17,930 $2.4M 0.37% +232 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 17,890 $2.4M 0.02% +3,401 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 17,706 $2.37M 1.53% -6,520 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 17,691 $2.37M 0.1% -252 13F-HR Timeline SPC Financial, Inc. 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